Pool (POOL) Q2 2025 Earnings
How Did POOL Stock React to Q2 2025 Earnings?
S&P 500 over the same 30 days: +1.27%.
Did POOL Beat Earnings? Q2 2025 Results
Yes. Pool reported Q2 2025 earnings of $5.17 a share on Jul 24, 2025, beating the $5.15 consensus estimate by 0.3%. Revenue was $1.8B against a $1.8B estimate.
Pool Corporation posted a steady second quarter for 2025, with results that narrowly cleared Wall Street expectations as the world's largest wholesale pool distributor showed signs of stabilization after a sluggish start to the year. Diluted EPS came in at $5.17, edging past the $5.15 consensus estimate by 0.33%, while revenue of $1.78 billion topped forecasts by 0.17% and rose 0.8% year-over-year, driven primarily by resilient demand for maintenance products including the company's private-label chemical lines. Gross margin held steady at 30.0% and disciplined cost controls kept selling and administrative expense growth to just 1%, helping operating income tick up to $272.67 million. A lower share count of 37.4 million diluted shares, down from 38.3 million a year ago, provided additional lift to per-share results. The quarter's gains came against a broader backdrop of <a href="https://247wallst.com/investing/2025/07/18/stock-market-live-july-18-sp-500-voo-hitting-higher-highs-on-positive-earnings-reports/">positive earnings momentum</a> across markets. Management updated full-year 2025 EPS guidance to a range of $10.80 to $11.30, reflecting cautious confidence in the outdoor living sector despite ongoing headwinds from new pool construction and consumer discretionary spending.
- Continued strength in maintenance products including private-label chemical products
- Year-over-year improvement in discretionary product sales such as building materials
- Disciplined cost management limiting operating expense growth to 1%
- Strong value proposition and supply chain efforts sustaining 30.0% gross margin
- Lower diluted share count from share repurchase activity
“During the second quarter of 2025, we saw sales expansion, reflecting continued growth in maintenance products and improving trends on discretionary spending, and celebrated the opening of our 450th sales center. We remain focused on prioritizing our strategic initiatives through providing an outstanding customer experience and advancing our technology investments, positioning the business for sustained success.”
Pool CEO, on the earnings call
What Was Pool's Outlook in Q2 2025?
Pool Corporation updated its full-year 2025 earnings guidance to $10.80–$11.30 per diluted share, including a year-to-date ASU 2016-09 tax benefit of $0.10 per share. Management expressed confidence in the strength of the outdoor living industry and believes the company's scale, disciplined approach, and customer-first mindset will drive long-term shareholder value, while acknowledging a constrained market environment.
POOL YoY Financials
| Metric | Q2 2025 | Q2 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.8B | $1.8B | +0.8% |
| Gross Profit | $535.2M | $530.1M | +1.0% |
| Operating Income | $272.7M | $271.5M | +0.4% |
| Net Income | $194.3M | $192.4M | +1.0% |
Figures from SEC filings and company reports. Not investment advice.