Pool (POOL) Q3 2025

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Earnings

Pool Corporation delivered a mixed but largely solid third quarter, edging past earnings expectations while falling just short on revenue. The pool products distributor posted diluted EPS of $3.40, beating the consensus estimate of $3.37 by 0.95%, as… Read more Pool Corporation delivered a mixed but largely solid third quarter, edging past earnings expectations while falling just short on revenue. The pool products distributor posted diluted EPS of $3.40, beating the consensus estimate of $3.37 by 0.95%, as net sales climbed 1.3% year-over-year to $1.45 billion, narrowly missing the $1.46 billion analyst target by 0.51%. The headline earnings story was driven by gross margin expansion of 50 basis points to 29.6%, fueled by mid-season price increases, pricing optimization, and improved supply chain management, which helped lift gross profit to $429.18 million despite only modest top-line growth. Operating income edged up to $177.99 million, even as a 5% rise in operating expenses reflected ongoing investment in network expansion and customer-facing technology. The company continued adding locations, bringing its total sales center count to 454 globally. With Berkshire Hathaway having previously taken a meaningful stake in the company, investor attention remains elevated heading into year-end. Management reaffirmed full-year 2025 EPS guidance of $10.81 to $11.31 per diluted share, signaling steady confidence in the near-term outlook.