Companies /Industrials

Pool Corporation

NASDAQ: POOL Industrial Distribution
$185.89
▼ $2.49 (−1.32%) today
Markets open · 12:59pm ET

Q3 2025 Earnings

Reported Oct 23, 2025, 10:29am ET · SEC source
$3.40
Beat +0.95%
EPS · est. $3.37
$1.5B
Miss −0.51%
Revenue · est. $1.5B
−20.7%
Trailing market
POOL vs S&P since report
2 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−2%0Oct 23Oct 24report 10:29am ETearnings+1.2%−1.3%
−2%0Oct 23Oct 24earnings+1.2%−1.3%
POOL −1.3%S&P 500 +1.2%
−2%0+2%Oct 23Oct 24report 10:29am ETearnings+1.5%−1.3%
−2%0+2%Oct 23Oct 24earnings+1.5%−1.3%
POOL −1.3%NASDAQ +1.5%
−8%−4%0+4%Oct 22Oct 31report 10:29am ETearnings+1.8%−7.3%
−8%−4%0+4%Oct 22Oct 31earnings+1.8%−7.3%
POOL −7.3%S&P 500 +1.8%
−8%−4%0+4%Oct 22Oct 31report 10:29am ETearnings+3.5%−7.3%
−8%−4%0+4%Oct 22Oct 31earnings+3.5%−7.3%
POOL −7.3%NASDAQ +3.5%
+0.91%
Day of report
−2.18%
Next session
−7.70%
One week
−21.18%
30 days

S&P 500 over the same 30 days: −0.45%.

Did POOL Beat Earnings? Q3 2025 Results

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.

Key Takeaways
  • Sustained customer demand for maintenance products
  • Improvement in sales for building materials products
  • Mid-season price increases boosting gross margin
  • Pricing optimization initiatives
  • Supply chain management improvements
  • Sales center network expansion with four new locations in Q3

“Building on momentum from the second quarter, we achieved sales growth in the third quarter of 2025. Our dedicated teams delivered not only top-line growth but also expanded gross margin. We continued to strengthen our industry leading position by adding four new locations this quarter and elevated our customer experience through expanded private-label offerings and strategic product partnerships. This month, we proudly mark our 30th anniversary as a public company listed on the Nasdaq Stock Market, a milestone made possible by our team's long-term strategic focus and ongoing commitment to offer our customers the best value proposition in the industry.”

Pool CEO, on the earnings call

Forward Guidance & Outlook

Pool Corporation confirmed its full-year 2025 earnings guidance range of $10.81 to $11.31 per diluted share, which includes a year-to-date ASU 2016-09 tax benefit of $0.11 per share. The confirmation is based on performance to date and the company's outlook for the remainder of the year.

POOL YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$400.0M$800.0M$1.2B$1.4B$1.5BRevenue$416.4M$429.2MGross Profit$176.3M$178.0MOperating Income$125.7M$127.0MNet Income
$0$400.0M$800.0M$1.2BRevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.