Pool (POOL) Q1 2026 Earnings
How Did POOL Stock React to Q1 2026 Earnings?
S&P 500 over the same 30 days: +5.95%.
Did POOL Beat Earnings? Q1 2026 Results
Yes. Pool reported Q1 2026 earnings of $1.45 a share on Apr 23, 2026, beating the $1.35 consensus estimate by 7.7%. Revenue was $1.1B against a $1.1B estimate.
Pool Corporation kicked off fiscal 2026 with a stronger-than-expected first quarter, posting diluted EPS of $1.45 against a consensus estimate of $1.35, a beat of 7.66%, while revenue climbed 6.2% year-over-year to $1.14 billion, clearing analyst forecasts of $1.10 billion by 3.60%. The top-line growth was fueled by resilient maintenance product demand, robust equipment sales, and a gradual recovery in discretionary categories such as building materials, with price increases enacted in 2025 providing an additional tailwind. Operating income rose 7% to $82.61 million as operating margin edged up 10 basis points to 7.3%, though gross margin compressed slightly on an unfavorable product mix weighted toward lower-margin equipment. For investors who have watched the stock under pressure, <a href="https://247wallst.com/investing/2026/03/07/pool-corporation-is-down-39-but-wall-street-still-sees-a-281-stock/">the recovery case</a> may find some footing in these results. Management reaffirmed full-year 2026 guidance of $10.87 to $11.17 per diluted share, expressing confidence heading into peak pool season across its 455 sales center network.
- Strong maintenance product sales demand
- Strong equipment sales in Q1
- Gradual recovery in discretionary categories including building materials
- Price increases enacted in 2025
- Approximately 1% combined contribution from higher customer early buys and favorable currency exchange rates
- Greenfield investments contributing to growth with beginning operating expense leverage
“We are off to a solid start in 2026, with net sales up 6% and operating income growing 7% year-over-year. Maintenance demand remained resilient, and we saw continued, though still gradual, recovery in discretionary categories. Gross margin reflected the typical first quarter seasonal mix, with strong equipment and customer early buy sales partially offset by our pricing and supply chain initiatives. Our greenfield investments are contributing to growth, and we are beginning to see operating expense leverage as those locations mature. We remain confident in our strategy and our ability to drive profitable growth.”
Pool CEO, on the earnings call
What Was Pool's Outlook in Q1 2026?
Pool Corporation confirmed its full-year 2026 earnings guidance of $10.87 to $11.17 per diluted share, which includes a Q1 2026 ASU 2016-09 tax benefit of $0.02 per diluted share. The company expects year-over-year operating expense growth to moderate as it focuses on operational efficiencies and laps prior year business investments. Management expressed confidence in the strategy heading into peak pool season, emphasizing ongoing investments in people, technology, and operating capabilities.
POOL YoY Financials
| Metric | Q1 2026 | Q1 2025 | Year over year |
|---|---|---|---|
| Revenue | $1.1B | $1.1B | +6.2% |
| Gross Profit | $329.9M | $312.4M | +5.6% |
| Operating Income | $82.6M | $77.5M | +6.5% |
| Net Income | $53.2M | $53.5M | −0.6% |
Figures from SEC filings and company reports. Not investment advice.