Q2 26 EPS
$5.38
BEAT +0.80%
Est. $5.34
Q2 26 Revenue
$1.82B
BEAT +0.28%
Est. $1.82B
vs S&P Since Q2 26
-6.7%
TRAILING MARKET
POOL -6.7% vs S&P +0.0%
Market Reaction
Did POOL Beat Earnings? Q2 2026 Results
Pool Corporation delivered a modest but clean beat to open its second quarter of 2026, with adjusted diluted EPS of $5.38 edging past the $5.34 consensus estimate by 0.80%, while net sales of $1.82 billion topped expectations by 0.28% and grew 2.1% y… Read more Pool Corporation delivered a modest but clean beat to open its second quarter of 2026, with adjusted diluted EPS of $5.38 edging past the $5.34 consensus estimate by 0.80%, while net sales of $1.82 billion topped expectations by 0.28% and grew 2.1% year over year, supported by resilient maintenance demand from its installed pool base and steady improvement in building materials. The headline story, however, was how the company navigated $8.26 million in one-time CEO transition costs, which weighed on GAAP results but left adjusted figures intact, with adjusted EBITDA reaching $294.68 million versus $292.08 million a year ago. Gross margin contracted 30 basis points to 29.7%, pressured by elevated inbound freight costs, though supply chain initiatives provided a partial cushion. New CEO John Watwood, leading his first earnings cycle, outlined strategic priorities centered on sales excellence and pricing discipline. Management reaffirmed its adjusted annual EPS guidance of $10.87 to $11.17, signaling confidence in execution through the back half of the year.
Key Takeaways
- • Resilient maintenance demand from installed base of swimming pools
- • Continued improvement in building materials sales
- • Inflation benefits on net sales
- • Supply chain initiatives partially offsetting freight cost headwinds
- • Muted discretionary spending environment constraining upside
POOL Forward Guidance & Outlook
Pool Corporation confirmed its prior adjusted annual diluted EPS guidance range of $10.87 to $11.17 per share, excluding $0.21 of CEO transition costs. On a GAAP basis, the company guides to $10.66 to $10.96 per diluted share, which includes $0.02 of year-to-date ASU 2016-09 tax benefits and $0.21 of CEO transition costs. Management expressed confidence in the company's industry-leading distribution network, deep supplier relationships, and digital capabilities to execute through the balance of the year.
POOL YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
“Our second quarter net sales grew 2% over prior year, reflecting steady maintenance demand from our installed base, continued momentum in building materials in a muted discretionary market, and the disciplined execution of our team across our 455 sales centers worldwide. We managed our inventory well, reflecting seasonal declines, as we moved through the peak season. We are focused on four priorities: sales excellence, pricing and supply chain discipline, operational execution, and disciplined M&A, each intended to serve our customers better and grow the business. Since stepping into this role, my conversations with our team, our customers and our suppliers have reinforced my confidence in the strength of our business and the opportunities ahead.”
— John Watwood, Q2 2026 Earnings Press Release
POOL Earnings Trends
POOL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
POOL EPS Trend
Earnings per share: estimate vs actual
POOL Revenue Trend
Quarterly revenue: estimate vs actual
POOL Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $5.34 | $5.38 | +0.80% | $1.82B | +0.28% |
| Q1 26 BEAT | $1.35 | $1.45 | +7.66% | $1.14B | +3.60% |
| Q4 25 MISS FY | $0.98 | $0.84 | -14.30% | $982.2M | -1.69% |
| FY Full Year | $10.85 | $10.73 | -1.13% | $5.29B | -0.32% |
| Q3 25 BEAT | $3.37 | $3.40 | +0.95% | $1.45B | -0.51% |
| Q2 25 BEAT | $5.15 | $5.17 | +0.33% | $1.78B | +0.17% |
| Q1 25 MISS | $1.46 | $1.42 | -2.86% | $1.07B | -2.53% |