Q1 26 EPS
$1.45
BEAT +7.66%
Est. $1.35
Q1 26 Revenue
$1.14B
BEAT +3.60%
Est. $1.10B
vs S&P Since Q1 26
-11.7%
TRAILING MARKET
POOL -7.2% vs S&P +4.5%
Market Reaction
Did POOL Beat Earnings? Q1 2026 Results
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 for… Read more 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, the recovery case 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.
Key Takeaways
- • 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
POOL Forward Guidance & Outlook
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
Q1 2026 vs Q1 2025, source: SEC Filings
“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.”
— Peter D. Arvan, Q1 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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| 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% |