The beat and raised guidance support the stock near-term, but the cautious tone on U.S. residential recovery and narrowing of revenue guidance to 2-4% (from 3-4%) may cap upside. Watch Q2 results for confirmation of margin trajectory and any pickup in residential demand.
Price Chart
Executive Summary
Pentair reported Q1 2026 adjusted EPS of $1.22, beating the $1.17 consensus by 4.3%, on revenue of $1.037B (in line with $1.03B consensus). GAAP EPS rose 5% YoY to $0.98. The company updated full-year 2026 adjusted EPS guidance to $5.30-$5.40 (up 8-10% YoY) and GAAP EPS to $4.83-$4.93, while narrowing revenue growth guidance to 2-4%. The beat was driven by margin expansion (adjusted ROS +100bps to 25.0%) and strong Flow segment performance (+11% sales), partially offset by a seasonal cash use quarter and cautious commentary on U.S. residential recovery.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS of $1.22 vs consensus $1.17 (4.3% beat)
- Q1 2026 revenue of $1.037B vs consensus $1.03B (in line)
- GAAP EPS $0.98, up 5% YoY from $0.93
- Adjusted operating income $259M, up 7% YoY; adjusted ROS 25.0%, +100bps YoY
- Full-year 2026 adjusted EPS guidance updated to $5.30-$5.40 (up 8-10% YoY)
- Full-year 2026 GAAP EPS guidance updated to $4.83-$4.93 (up 23-25% YoY)
- Full-year 2026 revenue growth guidance narrowed to 2-4% on a reported basis
- Q2 2026 adjusted EPS guidance $1.47-$1.50 (up 6-8% YoY)
- Repurchased 2.0M shares for $200M in Q1; $800M remaining on authorization
- Segment reorganization effective Jan 1, 2026 moved residential flow into Water Solutions
Financial Impact
Q1 adjusted EPS beat consensus by $0.05 (4.3%); revenue in line; full-year guidance raised modestly
Risk Factors
- Limited U.S. residential recovery could weigh on Water Solutions segment
- Core sales growth of only 1% in Q1 suggests organic momentum is modest
- Negative free cash flow of -$86M in Q1 is seasonal but notable
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000077360-26-000023 |
| Document: pnr-20260428.htm | 0000077360-26-000023 |
| Document: 0000077360-26-000023-index-headers.html | 0000077360-26-000023 |
| Document: 0000077360-26-000023-index.html | 0000077360-26-000023 |
| Document: 0000077360-26-000023.txt | 0000077360-26-000023 |
| 8-K Data (Synthetic) | 0000077360-26-000023 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 20d ago | Press Release | $56.18 $55.78 | ▲ +0.71% | ▲ +0.82% | $53.03 (+5.61%) |
Aug 26, 2026 5w ago | Press Release | $62.86 $59.84 | ▲ +4.80% | ▲ +4.68% | $53.03 (+15.64%) |
Aug 24, 2026 5w ago | Press Release | $63.31 $60.46 | ▲ +4.50% | ▲ +4.97% | $53.03 (+16.24%) |
Aug 7, 2026 8w ago | Press Release | $68.64 $66.16 | ▲ +3.61% | ▲ +4.01% | $53.03 (+22.74%) |
Jul 28, 2026 9w ago | 8-K | $66.77 $67.07 | ▼ −0.45% | ▲ +1.82% | $53.03 (+20.58%) |
Jul 16, 2026 11w ago | Press Release | $62.45 $62.07 | ▼ −0.61% | ▲ +0.08% | $53.03 (−15.08%) |
Apr 28, 2026 22w ago | 8-K | $82.83 $77.77 | ▼ −6.11% | ▼ −7.80% | $53.03 (−35.97%) |
Mar 20, 2026 28w ago | DEFA14A | $88.39 $83.93 | ▼ −5.05% | ▼ −1.48% | $53.03 (−40.00%) |
Feb 25, 2026 31w ago | 8-K/A | $100.73 $96.90 | ▼ −3.80% | ▼ −2.70% | $53.03 (−47.35%) |
US Market Status
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