The beat was driven by strong maintenance demand and price increases, but gross margin compression from product mix warrants monitoring. Watch for margin trajectory in upcoming quarters as a key indicator of sustainability.
Price Chart
Executive Summary
POOL reported Q1 2026 earnings with revenue of $1.138B (6% YoY growth) and diluted EPS of $1.45, beating consensus of $1.35. The company confirmed its full-year 2026 EPS guidance of $10.87-$11.17, driven by strong maintenance demand and greenfield investments.
Key Financial Metrics
Key Facts
- Q1 2026 revenue: $1.138B (+6% YoY)
- Diluted EPS: $1.45 (+2% YoY), beating consensus of $1.35
- Confirmed full-year 2026 EPS guidance: $10.87-$11.17
- Gross margin: 29.0% (down 20 bps YoY due to seasonal mix)
- Operating margin expanded 10 bps to 7.3%
Financial Impact
$1.138B revenue and $1.45 EPS beat consensus by $0.10
Risk Factors
- Gross margin declined 20 bps YoY due to higher proportion of lower-margin equipment sales
- Inventory balance increased 14% YoY to $1.7B, raising potential obsolescence and working capital concerns
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-172135 |
| Document: pool-20260423.htm | 0001193125-26-172135 |
| Document: 0001193125-26-172135-index-headers.html | 0001193125-26-172135 |
| Document: 0001193125-26-172135-index.html | 0001193125-26-172135 |
| Document: 0001193125-26-172135.txt | 0001193125-26-172135 |
| 8-K Data (Synthetic) | 0001193125-26-172135 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Institutional Cluster | $175.76 $167.65 | ▼ −4.61% | ▼ −4.12% | $163.54 (−6.95%) |
May 7, 2026 21w ago | Insider Cluster | $190.33 $175.37 | ▼ −7.86% | ▼ −9.37% | $163.54 (−14.08%) |
May 4, 2026 21w ago | 8-K | $186.76 $182.10 | ▼ −2.50% | ▼ −4.48% | $163.54 (−12.43%) |
Apr 23, 2026 23w ago | 8-K | $227.69 $209.61 | ▼ −7.94% | ▼ −9.42% | $163.54 (−28.18%) |
Apr 23, 2026 23w ago | Press Release | $227.69 $209.61 | ▼ −7.94% | ▼ −9.42% | $163.54 (−28.18%) |
Feb 25, 2026 31w ago | 8-K | $222.44 $217.59 | ▼ −2.18% | ▼ −1.05% | $163.54 (−26.48%) |
Feb 23, 2026 31w ago | Insider Cluster | $218.26 $221.73 | ▲ +1.59% | ▲ +0.97% | $163.54 (−25.07%) |
Feb 23, 2026 31w ago | Insider Cluster | $218.26 $221.73 | ▲ +1.59% | ▲ +0.97% | $163.54 (−25.07%) |
US Market Status
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