Hold on earnings stability and maintained guidance, but watch for margin trends in upcoming quarters as seasonal mix normalizes. The stock may react neutrally absent a guidance change or surprise.
Price Chart
Executive Summary
Pool Corporation reported Q1 2026 earnings with diluted EPS of $1.45, a 2% increase YoY, and revenue up 6% to $1.14 billion, driven by maintenance product demand and early buy activity. The company maintained its full-year 2026 guidance of $10.87–$11.17 per share, signaling confidence in ongoing execution despite margin pressure from seasonal mix.
Key Financial Metrics
Key Facts
- Q1 2026 diluted EPS was $1.45, up 2% YoY ($1.42 in Q1 2025)
- Net sales increased 6% to $1.138 billion
- Gross margin declined 20 bps to 29.0% due to higher equipment and early buy sales
- Operating margin expanded 10 bps to 7.3%
- Company confirmed full-year 2026 EPS guidance of $10.87–$11.17
Financial Impact
Revenue increased by $66.5 million YoY; EPS grew modestly by $0.03
Risk Factors
- Gross margin pressure from customer early buy activity and product mix
- Inventory up 14% YoY, raising potential working capital efficiency concerns
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279727 |
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% | $161.35 (−8.20%) |
May 7, 2026 21w ago | Insider Cluster | $190.33 $175.37 | ▼ −7.86% | ▼ −9.37% | $161.35 (−15.23%) |
May 4, 2026 21w ago | 8-K | $186.76 $182.10 | ▼ −2.50% | ▼ −4.48% | $161.35 (−13.60%) |
Apr 23, 2026 23w ago | 8-K | $227.69 $209.61 | ▼ −7.94% | ▼ −9.42% | $161.35 (−29.14%) |
Apr 23, 2026 23w ago | Press Release | $227.69 $209.61 | ▼ −7.94% | ▼ −9.42% | $161.35 (−29.14%) |
Feb 25, 2026 31w ago | 8-K | $222.44 $217.59 | ▼ −2.18% | ▼ −1.05% | $161.35 (−27.46%) |
Feb 23, 2026 31w ago | Insider Cluster | $218.26 $221.73 | ▲ +1.59% | ▲ +0.97% | $161.35 (−26.07%) |
Feb 23, 2026 31w ago | Insider Cluster | $218.26 $221.73 | ▲ +1.59% | ▲ +0.97% | $161.35 (−26.07%) |
US Market Status
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