Pool Corporation (POOL) Research

Forward Estimates

EPS Estimates

Current Qtr

$5.36

$5.18$5.60

vs $5.17+3.7%

11 analysts

Next Qtr

$3.47

$3.37$3.52

vs $3.39+2.3%

11 analysts

Current Yr

$11.08

$10.98$11.26

vs $10.73+3.3%

11 analysts

Next Yr

$12.04

$11.70$12.40

vs $11.08+8.6%

11 analysts

Revenue Estimates

Current Qtr

$1.82B

$1.80B$1.85B

vs $1.78B+2.0%

14 analysts

Next Qtr

$1.48B

$1.46B$1.51B

vs $1.45B+1.8%

14 analysts

Current Yr

$5.44B

$5.37B$5.52B

vs $5.29B+2.8%

14 analysts

Next Yr

$5.64B

$5.54B$5.74B

vs $5.44B+3.8%

14 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for POOL on EDGAR.

POOL filing events and research context
Filed	Item	Context
Feb 26, 2026	business	Pool Corporation is the world’s largest wholesale distributor of swimming pool supplies, equipment, and leisure products, and a leading U.S. distributor of irrigation and landscape maintenance products. Operating 456 sales centers across North America, Europe, and Australia, the company serves pool builders, service companies, and specialty retailers. Its revenue model is heavily weighted toward recurring maintenance and minor repairs, which accounted for 64% of 2025 sales, providing a non-discretionary hedge against economic volatility. In contrast, remodeling (22%) and new construction (14%) are more sensitive to interest rates, consumer confidence, and housing market trends. Key growth drivers include population migration to the Sunbelt—with California, Florida, Texas, and Arizona representing 53% of net sales—and an aging installed base of pools driving demand for automation and energy-efficient upgrades like variable speed pumps and LED lighting. The company is prioritizing digital transformation through its POOL360 ecosystem and expanding proprietary brands such as Regal and E-Z Clor. Significant supplier concentration exists with Pentair, Zodiac, and Hayward. Performance is highly seasonal, with 78% of operating income generated in the second and third quarters, leaving the company exposed to weather-related fluctuations and seasonal borrowing cycles.
Feb 26, 2026	mda	POOL derives 64% of net sales from maintenance and minor repair products and 22% from remodeling and upgrades. The business is highly seasonal, generating 61% of net sales and 78% of operating income during the second and third quarters. Geographic concentration is significant, with California, Florida, Texas, and Arizona accounting for 53% of 2025 net sales. The company maintains high supplier concentration, with Pentair plc, Zodiac Pool Systems, and Hayward Holdings representing 43% of the cost of products sold. Financial performance is heavily tied to discretionary consumer spending, interest rate fluctuations, and housing market health. Key operational risks include inventory management, compliance with the Federal Insecticide, Fungicide, and Rodenticide Act, and cybersecurity threats, specifically AI-driven attacks. Weather volatility, including recent impacts from Hurricanes Francine, Helene, and Milton, poses a recurring risk to sales and supply chains. Competition is increasing from mass-market and internet retailers. Internationally, Canada and Mexico contribute 7% of net sales, introducing currency and trade risks. Additionally, profitability is sensitive to the cost of servicing variable-rate debt in a high-interest-rate environment.
Feb 26, 2026	risk_factors	Pool Corporation’s financial performance is heavily influenced by macroeconomic conditions and weather patterns, which drive demand for its swimming pool supplies and equipment. While non-discretionary maintenance product sales remain stable, discretionary products used in pool construction and remodeling are experiencing volume declines due to economic constraints. The company is highly seasonal, with significant exposure to weather-related disruptions; for example, cooler temperatures in early 2025 hindered sales, and the absence of 2024’s hurricane-driven repair activity in Florida negatively impacted year-over-year comparisons. Financial risks center on the valuation of the company's largest assets. Inventory is susceptible to obsolescence from shifting customer preferences or regulatory changes, while the $707.3 million goodwill balance—primarily tied to the Porpoise Pool & Patio unit—is subject to impairment if macroeconomic trends or reporting unit performance deteriorate. Credit risk is closely linked to GDP, consumer credit availability, and the Federal Housing Finance Agency’s House Price Index. Additionally, the company faces interest rate volatility on its variable-rate debt, where a 1% increase could reduce pretax income by approximately $13.7 million, and currency risk across its operations in Canada, Mexico, Europe, and Australia.

Filed

Item

Context

Feb 26, 2026

business

Pool Corporation is the world’s largest wholesale distributor of swimming pool supplies, equipment, and leisure products, and a leading U.S. distributor of irrigation and landscape maintenance products. Operating 456 sales centers across North America, Europe, and Australia, the company serves pool builders, service companies, and specialty retailers. Its revenue model is heavily weighted toward recurring maintenance and minor repairs, which accounted for 64% of 2025 sales, providing a non-discretionary hedge against economic volatility. In contrast, remodeling (22%) and new construction (14%) are more sensitive to interest rates, consumer confidence, and housing market trends. Key growth drivers include population migration to the Sunbelt—with California, Florida, Texas, and Arizona representing 53% of net sales—and an aging installed base of pools driving demand for automation and energy-efficient upgrades like variable speed pumps and LED lighting. The company is prioritizing digital transformation through its POOL360 ecosystem and expanding proprietary brands such as Regal and E-Z Clor. Significant supplier concentration exists with Pentair, Zodiac, and Hayward. Performance is highly seasonal, with 78% of operating income generated in the second and third quarters, leaving the company exposed to weather-related fluctuations and seasonal borrowing cycles.

Feb 26, 2026

mda

POOL derives 64% of net sales from maintenance and minor repair products and 22% from remodeling and upgrades. The business is highly seasonal, generating 61% of net sales and 78% of operating income during the second and third quarters. Geographic concentration is significant, with California, Florida, Texas, and Arizona accounting for 53% of 2025 net sales. The company maintains high supplier concentration, with Pentair plc, Zodiac Pool Systems, and Hayward Holdings representing 43% of the cost of products sold. Financial performance is heavily tied to discretionary consumer spending, interest rate fluctuations, and housing market health. Key operational risks include inventory management, compliance with the Federal Insecticide, Fungicide, and Rodenticide Act, and cybersecurity threats, specifically AI-driven attacks. Weather volatility, including recent impacts from Hurricanes Francine, Helene, and Milton, poses a recurring risk to sales and supply chains. Competition is increasing from mass-market and internet retailers. Internationally, Canada and Mexico contribute 7% of net sales, introducing currency and trade risks. Additionally, profitability is sensitive to the cost of servicing variable-rate debt in a high-interest-rate environment.

Feb 26, 2026

risk_factors

Pool Corporation’s financial performance is heavily influenced by macroeconomic conditions and weather patterns, which drive demand for its swimming pool supplies and equipment. While non-discretionary maintenance product sales remain stable, discretionary products used in pool construction and remodeling are experiencing volume declines due to economic constraints. The company is highly seasonal, with significant exposure to weather-related disruptions; for example, cooler temperatures in early 2025 hindered sales, and the absence of 2024’s hurricane-driven repair activity in Florida negatively impacted year-over-year comparisons. Financial risks center on the valuation of the company's largest assets. Inventory is susceptible to obsolescence from shifting customer preferences or regulatory changes, while the $707.3 million goodwill balance—primarily tied to the Porpoise Pool & Patio unit—is subject to impairment if macroeconomic trends or reporting unit performance deteriorate. Credit risk is closely linked to GDP, consumer credit availability, and the Federal Housing Finance Agency’s House Price Index. Additionally, the company faces interest rate volatility on its variable-rate debt, where a 1% increase could reduce pretax income by approximately $13.7 million, and currency risk across its operations in Canada, Mexico, Europe, and Australia.

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POOL filing events and research context

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