Added to YB: 2026-04-30
Pitch date: 2026-04-28
POOL [neutral]
Pool Corporation
-2.83%
current return
Author Info
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Company Info
Pool Corporation distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.
Market Cap
$7.9B
Pitch Price
$215.72
Price Target
N/A
Dividend
2.31%
EV/EBITDA
12.07
P/E
19.80
EV/Sales
1.77
Sector
Distributors
Category
growth
Update: Pool Corporation ($POOL) Q1 2026 Results
POOL (earnings): Q1 rev +6% to $1.1B (3% price, 2% vol, 1% early buy/FX); gross margin 29.0% (-20bps YoY) on mix, below 29.8% thesis threshold but in-line seasonally. Op margin 7.3% (+10bps), first positive op leverage in corrective cycle. EPS $1.43 (+8% YoY), FY guide held at $10.87-$11.17. $64M buybacks (+14% YoY) at $200-$230. Equipment +7% on replacement cycle (DOE 2018 pumps); chemicals +8% vol via private label; digital 13% penetration (some branches >30%). Debt/EBITDA 1.73x (vs 1.47x). $1.7B inventory pre-positioned vs tariffs. Q2 critical for margin/vol confirmation.
Read full article (8 min)