| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 1.8K | 60.2% | 2.1% |
| Total Income | 1.8K | 60.2% | 2.1% |
| Expenditure | 1.6K | 47.4% | 2.9% |
| PBT | 253.41 | 260.8% | 2.7% |
| Net Profit | 188.09 | 253.3% | 3.2% |
| OPM | 14.68% | 7.42pp | 0.60pp |
| NPM | 10.32% | 5.64pp | 0.57pp |
| EPS | 5.18 | 254.8% | 0.2% |
Pool Corporation Reports Q2 2026 Results and Confirms 2026 Guidance
23 Jul 2026 · 23 Jul, 7:06 pm
Summary
Pool Corporation reported second quarter 2026 net sales of $1.8 billion, a 2% increase year-over-year, attributed to steady maintenance demand and improved building materials sales. While operating income saw a slight decrease, adjusted operating income rose 1%. Diluted EPS was flat at $5.17, with adjusted diluted EPS up 4% to $5.38. The company reaffirmed its full-year 2026 earnings guidance, demonstrating confidence in its business strategy and market position.
Key Highlights
- 1
Net sales increased 2% to $1.8 billion in the second quarter of 2026, driven by resilient maintenance demand and building materials improvement.
- 2
Operating income decreased 2% to $267.7 million, but adjusted operating income increased 1% to $275.9 million, excluding CEO transition costs.
- 3
Diluted EPS remained in line with the prior year at $5.17, while adjusted diluted EPS increased 4% to $5.38.
- 4
For the six months ended June 30, 2026, net sales increased 4% to $3.0 billion.
- 5
The company confirmed its US GAAP annual earnings guidance range of $10.66 to $10.96 per diluted share, or $10.87 to $11.17 excluding CEO transition costs.
- 6
Inventory increased 4% year-over-year to $1.4 billion at June 30, 2026, a deceleration from the first quarter's increase.
Management Comments
John Watwood
Our second quarter net sales grew 2% over prior year, reflecting steady maintenance demand from our installed base, continued momentum in building materials in a muted discretionary market, and the disciplined execution of our team across our 455 sales centers worldwide. We managed our inventory well, reflecting seasonal declines, as we moved through the peak season. We are focused on four priorities: sales excellence, pricing and supply chain discipline, operational execution, and disciplined M&A, each intended to serve our customers better and grow the business. Since stepping into this role, my conversations with our team, our customers and our suppliers have reinforced my confidence in the strength of our business and the opportunities ahead. We remain confident that we will achieve 2026 diluted EPS in the range of $10.66 to $10.96, or $10.87 to $11.17 excluding the impact of CEO transition costs and including the impact of ASU 2016-09 year-to-date tax benefits. Our industry-leading distribution network, deep supplier relationships and digital capabilities continue to differentiate us in the market and position us well for the balance of the year. Our exceptional team is pursuing focused actions to build upon our competitive advantages and strengthen our execution to deliver long-term value for our shareholders.
Informational and educational content only. Not investment advice.