PNR · PENTAIR plc
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Pentair reaffirmed its lowered FY2026 adjusted EPS guidance of $4.60–$4.80 and sales guidance of down 4–7% after Q2 pool sales plunged 42% on $170 million of channel destocking, while announcing a $1.4 billion acquisition of TACO that is expected to be $0.10–$0.15 accretive to FY2027 adjusted EPS.
- + TACO adds roughly $10 billion of addressable market and strengthens exposure to high-growth HVAC, data center, and multifamily residential end markets.
- + Flow segment delivered record return on sales and Water Solutions returned to record return on sales, both even excluding the tariff refund benefit.
- + Repurchased $150 million of shares in Q2 and increased the dividend 8%, achieving 50 consecutive years of dividend increases.
- + Q2 results included approximately $35 million of IEEPA tariff refunds, with full-year benefit expected in a $35 million to $50 million range.
- − Pool sales fell 42% in Q2 and segment income dropped 62% to $58 million as return on sales fell to 23.4% from 35.7%, driven by $170 million of channel destocking.
- − FY2026 adjusted EPS guidance reaffirmed at $4.60–$4.80, sharply below the prior $5.30–$5.40 guide; adjusted operating income guided down 5–9%.
- − Pool channel destocking is expected to reduce full-year pool sales by ~$250 million and pool segment income by ~$155 million.
- − TACO acquisition will lift net leverage to ~2.4x at closing, a step up from 1.4x leverage at quarter-end.
- − Q3 adjusted operating income expected to decline ~14–16% with pool sales guided down 23–25% as inventory right-sizing continues.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Industrial Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PNR
this stock
PENTAIR plc
|
$8.67B | -49.1% | +2.3% | 13.2 | 3.9% |
|
GEV
GE Vernova Inc.
|
$255.05B | +45.4% | +9.0% | 27.5 | 3.3% |
|
ETN
Eaton Corp plc
|
$170.89B | +34.9% | +10.3% | 44.8 | 2.0% |
|
SMERY
Siemens Energy AG/ADR
|
$139.03B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$123.32B | +8.7% | +18.9% | 34.4 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PNR | -4.1% | -12.3% | -41.4% | -12.4% | -49.1% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.4% | -12.5% | -53.6% | -11.8% | -61.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.