POOL · Pool Corp
Price & Indicators
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Q2 FY26 earnings call · Jul 23, 2026TL;DR. PoolCorp reported Q2 2026 net sales up 2% to $1.8 billion, with adjusted diluted EPS up 4% to $5.38, while confirming 2026 adjusted EPS guidance of $10.87–$11.17 (unchanged); gross margin contracted 30 bps on elevated inbound freight and customer-mix headwinds, and new construction/discretionary demand remained soft in core Sun Belt states.
- + Net sales grew 2% to $1.8 billion, driven by maintenance and building materials share gains new
- + Adjusted diluted EPS rose 4% to $5.38, with adjusted operating income up 1% new
- + Building materials grew 4% and Europe sales grew 11%
- + Pool360 reached 18% of sales, deepening digital engagement new
- − Gross margin declined 30 bps to 29.7% on elevated inbound freight and customer-mix headwinds new
- − GAAP operating income fell 2% and net income fell 3% due to $8.3M of CEO transition costs new
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
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Weighted average effective interest rate | 4.2% | the second quarter of 2026 filing | — |
| Adjusted diluted EPS non-GAAP | $6.8 | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | $396.17M | Six Months Ended June 30, 2026 | — |
| Adjusted net income non-GAAP | $248.12M | Six Months Ended June 30, 2026 | — |
| Adjusted operating expenses non-GAAP | $512.08M | Six Months Ended June 30, 2026 | — |
| Adjusted operating income non-GAAP | $358.55M | Six Months Ended June 30, 2026 | — |
| sales centers | 455 | As of June 30, 2026 | — |
| diluted EPS without ASU 2016-09 tax benefits non-GAAP | $10.73 | Year ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Industrial Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
POOL
this stock
Pool Corp
|
$6.85B | -18.5% | -0.4% | 17.3 | 9.6% |
|
GWW
W.W. Grainger, Inc.
|
$61.53B | +29.8% | +4.5% | 33.3 | 2.0% |
|
FAST
Fastenal Co
|
$57.12B | +22.9% | +8.7% | 42.6 | 2.7% |
|
FERG
Ferguson Enterprises Inc. /DE/
|
$44.20B | +0.8% | +4.1% | — | 2.6% |
|
WCC
Wesco International Inc
|
$16.52B | +39.1% | +2.2% | 23.4 | 2.9% |
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 | |
|---|---|---|---|---|---|
| POOL | -0.9% | -4.6% | -10.7% | +0.4% | -18.5% |
| SPY | +0.5% | +1.2% | +13.3% | +2.7% | +12.5% |
| vs SPY | -1.4% | -5.9% | -24.0% | -2.2% | -30.9% |
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.