Pool Corporation: Beat — EPS $3.40, Revenue $1.5B
Earnings BeatQ3 2026 · Pre-market
Did Pool Corporation (POOL) beat earnings today?
Yes, Pool Corporation (POOL) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+0.89% surprise
$3.40Actual
Expected: $3.37
vs. year ago +0.3%
Total Revenue+1.89% surprise
$1.5BActual
Expected: $1.48B
vs. year ago +3.7%
Released Oct 22 · 7:00 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Net sales | $1.50B | $1.45B | +4.0% |
| Net income | $123.04M | $127.01M | -3.0% |
| Basic EPS | $3.41 | $3.41 | 0.0% |
| Diluted EPS | $3.40 | $3.40 | 0.0% |
| Adjusted diluted EPS | $3.40 | $3.39 | +0.3% |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | 2026 Guidance Range |
|---|---|---|
| Diluted EPS | — | $10.66-$10.96 |
| After-tax CEO transition costs | — | $0.21 |
| Adjusted diluted EPS | — | $10.87-$11.17 |
Business Highlights
- ➤Reduced inventory by 3% while growing sales.
- ➤Returned $158.7 million to shareholders through third-quarter repurchases and dividends.
- ➤Generated $419.8 million in operating cash flows through the first nine months.
- ➤Returned $338.1 million to shareholders year to date through dividends and repurchases.
- ➤Increased quarterly dividend 4% to $1.30 per share.
- ➤Operated 454 sales centers across North America, Europe and Australia.
- ➤Distributed more than 200,000 products to roughly 125,000 wholesale customers.
- ➤Opened two new locations and consolidated four locations during the first nine months.
Management Commentary
John B. Watwood, president and CEO
“Building on our performance through the first half of the year, we delivered solid results in the third quarter of 2026 as we moved through the end of the peak selling season. Our dedicated teams produced top-line growth by delivering to our customers when they needed it the most. At the same time, we remained committed to disciplined capital allocation, reducing inventory by 3% while growing sales. Through the first nine months of the year, we generated $419.8 million in operating cash flows, and in the third quarter alone we returned $158.7 million to shareholders through share repurchases and dividends. As the industry leader, we are focused on supporting our partners to collectively grow the outdoor living industry, efficiently bringing new products to market and offering the best value proposition to our customers.”
John B. Watwood, president and CEO
“Based on our performance to date and outlook for the remainder of the year, we are confirming our full-year adjusted diluted EPS guidance range of $10.87 to $11.17. As we look forward to closing out 2026, I am proud of the POOLCORP team, whose dedication and execution are the true source of our success. Our unmatched network, solid operational performance and strong supplier relationships position us well to continue delivering exceptional value to our customers and the outdoor living industry.”