Financial Data and Key Metrics Changes - In Q4 2025, the company achieved 5% sales growth and marked the 15th consecutive quarter of margin expansion, with adjusted operating profit increasing by 9% to $252 million and adjusted EPS rising by 9% to $1.18 [8][16] - For the full year 2025, sales reached $4.18 billion, a 2% increase, with adjusted operating income growing by 10% and adjusted EPS reaching a record $4.92, up 14% year-over-year [9][17] Business Line Data and Key Metrics Changes - Flow segment sales increased by 9% to $394 million in Q4, with commercial and industrial sales up 12% and residential sales rising 4% [17] - Water Solutions segment sales decreased by 10% to $232 million in Q4, with commercial sales down 15% due to the sale of the commercial services business [18] - Pool segment sales grew by 11% to $393 million in Q4, driven primarily by price increases [19] Market Data and Key Metrics Changes - The North American market for Water Solutions remained relatively strong, although international and China sales experienced volatility [36] - The company expects flow sales to increase by mid-single digits to high single digits in 2026, while Water Solutions sales are anticipated to be flat [23] Company Strategy and Development Direction - The company is strategically combining its flow residential business with its residential water solutions business to enhance operational efficiencies and customer experiences [6][11] - The focus remains on innovation, sustainability, and operational excellence, with plans to invest in digital and AI-driven solutions [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business model and resilience of end markets, projecting adjusted EPS guidance for 2026 in the range of $5.25-$5.40, reflecting an 8% increase at the midpoint [10][23] - The company remains vigilant in responding to macro volatility and is taking proactive steps to mitigate risks [10][20] Other Important Information - The company generated record free cash flow of $748 million and returned $225 million to shareholders through share repurchases [9][22] - The leadership transition includes the appointment of Nick Brazis as the new CFO, who is expected to uphold the company's financial integrity and drive shareholder value [5][22] Q&A Session Summary Question: Insights on the commercial Water Solutions business - Management indicated expectations for growth in 2026, particularly in membrane filtration, despite some volatility in international markets [36] Question: Incremental productivity opportunities from the combination of residential flow and water solutions - The combined business is expected to create significant margin improvements and growth synergies over the next several years [37] Question: Pool business dynamics and guidance for Q1 - Management noted a pragmatic approach to guidance, reflecting no residential recovery in 2026, with expectations for a flat pool year [45][46] Question: Impact of 80/20 strategy on organic growth - Management clarified that the 80/20 strategy is expected to be a tailwind for growth, focusing on high-margin customers [60] Question: Pricing strategies in light of inflation - The company aims to offset inflation through pricing while ensuring value for channel partners and customers [62] Question: Tariff impacts and supply chain adjustments - Management confirmed that they successfully mitigated tariff impacts in 2025 and expect a manageable increase in 2026 [73][74]

Core Insights - Pentair plc (PNR) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, and up from $1.08 per share a year ago, representing an earnings surprise of +1.14% [1] - The company achieved revenues of $1.02 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.60%, compared to $972.9 million in the same quarter last year [2] Earnings Performance - Over the last four quarters, Pentair has consistently surpassed consensus EPS estimates [2] - The company had a previous quarter earnings surprise of +5.08%, with actual earnings of $1.24 per share against an expectation of $1.18 per share [1] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $1.05 billion, and for the current fiscal year, it is $5.38 on revenues of $4.34 billion [7] - The estimate revisions trend for Pentair was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - Pentair operates within the Zacks Waste Removal Services industry, which is currently ranked in the bottom 30% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Pentair's stock may be influenced by the overall outlook of the waste removal industry [8]

Exhibit 99.1 News Release Pentair Reports Strong Fourth Quarter and Full Year 2025 Results Reconciliations of GAAP to Non-GAAP measures are in the attached financial tables. LONDON, United Kingdom — February 3, 2026 — Pentair plc (NYSE: PNR) today announced fourth quarter 2025 sales of $1,021 million. Sales were up 5 percent compared to sales for the same period last year. Excluding currency translation, acquisitions and divestitures, core sales grew 4 percent in the fourth quarter. Fourth quarter 2025 earn ...

Core Insights - Pentair plc announced new strategic appointments within its executive leadership team to accelerate growth, strengthen innovation, and enhance responsiveness to customer needs [1][2] Leadership Changes - Steve Pilla, EVP, Chief Supply Chain Officer and Chief Transformation Officer, will leave Pentair after over 20 years of service, with his departure effective March 1, 2026. The Chief Supply Chain Officer and Chief Transformation Officer roles will be eliminated, with the Supply Chain organization reporting to incoming EVP and Chief Financial Officer Nick Brazis [3] - Phil Rolchigo, Ph.D., EVP and Chief Technology Officer, will also depart after nearly 20 years, with the Chief Technology Officer role being eliminated. Innovation and Sustainability teams will report to Adrian Chiu [3][4] New Appointments - Adrian Chiu has been appointed as EVP and Chief Strategy, Innovation and Digital Officer, focusing on corporate strategy, innovation, and digital transformation to support long-term growth [4] - De'Mon Wiggins will expand his role as EVP and President of Pentair Flow to include oversight of Pentair Water Solutions, aiming for greater alignment and focus across key business segments [4] Company Overview - Pentair had revenue of approximately $4.2 billion in 2025 and operates with around 9,000 employees globally, serving customers in over 150 countries [8]

Core Insights - Pentair reported strong financial results for the fourth quarter and full year 2025, with a GAAP EPS of $3.93, up 5% from 2024, and an adjusted EPS of $4.92, up 14% from the previous year [1][2] - The company anticipates continued growth in 2026, projecting GAAP EPS guidance of approximately $4.94 to $5.09, representing a 26% to 30% increase [2][3] - Pentair celebrated its 50th consecutive year of dividend increases, announcing an 8% increase in its quarterly cash dividend to $0.27 per share [2][3] Financial Performance - Fourth quarter 2025 sales reached $1,021 million, a 5% increase year-over-year, while full year sales totaled $4.2 billion, up 2% from 2024 [1][2] - Operating income for the fourth quarter was $205 million, a 5% increase, with a return on sales (ROS) of 20.1%, remaining flat compared to the same quarter in 2024 [1][2] - Full year operating income increased by 7% to $858 million, with an ROS of 20.5%, an increase of 80 basis points from the prior year [1][2] Segment Performance - Flow sales increased by 9% in the fourth quarter and 3% for the full year, with reportable segment income up 22% in Q4 [2][3] - Water Solutions sales decreased by 10% in Q4 and 6% for the full year, with reportable segment income remaining flat [2][3] - Pool sales rose by 11% in Q4 and 9% for the full year, with reportable segment income also increasing by 11% [2][3] Cash Flow and Shareholder Returns - Full year net cash provided by operating activities was $815 million, an increase of $48 million compared to 2024, with free cash flow of $748 million, up $55 million [1][2] - The company repurchased 2.3 million shares for $225 million during 2025, with $1 billion available for future share repurchases [2][3] - Pentair's dividend increase marks a significant milestone, reflecting its commitment to returning value to shareholders [2][3]

Core Insights - Pentair plc (PNR) reached an all-time high of USD 113.95 on October 3, 2025, but has shown a modest performance over the past twelve months with a growth of only 5% [1] - In comparison, major industrial peers such as Xylem and IDEX outperformed Pentair with growth rates of 18.2% and 63.9%, respectively [1] - The performance of Pentair has lagged behind the S&P index, indicating a relative underperformance in the market [1]

Core Viewpoint - Pentair plc is a leading industrial company focused on sustainable water and fluid solutions, with a market capitalization of $17.3 billion, offering a wide range of products for various markets [1] Financial Performance - Analysts anticipate that Pentair will report non-GAAP earnings of $1.17 per share for the fourth quarter, reflecting an 8.3% increase from $1.08 per share in the same quarter last year [2] - For FY2025, earnings are projected to reach $4.91 per share, a 13.4% increase from $4.33 per share reported in the previous year, with further growth expected in FY2026 to $5.41 per share, representing a 10.2% annual rise [3] Stock Performance - Over the past 52 weeks, Pentair's stock has increased by 1.6%, underperforming compared to the S&P 500 Index's 16.2% rise and the Industrial Select Sector SPDR Fund's 20.4% increase [4] Analyst Ratings - Despite a recent downgrade to "Sell" from "Hold" by TD Cowen, which set a price target of $90 due to concerns about near-term growth and valuation, the overall consensus remains positive with a "Moderate Buy" rating [5][6] - Among 21 analysts covering the stock, there are 12 "Strong Buys," 2 "Moderate Buys," 6 "Holds," and 1 "Moderate Sell," with a mean price target of $123.31 indicating a potential upside of 20.1% from current levels [6]

Core Insights - Pentair plc (NYSE:PNR) is recognized as one of the 14 Best Dividend Aristocrats to invest in heading into 2026 [1] Financial Performance and Projections - Jefferies upgraded Pentair to Buy from Hold, raising the price target to $135 from $120, anticipating earnings compounding through 2027 due to volume recovery and margin expansion [2] - Pool volumes are expected to increase in 2026, with discretionary spending nearing trough levels and replacement demand rising as the industry moves past the high installation rates during the COVID period [2] Dividend and Share Repurchase - Pentair announced a quarterly cash dividend of $0.27 per share, marking an 8% increase and the 50th consecutive year of dividend raises, with the payout scheduled for February 6, 2026 [3] - The Board of Directors approved a new share repurchase program authorizing up to $1 billion in buybacks, effective immediately and running through December 31, 2028 [4] Business Operations - Pentair operates across various markets including residential, commercial, industrial, infrastructure, and agricultural sectors, providing tailored water solutions [5]

Core Viewpoint - Pentair plc (NYSE:PNR) is a global water treatment company with a focus on water and fluid management solutions, operating in segments such as pool equipment, filtration solutions, and flow technologies [1] Performance Summary - Over the past 30 days, PNR's stock has gained approximately 1.11%, reflecting steady upward momentum and positive investor sentiment [2][5] - In the last 10 days, PNR experienced a minor decline of about 1.17%, which may present a buying opportunity for investors [2][5] Growth Potential - The stock has a projected growth potential of 22.80%, indicating that PNR is currently undervalued and has significant room for appreciation [3] - The target price for PNR is set at $127.29, suggesting substantial upside from current levels [3] Fundamental Strength - PNR has a robust Piotroski Score of 8, indicating strong financial health and solid fundamentals, including profitability, leverage, liquidity, and operating efficiency [4][5] - Such a high Piotroski Score suggests that PNR is well-positioned to maintain financial stability and continue its growth trajectory [4]

Company Overview - Middleby Corporation is a $7.5 billion company that generated $3.88 billion in total revenue last year, highlighting the importance of food and kitchens in daily life [2] - The company operates in three business segments: food service, residential, and food processing, with over 120 brands in the market [3] Recent Developments - On December 4, Middleby announced the sale of a 51% stake in its Residential Kitchen business to 26North Partners LP for $885 million, allowing the company to focus on its core business of commercial foodservice equipment [1] - The transaction is expected to be completed during the first half of 2026 [1] Financial Performance - In the last reported financial quarter (3Q25), Middleby had revenues of $982.13 million, which is a 4% increase year-over-year and $21 million above forecasts [6] - The non-GAAP EPS for the same period was $2.37, up 4 cents from the prior year and 30 cents above estimates [6] Analyst Insights - Jefferies analyst Saree Boroditsky upgraded Middleby to a Buy rating, citing a recovery in commercial foodservice demand as a key catalyst for growth [7] - The standalone Commercial Foodservice business is expected to generate double-digit growth, with potential earnings exceeding $8.50 per share by 2027 [7] - The new price target for Middleby is set at $175, raised from $130, indicating a one-year upside potential of 19% [7] - The stock currently has a Moderate Buy consensus rating, based on 6 recent recommendations, including 4 Buys and 1 Hold [7]