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Key Takeaways POOL is set to report Q4 2025 results on Feb. 19, with EPS seen up 2.1% and revenues up 1.1% YoY.Pool Corp sees support from maintenance demand and stabilizing new construction.POOL is driving growth via POOL360 adoption, acquisitions and higher-margin private-label sales.Pool Corporation (POOL) is scheduled to report fourth-quarter 2025 results on Feb. 19, before market open.In the last reported quarter, the company’s earnings and revenues topped the Zacks Consensus Estimate by 0.01% and 0.14 ...

The market expects Pool Corp. (POOL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 19, might help the stock move higher if these key numbers are be ...

Core Viewpoint - Pool Corporation is positioned as a strong investment opportunity, particularly as a top dividend stock, with significant upside potential despite current market volatility and a challenging macroeconomic environment [2][12]. Company Performance - Pool Corporation has outperformed the market, with its stock up over 14% year-to-date, and is recommended as a top dividend stock [2]. - The company reported sales of approximately $1.5 billion in Q3, generating a net income of $127 million, indicating substantial profitability [6]. - The earnings-per-share growth of 4% has outpaced the year-over-year revenue growth of 1% [6]. Market Context - The current market is characterized by significant investments in AI by major tech companies, with firms like Amazon planning to spend about $200 billion on capital expenditures in 2026 [5]. - Pool Corporation's straightforward business model contrasts with the speculative nature of AI investments, providing a more stable investment option [4]. Sales Growth Potential - Pool Corporation's sales growth could accelerate if interest rates decline, as over 60% of its sales come from non-discretionary pool maintenance, which remains consistent [7]. - Management noted "encouraging signs of stabilization" in new pool construction and remodeling during Q3, suggesting potential for recovery in these areas [9]. Dividend and Shareholder Returns - The company offers a robust dividend yield of 1.9%, with a payout ratio of 45%, allowing for future dividend growth [10]. - Pool Corporation has also engaged in share repurchases, buying back $164 million worth of shares in the first nine months of 2025 [11]. Valuation - Pool Corporation is currently valued at 24 times earnings, presenting a balanced risk-reward profile amid the market's focus on AI-related investments [12].

Core Insights - Pool Corp. is well-positioned to continue its earnings-beat streak in upcoming reports, having surpassed earnings estimates in the last two quarters by an average of 0.64% [1] Earnings Performance - For the most recent quarter, Pool Corp. reported earnings of $3.39 per share, exceeding the expected $3.38 per share, resulting in a surprise of 0.30% [2] - In the previous quarter, the company reported $5.17 per share against an expectation of $5.12 per share, achieving a surprise of 0.98% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Pool Corp., with a positive Earnings ESP of +1.01%, indicating bullish sentiment among analysts regarding the company's earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7] - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [9] Importance of Earnings ESP - Companies often beat consensus EPS estimates, but this is not the only factor influencing stock price movements; thus, checking the Earnings ESP before quarterly releases is crucial for investment decisions [10]

COVINGTON, La., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq: POOL) announced today that the Company will release its full year and fourth quarter 2025 earnings results before the market opens on February 19, 2026, and will hold a conference call to discuss the results at 10:00 a.m. Central Time (11:00 a.m. Eastern Time) that same day. The earnings release as well as a live webcast and replay of the conference call will be available on the Company’s website at www.poolcorp.com. The conference ...

Group 1 - Pool Corporation (NASDAQ:POOL) is recognized as a mid-cap stock to buy, with Baird raising its rating from Neutral to Outperform and adjusting the price target to $320 from $345, citing encouraging indicators for discretionary spending in the pool market [1] - Baird anticipates that Pool Corporation will stabilize this year and expects gains through 2027 as the market recovers from a three-year recession, suggesting it is suitable for small and mid-cap quality investors with a two- to three-year holding plan [2] - Stifel analyst W. Andrew Carter maintained a Hold rating on POOL while lowering the price objective from $295 to $240, indicating a positive overall bias for building products in 2026, including home improvement stores [3] Group 2 - Pool Corporation is the world's largest wholesale distributor of swimming pool equipment, parts, supplies, and outdoor living products [3]

Core Thesis - Pool Corporation is viewed as a compelling long-term investment despite recent slowdowns linked to the housing market, reflecting the cyclical nature of its growth [2] Financial Performance - The company has shown resilience with revenue increasing for the first time in nine quarters, posting two consecutive quarters of positive growth [3] - Normalizing for COVID-related surges, Pool Corporation continues to exhibit higher revenue and improved profit margins compared to pre-pandemic levels, indicating a return to sustainable growth [3] Balance Sheet and Valuation - The balance sheet is strong, with long-term debt remaining below 3x free cash flow, positioning the company well for market rebounds [4] - Pool Corporation is trading near a 10% capitalization rate, not yet reflecting its historical ability to deliver sustained growth [4] Market Outlook - Potential housing policy reforms aimed at improving affordability could provide additional support for the business, although the exact impact is uncertain [4] - The combination of resilient operations, a strong balance sheet, and potential macroeconomic support underscores the company's attractiveness for patient investors [5] Investment Perspective - While short-term performance has been muted, the long-term trajectory remains intact, suggesting that investors maintaining their positions are likely to be rewarded as market conditions improve [5] - The current environment represents an opportunity for investors to remain invested in a well-managed, cash-generative company with significant upside potential [5] Recent Developments - As of May 2025, Pool Corporation's stock price has depreciated by approximately 12.78% due to continued revenue normalization and regional headwinds [6] - The ongoing complexity of market recovery and gradual return to historical growth trends is emphasized, reflecting a cautious outlook [6]

Core Viewpoint - Pool Corporation (POOL), a leading distributor of swimming pool supplies, is expected to announce its fiscal fourth-quarter earnings for 2025 soon, with analysts projecting a slight increase in profit per share compared to the previous year [1][2]. Financial Performance - Analysts anticipate POOL will report a profit of $0.99 per share on a diluted basis for the upcoming quarter, reflecting a 2.1% increase from $0.97 per share in the same quarter last year [2]. - For the full fiscal year, analysts expect POOL's EPS to be $10.87, which is a decrease of 1.8% from $11.07 in fiscal 2024, but forecast a rise of 6.5% year over year to $11.58 in fiscal 2026 [3]. Stock Performance - Over the past 52 weeks, POOL stock has underperformed, with a decline of 23.3%, compared to a 16.9% gain in the S&P 500 Index and a 21.9% rise in the Industrial Select Sector SPDR Fund [4]. - Following the Q3 results announcement on October 23, 2025, POOL shares closed marginally up, with an adjusted EPS of $3.39 exceeding Wall Street expectations of $3.38, and revenue meeting forecasts at $1.5 billion [5]. Analyst Ratings - The consensus opinion on POOL stock is moderately bullish, with a "Moderate Buy" rating. Among 15 analysts, five recommend a "Strong Buy," nine suggest a "Hold," and one advises a "Moderate Sell" [6]. - The average analyst price target for POOL is $311.09, indicating a potential upside of 16.1% from current levels [6].

Industry Overview - The outdoor industry encompasses recreation, wellness, and lifestyle experiences focused on nature and activities away from home, including outdoor gear, apparel, recreational vehicles, and related services [2] - The industry is experiencing steady demand driven by shifting consumer values towards health, sustainability, and experience-driven living, appealing to various age groups and regions [3] Company Highlights Deckers Outdoor Corp. (DECK) - Deckers Outdoor is experiencing strong momentum, particularly from its HOKA and UGG brands, with HOKA expected to grow in the low-teens percentage range and UGG in the low-to-mid single digits, each projected to exceed $2.5 billion in annual sales [7] - The company anticipates year-over-year increases of 13.1% for HOKA and 4.7% for UGG in fiscal 2026, supported by international expansion and operational efficiency [8] - DECK has an expected revenue growth rate of 7.7% and earnings growth rate of 1.3% for the current year [8] Planet Fitness Inc. (PLNT) - Planet Fitness is benefiting from solid franchise growth, with 35 new club openings in Q3 2025, bringing the total to 2,795 locations [11] - The company focuses on digital transformation to enhance member engagement and operational efficiency, with an expected revenue growth rate of 11.1% and earnings growth rate of 17.1% for the current year [12] Pool Corp. (POOL) - Pool Corp. is likely to benefit from steady maintenance demand and healthy remodeling activity, bolstered by its market-leading position and enhanced digital capabilities through the POOL360 platform [13][14] - The company has an expected revenue growth rate of 3.4% and earnings growth rate of 6.6% for the current year [15] YETI Holdings Inc. (YETI) - YETI designs and markets products for outdoor activities, targeting various categories such as hunting, fishing, and camping [16] - The company has an expected revenue growth rate of 4.7% and earnings growth rate of 14.1% for the current year [17]