UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-26640 POOL CORPORATION (Exact name of registrant as specified in its charter) Delaware 36-3943363 (State or other jurisdiction of (I.R ...

Pool Corporation (NASDAQ:POOL) Q4 2023 Earnings Conference Call February 22, 2024 11:00 AM ET Company Participants Melanie Hart - VP and CFO Peter Arvan - President and CEO Conference Call Participants Ryan Merkel - William Blair Susan Maklari - Goldman Sachs David Manthey - Baird Scott Schneeberger - Oppenheimer David MacGregor - Longbow Research Sid Ramesh - Stephens Andrew Carter - Stifel Sam Reid - Wells Fargo Garik Shmois - Loop Capital Joe Ahlersmeyer - Deutsche Bank Operator Good day and welcome to t ...

Exhibit 99.1 FOR IMMEDIATE RELEASE POOL CORPORATION REPORTS YEAR END AND FOURTH QUARTER 2023 RESULTS; PROVIDES 2024 EARNINGS GUIDANCE Highlights include: Following a period of significant growth over the prior three years, net sales decreased 10% to $5.5 billion in 2023 compared to $6.2 billion in 2022, resulting in a compound annual growth rate (CAGR) of 15% from 2019 to 2023. Base business results approximated consolidated results for the period. Our net sales benefited approximately 3% to 4% from inflati ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-26640 POOL CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer incorpora ...

Financial Data and Key Metrics Changes - Third quarter 2023 sales were $1.5 billion, a 9% decline compared to 2022, but exceeded 2021 sales by $63 million or 4% [3][31] - Gross margin was 29.1%, reflecting a 210 basis point decrease from the prior year due to reduced inventory gains from 2022 [5][17] - Operating income for Q3 2023 was $194 million, down $69 million compared to last year, but represents an 85% improvement over 2019 [20] - Third quarter EPS, excluding ASU, was $3.50, compared to $4.78 in Q3 2022, but still 90% higher than Q3 2019 [41][30] Business Line Data and Key Metrics Changes - Chemical sales increased by 5% in Q3, driven by increased volume, while building material sales declined by 13% [12][13] - Equipment sales declined by 9%, indicating solid demand for maintenance despite weaker new pool construction [14] - Commercial pool product demand remained strong with sales up 10%, while sales to independent retail customers were down 8% [14] - Pinch A Penny franchisees reported a 1% sales growth for the quarter, with solid maintenance product sales but weaker discretionary items [15] Market Data and Key Metrics Changes - Year-round markets saw sales declines: Florida down 5%, Arizona down 8%, California down 10%, and Texas down 11% compared to Q3 last year [10] - Europe experienced a 2% decline in local currency sales, an improvement from previous quarters [16] - The renovation and remodel business is outperforming new pool construction, with builders reporting better performance in remodels [110] Company Strategy and Development Direction - The company continues to focus on organic growth investments, adding new locations and expanding its franchise network [22][24] - The company aims to maintain gross margins around 30% for the full year, with expectations for Q4 margins around 29% [47][30] - The company is committed to providing a best-in-class customer experience and investing in technology tools to enhance service [56][66] Management's Comments on Operating Environment and Future Outlook - The current macroeconomic environment is challenging, but the desirability of swimming pools remains strong [27] - Management expects new pool construction units to finish down 30% in 2023, but anticipates continued renovation activity [26][28] - The company has narrowed its annual earnings guidance to a range of $13.15 to $13.65 per share [30][150] Other Important Information - The company achieved a record $750 million in operating cash flow year-to-date, significantly higher than the previous year [23] - Inventory was reduced by over $216 million year-to-date, surpassing the initial goal [23][42] - The company plans to selectively participate in vendor early buys for strategic inventory management [44] Q&A Session Summary Question: Can you discuss the competitive landscape post pool season? - Management noted that the competitive environment remains similar to past years, with the company taking market share despite overall volume declines [53][54] Question: What are the drivers for EPS growth in a tepid environment? - Management emphasized a focus on growth, margin improvement, and capacity creation as key drivers for EPS [58][71] Question: Is the maintenance and repair business stable? - Management indicated that the maintenance and repair business is predictable and stable, with a backlog of new pools requiring maintenance [90] Question: What is the outlook for new pool construction affordability? - Management stated that the main headwind for new pool construction is affordability, particularly for entry-level pools due to rising interest rates [100][102] Question: How is the renovation and remodel business performing? - Management confirmed that the renovation and remodel business is holding up better than new construction, with builders reporting strong demand [110][111]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-26640 POOL CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer incorporation ...

Where Outdoor Living Comes to Life 2 ® This presentation includes forward-looking statements that involve risks and uncertainties that are generally identifiable through the use of words such as "believe", "expect", "anticipate", "intend", "plan", "estimate", "project", "should", "will", "may", and similar expressions and include projections of earnings. The forward-looking statements in this presentation are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 ...

Pool Corporation (NASDAQ:POOL) Q2 2023 Earnings Conference Call July 20, 2023 11:00 AM ET Company Participants Melanie Hart – Vice President and Chief Financial Officer Peter Arvan – President and Chief Executive Officer Conference Call Participants Ryan Merkel – William Blair Susan Maklari – Goldman Sachs David Manthey – Baird Trey Grooms – Stephens Scott Schneeberger – Oppenheimer Joe Ahlersmeyer – Deutsche Bank Andrew Carter – Stifel David MacGregor – Longbow Research Garik Shmois – Loop Capital Operator ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 0-26640 POOL CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Employer incorporation ...

Pool Corporation (NASDAQ:POOL) Q1 2023 Earnings Conference Call April 20, 2023 11:00 AM ET Company Participants Melanie Hart - Vice President, Chief Financial Officer and Treasurer Peter Arvan - President and Chief Executive Officer Conference Call Participants Ryan Merkel - William Blair Susan Maklari - Goldman Sachs David Manthey - Baird Joe Ahlersmeyer - Deutsche Bank Andrew Carter - Stifel Scott Schneeberger - Oppenheimer Trey Grooms - Stephens Garik Shmois - Loop Capital Stephen Volkmann - Jefferies Sh ...