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, 2022 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 ...

Financial Data and Key Metrics Changes - The company achieved net revenue of $6.2 billion in 2022, a 17% increase from 2021, and operating income exceeded $1 billion, marking a tripling compared to 2019 levels [17][34][51] - Gross profit margin for the fourth quarter was 28.8%, down 230 basis points from the previous year, but still 30 basis points higher than 2020 [49][72] - Operating margin for the full year reached a record 16.6%, benefiting from higher sales and gross margins [53][73] Business Line Data and Key Metrics Changes - The base business grew by 15% in year-round markets and 8% in seasonal markets, driven by industry resilience and inflation [18][51] - Chemical sales increased by 19% in the fourth quarter and 32% for the year, reflecting share gains and inflation [38] - Renovation and remodeling activities are expected to see modest declines in 2023, while new pool construction is projected to decrease by 15% to 20% [112] Market Data and Key Metrics Changes - California sales grew by 14%, Florida by 24%, Arizona by 18%, and Texas by 8% for the full year [65] - European market sales declined by 22.5% in the fourth quarter and 15% for the full year, impacted by unfavorable weather and economic conditions [70] - The company opened 10 new locations in 2022, expanding its footprint in the market [63] Company Strategy and Development Direction - The company focuses on enhancing customer experience and expanding its sales center network, which has been a key driver of growth [5][35] - The management team is confident in long-term growth opportunities, particularly in the maintenance and remodeling segments, despite anticipated declines in new construction [44][45] - The company plans to continue investing in technology and capacity creation to improve customer service and operational efficiency [74][115] Management's Comments on Operating Environment and Future Outlook - Management expects 2023 to be challenging, with potential flat to slightly lower sales, but remains optimistic about cash flow exceeding net income [56][88] - The company anticipates a gross margin decline to around 30% due to price cost give-backs, but expects to maintain strong operating cash flows [122][113] - Management highlighted the importance of the aging installed base of pools, which will drive maintenance demand [142] Other Important Information - The company repurchased 1.2 million shares for $461 million and increased its quarterly dividend by 25%, returning 82% of net income to shareholders [111] - The estimated tax rate for 2023 is expected to be between 25.3% and 25.5%, excluding ASU [116] Q&A Session Summary Question: What is the volume assumption for 2023? - Management expects top line volume to be flat to negative 3%, with maintenance business remaining relatively flat due to inflationary price increases [120] Question: What is the expected gross margin for 2023? - The expected gross margin is around 30%, with a decline of about 100 basis points primarily due to price cost give-backs [122] Question: How does the pre-buy level in 2022 compare to normal levels? - The pre-buy level in 2022 was higher than normal, as dealers anticipated supply chain disruptions [124] Question: What is the outlook for new pool construction? - New pool construction is expected to be down approximately 15% to 20%, with the company believing it has gained market share despite overall industry declines [125] Question: How is the company managing inflationary pressures? - The company is actively evaluating expenses to offset inflationary increases and expects to maintain strong cash flow despite economic uncertainties [88][136]

& POOLCORP® Where Outdoor Living Comes to Life® Forward-Looking Statements This presentation may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements speak only as of the date of this presentation and are subject to change. POOLCORP undertakes no obligation to update or revise forward-looking statements to reflect new circumstances or unanticipated events as they occur. Actual results may differ mat ...

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, 2022 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 ...

Pool Corporation (NASDAQ:POOL) Q3 2022 Earnings Conference Call October 20, 2022 11:00 AM ET Company Participants Melanie Hart - CFO Peter Arvan - President &CEO Conference Call Participants David Manthey - Baird Ryan Merkel - William Blair Susan Maklari - Goldman Sachs Andrew Carter - Stifel David MacGregor - Longbow Research Noah Merkousko - Stephens, Inc. Joe Ahlersmeyer - Deutsche Bank Stephen Volkmann - Jefferies Ken Zener - KeyBanc Garik Shmois - Loop Capital Operator Good day, and welcome to the Pool ...

& POOLCORP® Where Outdoor Living Comes to Life® Forward-Looking Statements This presentation may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements speak only as of the date of this presentation and are subject to change. POOLCORP undertakes no obligation to update or revise forward-looking statements to reflect new circumstances or unanticipated events as they occur. Actual results may differ mat ...

For the quarterly period ended June 30, 2022 or 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 ☐ 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) Q2 2022 Earnings Conference Call July 21, 2022 11:00 AM ET Company Participants Melanie Hart - VP & CFO Peter Arvan - President & CEO Conference Call Participants Ryan Merkel - William Blair David Manthey - Baird Susan Maklari - Goldman Sachs Andrew Carter - Stifel Noah Merkousko - Stephens David McGregor - Longbow Research Stephen Volkmann - Jefferies Garik Shmois - Loop Capital Operator Good day and welcome to the Pool Corporation’s Second Quarter 2022 Conference Call. [Oper ...

& POOLCORP® Where Outdoor Living Comes to Life® Forward-Looking Statements This presentation may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements speak only as of the date of this presentation and are subject to change. POOLCORP undertakes no obligation to update or revise forward-looking statements to reflect new circumstances or unanticipated events as they occur. Actual results may differ mat ...

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, 2022 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 ...