Core Viewpoint - Pool Corporation (POOL) is expected to report its fourth-quarter 2025 results on February 19, with earnings per share (EPS) estimated to increase by 2.1% year-over-year and revenues projected to rise by 1.1% [1][2][8]. Financial Estimates - The Zacks Consensus Estimate for fourth-quarter EPS is set at 99 cents, up from 97 cents in the same quarter last year [2]. - Revenue expectations are pegged at $998.3 million, reflecting a 1.1% increase from the previous year's figure [2]. Factors Influencing Performance - The anticipated performance is supported by strong maintenance demand and steady replacement activity for critical equipment components [3]. - Stabilizing trends in new pool construction and remodeling, along with a return to growth in building materials sales, are expected to further benefit revenues [3]. - The adoption of the POOL360 digital platform has reached record usage, enhancing customer engagement and accelerating private-label product penetration [4]. Growth Strategies - Pool Corporation is pursuing both organic and inorganic growth strategies, including recent acquisitions and the opening of new sales centers [5]. - The company completed one acquisition and opened six new locations year-to-date, with plans to open eight to ten new sales centers for the full year [5]. - The Pinch A Penny franchise network expanded to 303 locations, indicating growth in key markets [5]. Management Outlook - Management expresses confidence in the company's strong foundation and strategic investments, which are expected to enhance value in the pool and outdoor living industry [6]. - These efforts are anticipated to support sustained sales growth, margin expansion, and robust cash flows, ultimately delivering long-term returns for shareholders [6]. Operational Strengths - Despite macroeconomic challenges such as high interest rates and tariff uncertainties, Pool Corporation expects to leverage its internal operational strengths to support upcoming results [7]. - Margin gains are anticipated from strategic procurement, disciplined buying, and network efficiencies, alongside a shift towards higher-margin private-label products [7].

Core Insights - Pool Corporation is celebrating its 30th anniversary as a publicly listed company by ringing the opening bell at Nasdaq, highlighting its growth and success over the years [1][2] Company Overview - Pool Corporation, initially listed as SCP Pool Corporation on October 12, 1995, changed its name in 2006 and has grown annual sales from $161 million in 1995 to $5.3 billion in 2024 [2] - The company has expanded its workforce from around 800 employees to over 6,000 [2] - Pool Corporation operates over 450 sales centers across North America, Europe, and Australia, distributing more than 200,000 products to approximately 125,000 wholesale customers [4] Financial Performance - The market value of Pool Corporation has increased to $11 billion, providing a compounded annual growth rate of 23% in total shareholder return (TSR) since its initial public offering [2] - An investment of $10,000 at the time of the initial public offering would be worth around $4.5 million today, including dividend reinvestment [2]