Covington, Louisiana-based Pool Corporation (POOL) distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products. Valued at $8.9 billion by market cap, the company offers a diverse range of products from construction materials, replacement parts, and fencing to pool care products and spas. Shares of this world’s leading distributor of pool supplies have underperformed the broader market over the past year. POOL has declined 34.1% over this time frame, while ...

Core Insights - Pool Corp. reported quarterly earnings of $3.39 per share, exceeding the Zacks Consensus Estimate of $3.38 per share, and showing an increase from $3.26 per share a year ago, resulting in an earnings surprise of +0.30% [1] - The company achieved revenues of $1.45 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.14% and reflecting a year-over-year increase from $1.43 billion [2] - Pool Corp. shares have underperformed the market, losing approximately 12.7% since the beginning of the year, while the S&P 500 has gained 13.9% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $1.01 on revenues of $998.18 million, and for the current fiscal year, it is $10.88 on revenues of $5.3 billion [7] Industry Context - The Leisure and Recreation Products industry, to which Pool Corp. belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

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]

Company Overview - Pool Corporation (POOL) is the world's largest wholesale distributor of swimming pool supplies, equipment, and outdoor living products, with a market cap of $11.9 billion [1] - The company serves service professionals, builders, remodelers, retailers, and commercial operators through an extensive distribution network [1] Market Position - POOL is categorized as a large-cap stock, reflecting its substantial size and influence in the industrial distribution industry [2] - The business is supported by recurring revenue from pool maintenance and repair, along with remodeling and new construction sales [2] - The company benefits from scale, product variety, and strong vendor relationships [2] Stock Performance - POOL shares are currently trading 21% below their 52-week high of $395.60, reached on November 25 of the previous year [3] - Over the past three months, POOL shares have increased by 8.4%, outperforming the Industrial Select Sector SPDR Fund (XLI), which gained 7.5% [3] - Year-to-date, POOL shares have declined by 8.3%, underperforming the XLI's 16.1% rise during the same period [4] - In the last 12 months, POOL has dropped 14.2%, lagging behind the XLI's 14.9% gain [4] - The stock has been trading below its 200-day moving average since mid-March and has recently dipped below its 50-day moving average [4] Financial Performance - On July 24, Pool Corp released its second-quarter earnings, with net sales marginally increasing year-over-year to $1.8 billion, slightly below consensus estimates [5] - Net income rose nearly 1% to $194.3 million, with earnings per share (EPS) of $5.17, exceeding expectations by about 1% [5] Analyst Ratings - Among the 14 analysts covering POOL stock, the consensus rating is a "Moderate Buy" [6] - The mean price target for POOL is $331.45, indicating a 6% upside potential from current price levels [6]