Key Takeaways POST, CARG, and KOP were screened for strong efficiency metrics beating industry averages. Efficiency ratios used include asset utilization, inventory turnover, and operating margin. POST, CARG, and KOP posted earnings surprises of 22.9%, 11.8%, and 6.0%, respectively.Efficiency level measures a company’s capability to transform available input into output and is often considered an important parameter for gauging its potential to make profits. A company with a high efficiency level is expec ...

Core Viewpoint - Pool Corp. is facing a challenging economic environment, with its stock down approximately 12% year to date, but this may present a buying opportunity for investors as it is a high-quality industry leader available at a discount [1]. Group 1: Company Overview - Pool Corp. is the world's largest pool supplies distributor, operating 448 sales centers across North America, Europe, and Australia, serving over 125,000 customers [5]. - The company owns the Pinch A Penny retail franchise, which has around 300 locations [5]. - Pool Corp.'s revenue is significantly driven by recurring sales, with 86% coming from consistent upkeep products for installed pools [6]. Group 2: Financial Performance - Over the past five years, Pool Corp. has achieved a 14% compound annual growth rate (CAGR) in total revenue, reaching $5.3 billion in 2024 [8]. - Despite a slowdown in new pool construction, management remains optimistic about growth from its expanding private-label business and the Pool360 digital platform [9][10]. - For 2025, Pool Corp. anticipates net sales to be "flat to slightly higher" year over year, with an earnings-per-share (EPS) estimate of $11.08 to $11.58, indicating a 3% increase at the midpoint compared to 2024 [10]. Group 3: Capital Allocation and Shareholder Returns - Pool Corp. has a strong free cash flow generation, allowing for a generous capital allocation strategy, including a recent 4% increase in its quarterly dividend to $1.25 per share, yielding about 1.3% [11]. - The company has also increased its share repurchase authorization to $600 million, demonstrating its commitment to shareholders [11]. Group 4: Valuation and Market Position - Pool Corp.'s current forward price-to-earnings (P/E) ratio is 27, which is a discount compared to its historical average P/E of around 30 over the past decade, suggesting the stock may be undervalued [12]. - A potential recovery in the housing market and pool construction, aided by subdued inflation and lower interest rates, could enhance company performance [14].

About Koppers Koppers (NYSE: KOP) is an integrated global provider of essential treated wood products, wood preservation technologies and carbon compounds. Our team of 2,100 employees create, protect and preserve key elements of our global infrastructure – including railroad crossties, utility poles, outdoor wooden structures, and production feedstocks for steel, aluminum and construction materials, among others – applying decades of industry-leading expertise while constantly innovating to anticipate the n ...

Koppers (NYSE: KOP) is an integrated global provider of essential treated wood products, wood preservation technologies and carbon compounds. Our team of 2,100 employees create, protect and preserve key elements of our global infrastructure – including railroad crossties, utility poles, outdoor wooden structures, and production feedstocks for steel, aluminum and construction materials, among others – applying decades of industry-leading expertise while constantly innovating to anticipate the needs of tomorr ...

PITTSBURGH, May 12, 2025 /PRNewswire/ -- Koppers Holdings Inc. (NYSE: KOP), an integrated global provider of treated wood products, wood treatment chemicals and carbon compounds, today announced that the company will host meetings with the investment community as part of its participation in the B. Riley Securities Investor Conference, which will be in person on May 21, 2025, in Marina del Rey, California. Koppers management will be represented by Jimmi Sue Smith, Chief Financial Officer, and Quynh McGuire, ...

Sales of $456.5 Million vs. $497.6 Million in Prior Year Quarter Net (loss) income attributable to Koppers of $(13.9) Million vs. $13.0 Million in Prior Year Quarter Diluted EPS of $(0.68) vs. $0.59 in Prior Year Quarter Adjusted EPS of $0.71 vs. $0.62 in Prior Year Quarter Adjusted EBITDA of $55.5 Million vs. $51.5 Million in Prior Year Quarter Capital expenditures of $14.3 Million vs. $26.3 Million in Prior Year Quarter Capital expenditures, net of insurance proceeds and sale of assets, of $10.0 Million ...

Inquiries from the media should be directed to Ms. Jessica Franklin Black at [email protected] or 412-227-2025. Inquiries from the investment community should be directed to Ms. Quynh McGuire at [email protected] or 412-227-2049. SOURCE KOPPERS HOLDINGS INC. The report is available for viewing on the company's website in the Investor Relations section and can be accessed here, as well as on the SEC's website at www.sec.gov. About Koppers Koppers (NYSE: KOP) is an integrated global provider of essential trea ...