Financial Performance - Net sales increased by 1% to $1,451.1 million in Q3 2025 compared to Q3 2024[6] - Gross profit increased by $12.8 million to $429.2 million in Q3 2025 compared to Q3 2024[6] - Gross margin increased by 50 bps to 29.6% in Q3 2025 compared to Q3 2024[6] - Diluted EPS (GAAP) increased by 4% to $3.40 in Q3 2025 compared to Q3 2024[6] - Operating income increased by $1.6 million to $178.0 million in Q3 2025 compared to Q3 2024[6] Sales Performance by Geography and Product - Florida sales increased by 1% in Q3 2025[8] - California and Arizona sales decreased by 3% in Q3 2025[8] - Horizon net sales increased by 3% in Q3 2025[8] - Europe net sales increased by 6% in Q3 2025, but decreased by 1% in local currency[8, 9] - Building materials and equipment sales increased by 4% in Q3 2025[11] - Chemicals sales decreased by 4% in Q3 2025[11] Strategic Initiatives - POOL360 sales as a percentage of total sales increased from 16% in Q3 2024 to 18% in Q3 2025[13] Capital Allocation - The company returned approximately $303 million to shareholders through share repurchases and dividends[24] 2025 Guidance - The company expects net sales to be flattish for 2025[25] - The company expects GAAP diluted earnings per share to be in the range of $10.81 to $11.31 for 2025[25]
Pool Corp(POOL) - 2025 Q3 - Earnings Call Presentation