earnings
confidence high
sentiment neutral
materiality 0.65
Pool Corp Q2 net sales up 2% to $1.8B; adjusted EPS $5.38 (+4%); confirms FY guidance ex-CEO costs
POOL CORP
- Net sales $1.8B (+2% YoY); operating income $267.7M (-2%); diluted EPS $5.17 (flat).
- Adjusted diluted EPS $5.38 (+4%); adjusted operating income $275.9M (+1%).
- CEO transition costs $8.3M ($6.3M non-cash, $2.0M cash) impacted reported results.
- FY2026 adjusted diluted EPS guidance $10.87-$11.17 (excl. $0.21 CEO costs); GAAP $10.66-$10.96.
- Share repurchases $266.7M in past 12 months; total debt $1.3B.