Pool Corp Q3 net sales +4% to $1.5B; EPS flat at $3.40 as operating income fell 3%; FY26 EPS guidance confirmed

POOL CORP

Net sales rose 4% to $1.5B, accelerating from 2% growth in Q2, with price contributing 3%; gross margin fell 60 bps to 29.0% on higher inbound freight and customer mix.
Operating income fell 3% to $172.2M from $178.0M; net income $123.0M vs $127.0M; diluted EPS $3.40, adjusted $3.40 vs $3.39.
Nine-month operating cash flow rose 47% to $419.8M, inventory fell 3% while sales grew, and total debt rose $104.9M to $1.2B.
YTD returned $338.1M to shareholders via $140.1M dividends and $198.0M buybacks; quarterly dividend raised 4% to $1.30 from $1.25 per share.
FY26 guidance confirmed: diluted EPS $10.66-$10.96, adjusted $10.87-$11.17, including $0.21 of CEO transition costs and $0.02 of ASU 2016-09 tax benefits.

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