Companies /Industrials
Pool Corporation
NASDAQ: POOL Industrial Distribution
$197.21
▲ $24.77 (+14.36%) today
Markets closed · 9:45pm ET

Pool (POOL) Q3 2026 Earnings

Reported Oct 22, 2026, 9:26am ET · SEC source
$3.40
Beat +1.35%
EPS · est. $3.35 Adjusted
$1.5B
Beat +2.04%
Revenue · est. $1.5B
3 quarters
Consecutive EPS beats

How Did POOL Stock React to Q3 2026 Earnings?

% change · around the report
0+5%+10%Oct 22Oct 22report 9:26am ETearnings−0.3%+11.5%
0+5%+10%Oct 22Oct 22earnings−0.3%+11.5%
POOL +11.5%S&P 500 −0.3%
0+5%+10%Oct 22Oct 22report 9:26am ETearnings−1.4%+11.5%
0+5%+10%Oct 22Oct 22earnings−1.4%+11.5%
POOL +11.5%NASDAQ −1.4%
−8%−4%0+4%Oct 21Oct 22report 9:26am ETearnings−0.4%+4.1%
−8%−4%0+4%Oct 21Oct 22earnings−0.4%+4.1%
POOL +4.1%S&P 500 −0.4%
−8%−4%0+4%Oct 21Oct 22report 9:26am ETearnings−1.5%+4.1%
−8%−4%0+4%Oct 21Oct 22earnings−1.5%+4.1%
POOL +4.1%NASDAQ −1.5%
+14.36%
Day of report

Did POOL Beat Earnings? Q3 2026 Results

Yes. Pool reported Q3 2026 earnings of $3.40 a share on Oct 22, 2026, beating the $3.35 consensus estimate by 1.3%. Revenue was $1.5B against a $1.5B estimate.

Pool Corporation delivered a solid beat on both top and bottom lines in Q3 2026, with adjusted EPS of $3.40 edging past the $3.35 consensus by 1.35% and revenue of $1.50 billion topping estimates by 2.04% on year-over-year growth of 3.7%. The headline numbers masked a more complex picture beneath the surface, as accelerating net sales growth of 4%, driven by price increases and stronger maintenance and building materials activity, came alongside meaningful margin pressure; gross margin contracted 60 basis points to 29.0% and operating income fell 3% to $172.19 million as higher inbound freight costs and rising operating expenses weighed on profitability. Flat diluted EPS year-over-year was aided by share buybacks, which reduced the diluted share count to 35.9 million from 37.2 million, reflecting disciplined capital allocation that also returned $158.70 million to shareholders in the quarter. A bright spot was cash generation, with nine-month operating cash flows climbing 47% to $419.82 million. Management confirmed full-year 2026 adjusted diluted EPS guidance of $10.87 to $11.17, signaling confidence in the broader demand environment heading into year-end.

Key Takeaways
  • 3% price-driven growth in Q3 net sales
  • Stronger maintenance activity and building materials growth
  • Gross margin declined 60 basis points due to higher inbound freight costs and customer mix
  • Operating expenses increased 5% from higher performance-based compensation, insurance, and strategic initiative fees
  • Share count reduction supported flat EPS despite lower net income

“Building on our performance through the first half of the year, we delivered solid results in the third quarter of 2026 as we moved through the end of the peak selling season. Our dedicated teams produced top-line growth by delivering to our customers when they needed it the most. At the same time, we remained committed to disciplined capital allocation, reducing inventory by 3% while growing sales. Through the first nine months of the year, we generated $419.8 million in operating cash flows, and in the third quarter alone we returned $158.7 million to shareholders through share repurchases and dividends. As the industry leader, we are focused on supporting our partners to collectively grow the outdoor living industry, efficiently bringing new products to market and offering the best value proposition to our customers.”

Pool CEO, on the earnings call

What Is Pool's Outlook?

Pool Corporation confirmed its full-year 2026 GAAP diluted EPS guidance range of $10.66 to $10.96 and adjusted diluted EPS guidance range of $10.87 to $11.17, which includes $0.02 of year-to-date ASU 2016-09 tax benefits. After-tax CEO transition costs of $0.21 per share are excluded from the adjusted figures.

POOL YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$500.0M$1.0B$1.5B$1.5B$1.5BRevenue$429.2M$436.3MGross Profit$178.0M$172.2MOperating Income$127.0M$123.0MNet Income
$0$500.0M$1.0B$1.5BRevenueGross ProfitOperating IncomeNet Income
POOL income statement, Q3 2026 versus Q3 2025
Metric Q3 2026 Q3 2025 Year over year
Revenue $1.5B $1.5B +3.7%
Gross Profit $436.3M $429.2M +1.7%
Operating Income $172.2M $178.0M −3.3%
Net Income $123.0M $127.0M −3.1%

Figures from SEC filings and company reports. Not investment advice.