Pool Corp Posts Q2 Revenue of $1.82B and Adjusted EPS of $5.38; Reaffirms Full-Year Guidance Excluding CEO Transition Costs
POOL sits 19% above its 52-week low of $172.68.
Summary
Pool Corp reported Q2 2026 net sales of $1.82 billion (up 2% YoY) and adjusted diluted EPS of $5.38 (up 4% YoY), while confirming its full-year adjusted EPS guidance range of $10.87 to $11.17, excluding CEO transition costs.
Key Events · Earnings and Guidance · POOL
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Q2 Revenue Up 2% to $1.82B
Net sales increased 2% year-over-year to $1.822 billion, reflecting steady maintenance demand and improved building materials sales in a muted discretionary environment.
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Adjusted EPS Rises 4% to $5.38
Adjusted diluted EPS grew 4% to $5.38, excluding $0.21 per share in CEO transition costs. GAAP diluted EPS was flat at $5.17.
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Full-Year Guidance Reaffirmed
Management confirmed its 2026 adjusted diluted EPS guidance range of $10.87 to $11.17, excluding CEO transition costs. GAAP guidance is $10.66 to $10.96, including $0.21 of transition costs and $0.02 of year-to-date tax benefits.
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CEO Transition Costs Total $8.3M
The quarter included $8.3 million in CEO transition costs ($6.3 million non-cash share-based compensation and $2.0 million cash), which reduced GAAP operating income by 2%.
Analysis · POOL · Trade & Services
Steady maintenance demand and improving building materials sales drove a 2% revenue gain and a 4% rise in adjusted EPS for Pool Corporation in the second quarter. The company absorbed $8.3 million in CEO transition costs without disrupting its full-year outlook, reaffirming adjusted EPS guidance of $10.87–$11.17. This demonstrates operational stability during a leadership change and gives investors a clean earnings baseline for the rest of 2026.
At the time of this filing, POOL was trading at $205.00 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $7.1B. The 52-week trading range was $172.68 to $345.00. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.