Why is Pool stock rallying today? By Investing.com

POOL CORP (POOL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 pool-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE POOL CORPORATION REPORTS SECOND QUARTER RESULTS; CONFIRMS ANNUAL EARNINGS GUIDANCE RANGE, EXCLUDING CEO TRANSITION COSTS Q2 2026 Highlights: • Net sales increased 2% to $1.8 billion, reflecting a resilie

Pool Corp (POOL) reported Q2 net income of $188.1 million, down 3% from $194.3 million a year earlier, while net sales rose 2% to $1.88 billion. EPS was $5.17. Adjusted EPS was $5.38. The company reaffirmed FY26 EPS guidance of $10.66 to $10.96 (adjusted $10.87 to $11.17).

S&P 500 index managers announced quarterly changes: Marvell Technology and Flex Ltd. will join the index, while Pool Corp. and Campbell’s Co. will be removed. The article says added stocks have averaged about +255% over the past year versus -36% for deletions. It cites Research Affiliates’ 2024 paper: deletions outperformed by over 5% annually over the next five years.

Berkshire Hathaway’s Q1 2026 13F, filed May 15, shows Greg Abel’s first full quarter as CEO. The firm sold stakes in 16 companies and trimmed others, cutting its equity portfolio from about $274B to $263B and holdings from ~40 to 29. It was a net seller, buying ~$16B and selling ~$24B. Full exits included Visa, Mastercard, UnitedHealth, Domino’s, and Amazon; new buys included Delta and Macy’s, and Alphabet was increased.

Pool Corporation (POOL) shares have lagged the market, down 39.2% over 52 weeks and 19.3% YTD versus the S&P 500’s +27.9% and +9.2% in 2026. After Q1 2026 results on Apr. 23, revenue was $1.1B and adjusted EPS $1.43, both above estimates; full-year EPS guidance is $10.87–$11.17. Analysts rate it “Moderate Buy” (5 strong buys, 9 holds, 1 moderate sell); Stifel cut its target to $210.

The article says Berkshire has been trimming positions including Visa, Domino’s, and Pool Corp, while shifting toward higher-conviction bets. It notes Todd Combs left for JPMorgan and that many positions closed in Q1 were opened by him. It also cites Abel increasing Alphabet to a top-seven holding and adding discounted value stocks such as Delta and Macy’s.