POOL CORP (POOL): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Pool Corp (POOL) reported Q3 2026 sales growth of 4%, but gross margin declined 60 bps to 29% due to higher freight costs and customer mix. Operating expenses rose 5%, outpacing sales growth. CEO John Watwood expects 2027 to be similar to 2026, focusing on internal execution and strategic initiatives. Freight costs remain a pressure, with limited near-term offset. The company plans to discuss its 2027 growth algorithm in more detail during the Q4 earnings call.

Stephens raised Pool Corp's (POOL) price target to $230, citing strong Q3 sales driven by pricing. Gross margin declined to 29% due to freight costs. The company beat EPS and revenue estimates, reporting $3.40 EPS and $1.5B revenue. Management maintained 2026 guidance, expecting margin recovery. DA Davidson lowered its target to $200, citing margin pressures.

DA Davidson reduced its price target for Pool Corp (POOL) to $200 from $210, citing margin pressures, while maintaining a Buy rating. The company reported Q3 adjusted EPS of $3.40, beating estimates, with revenue up 4% YoY to $1.5B. Despite margin declines, Pool Corp kept its FY2026 EPS guidance. The stock rose 14.28% over the past week, trading at $197.21.

Pool Corporation (POOL) reported Q3 adjusted EPS of $3.40 and GAAP net income of $123.0M. Revenue rose 3.7-4% to ~$1.50–1.504B, with gross profit at $436.3M. Inventory declined 3%, and total debt is about $1.2B. The company's Pool 360 digital platform contributed 17% of sales. FY26 EPS guidance was reaffirmed.

Pool Corporation (POOL) shares rose 14% after Q3 sales increased 4% to $1.5B, beating expectations. The company confirmed its full-year EPS guidance of $10.87-$11.17. Gross margin fell 60 bps, but operating cash flow rose 47%. Analysts had downgraded the stock before the report.

Pool Corporation (POOL) reported 4% net sales growth in Q3 2026, driven by price increases, volume growth, and market share gains. The company reaffirmed its 2026 adjusted EPS guidance of $10.87-$11.17 and forecasted 3%-4% full-year sales growth. However, gross margin declined year-over-year.