$POOL

Key facts: NASDAQ:POOL Q3 EPS $3.40; Inventory -3%; Pool 360 17% Sales

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.

Original reporting
Published Oct 23, 2026, 7:00 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 23, 2026, 7:12 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Key facts: NASDAQ:POOL Q3 EPS $3.40; Inventory -3%; Pool 360 17% Sales — source image
Decision brief

The 30-second read

$POOLNeutralMed
01

Why it matters

Earnings modestly beat expectations; digital platform now accounts for 17% of sales, indicating a shift toward higher-margin offerings.

02

Market read

The earnings release offers fresh data for traders to reassess POOL valuation, especially regarding digital sales momentum.

03

What to watch

Seasonality of Pool 360 sales and large account growth may mask underlying weakness in residential segment.

Relevance 8/10Novelty 8/10Timing: post-market today

Background

Pool Corporation provides swimming pool supplies and services; Q3 results released via GlobeNewswire and MarketBeat.

Company-level read

Ticker impact

$POOLNeutralHigh confidence
Context

Q3 earnings released with adjusted EPS $3.40, revenue $1.5B and 17% of sales from Pool 360 platform.

Expected impact

potential modest upside as digital sales growth supports margin

Evidence & confidence

New earnings numbers and inventory decline provide fresh data; reaffirmed FY26 EPS limits upside but digital platform traction is positive.

Market effects

Pool's digital platform growth may signal broader trend for smart outdoor equipment providers.

North American pool and outdoor living market sees modest demand, inventory reduction supports pricing.

Limited; primarily impacts US consumer discretionary sector.

Counterpoint

Inventory decline could indicate weakening demand, suggesting caution on upside.

Key entities

  • Pool Corporation

    US-listed provider of pool supplies (ticker POOL).

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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.

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DA Davidson cuts Pool Corp stock price target on 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.

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Pool (POOL) Q3 2026 Earnings Call Transcript

Pool Corp (POOL) reported Q3 2026 net sales growth of 4%, driven by price increases, volume growth in maintenance and building materials, and share gains. Chemicals grew 4% on volume, while equipment grew 5% on price and healthy replacement activity. POOL360 accounted for 17% of sales. Geographically, Florida, Arizona, and Texas saw low to mid-single-digit growth, with Europe up 8%.

$POOLHighAI 8/10

Why is Pool (POOL) stock soaring today

Pool (POOL) stock rose 10.4% after Q3 net sales of $1.50B beat expectations, with adjusted EPS of $3.40. The company maintained its full-year guidance. Gross margin fell 60bps to 29.0% due to higher freight costs. The stock is down 17.6% YTD, trading 37% below its 52-week high.