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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Julian Mitchell | Barclays | 12 | 0% |
| Andy Kaplowitz | Citigroup | 12 | 0% |
| Nigel Coe | Wolfe Research | 11 | 0% |
| Deane Dray | RBC Capital Markets | 11 | 0% |
| Andy Krill | Deutsche Bank | 11 | 9% |
| Steve Tusa | JPMorgan | 10 | 20% |
| Jeff Hammond | KeyBanc Capital Markets | 9 | 11% |
| Bryan Blair | Oppenheimer | 8 | 0% |
| Nathan Jones | Stifel | 7 | 0% |
| Saree Boroditsky | Jefferies | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 12 | 0% |
| Barclays | 1 | 12 | 0% |
| JPMorgan | 2 | 12 | 17% |
| Deutsche Bank | 1 |
| 11 |
| 9% |
| RBC Capital Markets | 1 | 11 | 0% |
| Wolfe Research | 1 | 11 | 0% |
| Stifel | 2 | 10 | 0% |
| KeyBanc Capital Markets | 1 | 9 | 11% |
Pentair posted a Q1 record for sales and adjusted operating income, with sales increasing 3% and adjusted EPS of $1.22 growing 10-11% year-over-year. Return on sales reached 25%, up 100 basis points, and the company achieved Dividend King status with its 50th consecutive dividend increase. Management narrowed guidance to $5.30-$5.40, raising the low end, as the Flow segment drove outsized growth from HydroStop and infrastructure demand.
Demand | Margin | Pricing | Trade Tariffs | Competitive Dynamics | Guidance Reliability | Revenue Growth | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 7 | 4 | 6 | 5 | 4 | 1 | 2 |
| 2025Q1 | 6 | 8 | 6 | 11 | 2 | 2 | 2 | |
| 2025Q2 | 10 | 3 | 7 | 5 | 4 | 4 | 1 | 1 |
| 2025Q3 | 8 | 6 | 8 | 2 | 6 | 5 | 8 | 1 |
| 2025Q4 | 5 | 7 | 5 | 3 | 6 | 3 | 4 | 4 |
| 2026Q1 | 12 | 5 | 4 | 2 | 5 | 4 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 6 | 10 | 8 | 5 | 12 |
| Margin | 7 | 8 | 3 | 6 | 7 | 5 |
| Pricing | 4 | 6 | 7 | 8 | 5 | 4 |
| Trade Tariffs | 6 | 11 | 5 | 2 | 3 | 2 |
| Competitive Dynamics | 5 | 2 | 4 | 6 | 6 | 5 |
| Guidance Reliability | 4 | 2 | 4 | 5 | 3 | 4 |
| Revenue Growth | 1 | 1 | 8 | 4 | 2 | |
| Cost Pressure | 2 | 2 | 1 | 1 | 4 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PNR Pentair | 6 | +2.6% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |