Loading
Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In addition to that, on Tuesday of this week, an additional 4% increase was announced by Pentair that will take effect on June 2nd of this year.”
Pentair, a major pool equipment vendor, announced a further tariff-driven price increase that Pool Corp will pass through to its dealer customers.
“pool sales grew 9%, driven by price, volume, and the acquisition of Gulfstream in December 2024”
Pentair credits its December 2024 acquisition of Gulfstream as a contributor to full-year Pool segment sales growth.
“The sale of our commercial services business in Q2 and the acquisition of HydroStop in Q3 are deliberate steps in our strategy to focus on higher growth, higher margin businesses”
Pentair frames its Q3 acquisition of HydroStop as part of a portfolio shift toward higher-growth, higher-margin businesses; HydroStop later cited as a driver of Flow segment income.
“In Q3, pool sales increased 7% to $354 million driven by price, volume, and the Q4 2024 Gulfstream acquisition.”
Pentair's prior Gulfstream acquisition contributed 1-2 points to Q3 pool segment growth.
“we acquired HydroStop, a leading specialty valve solutions provider for water infrastructure, for approximately $292 million in cash, or $242 million net of the anticipated $50 million of tax benefits.”
Pentair acquired HydroStop, a water-infrastructure valve provider, for about $292 million, expanding its commercial flow business.
“In Q2, we made an incremental investment in an exciting new start-up known as HOPE Hydration, whose mission is to deliver free water through its digitally connected water refill hydro stations, which generate revenue from advertising and sponsorships.”
Pentair made an incremental investment in HOPE Hydration, a start-up operating free digitally-connected water refill hydration stations funded by advertising and sponsorships, using Pentair's Everpure filtration technology.
“And so we had the opportunity to add and solidify some really important positions in Florida, and that's what Gulfstream represents.”
Pentair closed a tuck-in acquisition of Gulfstream (heat pump maker) in December to strengthen its Pool heater lineup in Florida.
Pentair achieved record full-year results across all key metrics with Q4 sales growing 5% and full-year record ROS of 25.2%, expanding 170 basis points. Management introduced FY2026 adjusted EPS guidance of $5.25-$5.40, reflecting continued margin expansion. An organizational restructuring was launched to drive the next phase of growth while the Pool market remained flat but positioned for recovery.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andy Kaplowitz | Citigroup | 12 (0%) |
| Julian Mitchell | Barclays | 12 (0%) |
| Andy Krill | Deutsche Bank |
| Nigel Coe | Wolfe Research | 11 (0%) |
| Deane Dray | RBC Capital Markets | 11 (0%) |
| Steve Tusa | JPMorgan | 10 (20%) |
| Jeff Hammond | KeyBanc Capital Markets | 9 (11%) |
| Bryan Blair | Oppenheimer | 8 (0%) |
| Nathan Jones | Stifel | 7 (0%) |
| Joe Giordano | TD Cowen | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| 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% |