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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $973M | -1.2% | $1.00 | -20.0% | 38.8% | 20.1% | 17.1% | $64M |
| FY2025 Q1 | $1.01B | -0.7% | $0.93 | +16.3% | 39.9% | 20.1% | 15.3% | $-56M |
| FY2025 Q2 | $1.12B | +2.2% | $0.90 | -18.9% | 40.7% | 22.1% | 13.2% | $596M |
| FY2025 Q3 | $1.02B | +2.9% | $1.12 | +33.3% | 41.0% | 22.7% | 18.0% | $179M |
| FY2025 Q4 | $1.02B | +4.9% | $1.01 | +1.0% | 40.4% | 17.1% | 16.3% | $27M |
| FY2026 Q1 | $1.04B | +2.6% | $1.05 | +12.9% | 41.8% | 20.3% | 16.6% | $-86M |
| FY2026 Q2 | $933M | -17.0% | $0.80 | -11.1% | 42.4% | 17.9% | 13.8% | $553M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
| 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 | 14 (0%) |
| Andrew Krill | Deutsche Bank | 13 (8%) |
| Nigel Coe | Wolfe Research |
| Deane Dray | RBC Capital Markets | 13 (0%) |
| Julian Mitchell | Barclays | 12 (0%) |
| Steve Tusa | JPMorgan | 10 (20%) |
| Bryan Blair | Oppenheimer | 10 (0%) |
| Jeff Hammond | KeyBanc Capital Markets | 9 (11%) |
| Nathan Jones | Stifel | 9 (11%) |
| Mike Halloran | Robert W. Baird | 8 (0%) |
| 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 | 14 (0%) |
| Wolfe Research | 1 | 13 (0%) |
| RBC Capital Markets | 1 | 13 (0%) |
| Deutsche Bank | 1 | 13 (8%) |
| JPMorgan | 2 | 12 (17%) |
| Barclays | 1 | 12 (0%) |
| Stifel | 2 | 12 (8%) |
| Oppenheimer | 1 | 10 (0%) |
What PNR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Flow sales were up 11% year over year to $258 million, driven by our HydroStop acquisition”
Pentair's HydroStop acquisition (closed Q3 2025) was a primary driver of 11% Flow segment sales growth, contributing to margin and income expansion in the segment.
| 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 | +8.8% | |
| 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% |