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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Pool Corporation (POOL) is 6/10.
Pool Corporation opened fiscal 2026 with 6% sales growth and 7% operating income growth, exceeding management's expectations for the seasonally small first quarter. Broad-based strength across chemicals (+8%), equipment (+7%), and building materials (+5%) reflected both pricing pass-through and genuine volume improvement, though the equipment-heavy mix diluted gross margin by 20 basis points. Management confirmed full-year EPS guidance of $10.87 to $11.17, signaling confidence in the trajectory without getting ahead of demand visibility. The strategic focus has shifted from expansion to capacity absorption, with operating expense growth expected to moderate as prior-year greenfield investments mature.
Scored from Pool Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $987M | -1.6% | $0.99 | -25.0% | 29.4% | 6.1% | 3.8% | $157M |
| FY2025 Q1 | $1.07B | -4.4% | $1.42 | -30.4% | 29.2% | 7.2% | 5.0% | $14M |
| FY2025 Q2 | $1.78B | +0.8% | $5.17 | +3.6% | 30.0% | 15.3% | 10.9% | $-43M |
| FY2025 Q3 | $1.45B | +1.3% | $3.40 | +4.0% | 29.6% | 12.3% | 8.8% | $267M |
| FY2025 Q4 | $982M | -0.5% | $0.86 | -13.1% | 30.1% | 5.3% | 3.2% | $72M |
| FY2026 Q1 | $1.14B | +6.2% | $1.45 | +2.1% | 29.0% | 7.3% | 4.7% | $310M |
| FY2026 Q2 | $1.82B | +2.2% | $5.16 | -0.2% | 29.7% | 14.7% | 10.3% | $-37M |
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