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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. |
|---|---|---|---|
| Susan Maklari | Goldman Sachs | 12 | 0% |
| Ryan Merkel | William Blair | 12 | 33% |
| Garik Shmois | Loop Capital | 11 | 0% |
| Dave Manthey | Robert W. Baird | 10 | 10% |
| Sam Reid | Wells Fargo | 9 | 11% |
| Dave MacGregor | Longbow Research | 8 | 0% |
| Scott Schneeberger | Oppenheimer | 8 | 0% |
| Collin Verron | Deutsche Bank | 7 | 0% |
| Andy Carter | Stifel | 6 | 0% |
| Trey Grooms | Stephens | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 12 | 0% |
| William Blair | 1 | 12 | 33% |
| Loop Capital | 1 | 11 | 0% |
| Robert W. Baird | 2 |
| 11 |
| 9% |
| Oppenheimer | 2 | 10 | 0% |
| Wells Fargo | 1 | 9 | 11% |
| Longbow Research | 1 | 8 | 0% |
| Stephens | 2 | 8 | 0% |
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.
Demand | Pricing | Competitive Dynamics | Margin | Revenue Growth | Macroeconomic | Trade Tariffs | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 3 | 3 | 2 | 2 | 1 | |
| 2025Q1 | 7 | 6 | 5 | 5 | 2 | 3 | 4 | 1 |
| 2025Q2 | 9 | 5 | 6 | 3 | 3 | 4 | 3 | |
| 2025Q3 | 5 | 6 | 4 | 4 | 2 | 1 | 1 | 5 |
| 2025Q4 | 4 | 2 | 2 | 4 | 5 | |||
| 2026Q1 | 6 | 6 | 5 | 6 | 1 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 9 | 5 | 4 | 6 |
| Pricing | 2 | 6 | 5 | 6 | 2 | 6 |
| Competitive Dynamics | 3 | 5 | 6 | 4 | 2 | 5 |
| Margin | 3 | 5 | 3 | 4 | 4 | 6 |
| Revenue Growth | 2 | 2 | 3 | 2 | 5 | 1 |
| Macroeconomic | 2 | 3 | 4 | 1 | 1 | |
| Trade Tariffs | 4 | 3 | 1 | 2 | ||
| Innovation & R&D | 1 | 1 | 5 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
POOL Pool Corporation | 6 | +6.2% | |
| FAST Fastenal | 7 | +12.4% | |
| GWW W. W. Grainger | 9 | +10.1% |