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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.
“Leslie's actually talking about getting more sharp on price points.”
An analyst noted pool-retail competitor Leslie's is sharpening its pricing, part of the competitive pressure cited around chemical and commodity pricing.
“Obviously, there's obviously, well, there's SRS out there under Home Depot's ownership right now.”
An analyst flagged Home Depot-owned SRS Distribution as part of the competitive pricing backdrop Pool Corp is navigating in building materials and chemicals.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ryan Merkel | William Blair | 12 (33%) |
| Susan Maklari | Goldman Sachs | 12 (0%) |
| Garik Shmois | Loop Capital |
| Dave Manthey | Robert W. Baird | 10 (10%) |
| Sam Reid | Wells Fargo | 9 (11%) |
| Scott Schneeberger | Oppenheimer | 8 (0%) |
| Dave MacGregor | Longbow Research | 8 (0%) |
| Collin Verron | Deutsche Bank | 7 (0%) |
| Andy Carter | Stifel | 6 (0%) |
| Trey Grooms | Stephens | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 held annual revenue steady at $5.3 billion while new pool construction declined to under 60,000 units for FY2025. Q4 gross margin expanded 70 basis points to 30.1%, though operating expenses rose 6% on technology and transformation investments. Management introduced FY2026 EPS guidance of $10.85-$11.15, implying modest growth, as digital sales peaked at a record 17% of revenue during pool season.
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 | +14.7% | |
| GWW W. W. Grainger | 9 | +10.1% |