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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Susan Maklari | Goldman Sachs | 13 (0%) |
| Ryan Merkel | William Blair | 13 (31%) |
| Dave Manthey | Robert W. Baird | 12 (8%) |
| Garik Shmois | Loop Capital | 11 (0%) |
| Sam Reid | Wells Fargo | 10 (10%) |
| David MacGregor | Longbow Research | 9 (0%) |
| Scott Schneeberger | Oppenheimer | 9 (0%) |
| Collin Verron | Deutsche Bank | 8 (0%) |
| Andrew Carter | Stifel | 7 (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. |
|---|---|---|
| Robert W. Baird | 2 | 13 (8%) |
| William Blair | 1 | 13 (31%) |
| Goldman Sachs | 1 | 13 (0%) |
| Loop Capital | 1 |
| 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 |
| 11 (0%) |
| Oppenheimer | 2 | 11 (0%) |
| Wells Fargo | 1 | 10 (10%) |
| Longbow Research | 1 | 9 (0%) |
| Stephens | 2 | 9 (0%) |
| +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 |
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).
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 | Margin | Competitive Dynamics | 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 | 3 | 6 | 3 | 4 | 3 | |
| 2025Q3 | 5 | 6 | 4 | 4 | 2 | 1 | 1 | 5 |
| 2025Q4 | 4 | 2 | 4 | 2 | 5 | |||
| 2026Q1 | 6 | 6 | 6 | 5 | 1 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 9 | 5 | 4 | 6 |
| Pricing | 2 | 6 | 5 | 6 | 2 | 6 |
| Margin | 3 | 5 | 3 | 4 | 4 | 6 |
| Competitive Dynamics | 3 | 5 | 6 | 4 | 2 | 5 |
| 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% | |
| FERG Ferguson plc | 7 | +4.6% | |
| GWW W. W. Grainger | 9 | +10.1% |