Pool Corporation (POOL)

Pool Corporation’s revenue edged higher year over year and results came in line with consensus for the second fiscal quarter of 2026, reported July 23, 2026. Revenue rose 2.2% to about $1.8 billion (up from $1.785 billion a year ago), while adjusted EPS of $5.38 was up 4.1% from $5.17; on expectations, EPS of $5.38 was in line with the $5.33 estimate (+0.9%) and revenue of $1.823 billion was in line with the $1.818 billion estimate (+0.3%). Profitability held with gross margin near 30% and operating margin around 15%, alongside gross profit of roughly $540.8 million and operating income of about $267.7 million. Net income slipped 3.2% to about $188.1 million (down from $194.3 million a year ago). Cash generation was roughly flat in the quarter with negative operating cash flow of about $0.7 million, and Pool returned capital through about $86.4 million of share repurchases and roughly $93.0 million in dividends. Consensus for the next period calls for EPS of $3.35 on revenue of $1.475 billion.