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Dec 31, 2025
Pool Corp. Q4 2025 Earnings Report
Pool Corp. reported a decrease in net sales and net income for the fourth quarter of 2025, with a slight improvement in gross margin.
Key Takeaways
Pool Corporation experienced a challenging fourth quarter in 2025, with net sales decreasing by 1% to $982.2 million and net income falling to $31.6 million. Despite these declines, the company saw an improvement in gross margin, which rose by 70 basis points to 30.1%. Operating income also decreased by 14% due to higher operating expenses.
Net sales for Q4 2025 decreased by 1% to $982.2 million compared to the same period in 2024.
Gross profit increased by $5.5 million, and gross margin improved by 70 basis points to 30.1% in Q4 2025.
Operating income for Q4 2025 decreased by 14% to $52.0 million, primarily due to a 6% increase in operating expenses.
Net income for Q4 2025 was $31.6 million, a decrease from $37.3 million in the prior year's fourth quarter.
Revenue by Geographic Location
Forward Guidance
Pool Corporation expects its diluted earnings per share for 2026 to be in the range of $10.85 to $11.15, focusing on sustainable growth through innovation and disciplined execution.
Positive Outlook
- Expected diluted EPS for 2026 is projected to be between $10.85 and $11.15.
- Focus on driving sustainable growth through innovation.
- Emphasis on disciplined execution in business operations.
- Continued support for customers and growth within the outdoor living industry.
- Leveraging the company's reputation built over 30 years as a publicly-traded company.
Challenges Ahead
- 2026 guidance does not include estimated unrealized tax benefits related to stock option exercises.
- 2026 guidance does not include estimated unrealized tax benefits related to stock option expirations.
- 2026 guidance does not include estimated unrealized tax benefits related to restricted stock award vestings.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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