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Dec 31, 2024

Pentair Q4 2024 Earnings Report

Pentair reported strong results driven by margin expansion and a resilient water portfolio.

Key Takeaways

Pentair reported Q4 2024 sales of $973 million, a 1% decrease compared to the same period last year. Despite the sales decrease, the company achieved a 17% increase in operating income, reaching $195 million, with a ROS of 20.1%. GAAP EPS was $0.99, and adjusted EPS was $1.08.

Q4 sales were $973 million, a 1% decrease year-over-year.

Operating income increased by 17% to $195 million, with a ROS of 20.1%.

GAAP EPS was $0.99, and adjusted EPS was $1.08.

The company increased its dividend by approximately 9% for 2025, marking the 49th consecutive year of dividend increases.

Total Revenue
$973M
Previous year: $985M
-1.2%
EPS
$1.08
Previous year: $0.87
+24.1%
Gross Profit
$378M
Previous year: $366M
+3.1%
Cash and Equivalents
$119M
Previous year: $170M
-30.3%
Free Cash Flow
$693M
Previous year: $549M
+26.3%
Total Assets
$6.45B
Previous year: $6.56B
-1.8%

Pentair

Pentair

Pentair Revenue by Segment

Forward Guidance

The Company is introducing 2025 GAAP EPS guidance of approximately $4.37 to $4.52, up 17 percent to 21 percent; and on an adjusted basis of approximately $4.65 to $4.80. This is an increase of 7 percent to 11 percent compared to 2024 adjusted EPS. The Company anticipates full year 2025 sales to be approximately flat to up 2 percent on a reported basis.

Positive Outlook

  • 2025 GAAP EPS guidance of approximately $4.37 to $4.52, up 17% to 21%.
  • Adjusted EPS guidance of approximately $4.65 to $4.80, an increase of 7% to 11% compared to 2024 adjusted EPS.
  • Full year 2025 sales are anticipated to be approximately flat to up 2% on a reported basis.
  • Pool segment is expected to grow.
  • Company is focused on its mission to help the world sustainably move, improve, and enjoy water.

Challenges Ahead

  • Flow and Water Solutions residential end markets remain pressured by higher interest rates.
  • First quarter 2025 GAAP EPS is expected to be approximately $0.93 to $0.95.
  • First quarter 2025 adjusted EPS is expected to be approximately $1.00 to $1.02.
  • First quarter sales are expected to be down approximately 3% to 4% on a reported basis compared to first quarter 2024.
  • Uncertain macroeconomic and geopolitical environment near-term.

Revenue & Expenses

Visualization of income flow from segment revenue to net income