POOL · NASDAQ · Industrial - Distribution

POOLCORP (POOL)

Wholesale distributor of pool supplies, equipment, irrigation products and hardscapes to trade professionals.

$168.12
vs last close+0.20 (+0.12%)
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Pool CorporationPOOL
Industrials

Distributes pool supplies, equipment, chemicals, replacement parts, irrigation products and hardscapes through wholesale networks and a franchise-supply channel. A locally stocked sales-center footprint and digital ordering serve trade customers, while recurring maintenance demand outweighs more cyclical renovation and construction sales.

Distributes swimming-pool supplies, equipment, replacement parts, chemicals and related leisure products to pool builders, service companies, retailers and commercial operators. SCP Distributors and Superior Pool Products cover the domestic pool trade, Horizon serves irrigation and landscape contractors, NPT handles tile, finishes and hardscapes, and Sun Wholesale supplies independently owned Pinch A Penny franchises. The network spans North America, Europe and Australia, with North America providing nearly all sales.

Pairs locally stocked sales centers with centralized shipping, product expertise and the POOL360 ordering and service-software ecosystem. Recurring maintenance and minor repair products form most sales, while renovations, upgrades and new construction add more discretionary, housing- and weather-sensitive demand. Purchasing is concentrated among several major equipment suppliers, and the business is seasonal around peak pool use and installation.

Company facts

CEOJohn Bruce Watwood
ListedOct 13, 1995
ExchangeNASDAQ
HeadquartersCovington, LA
CountryUnited States
Employees6,000
CIK0000945841
ISINUS73278L1052

Market cap$6.12B
EPS (ttm)$10.87
P/E (ttm)15.45
ROE32.3%
P/B4.86
P/S1.13
Dividend yieldDiv yield3.04%
Beta0.71vs XLI 0.41

Price target$210.00+25.1%Average of 21 analysts
ConsensusBuy12 of 21 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 11, 2026Wells FargoReiterate
Rating: Target: $275
Rating: Equal WeightTarget: $185
Aug 24, 2026D.A. DavidsonTarget
Target:
Target: $210
Jul 24, 2026Deutsche BankTarget
Target: $246
Target: $185
Jul 24, 2026OppenheimerReiterate
Rating: Target: $280
Rating: OutperformTarget: $227
Jul 24, 2026Stifel NicolausTarget
Target: $235
Target: $189

Next report
Oct 22, 26
in 30 days
EPS estimate
$3.36
Revenue estimate
$1.48B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.97$1.32$5.17$3.39$0.84$1.43$5.38Pending
Estimate$0.89$1.46$5.08$3.38$0.99$1.35$5.33$3.36
Surprise+9.0%−9.6%+1.8%+0.3%−15.2%+5.9%+0.9%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$987.5M$1.07B$1.78B$1.45B$982.2M$1.14B$1.82BPending
Estimate$964.0M$1.10B$1.78B$999.1M$999.3M$1.10B$1.82B$1.48B
Surprise+2.4%−2.5%+0.3%+45.2%−1.7%+3.6%+0.3%
Estimate$3.36
ReportedDue Oct 22, 2026
Estimate$1.48B
ReportedDue Oct 22, 2026
View details

Debt to equity134.50%
Current ratio267.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.43B$987.5M$1.07B$1.78B$1.45B$982.2M$1.14B$1.82B
Net income$125.7M$37.3M$53.5M$194.3M$127.0M$31.6M$53.2M$188.1M
Net margin8.8%3.8%5.0%10.9%8.8%3.2%4.7%10.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$176.4M$60.7M$77.5M$272.7M$178.0M$52.0M$82.6M$267.7M
YoY growth−9.3%−23.6%−28.7%+0.4%+0.9%−14.2%+6.5%−1.8%

Balance sheet, Jun 30, 2026Cash & short-term investments $28.8M · Total debt $1.70B · Total assets $3.76B · Shareholders' equity $1.26B

Revenue
$1.82B
Operating income
$267.7M
Net income
$188.1M
View details

Dividend yield
3.04%
Next ex-date
Nov 13, 26
estimated · in 52 days
Annual dividend
$5.10
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26
Dividend$1.20$1.20$1.25$1.25$1.25$1.25$1.30$1.30
Annual yield1.34%1.44%1.55%1.50%1.98%2.45%2.88%2.54%
Ex-dateNov 13Mar 12May 15Aug 14Nov 12Mar 12May 14Aug 13
Payment dateNov 27Mar 26May 29Aug 28Nov 26Mar 26May 28Aug 27
View details

Institutions111.41%40.49M shares
639 holders · as of Jun 30, 2026
Insiders3.46%1.26M shares
15 holders · as of Aug 14, 2026
Adds to114.87%

36.34M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 114.87%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.10%4.03Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
7.09%2.58Mas of Jun 30, 2026
Kayne Anderson Rudnick Investment Management LLCInstitution
7.08%2.57Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.67%2.06Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
5.47%1.99Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 13, 2026De La Mesa Manuel J. Perezdirector+10,000$175.95
May 8, 2026David G. Whalendirector+525$190.44
May 7, 2026James D. Hopedirector+464$194.42
May 7, 2026John E. Stokelydirector+1,000$193.07
May 7, 2026De La Mesa Manuel J. Perezdirector+10,000$190.00
View details

  • Home Depot

    Retail giant whose 2024 SRS acquisition includes Heritage Pool Supply Group.

  • SiteOne Landscape Supply

    National landscape supply wholesaler with Horizon among its named top-9 rivals.

  • Hayward

    Pool equipment OEM with direct-to-installer channels that bypass wholesale.

  • Leslie's

    Largest US pool retail chain with 1,000+ stores and manufacturer-direct buying.

  • Pentair

    Pool OEM with ~35% US market share competing for distributor channel prominence.

Compare

CompanyPriceChange
POOLCORP$168.12+0.12%$6.12B15.414.81.1+2.2%
Home Depot$301.46+1.43%$296.34B20.819.51.8+5.7%
SiteOne Landscape Supply$93.05+1.89%$3.99B25.120.20.8+4.7%
Hayward$12.98+0.74%$2.73B17.414.02.3+6.3%
Leslie's$0.4276−1.13%$4.0M0.0−8.4%
Pentair$55.67−0.21%$8.90B14.011.42.2−17.0%
Median19.116.81.8+4.7%