Pool Corp's stock declined following its Q4 2025 earnings release on February 19, 2026. The company reported stable annual revenue of $5.3 billion but saw net income and diluted EPS decrease. Fourth quarter sales fell 1% year-over-year to $982 million, with diluted EPS at $0.85 compared to $0.98 in the prior year quarter. Key regional challenges included Florida sales declining 2% for the year and 9% in Q4, and California sales down 3% for the year. New pool construction in the US totaled just under 60,000 units, representing a mid-single-digit decline. The company attributed weakness to a slower housing market and reduced discretionary spending. Pool Corp provided 2026 diluted EPS guidance of $10.85 to $11.15 with low single-digit sales growth expectations.
Read full analysisPool Corp's stock declined following its Q4 2025 earnings release on February 19, 2026. The company reported stable annual revenue of $5.3 billion but saw net income and diluted EPS decrease. Fourth quarter sales fell 1% year-over-year to $982 million, with diluted EPS at $0.85 compared to $0.98 in the prior year quarter. Key regional challenges included Florida sales declining 2% for the year and 9% in Q4, and California sales down 3% for the year. New pool construction in the US totaled just under 60,000 units, representing a mid-single-digit decline. The company attributed weakness to a slower housing market and reduced discretionary spending. Pool Corp provided 2026 diluted EPS guidance of $10.85 to $11.15 with low single-digit sales growth expectations.
Pool Corporation is the world's largest wholesale distributor of swimming pool supplies, equipment, and related outdoor living products, serving contractors, retailers, and service companies across North America. Competitor Leslie's recently announced 80+ retail store closures, presenting a potential long-term market share opportunity. However, POOL's 2026 EPS guidance of $10.85–$11.15 came in 5–7% below Wall Street expectations, triggering a multi-day selloff as management flagged persistent weakness in new pool construction and soft discretionary spending.