POOL remains the scaled consolidator in pool equipment distribution with $751.5M of trailing free cash flow and a 2.5% dividend yield, but the maintenance-demand thesis appears increasingly tested: revenue grew only 3.7% in 2026Q3, gross margin slipped to a window-low 29.0%, and SG&A rose 5.1% against 1.7% gross profit…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has been confined to 2.2-3.7% in the last two quarters while gross margin eased to 29.0% (joint-low of the ten-quarter window) and SG&A growth outpaced gross profit, driving operating income down 3.3% to $172.2M in 2026Q3.
The popularity of online pool games and tournaments is increasing, driving engagement and potential monetization opportunities.
Consumers are increasingly opting for inflatable pools due to their affordability, flexibility, and ease of installation.
DIY swimming pool kits are gaining traction as a cost-effective and customizable solution for backyard pools.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $3.40+1.2% vs $3.36 | $1.5B+2.0% vs $1.5B |
Q3 2026 Jul 23, 2026 | $5.38+0.9% vs $5.33 | $1.8B+0.3% vs $1.8B |
Q2 2026 Apr 23, 2026 | $1.43+5.9% vs $1.35 | $1.1B+3.6% vs $1.1B |
Q1 2026 Feb 19, 2026 | $0.84-15.2% vs $0.99 | $982M-1.7% vs $999M |
COVINGTON, La., Oct. 28, 2026 (GLOBE NEWSWIRE) -- Pool Corporation (Nasdaq:POOL) announced today that its Board of Directors declared a quarterly cash dividend of $1.30 per share. The dividend will be payable on November 25, 2026 to holders of record on November 11, 2026.
Pentair just had its best trading day in over six years after analysts started calling a pool pump company an AI play, but the word AI appears nowhere in the earnings release or the call.
Net sales grew 4% to $1.5 billion in the third quarter. Year-to-date operating cash flow increased 47% to $420 million.
Investors with an interest in Leisure and Recreation Products stocks have likely encountered both Yeti (YETI) and Pool Corp. (POOL). But which of these two stocks presents investors with the better value opportunity right now?
Benchmark POOL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Pool Corporation (POOL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $211.70 | $7.71B | 19.21 | -0.41% | 7.27% | 32.96% | 2.34% | |
| $112.71 | $4.99B | 29.47 | 3.62% | 3.49% | 9.98% | — | |
| $220.06 | $5.93B | 24.75 | 1% | 7.87% | 34.75% | 1.47% | |
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — | |
| $0.06 | $514.77K | -0.00 | -6.63% | -21.24% | — | — | |
| $16.24 | $3.52B | 20.71 | 6.71% | 14.35% | 10.62% | — |
Pool Corporation (POOL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Pool Corporation (POOL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Oct 28, 2026·SEC
Oct 22, 2026·SEC
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Pool Corporation (POOL) stock FAQ — growth, dividends, profitability & financials explained
Pool Corporation (POOL) reported $5.45B in revenue over the trailing twelve months. Revenue was $5.29B in fiscal year 2025. That is 2143% more than the $235.8M of fiscal year 1996.
Pool Corporation (POOL) grew revenue by 2.9% over the trailing twelve months, compared with the twelve months before.
Yes. Pool Corporation (POOL) earned $395.9M in net income over the trailing twelve months (a 7.3% net margin).
Yes. Pool Corporation (POOL) pays a dividend that yields 2.34% at the current price, a moderate yield.
Pool Corporation (POOL) had a return on equity (ROE) of 33.0% over the trailing twelve months. That is well above the market's typical 10-15%.
Pool Corporation (POOL) generated $751.5M in free cash flow over the trailing twelve months.
