Pool Corp. (POOL) Earnings Analysis

Pool Corp. (POOL) reported results in line with expectations in Q2 FY2026 on revenue of $1.8B versus the $1.8B estimate (+2.2% YoY) and EPS of $5.38. The next Pool Corp. (POOL) earnings date is Oct 22, 2026. Below is the full Pool Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Pool Corp. (POOL) Earnings Analysis — key stats

Next earnings dateOct 22, 2026
Latest reported quarterQ2 FY2026
Earnings verdictIn line
EPS beat rate3 of last 8 (quarters above estimate)
Avg next-day move±4.4% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±20.6% (options-derived · into Oct 22, 2026)
Institutional ownership69.4% (13F as of 2026-06-30)
Top 10 holders54.2% (of shares outstanding)
Insider activity10 buys / 2 sells (recent Form 4 filings)
Revenue$1.8B (vs $1.8B est · +0.3% surprise · +2.2% YoY)
EPS$5.38 (vs $5.33 est · +0.9% surprise · -1.0% YoY)
Share price$194.84 (-2.9%)
Market cap$7.1B

Pool Corp. (POOL) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$1.8B vs $1.8B est$5.38 vs $5.33 est+0.9%-6.3%In line
Q2 FY2026$1.1B vs $1.1B est$1.43 vs $1.35 est+5.9%-0.7%Beat
Q1 FY2026$982.2M vs $999.3M est$0.84 vs $0.99 est-15.2%-13.2%Mixed
Q4 FY2025$1.5B vs $999.1M est$3.39 vs $3.38 est+0.3%-1.3%Mixed
Q3 FY2025$1.8B vs $1.8B est$5.17 vs $5.08 est+1.8%+2.5%In line
Q2 FY2025$1.1B vs $1.1B est$1.32 vs $1.46 est-9.6%-5.7%Miss
Q1 FY2025$987.5M vs $964.0M est$0.97 vs $0.89 est+9.0%+0.9%Beat
Q4 FY2024$1.4B vs $956.7M est$3.27 vs $3.14 est+4.1%+4.4%Beat

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.11.1%4.0M$866.6M+75.8%
Wellington Management Group Llp7.1%2.6M$553.6M-10.2%
Kayne Anderson Rudnick Investment Management LLC7.1%2.6M$553.2M-9.7%
Undisclosed filer5.7%2.1M$442.9M+23.6%
T. Rowe Price Investment Management, INC.5.5%2.0M$427.3M-11.6%
Morgan Stanley4.8%1.7M$373.2M+1.6%
Vanguard Capital Management LLC4.2%1.5M$330.2M-28.4%
Aqr Capital Management LLC3.9%1.4M$296.7M+687.1%
State Street Corp3.0%1.1M$231.7M-9.6%
Massachusetts Financial Services CO /Ma/2.0%729K$170.2M+56.8%

Recent insider transactions

InsiderRoleDateTypeSharesValue
PEREZ DE LA MESA MANUEL Jdirector2026-08-13Sell4K
PEREZ DE LA MESA MANUEL Jdirector2026-08-13Buy4K
Saik Walkerofficer: Chief Accounting Officer2026-07-27Sell22$4061
WHALEN DAVID Gdirector2026-05-28Buy3$557
PEREZ DE LA MESA MANUEL Jdirector2026-05-13Buy10K$1.8M
WHALEN DAVID Gdirector2026-05-08Buy525$99981
PEREZ DE LA MESA MANUEL Jdirector2026-05-07Buy10K$1.9M
STOKELY JOHN Edirector2026-05-07Buy1K$193065

What you'll find

Frequently asked questions

When is Pool Corp.'s next earnings date?
Pool Corp.'s (POOL) next scheduled earnings date is Oct 22, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Pool Corp. (POOL) beat or miss earnings?
In Q2 FY2026, Pool Corp. (POOL) posted in-line results — revenue of $1.8B versus the $1.8B estimate (+0.3% surprise) and EPS of $5.38 versus $5.33 expected (+0.9% surprise). Magnisto decodes every Pool Corp. (POOL) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Pool Corp. beat earnings estimates?
Over its last 8 reported quarters, Pool Corp. (POOL) beat Wall Street EPS estimates 3 times, most recently a in-line result in Q3 FY2026. Magnisto tracks every Pool Corp. (POOL) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Pool Corp. stock move after earnings?
Over its last 8 quarterly reports, Pool Corp. (POOL) moved an average of ±4.4% the day after earnings — ranging from -13.2% (Q1 FY2026) to +4.4% (Q4 FY2024). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Oct 22, 2026, options-implied volatility is pricing in a move of roughly ±20.6% (derived). Magnisto tracks the realized post-earnings move for every Pool Corp. (POOL) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Pool Corp.?
Institutions hold about 69.4% of Pool Corp.'s (POOL) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (11.1%), Wellington Management Group Llp (7.1%), Kayne Anderson Rudnick Investment Management LLC (7.1%). Magnisto lists Pool Corp.'s (POOL) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Pool Corp. (POOL)?
In the most recent Form 4 filings Magnisto tracks, Pool Corp. (POOL) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Pool Corp. (POOL) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Pool Corp. (POOL), anchored to the current $194.84 share price, so you can weigh the bull, base and bear cases for Pool Corp. side by side.
Is Pool Corp. (POOL) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Pool Corp. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.