Pool Corporation (POOL) Q4 2025 Earnings Call Transcript
Pool Corporation: Still Expensive With No Rebound In Sight
Pool Corp. (POOL) came out with quarterly earnings of $0.84 per share, missing the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.97 per share a year ago.
POOL heads into Q4 earnings with estimates pointing to modest growth, backed by resilient maintenance demand and a digital push via POOL360.
Pool Corp. (POOL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Pool Corp. (POOL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Here is how Pool Corp. (POOL) and Sphere Entertainment (SPHR) have performed compared to their sector so far this year.
Here is how Pool Corp. (POOL) and Revolve Group (RVLV) have performed compared to their sector so far this year.
Pool Corporation is a long-term Buy at current valuations, supported by strong execution and resilient maintenance revenue despite macro headwinds. POOL's competitive position, stable gross margins, and effective inventory management reinforce confidence, even as new construction/refurbishment demand remains soft. Valuations are attractive, trading ~23% below the 5-year average EV/EBITDA, with long-term EBITDA growth outpacing valuation compression.
POOL's Q3 earnings and revenues beat estimates, driven by steady maintenance demand and digital expansion momentum.
POOL's Q3 results are likely to reflect steady gains from strong maintenance sales, franchise growth and expanding digital platforms despite macro headwinds.
Pizza Pizza Royalty Corp. benefits from its low-cost, low-capital, high-margin business model as its financials remain well-positioned. Its prudent management of the royalty pool ensures increasing royalty income per store, margin expansion, and robust cash flow to ensure sustained expansion and dividend payouts. Its valuation stays cheap with decent dividend yields, justifying some upside potential.