Pentair plc (PNR)

Over the past six months, Pentair's stock price has increased by 21.27%. The stock performance was impacted by strong Q2 2025 earnings and raised outlook, with the stock surging 9% following stronger-than-expected Q2 adjusted EPS of $1.22 and revenue of $1.1 billion. Pentair also reported Q3 2025 EPS of $1.24, exceeding estimates, and raised its full-year adjusted EPS guidance to approximately $4.27. Several investment banks updated their ratings and price targets for Pentair in October 2025. Bob Fishman, Executive Vice President and Chief Financial Officer, will be leaving the company effective March 1, 2026, and Nick Brazis will assume the CFO role.

Demand for Pentair's products and services can exhibit seasonality, particularly in its Pool segment, which is influenced by residential construction and renovation activity. Weaker consumer discretionary spending could lead to softness in foodservice demand within Water Solutions, and strong residential demand for water softening/treatment may not be expected in the near term. Demand for irrigation in the flow business can be affected by weaker demand for heavy machinery in agriculture. The industrial vertical has experienced the effects of delayed capital expenditure spending from customers. Pentair's long-term revenue growth is expected to be underpinned by population shifts, expansion of its water solutions business, and maximization of its technological capabilities.

Pentair plc is a global company providing smart and sustainable water solutions within the industrials sector, focusing on water treatment technologies and fluid management for residential, commercial, industrial, municipal, and agricultural applications. Its major product segments include Flow Technologies, Water Solutions, and Pool, offering a range of pumps, filtration systems, and pool equipment. Pentair also provides control systems and thermal management solutions for various industries.

Pentair plc is incorporated in Ireland with its tax residency in the UK, and its main U.S. office is in Golden Valley, Minnesota. The company serves customers in more than 150 countries and has approximately 9,750 global employees. As of 2017, 65% of its revenue came from the US and Canada. Approximately 80% of the company's sales originate from developed markets, with roughly 60% from the U.S. Emerging markets, including China and Southeast Asia (including India), represent significant growth areas for the company. Pentair's distribution network includes wholesale distributors, home centers, and direct sales to end-users.

Pentair has maintained a positive brand reputation in the past year, particularly in its commitment to sustainability and water solutions. Pentair was recognized by the Business Intelligence Group in three Sustainability award categories in 2025 and was named one of Newsweek's World's Greenest Companies in 2025. The company consistently emphasizes its role in helping the world sustainably move, improve, and enjoy water. Pentair signed an agreement to acquire Hydra-Stop LLC for $290 million and acquired G&F Manufacturing, LLC for $108 million. Pentair collaborated with Minneapolis-St. Paul International Airport to provide high-quality drinking water and reduce single-use plastic bottles for travelers.

Pentair plc has a diverse ownership structure, with institutional investors holding a significant portion of the company’s stock. Approximately 56.34% of the company's stock is owned by Institutional Investors, 0.37% by Insiders, and 43.29% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The general public holds a stake of around 12% to 43.29%.