Pool Corporation (POOL)

Pool Corp.'s stock experienced a 30% decline in 2025 due to weakened consumer demand and slightly declining net sales. As of January 9, 2026, the stock was down 22.71% over the past 12 months, though it was up 4.86% over the preceding 30 days. Key events include the release of second-quarter results on July 24, 2025, with a 1% increase in net sales and a 4% increase in diluted EPS, and the release of quarterly earnings data on October 23, 2025, reporting $3.39 earnings per share. Several analyst rating and price target adjustments occurred between October 2025 and January 2026. On January 12, 2026, Pool Corporation announced executive changes.

Demand for Pool Corp.'s products and services is highly seasonal, with revenue concentrated in the warmer months from May to September. The business is sensitive to weather conditions. Over 60% of its revenue is derived from non-discretionary and recurring pool maintenance and repair products. Discretionary spending on new pool construction and remodels is more sensitive to economic conditions, consumer spending, the housing market, inflation, and interest rates.

Pool Corporation (POOLCORP) is the world's largest wholesale distributor of swimming pool and related backyard products, operating within the Recreational Products sector. The company distributes a range of swimming pool supplies, equipment, and related leisure products to approximately 125,000 wholesale customers. Major products and services include maintenance products, repair and replacement parts, pool construction and renovation, irrigation and landscape products, building materials, commercial products, and discretionary outdoor living products. Approximately 62% of the company's 2023 revenue came from maintenance and minor repair products, 24% from renovation products, and 14% from new pool construction products.

POOLCORP has a global presence with approximately 455 sales centers across North America, Europe, and Australia. Its North American operations include the US, Canada, and Mexico, while European centers are located in France, the UK, Spain, Portugal, Italy, Belgium, Germany, and Croatia. The United States accounts for a significant portion of net sales, with over half of its historical sales originating from California, Texas, Florida, and Arizona.

Pool Corp. maintains a strong brand reputation as the world's largest wholesale distributor of swimming pool and related outdoor living products. The company emphasizes its role as an indispensable operational partner and the unrivaled expert for pool and outdoor living professionals. Strategic acquisitions, vendor recognition, community engagement, and digital platform development have contributed to its reputation. The company has expanded through strategic acquisitions, such as Shoreline Pool Distribution LLC and Swimline Distributors, Inc. Pool Corporation celebrated its valued vendor partners at its International Sales Conference. POOLCORP engages in community initiatives, such as water safety programs with the YMCA. The enhancement of its POOL360 digital platform has been a key innovation.

Pool Corp. is primarily owned by institutional shareholders, who hold approximately 91.44% of the stock, with insiders holding 8.56%. Major institutional owners include Vanguard Group Inc., Berkshire Hathaway Inc., and BlackRock, Inc. Wilson B. Sexton is the largest individual shareholder, owning 1.61 million shares, representing 4.33% of the company.