Pool Corporation (POOL)

Pool Corp.'s stock has experienced fluctuations in the past six months. As of January 29, 2026, the stock price was $255.38 per share, a 26.75% decline over the past year. Key events impacting the stock include Q2 2025 results, where net sales rose by 1% year-over-year, and Q1 2025 results, where net sales remained stable. POOLCORP celebrated its 30th anniversary as a publicly traded company by ringing the Opening Bell at Nasdaq. The company has recently surpassed earnings estimates by an average of 0.64% in the two quarters leading up to February 6, 2026.

Demand for Pool Corp.'s products and services is seasonal, heavily influenced by weather patterns and the traditional swimming pool season, with the second quarter being the peak. Favorable weather positively impacts industry activity, while unfavorable weather can impede growth. Maintenance products experience sustained demand, while discretionary spending is more susceptible to macroeconomic conditions. In northern states, there is a sharp decline in revenue from late fall through early spring.

Pool Corporation (POOLCORP) is the world's largest wholesale distributor of swimming pool equipment, parts, supplies, and related outdoor living products, operating within the Consumer Discretionary sector. The company distributes over 200,000 products from more than 2,200 vendors to approximately 125,000 wholesale customers. Its major product categories include pool maintenance, construction and renovation, irrigation and landscape, specialty products, and golf irrigation and water management products. The company has also expanded its vertical integration, producing private-label chemicals, tiling, and other pool products.

POOLCORP operates an extensive network of over 450 sales centers globally, spread across North America, Europe, and Australia. In the United States, over half of its revenue comes from the California, Texas, Florida, and Arizona markets. Its Horizon Distributors Inc. network has wholesale store locations in Arizona, California, Colorado, Florida, Idaho, Nevada, North Carolina, Oregon, Virginia, Texas, and Washington.

POOLCORP emphasizes its commitment to being an "Employer of Choice" and invests in digital initiatives to enhance customer experience and operational efficiency. Its Pool 360 platform accounted for 17% of net sales in Q2 2025. Additionally, POOLCORP has developed mobile apps to assist retailers and simplify pool ownership. In 2021, Pool Corp. acquired Porpoise Pool & Patio, expanding its reach into retail and service through the Pinch A Penny franchise network.

Pool Corporation has significant institutional ownership, with 1239 institutional owners and shareholders holding 74.19% of the company. Major institutional owners include Vanguard Group Inc., Berkshire Hathaway Inc., BlackRock, Inc., Wellington Management Group Llp, Kayne Anderson Rudnick Investment Management Llc, State Street Corp., Morgan Stanley, and Geode Capital Management, Llc.