Pool Corporation (POOL)

Over the past six months, Pool Corp.'s stock price has decreased by 15.41%, and was down 9.61% over the past 12 months as of July 18, 2025. A significant event was the company's revised 2024 earnings guidance on June 24, 2024, due to slower demand, with new pool construction down 15-20% and remodel activity down approximately 15%. This led to analysts revising estimates, with second-quarter net sales expected to decline by 5% year-over-year. The company lowered its projected diluted EPS range for 2024 to $11.04-$11.44 per share. Maintenance-related product sales have remained stable.

Pool Corp.'s business is highly seasonal, with peak sales during the warmer months and lower sales in the first and fourth quarters. Weather conditions significantly affect sales, with unseasonable weather impacting the pool and landscape maintenance season. Maintenance and repair demand is stable, while discretionary spending on new pool construction and remodels is susceptible to macroeconomic conditions.

Pool Corporation (POOLCORP) is the world's largest wholesale distributor of swimming pool supplies, equipment, and related leisure products, operating within the Consumer Discretionary sector. Pool Corp. offers products for pool and spa maintenance, construction, and outdoor living. Pool maintenance includes chemicals, cleaning equipment, and replacement parts, accounting for approximately 62% of revenue in 2023. Pool construction and renovation includes packaged pool kits, equipment, and building materials, accounting for 24% of revenue from renovation and 14% from new construction in 2023. Irrigation and landscape products are distributed through Horizon Distributors, including irrigation systems, agronomic products, landscape maintenance equipment, and outdoor lighting.

Pool Corp. operates approximately 439 sales centers across North America, Europe, and Australia as of the end of 2023. The United States is its primary market, accounting for 92.5% of net sales in 2023, with 392 sales centers. Key U.S. markets include California, Texas, Florida, and Arizona, representing approximately 53% of 2021 net sales. In 2021, North America generated approximately 94% of sales, Europe 5%, and Australia 1%.

Pool Corp. maintains a strong market leadership position as the world's largest distributor of swimming pool supplies. The company emphasizes customer service, fostering strong customer loyalty. In the past year, Pool Corp. has focused on its customer-first strategy and investing in its people and infrastructure, holding an annual Retail Summit to support independent pool professionals. The recent acquisition of Pinch A Penny is seen as a strategic move.

Pool Corp. is a publicly traded company with ownership distributed among institutional investors, individual investors, and company insiders. Institutional shareholders hold a significant majority, owning 91.50% of the company. As of July 14, 2025, Pool Corporation had 1458 institutional owners holding a total of 47,123,816 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Kayne Anderson Rudnick Investment Management Llc. Individual insiders own 9.45% of Pool Corp. Wilson B. Sexton is the largest individual shareholder, owning 1.61 million shares, representing 4.29% of the company.