Pool Corporation (POOL)

Over the past six months, Pool Corp. stock has experienced significant events. The CEO transition and Investor Day postponement in May 2026 led to a stock price drop. The Q1 2026 earnings release in April 2026 showed revenue growth. Shares rallied in late April 2026 due to seasonal restocking and demand for public pool renovations. The Q4 2025 earnings release in February 2026 reported decreased net sales but improved gross profit. As of May 8, 2026, POOL stock was down 10.35% over the past 30 days and down 37.75% for the past 12 months.

Demand for Pool Corp.'s products and services is highly seasonal, with the June quarter typically generating more earnings. Peak pool usage months in North America drive a seasonal uptick in demand. Demand for non-discretionary pool maintenance and repair products is solid and recurring. Discretionary pool spending is more sensitive to macroeconomic factors. Unfavorable weather conditions can shorten the pool season. The business is also influenced by the labor capacity of its customer base and potential supply chain constraints.

Pool Corporation, operating as POOLCORP, is the world's largest wholesale distributor of swimming pool supplies, equipment, and related leisure products. The company distributes over 200,000 products to approximately 125,000 wholesale customers, including pool builders, remodelers, and service companies. Its product portfolio includes swimming pool maintenance products, pool construction and renovation products, outdoor living products, irrigation and landscape products, and hot tubs & spas. In 2023, maintenance and minor repair products accounted for 62% of its revenue, products for pool renovations 24%, and products for new pool construction 14%.

Pool Corporation operates a global distribution network with more than 400 sales centers across over 10 countries worldwide. Its primary markets are North America, Europe, and Australia. North America is its largest market, with over 350 sales centers across the United States, Canada, and Mexico. Europe has approximately 40 sales centers, and the Asia-Pacific region has a limited but expanding presence, primarily in Australia and New Zealand.

Pool Corporation maintains a strong brand reputation as the world's largest wholesale distributor of swimming pool and related backyard products. The company hosted its 15th annual POOLCORP Retail Summit, showcasing industry innovations and strategic initiatives. The unexpected CEO change in May 2026 could introduce uncertainty. POOLCORP's "Swimpact!" program demonstrates its dedication to communities.

Pool Corporation's ownership is primarily distributed among institutional investors, individual investors, and company insiders. Key institutional shareholders include Vanguard Group Inc. and Berkshire Hathaway Inc. Wilson B. Sexton is the largest individual shareholder.