Pool Corporation (POOL)

Pool Corp.'s stock price has declined significantly in the past six months. As of April 1, 2026, the share price was $200.08, a 38.56% decrease from $325.66 on April 2, 2025. Key events impacting the stock include Q4 2025 earnings miss and lower 2026 guidance, declining investor confidence, a dividend declaration of $1.25 quarterly dividend payable on March 26, 2026, and an inventory increase of 13% to $1.5 billion at December 31, 2025.

The demand for Pool Corp.'s products and services is highly seasonal. The second quarter generates 33% of annual wholesale revenue, the third quarter accounts for 27%, the first quarter contributes 21%, and the fourth quarter represents 19%. Approximately 64% of Pool Corp.'s sales are tied to maintenance and minor repair products, which ensures recurring revenue. Discretionary pool spending is more susceptible to macroeconomic conditions and seasonal swings.

Pool Corporation (POOLCORP) is the world's largest wholesale distributor of swimming pool supplies, equipment, and machinery, headquartered in Covington, Louisiana. The company serves approximately 125,000 customers globally and holds a notable market share in Sporting Goods Wholesaling in the US. POOLCORP distributes over 200,000 national brand and private label products through its primary distribution networks, including SCP Distributors LLC, Superior Pool Products LLC, and Horizon Distributors Inc. In 2023, 62% of the company's revenue came from maintenance and minor repair products, 14% from pool construction, and 24% from pool renovations.

POOLCORP operates an extensive network of sales centers across North America, Europe, and Australia. As of December 31, 2025, the company had approximately 455 sales centers worldwide, with 424 locations in the United States as of March 25, 2026. Over half of the company's revenue is generated from the California, Texas, Florida, and Arizona markets, and the United States accounts for approximately 93% of its net sales.

Pool Corp. has actively engaged in initiatives to support its brand and industry presence. In February 2026, the company hosted its 15th annual POOLCORP Retail Summit in Houston, Texas, showcasing industry innovations and new product launches. POOLCORP introduced new products like the Regal® Royal Treatment™ and E-Z Clor® Gold Standard™ chemical systems, and the SuperPro® XTREME Filter. The company also highlighted enhancements to its digital tools, including a next-generation POOL360.com ordering experience and updates to POOL360 WaterTest and POOL360 PoolService.

Institutional investors hold the majority of Pool Corp. shares. As of April 9, 2026, Pool Corporation had 649 institutional owners and shareholders holding a total of 33,451,676 shares. Vanguard Group Inc, Berkshire Hathaway Inc and BlackRock, Inc. are major institutional owners. Wilson B. Sexton is the largest individual shareholder, owning 1.61 million shares representing 4.39% of the company.