Pool

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $1,822.9M slightly beat expectations of $1,817.9M (+0.28%), but diluted GAAP EPS of $5.17 missed the $5.31 mean estimate (-2.69%). While building materials grew 4% YoY, gross margin contracted 30bps to 29.7% (vs. 29.9% expected) due to elevated inbound freight. FY26 EPS guidance of $10.66 - $10.96 remains cautious, reflecting muted discretionary spending despite steady maintenance demand.