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.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Pool(POOL) the Revenue is 1.823 B (+2.15%), Beat estimate;the EBIT is 275.94 M (+1.2%), Beat estimate;the EPS is 5.17 (+0%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.82B2.15%
1.82B1.87%
+0.01B0.28%
EBITExceed expectations
0.28B1.20%
0.28B0.98%
+0.00B0.22%
EPSMiss expectations
5.17--
5.31312.77%
-0.14312.77%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf