Pool Corporation (POOL) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Pool Corporation published the results on October 22, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Pool Corporation reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Pool Corporation reports in thousands of dollars; figures here are converted to millions.
• Pool Corporation has one reportable segment and does not report revenue by segment. Its adjusted EPS removes CEO transition costs and the tax benefit from ASU 2016-09 (share-based payment accounting).

Source: Pool Corporation Q3 2026 results, October 22, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

From the earnings release

In its Q3 2026 release, Pool Corporation said:

“Confirms annual earnings guidance range of $10.66 to $10.96 per diluted share, and adjusted diluted earnings guidance range of $10.87 to $11.17 per share including $0.02 of year-to-date ASU 2016-09 tax benefits”

“Based on our performance to date and outlook for the remainder of the year, we are confirming our full-year adjusted diluted EPS guidance range of $10.87 to $11.17.”

Source: Pool Corporation Q3 2026 release, Oct 22, 2026.

This is the company's own guidance as of Oct 22, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the POOL forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. Pool Corporation's sales peak in the second and third quarters, the pool season.

We do not hold a confirmed date for Pool Corporation's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 22, 2026

Pool Corporation is a wholesale distributor: it buys swimming pool supplies, equipment, chemicals, building materials and irrigation products from manufacturers and sells them to about 125,000 customers, mostly pool builders, pool service companies, retail stores, commercial pool operators and landscaping contractors. At September 30, 2026 it operated 454 sales centers in North America, Europe and Australia. Net sales in Q3 2026 were $1,505.0 million, up 4% from $1,451.1 million. (Pool Corporation Q3 2026 release, Oct 22, 2026; Pool Corporation Form 10-Q, Q3 2026, Oct 28, 2026; Pool Corporation Form 10-K, 2025, Feb 26, 2026)

Pool Corporation listed three drivers of the quarter's growth, in order of size: a benefit of about 3% from inflationary price increases, strong maintenance-related demand, and flat discretionary product sales, where growth in building materials offset declines in other discretionary products. No single customer accounted for 10% or more of 2025 sales. (Pool Corporation Form 10-Q, Q3 2026, Oct 28, 2026; Pool Corporation Form 10-K, 2025, Feb 26, 2026)

Sales of equipment for maintenance, renovation and new construction (heaters, pumps, lights, filters and automation devices) rose 5% and were about 30% of Q3 2026 net sales. Building materials, used mainly in new pool construction and remodeling, rose 3% and were about 11% of net sales. Pool Corporation estimates that about 64% of its net sales come from maintenance and minor repair products and about 22% from products used to remodel, renovate and upgrade pools. (Pool Corporation Form 10-Q, Q3 2026, Oct 28, 2026; Pool Corporation Form 10-K, 2025, Feb 26, 2026)

About 95% of Pool Corporation's net sales in the quarter came from North America. California, Florida, Texas and Arizona are its four largest markets and made up about 53% of 2025 net sales. The business is seasonal: the second and third quarters produce about 61% of annual net sales and 78% of operating income. (Pool Corporation Form 10-Q, Q3 2026, Oct 28, 2026; Pool Corporation Form 10-K, 2025, Feb 26, 2026)

On the supply side, Pentair, Zodiac Pool Systems and Hayward accounted for about 20%, 12% and 11% of the cost of products Pool Corporation sold in 2025. (Pool Corporation Form 10-K, 2025, Feb 26, 2026)

Pool Corporation's GAAP diluted EPS was $3.40 in Q3 2026, the same as a year earlier, and adjusted diluted EPS was also $3.40, against $3.39. The only adjustment in the quarter's comparison was a $0.01 tax benefit from ASU 2016-09 in Q3 2025. Over nine months the adjustments were larger: $0.21 of after-tax CEO transition costs added back and $0.02 of ASU 2016-09 tax benefits removed, for adjusted EPS of $10.21 against GAAP EPS of $10.02. (Pool Corporation Q3 2026 release, Oct 22, 2026)

Net income fell 3% to $123.0 million because operating income fell to $172.2 million from $178.0 million. Gross margin was 29.0%, down from 29.6%, which Pool Corporation put down to higher inbound freight costs, customer mix and the comparison against mid-season price increases a year earlier. Selling and administrative expenses rose 5% to $264.1 million on performance-based compensation, employee insurance and fees for strategic initiatives. The effective tax rate was 23.3%, against 23.5%. (Pool Corporation Q3 2026 release, Oct 22, 2026; Pool Corporation Form 10-Q, Q3 2026, Oct 28, 2026)

EPS held flat while net income fell because the share count shrank: diluted weighted average shares were 35,923 thousand, against 37,223 thousand a year earlier. Pool Corporation bought back 630,945 shares under its program in Q3 2026 at an average price of $176.90, and through September it had returned $338.1 million to shareholders, $140.1 million in dividends and $198.0 million in repurchases. (Pool Corporation Q3 2026 release, Oct 22, 2026; Pool Corporation Form 10-Q, Q3 2026, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Pool Corporation gives a full-year EPS range in its release, not a quarterly revenue figure. With Q3 2026 results it confirmed 2026 diluted EPS guidance of $10.66 to $10.96 and adjusted diluted EPS guidance of $10.87 to $11.17. The gap between the two ranges is $0.21 of after-tax CEO transition costs, and both include $0.02 of year-to-date ASU 2016-09 tax benefits. (Pool Corporation Q3 2026 release, Oct 22, 2026)

A consensus figure is the average of the models published by the analysts who cover Pool Corporation, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Pool Corporation's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning POOL is on is POOL a buy or a sell?, what analysts expect next is on the POOL forecast, and what the company does is on the Pool Corporation (POOL) stock page.

Every number on this page can be traced to a document Pool Corporation published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.