Pool Corporation's second quarter revenue and adjusted EPS slightly beat estimates while confirming 2026 guidance.

Pool Corporation reported second quarter 2026 revenue of $1.82 billion, up 2% year-over-year, and adjusted diluted EPS of $5.38. The results slightly exceeded analyst expectations for revenue and earnings, and the company confirmed its full-year 2026 adjusted EPS guidance.

Key Highlights

• Gross margin contracted by 30 basis points year-over-year to 29.7%, which the company attributed primarily to higher inbound freight costs and a shift in customer mix.
• The company confirmed its full-year 2026 adjusted EPS guidance range of $10.87 to $11.17, excluding the impact of CEO transition costs.
• Year-over-year inventory growth slowed to 4%, a notable decrease from the 14% growth reported in the first quarter, suggesting improved inventory management and potentially easing industry destocking concerns.