Pool Corp

POOL

Market cap $8.46B

Wedgewood Partners exited its entire stake in Pool Corp during the fourth quarter, reducing holdings by 32,322 shares. The quarter-end position value declined by $10.02 million as a result.

Pool Corporation (POOL) Q4 2025 Earnings Call Transcript

Pool Corporation: Still Expensive With No Rebound In Sight

Pool Corp. (POOL) came out with quarterly earnings of $0.84 per share, missing the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.97 per share a year ago.

A top wealth manager reveals her highest-conviction stock picks for 2026 — and one surprising sell that could surprise investors.

POOL heads into Q4 earnings with estimates pointing to modest growth, backed by resilient maintenance demand and a digital push via POOL360.

POOL, HGV and PENN show positive Earnings ESP ahead of Q4, signaling potential upside as resilient leisure demand boosts revenues and margins.

The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Dollar Tree, Inc. was a top performer after completing the divestiture of the Family Dollar business, removing a long-standing drag on growth. AerCap Holdings shares performed well all year after reporting solid quarterly results as the company owns the largest portfolio of aircraft.

Pool Corp. (POOL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Sales growth remains soft. But it could accelerate in 2026 and beyond.