Pool Corporation (POOL)
Coverage summary
Aardvark Labs Capital Research has covered Pool Corporation (POOL) since April 25, 2025. The company is in the Industrials sector. This page lists 8 reports: 7 earnings recaps and 1 initiation report.
The latest is the Q3 2026 Earnings Recap, published October 26, 2026. The current rating is Hold, unchanged since the Q1 2026 Earnings Recap of April 24, 2026. The rating has changed 4 times since coverage began.
Translations: 7 in Chinese.
Rating history
All POOL reports
Recap: Q3 2026
Volume Returns and Cash Floods In, but Gross Margin Falls Nearly Twice as Far as Guided, and a 14% Rally Prices In the Repair Early
Recap: Q2 2026
Opex Discipline Arrives Just as Gross Margin Inverts, and the New CEO Takes the 6-9% Algorithm Off the Table
Recap: Q1 2026
Half of the 6% Is Price, One Point of It Laps in April, and the Guide Never Moved
Initiating Coverage
The Toll Booth on Every Backyard Pool in America, Now Trading at a Cyclical Trough Multiple
Recap: Q4 2025
Record Q4 Gross Margin Can't Mask the Miss — Cycle Turn Thesis on Probation as Flat FY26 Guide Resets Expectations
Recap: Q3 2025
Building Materials Inflect, POOL360 Hits Record, and the Q2 Upgrade Thesis Is Tracking — Stay Long Into the Trough
Recap: Q2 2025
Revenue Inflects Positive for the First Time in Years, POOL360 Flywheel Accelerates — Upgrading on Cycle Turn
Recap: Q1 2025
Maintenance Floor Holds, But Texas Freeze and Margin Compression Expose the Discretionary Void