Pool Corp Shares Hit 52-Week Low After Earnings and Guidance Miss

Shares of the swimming pool supply distributor dropped 13% to $222.22 in Thursday morning trading, marking a new 52-week low. The decline deepens a year-long slump for the company, with shares now having retreated 35% over the past 12 months. The sell-off followed a quarterly report that failed to meet expectations on both the top and bottom lines.

For the fourth quarter, Pool reported net income of $31.6 million, or 85 cents per share, compared to $37.3 million a year earlier. Adjusted earnings came in at 84 cents per share, missing the 97 cents per share consensus forecast from analysts polled by FactSet. Revenue also saw a slight contraction, falling 1% to $982.2 million, which fell short of the $999.3 million anticipated by the market.

Weakened 2026 Outlook

Investor sentiment was further dampened by the company’s conservative long-term guidance. Pool projects 2026 full-year earnings in the range of $10.85 to $11.15 per share, excluding tax benefits from ASU 2016-09. This outlook is notably lower than the $11.60 per share analysts had expected, according to FactSet. The revision suggests that the distributor anticipates a slower recovery in discretionary spending as high borrowing costs continue to impact the pool construction and renovation industry.