POOL

AI Research

Stock down 53% from year high; 2026 EPS guided $10.85-$11.15; near 2020 lows

Pool Corporation's stock has plunged approximately 53% from its year high and is near its lowest level since 2020, with shares down 39% over the past year as consumer budgets strain and pool demand has cooled. FY2025 net sales of $5.3B were consistent with 2024, and management guided 2026 diluted EPS of $10.85-$11.15 reflecting modest sales growth improvement. Oppenheimer lowered its price target to $280 from $346 on February 24, 2026, reflecting analyst caution about the pace of recovery in pool and outdoor living spending.