Pool Corp missed earnings estimates in 2025 due to higher costs, lowered 2026 outlook amid weak pool construction, and saw shares drop 12%.

Pool Corp reported flat 2025 sales of $5.3 billion and fourth-quarter earnings of $0.85 per share, missing estimates, due to higher expenses from technology upgrades, new locations, and healthcare costs. Despite a 70-basis-point gross margin improvement, the company lowered its 2026 EPS guidance to $10.85–$11.15, below analyst expectations, citing weak new pool construction and modest demand recovery. Shares dropped over 12% amid concerns over slowing growth and rising debt, though digital sales hit a record 17% of revenue and the company returned $341 million to shareholders through buybacks.