Pool Corp
NASDAQ:POOL
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Pool Corp
NASDAQ:POOL
|
US |
|
Seatrium Limited
F:S8N0
|
SG |
|
E
|
E ON SE
DUS:EOAN
|
DE |
|
Y
|
Yellow Cake PLC
LSE:YCA
|
JE |
|
S
|
Societe Generale SA
F:SGE1
|
FR |
|
W
|
Whitehaven Coal Ltd
OTC:WHITF
|
AU |
Pool Corp
Pool Corporation is a wholesale distributor for the swimming pool and outdoor living industry. It sells pool chemicals, cleaning supplies, equipment, replacement parts, decking, irrigation items, and other maintenance products that pool builders, repair companies, and retail pool stores need to keep pools running and looking good. Its customers are mostly trade buyers, not homeowners. Pool Corp makes money by buying products from manufacturers and reselling them through a large distribution network, often acting as the middle link between suppliers and the businesses that install, service, and maintain pools. It also helps customers with product availability and technical support, which matters because pool care depends on having the right parts and chemicals at the right time. What makes Pool Corp different is that it sits in a niche distribution market tied to pool ownership, repair, and seasonal maintenance rather than general construction or home improvement. That gives it a focused role in a specialized supply chain: it helps professional pool businesses source the products they need from one place instead of dealing with many separate vendors.
Pool Corporation is a wholesale distributor for the swimming pool and outdoor living industry. It sells pool chemicals, cleaning supplies, equipment, replacement parts, decking, irrigation items, and other maintenance products that pool builders, repair companies, and retail pool stores need to keep pools running and looking good.
Its customers are mostly trade buyers, not homeowners. Pool Corp makes money by buying products from manufacturers and reselling them through a large distribution network, often acting as the middle link between suppliers and the businesses that install, service, and maintain pools. It also helps customers with product availability and technical support, which matters because pool care depends on having the right parts and chemicals at the right time.
What makes Pool Corp different is that it sits in a niche distribution market tied to pool ownership, repair, and seasonal maintenance rather than general construction or home improvement. That gives it a focused role in a specialized supply chain: it helps professional pool businesses source the products they need from one place instead of dealing with many separate vendors.
Solid quarter: POOLCORP reported first-quarter sales up 6%, operating income up 7%, and 10 basis points of operating margin expansion, all ahead of expectations.
Guidance unchanged: Management reaffirmed full-year diluted EPS guidance of $10.87 to $11.17 and said the quarter does not change the full-year view.
Demand mix: Maintenance demand stayed steady, while discretionary demand remained measured; chemicals, building materials, and equipment all grew, with equipment surprisingly strong.
Pricing and margin: Gross margin was 29%, down about 20 basis points, mainly because of mix, inbound freight, and early-buy activity, though pricing and supply-chain actions helped offset the pressure.
Inventory and capital: Inventory rose to $1.7 billion as the company stocked up for the season, while debt was about $1.2 billion and leverage was 1.7x.
Digital progress: POOL360 reached 13% of net sales, up from 12.5% a year ago, and management said the platform remains a long-term differentiator.
Season outlook: Management said April was tracking as expected and that the macro backdrop had not changed materially, with growth still anchored in the installed pool base rather than a recovery in new pool starts.
