POOL Corp Reports 1% Sales Increase in Q3 2025

By Greg Peters • Thursday, October 23 15:46 • Permanent Link

Pool Corporation (NASDAQ/GSM:POOL) has reported its third-quarter results for 2025, revealing a 1% increase in net sales to $1.5 billion compared to the same period in 2024. Gross margin also expanded by 50 basis points to 29.6% from 29.1% in Q3 2024. The company's diluted earnings per share (EPS) saw a 4% increase from Q3 2024 to $3.40.

For the nine months ended September 30, 2025, net sales remained flat at $4.3 billion compared to the same period in 2024. However, the gross margin improved by 20 basis points to 29.6% in 2025, compared to 29.7% in 2024 after adjusting for a non-recurring reversal of estimated import taxes in the prior year.

Operating expenses increased by 3% to $748.5 million for the nine months ended September 30, 2025, compared to $728.6 million for the same period in 2024. Operating income decreased by 5% to $528.2 million in 2025 compared to $556.6 million in 2024, and the operating margin was 12.3% for both periods.

Net income for the nine months ended September 30, 2025, decreased by 6% to $374.8 million compared to $397.0 million in 2024. Earnings per diluted share also decreased by 3% to $9.97 compared to $10.30 in the same period of 2024, after adjusting for the impact of a non-recurring import tax reversal in 2024.

The company's inventory balance stood at $1.2 billion at September 30, 2025, reflecting an increase of $43.3 million, or 4%, from September 30, 2024. Total debt outstanding increased to $1.1 billion at September 30, 2025, primarily due to open market share repurchases of $159.1 million in the first nine months of 2025.

Despite the challenges, Pool Corporation's President and CEO, Peter D. Arvan, expressed confidence in the company's future, confirming its full-year earnings guidance range of $10.81 to $11.31 per diluted share, including the year-to-date ASU 2016-09 tax benefit of $0.11.

Pool Corporation is the world's largest wholesale distributor of swimming pool and related backyard products, operating 454 sales centers in North America, Europe, and Australia, and distributing more than 200,000 products to roughly 125,000 wholesale customers as of September 30, 2025. As a result of these announcements, the company's shares have moved -1.67% on the market, and are now trading at a price of $297.59. For more information, read the company's full 8-K submission here.

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