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COVINGTON, La. - Pool Corporation (NASDAQ:POOL) reported better-than-expected third quarter results on Thursday, with sales increasing 1% year-over-year to $1.5 billion, exceeding analyst estimates of $1.45 billion. The swimming pool products distributor also posted adjusted earnings per share of $3.39, slightly above the consensus forecast of $3.38.
Pool Corp’s stock was unchanged in pre-market trading following the earnings announcement.
The company’s gross margin expanded by 50 basis points to 29.6% compared to the same period last year, benefiting from mid-season price increases and supply chain management improvements. Net income rose to $127 million from $125.7 million in the third quarter of 2024, with diluted earnings per share increasing 4% to $3.40.
"Building on momentum from the second quarter, we achieved sales growth in the third quarter of 2025," said Peter D. Arvan, president and CEO. "Our dedicated teams delivered not only top-line growth but also expanded gross margin."
The company confirmed its full-year earnings guidance range of $10.81 to $11.31 per share, which includes a year-to-date tax benefit of $0.11. The midpoint of this guidance aligns with analyst expectations of $10.85 per share.
Operating income increased by $1.6 million compared to the third quarter of 2024, while operating margin remained steady at 12.3%. Selling and administrative expenses rose 5% due to higher employee-related costs, facility expenses from sales center expansion, and investments in customer-facing technology.
For the first nine months of 2025, net sales remained flat at $4.3 billion compared to the same period in 2024, while net income decreased 6% to $374.8 million.
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