PNR
PentairNYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-05-08
As of May 8, 2026, PNR has a composite score of 23.3 and a signal label of "mild favorable." This score is influenced by a medium confidence level of 76.6 and reflects strengths in valuation at 87.5, categorized as inexpensive. The analysis is provisional, indicating that the scores and assessments may change as new information becomes available.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.00
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.50 → $1.48 (-1.4% / 30d). 3 raised, 11 cut, 17 covering analysts.
0 upgrades, 0 downgrades / 30d, 10 maintained. 70% of analysts rate Buy.
5 PT revisions / 30d. Avg target 25.8% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
6 material events in the last 24 months — top 5 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Drive long-term sales and earnings growthgrowthbehind0% progress
4/28: “CEO: 'Our strategy has guided us to deliver breakthrough innovation, invest in organic growth, drive strong financial performance.'”
Why this status
Stated in 2 of last 2 quarters. Sales grew from $1,010.4M in 2025-Q1 to $1,036.7M in 2026-Q1, reflecting a focus on organic growth and margin expansion. The trajectory is delivering on the stated growth strategy.
- 2.Maintain disciplined capital allocation strategycapital allocationmixed51% progressprovisional
2/3: “CEO: 'We expect to continue our disciplined capital allocation strategy as we invest in future growth.'”
Why this status
Stated in 2 of last 2 quarters. Repurchased 2.0 million shares for $200 million in 2026-Q1, indicating a focus on disciplined capital allocation. The strategy aligns with management's commitment to shareholder returns and growth investments.
- 3.Expand margin through Pentair Business Systemcostbehind0% progress
4/28: “CEO: 'Our Pentair Business System initiatives drove another quarter of sales and earnings growth, and delivered strong productivity and margin expansion.'”
Why this status
Stated in 2 of last 2 quarters. Adjusted ROS expanded from 24.0% in 2025-Q1 to 25.0% in 2026-Q1, reflecting effective use of the Pentair Business System for margin expansion. The trajectory shows progress in operational efficiencies.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 42%; 252d 28%.
Drawdown — Max 1y −31%. Bad day move −2%.
Beta to sector ETF (XLI) — 1.05 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 54/100, drawdown 38/100, beta 95/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 3 guided quarters · 7.2% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Drive long-term sales and earnings growth
GrowthFocus on organic growth strategy and margin expansion to drive durable earnings growth.
BehindStated in 2 of last 2 quarters. Sales grew from $1,010.4M in 2025-Q1 to $1,036.7M in 2026-Q1, reflecting a focus on organic growth and margin expansion. The trajectory is delivering on the stated growth strategy.
0%CEO/CFO:“CEO: 'Our strategy has guided us to deliver breakthrough innovation, invest in organic growth, drive strong financial performance.'”Press releaseSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Press release
“CEO: 'Our strategy has guided us to deliver breakthrough innovation, invest in organic growth.'”
- 2025-Q4Press release
“CEO: 'We expect 2026 to deliver another year of sales and earnings growth and margin expansion.'”
- #2
Maintain disciplined capital allocation strategy
Capital allocationContinue disciplined capital allocation with investments in growth and shareholder returns.
MixedStated in 2 of last 2 quarters. Repurchased 2.0 million shares for $200 million in 2026-Q1, indicating a focus on disciplined capital allocation. The strategy aligns with management's commitment to shareholder returns and growth investments.
51%CEO/CFO:“CEO: 'We expect to continue our disciplined capital allocation strategy as we invest in future growth.'”Press releaseSource dated 2026-02-03Stated 2 of last 8 quartersFirst seen 2026-02-03provisionalShow history (2)
- 2026-Q1Press release
“CEO: 'We remain focused on delivering long-term shareholder value.'”
- 2025-Q4Press release
“CEO: 'We expect to continue our disciplined capital allocation strategy as we invest in future growth.'”
- #3
Expand margin through Pentair Business System
CostUtilize Pentair Business System to drive margin expansion and operational efficiencies.
BehindStated in 2 of last 2 quarters. Adjusted ROS expanded from 24.0% in 2025-Q1 to 25.0% in 2026-Q1, reflecting effective use of the Pentair Business System for margin expansion. The trajectory shows progress in operational efficiencies.
0%CEO/CFO:“CEO: 'Our Pentair Business System initiatives drove another quarter of sales and earnings growth, and delivered strong productivity and margin expansion.'”Press releaseSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Press release
“CEO: 'Our Pentair Business System initiatives drove another quarter of sales and earnings growth.'”
- 2025-Q4Press release
“CEO: 'We leverage our Pentair Business System tools, including Transformation and 80/20.'”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
PNR Pentair | +23 | inexpensive | moderate |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-28)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-28)-8.0 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2810d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On April 24, 2026, Jerome O. Pedretti, the Executive Vice President and Chief Executive Officer, Pool of Pentair plc (the “Company”), elected to resign from the Company effective as of July 1, 2026. On April 28, 2026, the Company announced it was eliminating the role of Chief Executive Officer, Pool. In conjunction with this change, Mr. Pedretti’s r…
executive changeneutralscore 63 - 2026-04-2810d agoItem 2.02
Results of Operations and Financial Condition On April 28, 2026, Pentair plc (the “Company”) issued a press release announcing its earnings for the first quarter of 2026 and a conference call in connection therewith. A copy of the release is attached hereto as Exhibit 99.1 and incorporated herein by reference. This press release refers to certain non-generally accepted accounting principles (“GAAP”) financial measures (core sales, adjusted operating income, adjusted return on sales, adjusted…
earnings preannouncementneutralscore 52 - 2026-05-062d agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On May 5, 2026 (the “Closing Date”), Pentair plc (“Pentair”) and its subsidiaries Pentair Finance S.à r.l. (“Pentair Finance”) and Pentair, Inc. (“Pentair U.S.”) entered into an Amendment No. 1 to Second Amended and Restated Credit Agreement (the “Amendment”), among Pentair Finance and Pentair U.S., as borrowers, Pentair, as guarantor, and the lenders and agents party thereto, wh…
capital allocationnegativescore 49 - 2026-02-252mo agoItem 5.02
of the Original Form 8-K to include information on the compensation that will be applicable to Mr. Brazis as the Company’s Executive Vice President and Chief Financial Officer. Other than providing this additional information, no other disclosure in the Original Form 8-K is amended by this Current Report on Form 8-K/A. On February 23, 2026, the Compensation Committee approved the compensation for Mr. Brazis as the Company’s Executive Vice President and Chief Financial Officer. Mr. Brazis will…
executive changenegativescore 11 - 2026-02-033mo agoItem 2.02
Results of Operations and Financial Condition On February 3, 2026, Pentair plc (the “Company”) issued a press release announcing its earnings for the fourth quarter and full year of 2025 and a conference call in connection therewith. A copy of the release is attached hereto as Exhibit 99.1 and incorporated herein by reference. This press release refers to certain non-generally accepted accounting principles (“GAAP”) financial measures (core sales, adjusted operating income, adjusted return on…
earnings preannouncementneutralscore 7
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.