Pool Corporation (POOL)
NASDAQConsumer DiscretionaryIndustrial - DistributionSnapshot 2026-11-04
$219.26+5.79%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryIndustrial - DistributionSnapshot 2026-11-04
QuarterlyIQ Insights · POOL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-11-04.
The screen ranks POOL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
(April 29, 2026) - Pool Corporation (Nasdaq: POOL) announced today that its Board of Directors (the Board) increased the company’s share repurchase program to $600.0 million.
Stated in 2 of 8 supplied quarters. Management reported: “(April 29, 2026) - Pool Corporation (Nasdaq: POOL) announced today that its Board of Directors (the Board) increased the company’s share repurchase program to $600.0 million.” “(April 30, 2025) - Pool Corporation (Nasdaq/GSM:POOL) announced today that its Board of Directors (the Board) has authorized an increase in the company’s share repurchase program to $600.0 million.”
“(April 29, 2026) - Pool Corporation (Nasdaq: POOL) announced today that its Board of Directors (the Board) increased the company’s share repurchase program to $600.0 million.”
“(April 30, 2025) - Pool Corporation (Nasdaq/GSM:POOL) announced today that its Board of Directors (the Board) has authorized an increase in the company’s share repurchase program to $600.0 million.”
The Board also declared a quarterly cash dividend of $1.30 per share, a 4% increase over the previous quarterly dividend amount of $1.25 per share.
Stated in 2 of 8 supplied quarters. Management reported: “The Board also declared a quarterly cash dividend of $1.30 per share, a 4% increase over the previous quarterly dividend amount of $1.25 per share.” “The company also announced that the Board has declared a quarterly cash dividend of $1.25 per share, a 4% increase over the previous quarterly dividend of $1.20 per share.”
“The Board also declared a quarterly cash dividend of $1.30 per share, a 4% increase over the previous quarterly dividend amount of $1.25 per share.”
Together with the strategic investments we have made over the past several years, we believe we are well positioned for growth from our proven operating model to create long-term value for our stockh…
Stated in 2 of 8 supplied quarters. Management reported: “Together with the strategic investments we have made over the past several years, we believe we are well positioned for growth from our proven operating model to create long-term value for our stockholders, customers, suppliers and employees.” “Looking ahead, we believe that these efforts will translate into meaningful returns for our shareholders.””
Continue to affirm the full-year 2026 diluted EPS range while reporting quarterly and year-to-date results.
Continue to achieve full-year 2026 diluted EPS in the range of $10.66 to $10.96 per share as guided.
Over the trailing year it converted 1.42x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-04.
“The company also announced that the Board has declared a quarterly cash dividend of $1.25 per share, a 4% increase over the previous quarterly dividend of $1.20 per share.”
“Together with the strategic investments we have made over the past several years, we believe we are well positioned for growth from our proven operating model to create long-term value for our stockh…”
“Looking ahead, we believe that these efforts will translate into meaningful returns for our shareholders.””