Q2 2026 Pool Corp Earnings Call Transcript
Key Points
- Net sales grew 2% in the second quarter, demonstrating resilience in Pool Corp (POOL)'s business model.
- Building materials sales increased by 4%, reflecting strong performance in national full trend showrooms and product breadth.
- Sales in Europe grew 11% due to strong demand and improving sentiment.
- POOL360, the company's digital platform, reached 18% of sales, enhancing customer engagement and extending reach.
- The company maintained a strong focus on operational execution and disciplined M&A to drive profitable growth and widen competitive advantages.
- New pool construction remained muted, with US pool permits tracking down in low single digits year-to-date.
- Sales in key states like California, Texas, and Arizona were down mid-single digits, with Florida declining 1%.
- Gross margin was pressured by higher inbound freight costs, which were not fully recouped in selling prices.
- The Horizon irrigation and landscape business faced further pressure as residential projects slowed.
- Adjusted net income increased only 1%, with reported net income down 3% from the previous year.
Good day, and welcome to the Pool Corporation second quarter 2026 conference call. (Operator Instructions) Please also note, today's event is being recorded.
I'd now like to turn the conference over to Kristin Byars, Director of Investor Relations. Please go ahead.
Welcome to our second quarter 2026 earnings conference call. During today's call, our discussion, comments, and responses to questions may include forward-looking statements, including management's outlook for 2026 in future periods. Actual results may differ materially from those discussed today. Information regarding the factors and variables that could cause actual results to differ from projected results are discussed in our 10-K.
In addition, we may make references to non-GAAP financial measures in our comments. A description reconciliation of non-GAAP financial measures are included in our press release or posted on our corporate website in the Investor Relations section. Additionally, we have provided a
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