Pool Corporation (NASDAQ:POOL) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

As you might know, Pool Corporation (NASDAQ:POOL) recently reported its third-quarter numbers. Results were roughly in line with estimates, with revenues of US$1.5b and statutory earnings per share of US$3.40. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the consensus forecast from Pool's 14 analysts is for revenues of US$5.49b in 2026. This reflects an okay 3.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 6.0% to US$11.65. In the lead-up to this report, the analysts had been modelling revenues of US$5.50b and earnings per share (EPS) of US$11.76 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

See our latest analysis for Pool

The analysts reconfirmed their price target of US$329, showing that the business is executing well and in line with expectations. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Pool, with the most bullish analyst valuing it at US$375 and the most bearish at US$285 per share. This is a very narrow spread of estimates, implying either that Pool is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We can infer from the latest estimates that forecasts expect a continuation of Pool'shistorical trends, as the 3.0% annualised revenue growth to the end of 2026 is roughly in line with the 3.7% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 3.4% annually. So although Pool is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at US$329, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Pool. Long-term earnings power is much more important than next year's profits. We have forecasts for Pool going out to 2027, and you can see them free on our platform here.

Even so, be aware that Pool is showing 1 warning sign in our investment analysis , you should know about...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.