Recent Insider Transactions • 11h
Vice Chairman recently bought Mex$33m worth of stock On the 7th of May, Manuel Perez de la Mesa bought around 10k shares on-market at roughly Mex$3,273 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Manuel has been a buyer over the last 12 months, purchasing a net total of Mex$70m worth in shares. Declared Dividend • May 04
First quarter dividend of US$1.30 announced Shareholders will receive a dividend of US$1.30. Ex-date: 14th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Apr 25
First quarter 2026 earnings released: EPS: US$1.46 (vs US$1.42 in 1Q 2025) First quarter 2026 results: EPS: US$1.46. Revenue: US$1.14b (up 6.2% from 1Q 2025). Net income: US$52.9m (flat on 1Q 2025). Profit margin: 4.6% (down from 5.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Apr 23
Pool Corporation Confirms Earnings Guidance for the Full Year 2026 Pool Corporation confirmed earnings guidance for the full year 2026 . For the year, company expected annual earnings guidance range of $10.87 per diluted share to $11.17 per diluted share. Tillkännagivande • Apr 10
Pool Corporation to Report Q1, 2026 Results on Apr 23, 2026 Pool Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 23, 2026 Recent Insider Transactions • Mar 31
Senior VP recently sold Mex$1.8m worth of stock On the 24th of March, Jennifer Neil sold around 508 shares on-market at roughly Mex$3,621 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$39m more than they sold in the last 12 months. Recent Insider Transactions • Mar 29
Senior VP recently sold Mex$1.8m worth of stock On the 24th of March, Jennifer Neil sold around 508 shares on-market at roughly Mex$3,621 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$31m more than they sold in the last 12 months. Tillkännagivande • Mar 27
Pool Corporation, Annual General Meeting, Apr 29, 2026 Pool Corporation, Annual General Meeting, Apr 29, 2026. Recent Insider Transactions • Mar 19
Vice Chairman recently bought Mex$18m worth of stock On the 13th of March, Manuel Perez de la Mesa bought around 5k shares on-market at roughly Mex$3,678 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$21m. Manuel has been a buyer over the last 12 months, purchasing a net total of Mex$37m worth in shares. Buy Or Sell Opportunity • Mar 11
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to Mex$3,710. The fair value is estimated to be Mex$4,704, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period. Declared Dividend • Mar 01
Fourth quarter dividend of US$1.25 announced Shareholders will receive a dividend of US$1.25. Ex-date: 12th March 2026 Payment date: 26th March 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Recent Insider Transactions • Feb 28
Senior Vice President recently bought Mex$21m worth of stock On the 23rd of February, Kenneth St. Romain bought around 6k shares on-market at roughly Mex$3,761 per share. This transaction amounted to 7.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$4.3m more in shares than they bought in the last 12 months. Tillkännagivande • Feb 26
Pool Corporation Declares Quarterly Cash Dividend, Payable on March 26, 2026 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.25 per share. The dividend will be payable on March 26, 2026 to holders of record on March 12, 2026. Reported Earnings • Feb 20
Full year 2025 earnings released: EPS: US$10.89 (vs US$11.37 in FY 2024) Full year 2025 results: EPS: US$10.89 (down from US$11.37 in FY 2024). Revenue: US$5.29b (flat on FY 2024). Net income: US$404.4m (down 6.4% from FY 2024). Profit margin: 7.6% (down from 8.1% in FY 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 20% per year. Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to Mex$3,840, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Retail Distributors industry globally. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,602 per share. Tillkännagivande • Feb 19
Pool Corporation Provides Earnings Guidance for the Full Year 2026 Pool Corporation provided earnings guidance for the full year 2026. For the full-year, the company expects diluted EPS guidance for 2026 of $10.85 - $11.15 without ASU 2016-09 tax benefits, reflecting expectations for modest sales growth and improved earnings. Tillkännagivande • Feb 14
Carlos A. Sabater Not to Stand for Re-Election as Director and Member of the Audit, Nominating and Corporate Governance, and Strategic Planning Committees of Pool Corporation Pool Corporation announced that on February 12, 2026, Carlos A. Sabater informed the Board of Directors that he will not stand for re-election as director and as a member of the audit, nominating and corporate governance, and strategic planning committees at the end of his current term in connection with the Company's 2026 annual meeting of shareholders. Tillkännagivande • Feb 06
Pool Corporation to Report Q4, 2025 Results on Feb 19, 2026 Pool Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026 Tillkännagivande • Jan 13
Pool Corporation Announces Executive Changes Pool Corporation announced that Kenneth “Kenny” G. St. Romain, Senior Vice President, will retire from his position in 2026. Mr. St. Romain will continue in his role until later in the year to assist with the transition. John B. Watwood has joined the company as Executive Vice President. Mr. Watwood, reporting to Peter D. Arvan, President and CEO, will lead Pool Corporation’s swimming pool operations in North America, as well as oversee digital and technology initiatives. Prior to joining the company, Mr. Watwood held a variety of management positions at Motion Industries Inc. since 2008, most recently serving as Senior Vice President of Sales and Operations for the United States and Canada. Board Change • Jan 13
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Kevin Murphy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Dec 06
CEO, President & Director recently sold Mex$22m worth of stock On the 2nd of December, Peter Arvan sold around 5k shares on-market at roughly Mex$4,493 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months. Declared Dividend • Nov 02
Third quarter dividend of US$1.25 announced Shareholders will receive a dividend of US$1.25. Ex-date: 12th November 2025 Payment date: 26th November 2025 Dividend yield will be 1.4%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • Nov 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Independent Director Kevin Murphy was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Oct 30
Pool Corporation Declares Quarterly Cash Dividend, Payable on November 26, 2025 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.25 per share. The dividend will be payable on November 26, 2025 to holders of record on November 12, 2025. Reported Earnings • Oct 28
Third quarter 2025 earnings released: EPS: US$3.41 (vs US$3.29 in 3Q 2024) Third quarter 2025 results: EPS: US$3.41 (up from US$3.29 in 3Q 2024). Revenue: US$1.45b (up 1.3% from 3Q 2024). Net income: US$126.4m (up 1.1% from 3Q 2024). Profit margin: 8.7% (in line with 3Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Retail Distributors industry. Reported Earnings • Oct 24
Third quarter 2025 earnings released: EPS: US$3.41 (vs US$3.29 in 3Q 2024) Third quarter 2025 results: EPS: US$3.41 (up from US$3.29 in 3Q 2024). Revenue: US$1.45b (up 1.3% from 3Q 2024). Net income: US$126.4m (up 1.1% from 3Q 2024). Profit margin: 8.7% (in line with 3Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Oct 23
Pool Corporation Confirms Earnings Guidance for the Full Year 2025 Pool Corporation confirmed earnings guidance for the full year 2025. For the full-year, the company expected diluted EPS of $10.81 to $11.31 per share, including year-to-date ASU 2016-09 tax benefit of $0.11. Looking at the year, the company continues to expect full year sales to be relatively flat compared to the prior year, with 1 less selling day. Tillkännagivande • Oct 10
Pool Corporation to Report Q3, 2025 Results on Oct 23, 2025 Pool Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 23, 2025 Tillkännagivande • Sep 22
Pool Corporation(NasdaqGS:POOL) dropped from FTSE All-World Index (USD) Pool Corporation(NasdaqGS:POOL) dropped from FTSE All-World Index (USD) Declared Dividend • Aug 03
Second quarter dividend of US$1.25 announced Shareholders will receive a dividend of US$1.25. Ex-date: 14th August 2025 Payment date: 28th August 2025 Dividend yield will be 1.2%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Jul 31
Pool Corporation Declares Quarterly Cash Dividend, Payable on August 28, 2025 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.25 per share. The dividend will be payable on August 28, 2025, to holders of record on August 14, 2025. Reported Earnings • Jul 26
Second quarter 2025 earnings released: EPS: US$5.19 (vs US$5.02 in 2Q 2024) Second quarter 2025 results: EPS: US$5.19 (up from US$5.02 in 2Q 2024). Revenue: US$1.78b (flat on 2Q 2024). Net income: US$193.3m (up 1.0% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Tillkännagivande • Jul 24
Pool Corporation Updates Earnings Guidance for the Year 2025 Pool Corporation updated earnings guidance for the year 2025. For the full-year, the company updates annual earnings guidance range to $10.80 to $11.30 per diluted share. Buy Or Sell Opportunity • Jul 22
Now 24% overvalued Over the last 90 days, the stock has fallen 3.5% to Mex$5,822. The fair value is estimated to be Mex$4,687, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 13% in the next 2 years. Tillkännagivande • Jul 11
Pool Corporation to Report Q2, 2025 Results on Jul 24, 2025 Pool Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 24, 2025 Buy Or Sell Opportunity • Jul 01
Now 22% overvalued Over the last 90 days, the stock has fallen 9.8% to Mex$5,810. The fair value is estimated to be Mex$4,774, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 6.8% in 2 years. Earnings are forecast to grow by 14% in the next 2 years. Declared Dividend • May 04
First quarter dividend of US$1.25 announced Shareholders will receive a dividend of US$1.25. Ex-date: 15th May 2025 Payment date: 29th May 2025 Dividend yield will be 1.2%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • May 01
Pool Corporation Announces an Increase Its Quarterly Cash Dividend, Payable on May 29, 2025 Pool Corporation 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 dividend is payable on May 29, 2025 to stockholders of record on May 15, 2025. As of April 29, 2025, there were 37,595,213 shares of common stock outstanding. Reported Earnings • Apr 26
First quarter 2025 earnings released: EPS: US$1.42 (vs US$2.05 in 1Q 2024) First quarter 2025 results: EPS: US$1.42 (down from US$2.05 in 1Q 2024). Revenue: US$1.07b (down 4.4% from 1Q 2024). Net income: US$53.3m (down 32% from 1Q 2024). Profit margin: 5.0% (down from 7.0% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Tillkännagivande • Apr 25
Pool Corporation Provides Earnings Guidance for the Year 2025 Pool Corporation provided earnings guidance for the year 2025. For the full-year, the company expects earnings per diluted share guidance range of $11.10 to $11.60, which includes the impact of year-to-date tax benefits of $0.10. Tillkännagivande • Apr 11
Pool Corporation to Report Q1, 2025 Results on Apr 24, 2025 Pool Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025 Recent Insider Transactions • Apr 03
Senior VP recently sold Mex$7.9m worth of stock On the 31st of March, Jennifer Neil sold around 1k shares on-market at roughly Mex$6,438 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$13m more than they bought in the last 12 months. Tillkännagivande • Mar 28
Pool Corporation, Annual General Meeting, Apr 30, 2025 Pool Corporation, Annual General Meeting, Apr 30, 2025. Declared Dividend • Mar 03
Fourth quarter dividend of US$1.20 announced Shareholders will receive a dividend of US$1.20. Ex-date: 12th March 2025 Payment date: 26th March 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Feb 27
Pool Corporation Declares Quarterly Cash Dividend, Payable on March 26, 2025 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.20 per share. The dividend will be payable on March 26, 2025, to holders of record on March 12, 2025. Tillkännagivande • Feb 22
Kristopher R. Neff Departs from Pool Corporation as Vice President, Strategy and Corporate Development On February 18, 2025, Kristopher R. Neff departed from Pool Corporation as Vice President, Strategy and Corporate Development effective February 18, 2025. Tillkännagivande • Feb 21
Pool Corporation Provides Earnings Guidance for 2025 Pool Corporation provided earnings guidance for 2025. The company expects earnings for 2025 to be in the range of $11.08 to $11.58 per diluted share, including an estimated $0.08 favorable impact from ASU 2016-09. Reported Earnings • Feb 21
Full year 2024 earnings released: EPS: US$11.43 (vs US$13.45 in FY 2023) Full year 2024 results: EPS: US$11.43 (down from US$13.45 in FY 2023). Revenue: US$5.31b (down 4.2% from FY 2023). Net income: US$434.3m (down 17% from FY 2023). Profit margin: 8.2% (down from 9.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Global Retail Distributors industry. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 07
Pool Corporation to Report Q4, 2024 Results on Feb 20, 2025 Pool Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025 Recent Insider Transactions • Nov 10
Senior VP recently sold Mex$5.1m worth of stock On the 7th of November, Jennifer Neil sold around 687 shares on-market at roughly Mex$7,408 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$13m more than they bought in the last 12 months. Declared Dividend • Nov 03
Third quarter dividend of US$1.20 announced Shareholders will receive a dividend of US$1.20. Ex-date: 13th November 2024 Payment date: 27th November 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Nov 02
Pool Corporation Declares Quarterly Cash Dividend, Payable on November 27, 2024 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.20 per share. The dividend will be payable on November 27, 2024, to holders of record on November 13, 2024. Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: US$3.29 (vs US$3.54 in 3Q 2023) Third quarter 2024 results: EPS: US$3.29 (down from US$3.54 in 3Q 2023). Revenue: US$1.43b (down 2.8% from 3Q 2023). Net income: US$125.0m (down 8.8% from 3Q 2023). Profit margin: 8.7% (down from 9.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Oct 11
Pool Corporation to Report Q3, 2024 Results on Oct 24, 2024 Pool Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024 Declared Dividend • Aug 05
Second quarter dividend of US$1.20 announced Shareholders will receive a dividend of US$1.20. Ex-date: 15th August 2024 Payment date: 29th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Jul 31
Pool Corporation Declares Quarterly Cash Dividend, Payable on August 29, 2024 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.20 per share. The dividend will be payable on August 29, 2024, to holders of record on August 15, 2024. Reported Earnings • Jul 26
Second quarter 2024 earnings released: EPS: US$5.02 (vs US$5.95 in 2Q 2023) Second quarter 2024 results: EPS: US$5.02 (down from US$5.95 in 2Q 2023). Revenue: US$1.77b (down 4.7% from 2Q 2023). Net income: US$191.4m (down 17% from 2Q 2023). Profit margin: 11% (down from 12% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Jul 26
Pool Corporation Confirms Earnings Guidance for the Year 2024 Pool Corporation confirmed earnings guidance for the year 2024. The company confirmed earnings guidance range of $11.05 to $11.45 per diluted share, including the additional $0.01 tax benefit recognized in the second quarter. Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to Mex$6,141, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Retail Distributors industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,125 per share. Tillkännagivande • Jun 25
Pool Corporation to Report Q2, 2024 Results on Jul 25, 2024 Pool Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 25, 2024 Tillkännagivande • Jun 08
Pool Corporation Appoints Kevin M. Murphy as A Director Pool Corporation announced that its Board of Directors appointed Kevin M. Murphy to serve as a director upon recommendation of the Nominating and Corporate Governance Committee. The Board appointed him to serve effective June 3, 2024, until the 2025 annual meeting of shareholders, at which time he will stand for election by Pool Corporation’s shareholders. With this appointment, the Board increased its size from eight to nine members. Mr. Murphy, 54, is the Chief Executive Officer of Ferguson plc, a leading value-added distributor in North America providing expertise, solutions and products from infrastructure, plumbing and appliances to HVAC, fire, fabrication and more. Mr. Murphy has served in various leadership roles since joining Ferguson in 1999, including as Chief Operating Officer of Ferguson’s U.S. business from 2007 to 2017 and CEO, U.S. from 2017 until his appointment as group CEO in 2019. He received his Bachelor of Science in Business and Marketing from Miami University. Declared Dividend • May 06
First quarter dividend of US$1.20 announced Shareholders will receive a dividend of US$1.20. Ex-date: 15th May 2024 Payment date: 30th May 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 19%. Tillkännagivande • May 03
Pool Corporation, Annual General Meeting, May 01, 2024 Pool Corporation, Annual General Meeting, May 01, 2024. Tillkännagivande • May 02
Pool Corporation Declares Quarterly Cash Dividend, Payable on May 30, 2024 Pool Corporation Board has declared a quarterly cash dividend of $1.20 per share, a 9% increase over the previous quarterly dividend amount of $1.10 per share. The dividend is payable on May 30, 2024 to stockholders of record on May 16, 2024. Reported Earnings • Apr 25
First quarter 2024 earnings released: EPS: US$2.07 (vs US$2.60 in 1Q 2023) First quarter 2024 results: EPS: US$2.07 (down from US$2.60 in 1Q 2023). Revenue: US$1.12b (down 7.1% from 1Q 2023). Net income: US$78.9m (down 22% from 1Q 2023). Profit margin: 7.0% (down from 8.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Apr 12
Pool Corporation to Report Q1, 2024 Results on Apr 25, 2024 Pool Corporation announced that they will report Q1, 2024 results Pre-Market on Apr 25, 2024 Tillkännagivande • Feb 22
Pool Corporation Provides Earnings Guidance for the Year 2024 Pool Corporation provided earnings guidance for the year 2024. The company expects earnings for 2024 will be in the range of $13.10 to $14.10 per diluted share, including an estimated $0.10 favorable impact from ASU 2016-09. Tillkännagivande • Feb 02
Pool Corporation to Report Q4, 2023 Results on Feb 22, 2024 Pool Corporation announced that they will report Q4, 2023 results Pre-Market on Feb 22, 2024 Upcoming Dividend • Nov 03
Upcoming dividend of US$1.10 per share at 1.3% yield Eligible shareholders must have bought the stock before 07 November 2023. Payment date: 22 November 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (7.4%). Lower than average of industry peers (2.6%). Tillkännagivande • Oct 26
Pool Corporation Declares Quarterly Cash Dividend, Payable on November 22, 2023 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share. The dividend will be payable on November 22, 2023, to holders of record on November 8, 2023. Reported Earnings • Oct 20
Third quarter 2023 earnings released: EPS: US$3.56 (vs US$4.82 in 3Q 2022) Third quarter 2023 results: EPS: US$3.56 (down from US$4.82 in 3Q 2022). Revenue: US$1.47b (down 8.7% from 3Q 2022). Net income: US$137.8m (down 27% from 3Q 2022). Profit margin: 9.3% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Oct 06
Pool Corporation to Report Q3, 2023 Results on Oct 19, 2023 Pool Corporation announced that they will report Q3, 2023 results Pre-Market on Oct 19, 2023 Upcoming Dividend • Aug 02
Upcoming dividend of US$1.10 per share at 1.1% yield Eligible shareholders must have bought the stock before 09 August 2023. Payment date: 24 August 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Mexican dividend payers (6.2%). Lower than average of industry peers (2.3%). Reported Earnings • Jul 31
Second quarter 2023 earnings released: EPS: US$5.95 (vs US$7.71 in 2Q 2022) Second quarter 2023 results: EPS: US$5.95 (down from US$7.71 in 2Q 2022). Revenue: US$1.86b (down 9.7% from 2Q 2022). Net income: US$231.0m (down 24% from 2Q 2022). Profit margin: 12% (down from 15% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Jul 27
Pool Corporation Declares Quarterly Cash Dividend, Payable on August 24, 2023 Pool Corporation announced that its Board of Directors declared a quarterly cash dividend of $1.10 per share. The dividend will be payable on August 24, 2023, to holders of record on August 10, 2023. Tillkännagivande • Jul 22
Pool Corporation Provides Earnings Guidance for the Year 2023 Pool Corporation provided earnings guidance for the year 2023. The company expects diluted earnings per share to be in the range of $13.14 to $14.14, including the impact of year-to-date tax benefits of $0.14. Tillkännagivande • Jul 07
Pool Corporation to Report Q2, 2023 Results on Jul 20, 2023 Pool Corporation announced that they will report Q2, 2023 results Pre-Market on Jul 20, 2023 Recent Insider Transactions • May 13
Insider recently sold Mex$15m worth of stock On the 9th of May, Jennifer Neil sold around 2k shares on-market at roughly Mex$6,249 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$11m more than they bought in the last 12 months. Tillkännagivande • May 06
Pool Corporation Announces a Quarterly Cash Dividend, Payable on May 31, 2023 Pool Corporation announced that the Board has declared a quarterly cash dividend of $1.10 per share, a 10% increase over the previous quarterly dividend amount of $1.00 per share. The dividend is payable on May 31, 2023 to stockholders of record on May 17, 2023. Reported Earnings • Apr 21
First quarter 2023 earnings released: EPS: US$2.60 (vs US$4.46 in 1Q 2022) First quarter 2023 results: EPS: US$2.60 (down from US$4.46 in 1Q 2022). Revenue: US$1.21b (down 15% from 1Q 2022). Net income: US$101.2m (down 43% from 1Q 2022). Profit margin: 8.4% (down from 13% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Global Retail Distributors industry. Upcoming Dividend • Mar 08
Upcoming dividend of US$1.00 per share at 1.1% yield Eligible shareholders must have bought the stock before 14 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (2.1%). Reported Earnings • Mar 02
Full year 2022 earnings released: EPS: US$18.89 (vs US$16.21 in FY 2021) Full year 2022 results: EPS: US$18.89 (up from US$16.21 in FY 2021). Revenue: US$6.18b (up 17% from FY 2021). Net income: US$744.3m (up 15% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Retail Distributors industry. Reported Earnings • Feb 18
Full year 2022 earnings released: EPS: US$18.89 (vs US$16.21 in FY 2021) Full year 2022 results: EPS: US$18.89 (up from US$16.21 in FY 2021). Revenue: US$6.18b (up 17% from FY 2021). Net income: US$744.3m (up 15% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Global Retail Distributors industry. Tillkännagivande • Feb 17
Pool Corporation Provides Earnings Guidance for the Year 2023 Pool Corporation provides earnings guidance for the year 2023. For the year, the company expects diluted EPS guidance range of $16.03 to $17.03. Tillkännagivande • Feb 03
Pool Corporation to Report Q4, 2022 Results on Feb 16, 2023 Pool Corporation announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023 Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to Mex$7,128, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Retail Distributors industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,698 per share. Reported Earnings • Jul 22
Second quarter 2022 earnings released: EPS: US$7.71 (vs US$6.47 in 2Q 2021) Second quarter 2022 results: EPS: US$7.71 (up from US$6.47 in 2Q 2021). Revenue: US$2.06b (up 15% from 2Q 2021). Net income: US$305.6m (up 18% from 2Q 2021). Profit margin: 15% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 9.4% growth forecast for the industry in Mexico.