POOL CORP — Form 8-K

Pool Corporation reported Q2 2026 net sales of $1.822 billion (up 2% YoY) and operating income of $267.7 million (down 2% YoY). The decline was driven by $8.3 million in CEO transition costs ($6.3M non-cash share-based compensation, $2.0M cash costs). Excluding these costs, operating income increased 1% to $275.9 million. Diluted EPS was $5.17 (flat YoY); adjusted diluted EPS increased 4% to $5.38. The company reaffirmed full-year 2026 guidance of $10.87–$11.17 adjusted diluted EPS (excluding CEO transition costs). Inventory increased 4% to $1.4 billion; total debt increased $110.8 million to $1.3 billion, largely to fund $266.7 million in share repurchases over the past twelve months.