POOL CORP — Form 8-K

Pool Corporation reported Q3 2026 net sales of $1.5B (+4% YoY), with 3% price growth and improved maintenance activity. Operating income declined 3% to $172.2M due to gross margin compression (60bps to 29.0%, from freight costs and mix) and 5% higher operating expenses. Adjusted diluted EPS of $3.40 was essentially flat YoY. The company confirmed full-year adjusted diluted EPS guidance of $10.87–$11.17 (inclusive of $0.02 ASU 2016-09 tax benefits). Year-to-date, Pool Corp returned $338.1M to shareholders via $198.0M stock repurchases and $140.1M dividends, increased quarterly dividend 4% to $1.30/share, and grew operating cash flow 47% to $419.8M while reducing inventory 3%.