Pool Corporation
POOL
Jodie read · what matters now
Revenue increased 6.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to POOL, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-28 against the comparable filing from 2025-04-29.
What improved
- Revenue increased 6.2% versus the comparable filing period.
What weakened
- Operating cash flow covered only 0.48x net income.
Filing receipts
“Gross margin decreased 20 basis points to 29.0% from 29.2% in the first quarter of 2025, primarily due to changes in product mix from a higher proportion of equipment sales in the first quarter of 2026.”
“Financial Position and Liquidity As of March 31, 2026, total net receivables, including pledged receivables, increased 13% compared to March 31, 2025, primarily due to higher sales in March 2026.”
“Net cash used in investing activities for the first three months of 2026 decreased $5.8 million compared to the first three months of 2025, primarily due to a $4.7 million decrease in net capital expenditures.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind POOL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 14 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
POOL is currently a Follower in the organic co-movement group Packaging & Materials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.