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13:00
Jul 28 ◎

PNR FY2026 Q2 Watch

Pentair PLC (PNR) FY2026 Q2 Earnings Call

PNR ▾

John Stauch

Guidance for the rest of 2026 is maintained, but the pool segment is experiencing a significant inventory destocking and a temporary margin reset. Management is providing a path to robust growth in 2027 as inventories are right-sized and new growth initiatives are implemented.

"While we are disappointed with the impact this had on our overall business, I want to emphasize two important points. First, our underperformance was concentrated in pool."

PNR WATCH

HIGH

13:00
Apr 28 ◎

PNR FY2026 Q1 Watch

Pentair PLC (PNR) FY2026 Q1 Earnings Call

SHEL POOL PNR ETN PH ▾

John Stouck

Pentair's IR head is leaving for a larger company, but this is a personnel move, not a business signal.

"Shelley has accepted a new position as VP of Investor Relations for a much larger company"

SHEL WATCH

John Stouck

Pool channel partners over-bought in late 2025, and Pentair expects to reduce sell-in in Q2/Q3 2026 to align with flat sell-through. — Channel inventory correction may pressure pool distributors' near-term results.

"We evaluated a wider range of pool revenue and income scenarios, and we have incorporated these assumptions and scenarios into our guidance update."

POOL WATCH

John Stouck

Guidance is mixed: modest EPS raise but cautious on pool sell-through and macro uncertainties.

"We are watching housing and related markets closely, along with the pace of non-residential investment, and we remain focused on prudent pricing, productivity, and execution"

PNR WATCH

John Stouck

EU/Asia revenue outlook was trimmed due to Middle East supply chain disruptions, partially offset by North America mix. — Suggests regional divergence in industrial demand; North America stronger than Europe/Asia.

"We've reflected a little bit lower outlooks in those regions relative to some of the supply chain challenges related to what's going on in the Middle East."

ETN WATCH PH WATCH

HIGH

14:00
Feb 03 ◎

PNR FY2025 Q4 Watch

Pentair PLC (PNR) FY2025 Q4 Earnings Call

PNR ▾

John Stouck

Guidance for 8% EPS growth, 100bps margin expansion, and continued transformation savings signals confidence; excludes any assumption of a residential/pool recovery, framing that as potential upside.

"Looking ahead, we are introducing our full year 2026 adjusted EPS guidance range of $5.25 to $5.40, an 8% increase at the midpoint."

PNR WATCH

HIGH

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