Pool (POOL) Stock Forecast & Price Target

Pool Corp demonstrated resilience in its financial performance, with a year-over-year revenue growth of approximately 1% in 2Q25, slightly surpassing consensus expectations. The company's ability to maintain gross margin stability alongside a flat operating margin indicates effective cost management strategies amidst market conditions. Furthermore, an anticipated pricing growth contribution of about one percentage point in 2025, resulting from the pass-through of increased supplier costs due to tariffs, provides a favorable outlook for future profitability.

Pool Corp's financial performance in 2Q25 reflected stagnant gross profit and operating margins year-over-year, indicating a lack of growth momentum despite total revenue of $1.785 billion, which increased marginally by 1% compared to the previous year. The primary factors contributing to a negative outlook include a significant downturn in new pool construction and a trend of pool owners postponing remodeling and retrofitting activities due to economic uncertainty. These challenges point to potential long-term implications for demand in a key segment of Pool's business, which could hinder future revenue growth.