PO

Pool Corporation

POOL · Pool Corporation · Consumer Discretionary

Up next day
7/12
58%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±1.6%
typical swing on earnings
Price when beating
+0.1%
avg over 8 beats
Biggest single move
+3.3%
'24.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 3 of 8 beats (38%)
Reaction is erratic and hard to predict
Avg +0.1% on a beat, +1.3% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
+0.5%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 9 of last 12 times (75%)
5xBeat but fell
Even a beat sells off if guidance disappoints
4xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 22Before open
'26.7 expectedEst. EPS $3.36
Quarter ended 3/2026
Reported 2026-04-23
Next-day move
+1.7%
After 5 days -6.7%
vs Consensus$1.35$1.43+6.2% beat
EPS
$1.43
YoY +8%
Revenue
$1.1B
YoY +6%
Next-Q guidance
N/A
Price around earnings

Earnings trend · last 12 quarters

EPS$1.43YoY +8%
'23.6'26.3
Revenue$1.1BYoY +6%
'23.6'26.3

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
6x50%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
2x17%
← Weak earningsStrong earnings →

Price rose even on weak earnings — bad news priced in / buy-the-dip · 6 of 12q (50%)

Community · POOL

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