Pool (POOL) Stock Forecast & Price Target

Pool Corp's financial performance in 2Q25 demonstrated stable growth, with revenue increasing by approximately 1% year-over-year, slightly surpassing market expectations. The company is expected to benefit from pricing growth in 2025, attributed to the pass-through of increased tariff-related supplier pricing, which is projected to contribute an additional point to revenue. Furthermore, Pool Corp's operating margin remained flat year-over-year, indicating solid operational efficiency amidst challenging market conditions.

Pool Corp reported flat gross profit and operating margins year-over-year in 2Q25, indicating a stagnation in profitability despite total revenue increasing by only 1% year-over-year. The slight revenue increase to $1.785 billion, while surpassing prior estimates, highlights diminishing growth potential amidst a noted downturn in new pool construction and reduced remodeling activity from consumers. These factors contribute to a negative outlook, as the company faces challenges and uncertainties in its core market driven by broader economic conditions.