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    Pool Corp (POOL)

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    POOL Corporation operates as a distributor of swimming pool supplies, equipment, and related leisure products, as well as irrigation and landscape maintenance products. The company conducts its operations through 439 sales centers across North America, Europe, and Australia, serving a variety of customers including pool builders, retail stores, service companies, and landscape contractors . POOL offers over 200,000 products, including maintenance products like chemicals and pool accessories, repair and replacement parts, building materials, pool equipment, and commercial pool products .

    1. Maintenance and Minor Repair Products - Supplies non-discretionary items essential for the upkeep and minor repairs of pools, including chemicals and pool accessories.
    2. Partially Discretionary Products - Provides products used in remodels and upgrades, catering to customers looking to enhance existing pool facilities.
    3. Discretionary Products - Offers items used in new pool construction, targeting customers involved in building new pool installations.
    4. Pool and Hot Tub Chemicals - Distributes a range of chemicals specifically for maintaining pool and hot tub water quality.
    5. Energy-Efficient and Environmentally Preferred Products - Expands product offerings to include sustainable and energy-saving options for pool maintenance and operation.
    6. Commercial Swimming Pools - Focuses on growth opportunities in the commercial swimming pool sector, providing specialized products for larger-scale installations.
    NamePositionExternal RolesShort Bio

    Ilya "Ike" K. Mihaly

    Executive

    Vice President of Operations and Supply Chain

    None

    Joined POOL in 2022. Previously VP of Supply Chain at Beacon Roofing Supply and held roles at GE. U.S. Army veteran.

    Jennifer M. Neil

    Executive

    Senior Vice President, Chief Legal Officer, and Corporate Secretary

    None

    Joined POOL in 2003. Promoted to Senior VP in 2024. Previously worked at Adams and Reese LLP and Skadden, Arps, Slate, Meagher & Flom LLP.

    Kenneth G. St. Romain

    Executive

    Senior Vice President

    None

    Joined POOL in 1993. Held roles including Group VP and General Manager of SCP Distributors.

    Kristopher R. Neff

    Executive

    Vice President, Strategy and Corporate Development

    None

    Joined POOL in 2023. Previously held leadership roles at Brunswick Corporation and worked in the automotive sector.

    Melanie M. Hart

    Executive

    Vice President, Chief Financial Officer, and Treasurer

    None

    Joined POOL in 2006. Held roles including Chief Accounting Officer and Corporate Controller. Became CFO in 2021.

    Peter D. Arvan

    Executive

    President and Chief Executive Officer

    None

    Joined POOL in 2017, became CEO in 2019. Previously CEO of Roofing Supply Group and President of GE/SABIC Polymershapes.

    View Report →

    Walker F. Saik

    Executive

    Chief Accounting Officer and Corporate Controller

    None

    Joined POOL in 2021. Became CAO in 2023. Previously worked at Ernst & Young LLP for 13 years.

    Carlos A. Sabater

    Board

    Director

    Director at KBR, Inc., Florida International University

    Director since 2022. Retired senior global partner at Deloitte.

    David G. Whalen

    Board

    Director

    Director at Delta Apparel Inc.

    Director since 2015. Former CEO of A.T. Cross Company.

    Debra S. Oler

    Board

    Director

    Director at OMNIA Partners

    Director since 2018. Former Senior VP/President at W.W. Grainger, Inc.

    James D. Hope

    Board

    Director

    None

    Director since 2022. Former EVP and CFO at Performance Food Group. Held leadership roles at Sysco Corporation.

    John E. Stokely

    Board

    Chairman of the Board

    Director at Malibu Boats, Inc.

    Director since 2000. Became Chairman in 2017. Former CEO of Richfood Holdings, Inc.

    Kevin M. Murphy

    Board

    Director

    CEO of Ferguson plc

    Director since 2024. CEO of Ferguson plc. Extensive experience in distribution and e-commerce.

    Manuel J. Perez de la Mesa

    Board

    Director

    Director at Advanced Drainage Systems, Morsco, Imperial Dade, US LBM, ORS Medco

    Director since 2001. Former CEO of POOL (2001-2018).

    Martha S. Gervasi

    Board

    Director

    None

    Director since 2021. Former Chief HR Officer at The Hartford Financial Services Group.

    Robert C. Sledd

    Board

    Director

    Director at Owens & Minor, Inc., Universal Corporation

    Director since 1996. Former CEO of Performance Food Group.

    1. Given the increasing importance of your private label offerings, especially in chemicals and maintenance products, how do you plan to differentiate these products in the market, and what impact do you expect on your margins in a potentially volatile pricing environment?

    2. With the challenges in the acquisition landscape contributing less to growth than in the past, how do you plan to adjust your long-term growth algorithm, and what other growth drivers will you leverage to achieve your targets over the next five years?

    3. Considering the volatility in chemical pricing over the past few years and recent supply chain disruptions, how are you mitigating risks associated with reliance on key suppliers, and what are your expectations for chemical pricing and margins heading into next year?

    4. Given the current headwinds in new pool construction due to high interest rates and cautious consumer behavior, what specific strategies are you employing to stimulate growth in this segment, and how sensitive is your business to potential shifts in interest rates?

    5. With the slight changes in your inflation and pricing guidance, can you elaborate on the factors leading to the adjustment and how mix and other components are affecting your overall inflation outlook for the year?

    Program DetailsProgram 1
    Approval DateMay 2024
    End Date/DurationNo expiration date
    Total additional amount$316.2 million
    Remaining authorization amount$497.0 million
    DetailsPart of capital allocation strategy, includes increasing cash dividends and ongoing share buyback
    YearAmount Due (in millions)Debt TypeInterest Rate (%)% of Total Debt
    2024$13.4Australian Credit FacilityN/A1.5% = (13.4 / 923.8) * 100
    2024$31.3Current Portion of Term LoansVariable (SOFR + Margin)3.4% = (31.3 / 923.8) * 100
    2024$209.3Receivables Securitization Facility5.722.7% = (209.3 / 923.8) * 100
    2026$437.5Term Loan under Credit FacilityVariable (SOFR + Margin)47.4% = (437.5 / 923.8) * 100
    2026$109.9Term Facility6.111.9% = (109.9 / 923.8) * 100
    2029$125.0Revolving Credit FacilityVariable (SOFR + Margin)13.5% = (125.0 / 923.8) * 100
    NameStart DateEnd DateReason for Change
    Ernst & Young LLP1994 PresentCurrent auditor

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    Pioneer Pool Products, Inc.

    2023

    Acquired in June 2023, this wholesale pool distributor added a location in Alabama, with completed accounting subject to minor holdback adjustments.

    Recreation Supply Company

    2023

    Acquired in May 2023, this deal added a North Dakota location and expanded the wholesale distribution of commercial pool products.

    Pro-Water Irrigation & Landscape Supply, Inc.

    2023

    Acquired in March 2023, this acquisition added two locations in Arizona and brought in capabilities in irrigation and landscape supplies with completed accounting subject to standard holdback adjustments.

    Tri-State Pool Distributors

    2022

    Acquired in April 2022 for its distribution assets, this deal added one West Virginia location and was notably excluded from base business results during May–September 2022.

    Swimline Distributors, Inc.

    2024

    Acquired in May 2024, this wholesale distributor specializing in pool products and supplies added a location in Georgia, with integration into operations and completed acquisition accounting.

    Shoreline Pool Distribution

    2024

    Acquired in January 2024, this deal added a Mississippi location as part of the planned expansion in wholesale pool product distribution, with completed integration and standard holdback provisions applied.

    Recent press releases and 8-K filings for POOL.

    POOL Corp Reports Q1 2025 Earnings Results & Guidance Update
    POOL
    Earnings
    Guidance Update
    Demand Weakening
    • Net sales reached $1.1B (approximately $1,071.5M) in Q1 2025, reflecting a 4% decline year-over-year, with operating income of $77.5M and diluted EPS of $1.42 .
    • Reported a gross margin of 29.2% alongside a 30% decline in net income to $53.5M compared to Q1 2024 .
    • Full-year guidance remains unchanged with an EPS range of $11.10 to $11.60 per diluted share, with the guidance inclusive of a $0.10 ASU tax benefit .
    • Challenges from fewer selling days and softer margins impacted performance, yet improvements in maintenance and chemical product sales helped offset declines in new pool construction .
    6 days ago