| PNR |
Report |
Pool Segment Sales (Q2 2026) |
MISS |
pred ~$215-225M vs. cons. ~$292M (Visible Alpha, Jul 27, 2026) |
HIGH |
| PNR |
Report |
Adj. EPS (Q2 2026) |
MISS |
pred ~$1.12-1.15 vs. cons. $1.206 (Visible Alpha, Jul 27, 2026) |
HIGH |
| PNR |
Report |
Net Sales (Q2 2026) |
MISS |
pred ~$930M (pre-announced Jul 14) vs. cons. $979M (Visible Alpha, Jul 27, 2026) |
HIGH |
| PNR |
Guide |
Adj. EPS (FY2026) |
LOWER |
guide midpoint ~$4.70 (reaffirm $4.60-$4.80 from Jul 14 pre-ann.) vs. cons. $4.836 (Visible Alpha, Jul 27, 2026) |
HIGH |
| PNR |
Guide |
Net Sales (FY2026) |
UNCHANGED |
guide midpoint ~$3.99B (reaffirm -4% to -7% from Jul 14 pre-ann.) vs. cons. $4.017B (Visible Alpha, Jul 27, 2026) |
MEDIUM |
| PNR |
Guide |
Adj. EPS (Q3 2026) |
LOWER |
guide ~$1.05-1.10 vs. cons. UNVERIFIED |
LOW |
| PNR |
Guide |
Pool Sell-In Commentary (Q3 2026) |
LOWER |
~$80M remaining headwind flagged; pool volume recovery framed as 2027 event |
MEDIUM |
| PNR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
MEDIUM |
| PNR |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Q3 guide below consensus triggers sell-side estimate cuts over 5 days; mirrors Q1 2026 analog pattern but partially cushioned by severe pre-print underperformance already absorbed |
MEDIUM |