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Pentair supplies equipment that homes and businesses use to treat and move water and keep pools running. Its Water Solutions and Pool businesses together generate most sales under its current structure. Water Solutions supplies filtration and softening systems for household and commercial use, including foodservice, as well as residential and irrigation pumps. Pool sells equipment such as pumps, filters, heaters and cleaners for existing pools and new construction, so its sales serve maintenance, repair and renovation as well as pool building.
Its other business, Flow, supplies pumps and fluid-treatment systems for commercial, infrastructure and industrial uses, including wastewater treatment, flood control and industrial filtration. Pentair earns money from selling this equipment rather than supplying water itself.
A single unnamed Pool customer accounts for a substantial share of company-wide sales, making that relationship important. Demand for pool equipment and residential and agricultural water products rises in warmer months and is also affected by weather. Product-efficiency, performance and materials rules restrict which products Pentair can sell in particular locations.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Pentair’s profit-leading Pool business depends on replacement and renovation demand, with Zodiac Pool Systems another major supplier to Pool Corporation to watch for competition.
Hayward Holdings competes with Pentair for pool-equipment sales through the same wholesalers, serving new pools, replacements and upgrades. Its sales of replacement equipment and upgrades to connected or energy-efficient models are a useful gauge of demand for Pentair’s pool pumps, filters and controls.
Pool Corporation buys Pentair’s pool equipment and resells it through its wholesale network; Pentair supplied approximately 20% of its cost of products sold in 2025. Watch its pool-equipment sales for a read on the replacement, renovation and new-pool demand that reaches Pentair.
Franklin Electric competes with Pentair to sell water pumps and treatment systems to residential, agricultural, municipal and industrial customers. Its Water Systems sales of groundwater and surface pumps, motors and controls offer a more relevant comparison for Pentair than its fuel-equipment business.
A. O. Smith competes with Pentair in U.S. water-treatment products, but its broader business is dominated by water heaters for homes and commercial buildings. Its U.S. water-treatment sales are the relevant comparison for Pentair, rather than overall water-heater results.
Ingersoll Rand competes with Pentair to supply pumps and equipment that move liquids for water, wastewater, food and beverage, and other industrial customers, selling directly and through distributors. Its pump and liquid-transfer sales in these markets are the part to compare with Pentair’s Flow business, rather than its wider compressor and life-science operations.
Pool Corporation earningsPOOL
Pool Corporation’s report will show whether pool-equipment demand is still flowing through its wholesale network toward Pentair’s Pool business.
Focus on Pool Corporation’s pool-equipment sales. Stronger sales would suggest that replacement, renovation and new-pool demand is moving through the wholesale channel, a supportive signal for Pentair’s pool products; weaker sales would point to cooling demand in that channel and possible pressure on Pentair’s equipment. The takeaway is whether end-market demand is reaching wholesalers, not how much Pool Corporation ordered from Pentair.
Pentair plc earningsThis company
Pentair’s report will show whether sales of its pumps, water-treatment products and pool equipment can grow while each business holds its profit margin.
Read sales changes alongside each segment’s profit margin—the share of sales left as segment profit. Sales growth with margins holding would show that demand, pricing and productivity are offsetting costs such as materials; weaker sales or narrowing margins would point to softer buying or costs rising faster than Pentair can pass them on. The conclusion is whether growth is adding profit as well as revenue.
Hayward Holdings, Inc. earningsHAYW
Hayward’s report will show whether replacement and upgrade demand is holding up in the pool-equipment market it shares with Pentair through the same wholesalers.
Look at Hayward’s sales of replacement equipment and upgrades. Stronger sales would suggest customers are still replacing equipment or upgrading to connected and energy-efficient models, supporting demand for Pentair’s pool pumps, filters and controls; weaker sales would point to customers buying less through the shared wholesale channel and softer demand for Pentair’s related products. The takeaway is whether replacement and upgrade demand in the pool-equipment market is holding up.
