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For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well.What are the Zacks Style Scores?The Z ...

It has been about a month since the last earnings report for Pentair plc (PNR) . Shares have added about 1.2% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Pentair due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Pentair Earnings & Sales Beat Estimates in Q2, Ris ...

A relatively low risk that's improving profit margins and can outperform in a housing market recovery.There are plenty of stocks to buy with upside exposure to falling interest rates, and there is also no lack of stocks whose management is restructuring the company for revenue and margin expansion. Still, what about buying shares in a company whose restructuring initiatives make it look like a good value and have an upside kicker from a lower-interest-rate environment?That's the proposition at the water sol ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. ...

blackredInvestment Thesis I last covered Pentair plc (NYSE:PNR) in May 2024 and talked about its conservative margin guidance. The company has reported better-than-expected Q2 results since then and its strong margin performance drove a good post-earnings rally. I continue to expect strong margin performance moving forward as well. On the revenue side, while a high interest rate environment is impacting sales in the near term, I believe we are close to a reversal in the interest rate cycle and the compa ...

Justin Paget/DigitalVision via Getty ImagesSales growth certainly matters for industrial companies, but over time there has been a closer correlation between margins (and margin-driven metrics like ROIC) and multiples than growth and multiples for industrials. That’s a meaningful positive for Pentair (NYSE:PNR), as this leading player in water-related systems continues to excel on the margin side. Pentair shares are up about 45% since my last update, not only outperforming the industrial space, but outp ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-11625 Pentair plc (Exact name of registrant as specified in its charter) Ireland 98-1141328 (State or other jurisdiction of incorporation or organization) ...

财务数据和关键指标变化 - 第二季度销售额增长2%,达到11亿美元,创历史新高 [12][36] - 调整后营业利润增长16%,达到2.71亿美元,创历史新高 [36] - 调整后营业利润率扩大310个基点至24.7%,创历史新高 [36][39] - 调整后每股收益增长18%至1.22美元,超出指引上限5美分,创历史新高 [39] - 创纪录的自由现金流达5.22亿美元 [53] 各条业务线数据和关键指标变化 Flow - 销售额下降4%,主要受到住宅业务下降10%的拖累,但商业业务增长2% [40][41] - 调整后营业利润增长13%,调整后营业利润率扩大310个基点至21.3%,创历史新高 [41] Water Solutions - 销售额下降8%,商业和住宅业务均有下滑 [42][43] - 调整后营业利润下降3%,但调整后营业利润率扩大130个基点至23.5%,连续9个季度扩大 [43] Pool - 销售额增长17%,调整后营业利润增长27%,调整后营业利润率扩大270个基点至34.1% [44][45] 各个市场数据和关键指标变化 - 商业和基础设施市场保持强劲,受益于基础设施投资法案(IIJA)的资金支持 [21] - 住宅市场受到利率上升和房地产市场放缓的影响,销售额下降 [20][25][41] - 工业市场一些客户推迟资本支出,销售额持平 [21] - 国际市场受到经济压力的影响 [23] 公司战略和发展方向及行业竞争 - 公司的可持续水务战略继续证明其抗压能力,公司有信心把握有利的行业趋势 [18][19] - 公司正在推进转型计划,包括价格、采购、运营和组织优化,预计到2026年营业利润率将扩大540个基点至24% [45][46] - 公司启动80/20分析,预计将进一步推动转型成功,并在2025年产生明显贡献 [47][48][51][52] - 游泳池行业虽然短期面临挑战,但长期仍具有吸引力,公司有信心实现长期增长和利润率扩大 [25][26][27][28] 管理层对经营环境和未来前景的评论 - 尽管全球经济增长放缓,但公司的多元化水务组合使其能够控制可控风险,并在可能的情况下缓解挑战 [20][21][22][23][25] - 公司有信心能够在动态的宏观经济和地缘政治环境中执行,并实施和执行主要的转型计划,包括80/20 [16][34] - 公司预计2024年调整后每股收益约为4.25美元,高于之前的指引上限,并将2024年调整后营业利润率目标提高至约23% [56][57][61] 其他重要信息 - 公司在第二季度回购了价值5000万美元的股票,并连续48年提高了股息 [15] - 公司预计2024年全年销售额将下降约0-1%,调整后营业利润将增长约10-11% [57][58][59][60] - 公司预计第三季度销售额将下降约2-3%,但调整后每股收益将增长约14%至1.06-1.08美元 [61][62] 问答环节重要的提问和回答 问题1 **Andrew Kaplowitz 提问** 询问公司对游泳池业务的修理和改造以及渠道库存的预期 [67] **Robert Fishman 回答** 公司预计游泳池新建和改造将下降中个位数,但售后市场业务表现良好,公司对渠道库存水平没有过多担忧 [68][69] 问题2 **Bryan Blair 提问** 询问80/20分析对各业务板块的贡献情况 [77] **Robert Fishman 回答** 第三季度和第四季度,80/20分析的主要受益者将是游泳池业务和Flow业务,其次是Water Solutions [78][79] 问题3 **Stephen Tusa 提问** 询问公司的定价环境和未来走势 [86][87] **John Stauch 回答** 公司预计未来几个季度的定价水平将保持稳定,不会出现大幅上涨 [88][189][190]

Pentair plc (PNR) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.09%. A quarter ago, it was expected that this company would post earnings of $0.90 per share when it actually produced earnings of $0.94, delivering a surprise of 4.44%.Over the last four quarters, the company has sur ...