Special Industry Machinery (No Metalworking Machinery) · SIC 3550

PENTAIR plc

PNR

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Latest revenue

$1.04B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

+3.0% / yr 10.8 pts / yr vs S&P 500 15.8% total
Compare:

Live market

delayed ≤15 min
$74.82
0.52%
Market cap
$12.09B
Enterprise value
$13.97B
P/E (trailing)
18.5×
Forward P/E
P/B
Dividend yield
1.4%
52-wk high
$113.95
52-wk low
$70.73
Beta
Shares out
161.6M

5-year trend

What this company does

AI

Pentair makes water-related equipment — pool pumps and filters, residential water treatment systems, and commercial and industrial flow and filtration products. It generates revenue primarily from selling these products in the US (roughly 70% of sales), with residential customers the largest vertical, followed by commercial and industrial. The company reorganized its segments in January 2026, folding its residential and irrigation flow business into Water Solutions, while commercial sales grew 12% year-over-year as residential softened.

Generated from PNR's filing dated 2026-02-24

Key risks

AI
  • Residential demand softening: Q1 2026 residential sales fell to $566.4M from $580.4M YoY, while operating cash flow worsened to -$67.4M from -$38.9M.
  • Rising leverage: long-term debt jumped to $1,944.3M from $1,638.6M in one quarter, funding $200M buybacks despite negative operating cash flow.
  • Goodwill/intangibles of $4.58B represent 65% of total assets, creating material impairment risk if Pool or Water Solutions segments underperform.

Generated from PNR's filing dated 2026-02-24

Profitability

Gross margin

40.5%

3.4%

Operating margin

20.5%

4.3%

Net margin

15.7%

2.2%

Return on assets

9.5%

1.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.04B+2.6%

Q4 2025

2025-12-31

$1.02B+4.9%

Q3 2025

2025-09-30

$1.02B+2.9%

Q2 2025

2025-06-30

$1.12B+2.2%

Q1 2025

2025-03-31

$1.01B-0.7%

Q4 2024

2024-12-31

$972.9M

Q3 2024

2024-09-30

$993.4M-1.5%

Q2 2024

2024-06-30

$1.10B+1.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Special Industry Machinery (No Metalworking Machinery) · SIC 3550

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Insider activity

Insider buying

$0

Insider selling

$2.9M

Net activity

−$2.9M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-02-25

Philip M. Rolchigo

EVP & Chief Technology Officer

Sale6,493$103.22$670.2K
2026-02-11

Michael T Speetzen

Director

Sale7,000$99.99$699.9K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns PNR

Institutional value

$6.97B

Total shares held

83.5M

Distinct holders

510

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.15.1M$1.31BNew
2VANGUARD CAPITAL MANAGEMENT LLC10.6M$925.1MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC7.6M$663.8MNew
4Invesco Ltd.4.0M$352.3MNew
5Pictet Asset Management Holding SA3.9M$340.2MNew
6NORDEA INVESTMENT MANAGEMENT AB3.9M$335.8MNew
7UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.7M$237.9MNew
8DIMENSIONAL FUND ADVISORS LP2.2M$195.6MNew
9Impax Asset Management Group plc1.7M$149.4MNew
10ProShare Advisors LLC1.6M$137.7MNew
11DEUTSCHE BANK AG\1.5M$133.8MNew
12HSBC HOLDINGS PLC1.3M$110.6MNew
13UBS Group AG1.2M$106.8MNew
14FIRST TRUST ADVISORS LP1.2M$105.8MNew
15Legal & General Group Plc1.1M$97.4MNew
16NOMURA ASSET MANAGEMENT CO LTD1.1M$94.4MNew
17VANGUARD FIDUCIARY TRUST CO920.7K$80.2MNew
18Bank of New York Mellon Corp917.5K$79.9MNew
19JPMORGAN CHASE & CO904.7K$76.0MNew
20Allianz Asset Management GmbH600.3K$52.3MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Residential sales fell to $566M from $580M while commercial jumped 12%—what's driving the residential weakness and when does Pool/housing demand inflect?

  2. 2

    Long-term debt rose $306M to $1.94B funding $200M buybacks despite negative $67M operating cash flow—justify this leverage trajectory.

  3. 3

    SG&A grew 12.6% versus 2.6% revenue growth, compressing incremental margins—what's structural versus one-time, and where's the cost offset?

Refreshed when PNR files a new report · last from 2026-02-24