POOL · CIK 945841
What Pool Corporation told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for POOL. More may follow as additional filings are processed.
In its own words
What could break it.
Geographic concentration
- four states (CA, FL, TX, AZ) = ~53% of net salesmedium
Pool Corp's sales are geographically concentrated in the highest pool-density states — California, Florida, Texas and Arizona — which together were about 53% of 2025 net sales, exposing results to weather, economic and competitive conditions in those four markets.
“Our primary markets with the highest concentration of swimming pools are California, Florida, Texas and Arizona, collectively representing approximately 53% of our 2025 net sales.”
SEC filing →As of 2026
Regulatory & policy
- U.S. tariffs and import duties raising product costs (~1% impact in 2025)medium
U.S. tariffs enacted in 2025 contributed about 1 percentage point to Pool Corp's product cost inflation, and the company faces ongoing exposure to import policy, antidumping/countervailing duties (with refund/owe variability) on foreign-sourced products it distributes.
“Inflationary product cost increases were approximately 2% to 3% in 2025, including a 1% impact from U.S. tariffs enacted during the year.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
“Our largest suppliers include Pentair plc, Zodiac Pool Systems, Inc. and Hayward Holdings, Inc., which accounted for approximately 20%, 12% and 11%, respectively, of the cost of products we sold in 2025.”
Cited →“Our largest suppliers include Pentair plc, Zodiac Pool Systems, Inc. and Hayward Holdings, Inc., which accounted for approximately 20%, 12% and 11%, respectively, of the cost of products we sold in 2025.”
Cited →Zodiac Pool Systems, Inc. (Fluidra)
“Our largest suppliers include Pentair plc, Zodiac Pool Systems, Inc. and Hayward Holdings, Inc., which accounted for approximately 20%, 12% and 11%, respectively, of the cost of products we sold in 2025.”
Cited →
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