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PNPNR

Pentair plc

Strong FundamentalsStrong FundamentalsRevenue growing 3% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (28 mentions/wk)
$PNR·$8.4B·Industrial - Machinery·Industrials
$53.45+2.6%YTD-49.2%1Y-51.5%
Price updated 8h ago·X counts updated 4d ago
PNPNR
$PNRPentair plc
$53.45+2.57%28 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PNR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

28X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $PNR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PNR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Pentair at 2% of its range after a 49% drawdown with securities class actions — the water-infra story needs the Oct 20 reset.

Pentair is a specialty water-infrastructure company — pumps, filtration, and residential-pool-equipment. The 2026 drawdown has been severe and reflects both the broader water-infra-cycle concerns plus specific SBS Law/Faruqi securities-class-action risk.

  • The P&L is still working: Q2 revenue grew 2.6% YoY to $1.04B at a 20.3% operating margin and $1.06 EPS, with trailing EPS beats of 1.8% and 4.3% — these are modest consistent surprises typical of a quality water-infrastructure compounder where the Street models are usually conservative.
  • The specific class-action timing matters: Oct 2 was the Faruqi deadline, which means the legal-process clock is now active — the Oct 20 earnings print lands against that backdrop, with any adverse disclosure capable of extending the drawdown.

At 2% of its 52-week range and 35% below the 200-day going into Oct 20 earnings, the setup is a textbook quality-at-drawdown turnaround coil. A clean operating-margin print plus continued residential-pool-segment stabilization is the trigger for a reclaim; another EPS miss or specific class-action-disclosure signal is the invalidation.

What to watch: Oct 20 Q3 earnings — residential-pool-segment revenue, operating margin direction, filtration growth, class-action commentary, and FY27 guide. Clean margin plus pool stabilization is the trigger; another EPS miss is the invalidation.

On the calendar: 2026-10-20 — Q3 earnings

event ahead 30dclass action overhang

Read the AI verdict on $PNR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Water treatment and flow management company serving residential pools, commercial buildings, and industrial processing applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $PNR.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $PNR

Neutral — Water treatment and flow management company serving residential pools, commercial buildings, and industrial processing applications.

Industry benchmark

32-name peer basket
+18.6%YTD
-11.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.14$1.12+1.8%
Q1 2026Apr 28, 2026$1.22$1.17+4.3%
Q4 2025Feb 3, 2026$1.18$1.17+0.9%
Q3 2025Oct 21, 2025$1.24$1.18+5.1%
Next earningsTue, Oct 27·consensus EPS $1.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+2.6%41.8%20.3%$1.06$-85.9M
Q4 FY25$1.0B+4.9%40.4%17.1%$1.02$27.1M
Q3 FY25$1.0B+2.9%41.0%22.7%$1.13$178.9M
Q2 FY25$1.1B+2.2%40.7%22.1%$0.90$595.7M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.9B – $4.0B$4.65$4.61 – $4.7011
FY27$4.3B$4.2B – $4.4B$5.18$4.96 – $5.3912
FY28$4.4B$4.3B – $4.5B$5.58$5.37 – $6.037
FY29$4.5B$4.4B – $4.7B$6.00$5.80 – $6.353
FY30$4.7B$4.6B – $4.9B$6.50$6.27 – $6.875

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 158.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 5 other (3 inkinds · 1 gift · 1 award) in window

See when $PNR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 283
AI summary

Louis V. Pinkham, newly appointed Director of Pentair plc (PNR), filed an initial beneficial ownership statement (Form 3) on September 28, 2026, effective September 17, 2026. Pinkham directly owns 21 common shares of Pentair. This is a routine Section 16(a) initial filing upon joining Pentair's board with a nominal share position; it has no financial or strategic significance for the company.

8-KOfficer or director changeSep 228-K — Item 5.02: Officer or director change
AI summary

Pentair plc appointed Robert Hau, age 60, as Executive Vice President and Chief Financial Officer, effective November 1, 2026. Hau, who previously served as SVP at Pentair, will succeed Robert Fishman, who has been serving as interim CFO and will resign upon Hau's appointment. The transition from an internal candidate ensures continuity and reduces execution risk for Pentair during the CFO change. Hau's extensive Pentair background positions him to step into the CFO role with minimal ramp-up time.

8-KOfficer or director changeSep 188-K — Item 5.02: Officer or director change
AI summary

Pentair plc (PNR) appointed Louis V. Pinkham as an independent director and member of the Audit and Finance Committee, effective immediately. Pinkham brings industrial operational expertise relevant to Pentair's water treatment and flow control businesses. Standard independent director compensation applies. The addition strengthens Pentair's board with sector-relevant leadership experience as the company advances its water solutions strategy.

8-KMaterial debt obligationSep 28-K — Item 2.03: Material debt obligation
AI summary

Pentair (PNR) filed an 8-K (Item 1.01) disclosing execution of a $1.4 billion term loan facility consisting of a $400 million tranche and a $1.0 billion tranche, entered to fund the $1.425 billion acquisition of Taco Group Holdings. The transaction represents a significant leveraging event. Closing conditions and the acquisition timeline were not fully detailed in the excerpt.

3New insider — initial holdingsJul 163
AI summary

Pentair's Interim CFO Robert Fishman filed a Form 3 initial ownership statement upon becoming a Section 16 reporting person, disclosing initial beneficial ownership of PNR securities. Standard initial Section 16(a) disclosure for a newly designated officer at the water treatment and flow control company.

8-KOfficer or director changeJul 148-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Pentair released preliminary second quarter 2026 financial results and updated full-year guidance, including non-GAAP measures such as adjusted EPS and segment operating income. Results cover the Pool, Flow Control, and Water Solutions segments amid current residential and commercial water treatment demand trends.

8-KShareholder voteMay 68-K — Item 5.07: Shareholder vote
8-KMaterial debt obligationMay 68-K — Item 2.03: Material debt obligation
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Pentair to Release Third Quarter 2026 Earnings and Host Investor Conference Call on October 27businesswire.com·2d agoAnalysts Estimate Pentair plc (PNR) to Report a Decline in Earnings: What to Look Out forzacks.com·3d agoPentair plc (PNR) – What Are Brokerages Saying About This Stock?defenseworld.net·6d agoPentair Expands Water Solutions Segment With Taco Acquisitionzacks.com·11d agoCorient Private Wealth LP Makes New Investment in Pentair plc $PNRdefenseworld.net·11d ago

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Voices on X · last 7 days

No standout posts about $PNR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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