CoverageForm 410-K10-Q8-K13D13G13F

PNR · Pentair PLC - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · PNR

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.04B-$1.02B$1.12B$1.01B-$993.40M$1.10B$1.02B-
Cost of Revenue$603.30M-$603.40M$666.50M$607.10M-$600.20M$661.40M$627.10M-
Gross Profit$433.40M-$418.60M$456.60M$403.30M-$393.20M$437.90M$390.10M-
R&D$24.50M-$24.70M$25.10M$23.60M-$22.90M$24.80M$24.10M-
SG&A$198.90M-$162.20M$213.80M$176.60M-$190.40M$165.10M$185.20M-
Total Operating Expenses----------
D&A$14.60M-$15.30M$14.60M$14.80M---$14.90M-
Operating Income$210.00M-$231.70M$217.70M$203.10M-$179.90M$248.00M$180.80M-
Interest Expense----------
Income Tax$28.60M-$32.40M$24.00M$28.00M-$20.60M$34.80M$19.90M-
Net Income$172.40M-$184.30M$148.50M$154.90M-$139.60M$186.10M$133.30M-
EPS - Basic$1.06-$1.13$0.90$0.94-$0.84$1.12$0.80-
EPS - Diluted$1.05-$1.12$0.90$0.93-$0.84$1.11$0.80-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$101.60M$101.60M$128.40M$143.00M$118.70M$118.70M$218.10M$214.30M$109.10M$170.30M
Accounts Receivable----------
Inventory$642.00M$632.60M$639.70M$602.50M$614.20M$610.90M$645.90M$647.50M$675.10M$677.70M
Accounts Payable$332.50M$301.50M$308.80M$313.80M$296.70M$272.80M$286.40M$295.00M$308.80M$278.90M
Current Assets$1.76B$1.54B$1.45B$1.43B$1.73B$1.44B$1.49B$1.56B$1.75B$1.57B
Total Assets$7.07B$6.87B$6.76B$6.48B$6.75B$6.45B$6.47B$6.55B$6.74B$6.56B
Current Liabilities$939.50M$959.30M$988.20M$990.10M$912.70M$895.10M$928.80M$950.40M$919.30M$949.60M
Long-term Debt$1.94B$1.64B$1.58B$1.40B$1.84B$1.64B$1.63B$1.75B$2.08B$1.99B
Total Liabilities$3.26B$3.00B$2.98B$2.81B$3.11B$2.88B$2.97B$3.12B$3.41B$3.35B
Stockholders' Equity$3.81B$3.87B$3.78B$3.67B$3.63B$3.56B$3.50B$3.43B$3.33B$3.22B
Retained Earnings$2.95B$2.82B$2.70B$2.56B$2.45B$2.34B$2.21B$2.11B$1.96B$1.87B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($67.40M)---($38.90M)---($107.60M)-
Investing Cash Flow($18.30M)---($16.80M)---($19.30M)-
Financing Cash Flow$50.60M---$87.10M---$63.20M-
CapEx$18.50M---$16.80M---$19.30M-
Free Cash Flow($85.90M)---($55.70M)---($126.90M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin41.8%-41.0%40.7%39.9%-39.6%39.8%38.4%-
Operating margin20.3%-22.7%19.4%20.1%-18.1%22.6%17.8%-
EBITDA margin21.7%-24.2%20.7%21.6%---19.2%-
Net margin16.6%-18.0%13.2%15.3%-14.1%16.9%13.1%-
Free cash flow margin-8.3%----5.5%----12.5%-
FCF / Net income-0.50----0.36----0.95-
R&D / Revenue2.4%-2.4%2.2%2.3%-2.3%2.3%2.4%-
SG&A / Revenue19.2%-15.9%19.0%17.5%-19.2%15.0%18.2%-
Effective tax rate14.2%-15.0%13.9%15.3%-12.9%15.8%13.0%-
Return on assets2.4%-2.7%2.3%2.3%-2.2%2.8%2.0%-
Return on equity4.5%-4.9%4.0%4.3%-4.0%5.4%4.0%-
Return on invested capital3.1%-3.7%3.7%3.1%-3.1%4.0%2.9%-
Liquidity
Current ratio1.881.611.461.451.891.601.601.651.901.65
Quick ratio1.190.950.820.841.220.920.910.961.170.94
Cash ratio0.110.110.130.140.130.130.230.230.120.18
Leverage
Debt / Equity0.510.420.420.380.510.460.470.510.630.62
Debt / Assets0.270.240.230.220.270.250.250.270.310.30
Debt / EBITDA8.66-6.406.028.42---10.65-
Interest coverage----------
Equity multiplier1.861.781.791.761.861.811.851.912.032.04
Liabilities / Assets0.460.440.440.430.460.450.460.480.510.51
Efficiency
Asset turnover0.15-0.150.170.15-0.150.170.15-
Inventory turnover0.94-0.941.110.99-0.931.020.93-
Days sales outstanding----------
Days inventory outstanding388d-387d330d369d-393d357d393d-
Days payable outstanding201d-187d172d178d-174d163d180d-
Cash conversion cycle----------
Valuation
P / E83.0x-98.9x114.1x94.1x-116.4x69.1x106.8x-
P / B3.7x-4.8x4.6x4.0x-4.7x3.7x4.3x-
P / S13.8x-17.9x15.1x14.4x-16.4x11.7x14.0x-
EV / EBITDA71.7x-79.9x78.6x74.6x---83.1x-
Growth
Revenue growth (YoY)2.6%-2.9%2.2%-0.7%--1.5%1.6%-1.1%-
Revenue CAGR (3y)0.3%--1.1%1.8%0.4%-0.8%5.3%5.5%-
Revenue CAGR (5y)3.7%-5.1%9.5%7.3%-6.8%6.6%8.1%-
Gross profit growth (YoY)7.5%-6.5%4.3%3.4%-5.8%9.6%2.2%-
Operating income growth (YoY)3.4%-28.8%-12.2%12.3%--0.1%18.9%-1.5%-
Net income growth (YoY)11.3%-32.0%-20.2%16.2%-5.7%21.7%2.8%-
EPS growth (YoY)12.9%-33.3%-18.9%16.3%-6.3%20.7%1.3%-
EPS CAGR (3y)9.9%-17.0%-0.7%9.9%--0.8%12.0%1.3%-
EPS CAGR (5y)6.4%-11.2%15.9%16.7%-8.8%10.6%21.7%-
FCF growth (YoY)-54.2%---56.1%----3.0%-
FCF CAGR (5y)----------
Book value growth (YoY)4.9%8.6%8.1%7.0%9.2%10.7%15.1%17.0%18.4%18.8%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$4.17B total
Pool$1.56B · 37.3%
Flow$1.55B · 37.2%
Water Solutions$1.06B · 25.4%

Geographic

$4.18B total
US$2.94B · 70.4%
Developing Countries$507.80M · 12.2%
Western Europe$496.00M · 11.9%
Other Developed Countries$234.10M · 5.6%

Peer comparison

Same SIC group: Special Industry Machinery (No Metalworking Machinery)

CompanyRevenue (last FY)Net marginROE
NVT$3.89B18.2%19.0%
KAI$1.05B9.7%10.4%
JBTM---

Comparing PENTAIR plc against the 3 most active filers in the same SIC group.

Dividends

$1.04/share trailing 12 months · +8.3% YoY

Ex-datePer share
Apr 17, 2026$0.2700
Jan 23, 2026$0.2700
Oct 24, 2025$0.2500
Jul 18, 2025$0.2500
Apr 17, 2025$0.2500
Jan 24, 2025$0.2500
Oct 18, 2024$0.2300
Jul 19, 2024$0.2300
Apr 18, 2024$0.2300
Jan 18, 2024$0.2300
Oct 19, 2023$0.2200
Jul 20, 2023$0.2200
Apr 20, 2023$0.2200
Jan 19, 2023$0.2200
Oct 20, 2022$0.2100
Jul 21, 2022$0.2100
Apr 21, 2022$0.2100
Jan 20, 2022$0.2100
Oct 21, 2021$0.2000
Jul 22, 2021$0.2000
Apr 22, 2021$0.2000
Jan 21, 2021$0.2000
Oct 22, 2020$0.1900
Jul 23, 2020$0.1900