Pentair Gears Up to Report Q4 Earnings: What to Expect From the Stock?

Pentair plc PNR is set to release its fourth-quarter 2025 results on Feb. 3, before the opening bell.

The Zacks Consensus Estimate for PNR’s fourth-quarter sales is pegged at $1 billion, indicating 3.2% growth from the year-ago reported figure. The consensus estimate for earnings is pegged at $1.17 per share. The Zacks Consensus Estimate for PNR’s earnings has been unchanged in the past 60 days. The estimate indicates year-over-year growth of 8.3%.

Pentair’s Solid Earnings Surprise History

PNR’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 6.3%. This is depicted in the following chart.

What the Zacks Model Unveils for PNR

Our model does not predict an earnings beat for Pentair this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here as you can see below.

Earnings ESP of PNR: Pentair has an Earnings ESP of 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Pentair’s Zacks Rank: PNR currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Likely to Have Shaped Pentair’s Q4 Performance

After witnessing lower volumes for five consecutive quarters, the Pool segment saw a rebound in volumes in the second quarter of 2024 with 17.1% growth. However, volume growth has since decelerated to single digits. We anticipate volume growth of 1.5% for the fourth quarter of 2025. Pricing is expected to have had a favorable impact of 3.2%. Our model projects the Pool segment’s sales at $370 million, indicating a year-over-year rise of 4.7%.

We expect the Flow segment’s sales to be $387 million, indicating an increase of 7.4% from the prior-year quarter’s actual. Our model predicts a 1.1% year-over-year increase in volumes backed by improvement in residential, commercial and industrial solutions sales. Pricing is expected to have a positive impact of 3.1% and acquisition, reflecting the contribution of Hydra-stop, is expected to have added 2.8%.

Our model predicts the Water Solutions segment’s net sales to decline 5.4% year over year to $244 million, reflecting the impact of portfolio exits. We expect a 4% dip in volumes, which will likely be offset by a 4.2% rise in pricing. Divestitures are expected to have an impact of 5.7%. 

Pentair has been witnessing a tight supply of raw materials, along with rising logistics costs. Despite the weakness in the Water Solutions segment and cost headwinds, the company has delivered margin expansion across its segments, aided by pricing, cost savings and gains from its Transformation initiatives. We expect this to have continued in the fourth quarter as well.

PNR Stock's Price Performance

Pentair shares have gained 2.7% in the past year against the industry’s 3.7% decline.

Stocks That Warrant a Look

Here are some companies with the right combination of elements to post an earnings beat in their upcoming releases.

Watts Water Technologies WTS, set to release fourth-quarter 2025 results on Feb. 11, has an Earnings ESP of +0.59% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Watts Water Technologies’ fourth-quarter 2025 earnings is pegged at $2.36 per share, suggesting a year-over-year rise of 15.1%. Watts Water Technologies has a trailing four-quarter average surprise of 10.9%.

Trimble TRMB, slated to release fourth-quarter 2025 results on Feb. 10, has an Earnings ESP of +1.91% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Trimble’s fourth-quarter 2025 earnings is pegged at 96 cents per share, suggesting a year-over-year rise of 7.9%. Trimble has a trailing four-quarter average surprise of 7.4%.

Terex Corporation TEX, slated to release fourth-quarter 2025 results on Feb. 11, has an Earnings ESP of +3.39% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for Terex’s fourth-quarter 2025 earnings is pegged at $1.12 per share, suggesting a year-over-year rise of 45.5%. Terex has a trailing four-quarter average surprise of 24.3%.

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This article originally published on Zacks Investment Research (zacks.com).

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