Pentair plc (PNR) JPMorgan Industrials Conference 2026 March 18, 2026 9:25 AM EDT
Company Participants
John Stauch – President, CEO & Director
Nicholas Brazis – Executive VP & CFO
Conference Call Participants
C. Stephen Tusa – JPMorgan Chase & Co, Research Division
Presentation
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
Okay. Moving along here with Nick and John from Pentair. Guys, thanks for making it.
John Stauch
President, CEO & Director
Thanks for having us.
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
So maybe just start at the top here, talk about — I would assume you guys don’t really have any like maybe just Middle East and any like exposure there just to kind of check the box on that one in the macro to get that kind of out of the way?
Question-and-Answer Session
Nicholas Brazis
Executive VP & CFO
Yes. Really, no exposure in the supply chain to the Strait, no near-term concerns with what’s going on over there as far as supply chain goes.
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
Right. I guess.
John Stauch
President, CEO & Director
We did confirm our guidance at Investor Day on March 4, both for Q1 and full year, and there’s no new updates to that, either of those two guidances. I will just make sure that’s understood.
C. Stephen Tusa
JPMorgan Chase & Co, Research Division
Okay. So nothing in the last 2 weeks necessarily. Can you just talk about — starting with pool, just talk about what you’re seeing in the various disciplines, new aftermarket remodel start there?
Nicholas Brazis
Executive VP & CFO
Yes. About 80% of our pool revenue, as you know, Steve, comes from the installed base with an aging installed base continue to provide valued products and services to our distributors, to our dealers, and
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