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Pentair plc (PNR) Analyst/Investor Day Transcript

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⚡ Quantum Brief
Pentair’s 2026 Investor Day highlighted CEO John Stauch’s progress on 2024 commitments, emphasizing portfolio optimization, operational improvements, and shareholder value growth through strategic execution. Adrian Chiu, Chief Strategy Officer, outlined accelerated digital innovation initiatives, including AI-driven automation and IoT integration across water and flow solutions to enhance efficiency and customer analytics. Financial updates from CFO Nicholas Brazis projected mid-single-digit organic revenue growth, margin expansion, and disciplined capital allocation, reinforcing confidence in Pentair’s long-term profitability targets. The POOL division, led by Jerome Pedretti, reported robust demand despite market volatility, citing sustainable growth in residential and commercial segments through product innovation and supply chain resilience. Analysts pressed executives on inflation impacts and ESG commitments, with leadership affirming cost-management strategies and sustainability goals as core to Pentair’s 2030 roadmap.
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SA Transcripts158.87K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Pentair plc (PNR) Analyst/Investor Day March 4, 2026 9:30 AM EST Company Participants Shelly Hubbard - Vice President of Investor RelationsJohn Stauch - President, CEO & DirectorAdrian Chiu - EVP, Chief Strategy, Innovation & Digital OfficerDemon Wiggins - EVP, President of Pentair Flow & Pentair Water SolutionsJerome Pedretti - Executive VP & CEO of POOLGreg ClaffeyNicholas Brazis - Executive VP & CFO Conference Call Participants Michael Halloran - Robert W. Baird & Co. Incorporated, Research DivisionScott Graham - Seaport Research PartnersNathan Jones - Stifel, Nicolaus & Company, Incorporated, Research DivisionAndrew Kaplowitz - Citigroup Inc., Research DivisionDeane Dray - RBC Capital Markets, Research DivisionJoseph Giordano - TD Cowen, Research DivisionAndrew Krill - Deutsche Bank AG, Research DivisionAndrew Buscaglia - BNP Paribas, Research DivisionDavid Tarantino - KeyBanc Capital Markets Inc., Research DivisionPatrick Baumann - JPMorgan Chase & Co, Research Division Presentation Operator Please welcome to the stage, Vice President, Investor Relations, Shelly Hubbard. Shelly HubbardVice President of Investor Relations Good morning, everyone, and welcome to Pentair's Investor Day 2026. Thank you for joining us today. I'm Shelly Hubbard, Vice President and Head of Investor Relations at Pentair. Before we begin, I'd like to note that today's discussions will include forward-looking statements and references to certain non-GAAP financial measures. These statements are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to the disclosure statements included in today's presentation materials and our SEC filings for additional information. Two years ago, at our last Investor Day, we outlined a series of commitments to drive shareholder value. Since then, we've made significant progress executing against those priorities, strengthening the quality of our portfolio, improving operational performance and enhancing our results. Today is an opportunity to share with you what we have delivered along the way and discuss how these efforts position Pentair for

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