Company Dossier · Industrials
Pentair
- S&P 500
- Russell 1000
What Pentair is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $4.20 billion, up 2.9% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.72 billion, down 5.3% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.07 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.23 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 2 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 24, 2026): 3 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $1.4 million on the open market.SEC Form 4
- 725 institutional managers reported a position at June 30, 2026 (−12 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 3 (1 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Pentair is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings20th pct
- Deals and private raises48th pct
- Patent publications75th pct
Confident ↔ Hedging
Hedging
- Call sentiment27th pct
- Call confidence65th pct
- Guidance changes7th pct
- Risk factors added13th pct
- Insider open-market trades—
- − Guidance changes
- − Call sentiment
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver59th pct
- Stress filings50th pct
Credit
How these are built →Pentair's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$1.9B
- Due within a year $0.0B
- Longer term $1.9B
- Default point $1.0B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 6, 2026Patent
- Sep 22, 20268-KDirector or officer changeItem 5.02
- Sep 18, 20268-KDirector or officer changeItem 5.02
- Sep 1, 2026Patent
- Aug 25, 2026Patent
- Aug 11, 2026Patent
- Jul 14, 20268-KDirector or officer changeItem 5.02
- Jul 7, 2026Patent
- May 6, 20268-KShareholder vote resultsItem 5.07
- Apr 28, 20268-KDirector or officer changeItem 5.02
- Feb 25, 20268-KDirector or officer changeItem 5.02
- Feb 24, 202610-KAnnual report (10-K)3 risk factors added, 0 removed
- Oct 21, 20258-KDirector or officer changeItem 5.02
- Jun 12, 20258-KDirector or officer changeItem 5.02
- May 6, 20258-KDirector or officer changeItem 5.02
- May 6, 20258-KShareholder vote resultsItem 5.07
- Feb 25, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 20, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Valmont Industries VMI | $4.2B | $0.3B | Jun 27, 2026 |
| Fortive FTV | $4.2B | $1.0B | Apr 3, 2026 |
| Lincoln Electric LECO | $4.5B | $0.5B | Jun 30, 2026 |
| Donaldson Company DCI | $3.9B | $0.4B | Jul 31, 2026 |
| Flowserve FLS | $4.6B | $0.4B | Jun 30, 2026 |
| ITT Inc. ITT | $4.7B | $0.5B | Jul 4, 2026 |
| Timken Company TKR | $4.8B | $0.4B | Jun 30, 2026 |
| Snap-on SNA | $4.8B | — | Jul 4, 2026 |