What Pentair's latest 10-Q says: 8 signals
Pentair filed its latest 10-Q with the SEC on Jul 28, 2026. It discusses acquisition announced, capex increase and CFO change.
Public (PNR)Machinery Manufacturing5,001 to 10,000 employeespentair.comLinkedIn
- Filed
- Jul 28, 2026
- Filings
- 2
- Signals
- 15
10-Q · latest 10
What Pentair's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 8 signals
Pentair operating with an Interim CFO, Robert P. Fishman
The company has an Interim Chief Financial Officer, Robert P.
Robert P. Fishman serving as Interim EVP and Chief Financial Officer as of July 2026
Pentair's $1.4B acquisition of Taco to force major operational and IT systems integration.
The acquisition of Taco will require significant management attention and resources to integrate disparate operations and systems.
$1.4B
Debt financing for the acquisition of Taco
Taco
Pentair announces agreement to acquire Taco, funded by a $1.4B bridge facility
Pentair entered a definitive agreement on July 27, 2026, to acquire Taco, financing the deal with a $1.4 billion bridge facility.
$1.4B
Senior unsecured bridge facility to finance the acquisition of Taco.
Pentair to take on $1.4B in new debt to fund Taco acquisition, increasing leverage
The company is securing a $1.4 billion bridge facility to finance the acquisition of Taco, which will materially increase its indebtedness and integration complexity.
$1.4B
Senior unsecured bridge facility for Taco acquisition
Pentair is in the midst of a multi-year global ERP modernization project.
The company is replacing existing operating and transactional financial systems with a new global ERP to improve functionality, integration, and internal controls.
ERPenterprise resource planning
- SEC EDGAR
10-Q
Filed · 7 signals
Pentair is in a multi-year global ERP implementation to modernize core systems.
The company is replacing several existing operating and transactional financial systems with a new global ERP.
ERP
Pentair reorganized its Flow and Water Solutions segments effective Jan 1, 2026.
The company has reorganized its business segments, moving its legacy residential and irrigation flow business into the Water Solutions segment.
Pentair is modifying internal controls as part of its multi-year ERP implementation.
The company is actively modifying and automating internal controls over financial reporting as part of its global ERP project to enhance functionality and integration.
ERP
Pentair repurchased $200M in shares in Q1 2026, with $800M remaining authorization.
The company spent $200 million on share buybacks in the quarter and has a $1 billion total authorization approved in December 2025.
$200M
Share repurchases in Q1 2026
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Pentair earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| CFO transitioning out, creating vendor review opportunityLong-time CFO Bob Fishman is leaving effective March 2026, with his successor 'Nick' taking over. This significant leadership change in finance often triggers reviews of financial systems, consulting relationships, and other key vendors. | |
| Raising full-year sales and earnings guidance, citing strong performance and confidenceThe company has increased its full-year 2025 guidance for both sales and adjusted EPS, indicating strong financial health and the budget to fund new initiatives. | |
| Elevating CIO to executive team to drive digital front-end investmentA new CIO, Heather, is being promoted to the executive leadership team to accelerate investment in the 'digital front end' of the business, including digitizing factories and enhancing customer experiences. This signals a major strategic push and budget allocation for technology. | |
| Facing $75M tariff impact, actively seeking mitigation strategiesThe company is managing a significant $75 million financial impact from tariffs in 2025, with continued uncertainty. This major cost pressure forces them to actively seek and implement mitigation strategies, opening the door for supply chain optimization, sourcing, and operational efficiency solutions. | |
| CEO states it is 'time to consider how we're gonna use artificial intelligence'The CEO has explicitly identified artificial intelligence as a key technology focus area. This indicates they are in the evaluation and strategy phase for AI adoption, presenting an opportunity for AI platform and consulting vendors. | |
| On track for $80M in transformation savings, net of strategic investmentsThe company is generating significant cost savings through its transformation program, which explicitly funds strategic growth investments. This indicates a disciplined but growth-oriented approach to budgeting, with freed-up capital being redeployed into new projects. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .