Pentair Plc. · NYSE:PNR

Pentair — Investor Day (2026)

140 slides from Pentair's investor day presentation, 2026

  1. Slide 1: Investor Day 2026

    INVESTOR DAY 2026 ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026

  2. Slide 2: Welcome & Opening Remarks

    WELCOME & OPENING REMARKS Shelly Hubbard VP, Investor Relations ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 2

  3. Slide 3: Forward Looking Statements

    Forward Looking Statements This presentation contains statements that we believe to be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, are forward-looking statements. Without limitation

  4. Slide 4: Key Definitions

    Key Definitions • Except as otherwise noted, our results represent continuing operations for the period indicated, presented on an adjusted basis • Reportable segment income ("segment income") represents operating income of each reportable segment inclusive of equity income of unconsolidated subsidi

  5. Slide 5: Today's Agenda

    Today’s Agenda 9:30 AM Welcome & Opening Remarks 10:25 AM Break (15 minutes) Shelly Hubbard | Vice President, Investor Relations 10:40 AM Enjoy Water: Industry Pioneer in Pentair’s 2026-2028 Strategic Vision: Helping Creating Sustainable Pool Solutions Our Customers Move, Improve, and Enjoy Water Je

  6. Slide 6: Pentair's 2026–2028 Strategic Vision

    PENTAIR’S 2026–2028 STRATEGIC VISION Helping the World Sustainably Move, Improve, and Enjoy Water John L. Stauch Pentair President and Chief Executive Officer ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 6

  7. Slide 7: Key Messages

    Key Messages Helping Our Customers Move, Improve, and Enjoy Water, Life’s Most Essential Resource 1 We have a balanced water portfolio that has delivered superior value 2 Innovation and elite customer experiences expected to accelerate growth 3 Profitable growth and operational efficiencies to accel

  8. Slide 8: Pentair Snapshot (NYSE: PNR)

    Pentair Snapshot (NYSE: PNR) 2025 Sales: $4.2B Helping the World Sustainably Move, Improve, and Enjoy Water, Life’s Most Essential Resource OEM, Direct, Other ~25% End Markets Focus on Dividend Aristocrat Profitability & Dividend King 25.2% 50 YEARS Trade / Channel Partners ~75% ROS Annual Dividend

  9. Slide 9: Well-Positioned to Accelerate Growth & Profitability

    Well-Positioned to Accelerate Growth & Profitability Purpose Driven, Capable Processes, and Customer Obsessed Culture Our Purpose To create a better world for people and the planet through smart, DEFINES Us sustainable water solutions Our Organization 3 reportable segments with 12 focused and GUIDES

  10. Slide 10: ELT Aligned to Accelerate Growth and Enhance Customer Focus

    ELT Aligned to Accelerate Growth and Enhance Customer Focus Talented, Energetic, and Driven Team *Speaking Today De’Mon Wiggins Jerome Pedretti John Stauch EVP and President EVP and CEO President and CEO Pentair Flow and Pentair Pool Pentair Water Solutions Nick Brazis Adrian Chiu Heather Hausmann E

  11. Slide 11: Balanced & Resilient Water Portfolio

    Balanced & Resilient Water Portfolio $1.0B in Sales $1.6B in Sales $1.6B in Sales 22.5% ROS 24.2% ROS 33.8% ROS MOVE Water IMPROVE Water ENJOY Water Helping the World Sustainably Move, Improve, and Enjoy Water, Life’s Most Essential Resource Note: Sales and ROS reflect 2025 performance. ©2026 Pentai

  12. Slide 12: We are in the Right Spaces for the Future

    We are in the Right Spaces for the Future Uniquely Positioned to Create Long-Term Value Global Water We Serve We Have Awareness & Large, Stable & Numerous Sustainability Focus Profitable End Value Creation Increasing Markets Levers Strong Foundation for Value Creation ©2026 Pentair. All Rights Reser

  13. Slide 13: We Play in Large, Stable, and Growing Industries

    We Play in Large, Stable, and Growing Industries Water is a Growing Industry Industry Pentair Size/Growth1 2026-2028T2 CAGR Flow ~$35B ~MSD LSD ~$70B Water Solutions ~$25B ~MSD TAM1 LSD-MSD Pool ~$10B ~MSD MSD 1 TAM = Total Addressable Market; Source: Industry and public company peer reports, compan

  14. Slide 14: Our Key Industries

    Our Key Industries We are Well-Positioned for Accelerated Growth when US Residential Recovers 2025 Pentair Sales Historical US Pool Builds1 and Housing Starts2 Total (000’s) 120 1,700 % of Residential 110 1,600 100 1,500 US Pool 90 1,400 80 1,300 Commercial, US Water Industrial, & Residential 70 1,2

  15. Slide 15: Our Focused Strategy is Working

    Our Focused Strategy is Working Framework for Delivering Shareholder Value Grow the core profitably Pursue a “few” targeted Execute transformation Strengthen balance sheet to drive consistent initiatives to profitably playbooks / PBS to unlock to provide flexibility value creation accelerate growth

  16. Slide 16: We Have Been a Top-Tier Performer

    We Have Been a Top-Tier Performer 2017-2025 Financial Performance $4.2B 5% CAGR Driving Strong Performance1 • Revenue Growth CAGR of 5% Revenue $2.85B • Adjusted EPS CAGR of 12% • Cumulative Free Cash Flow 10% of >$4.0B (2018-2025) Adj. Op. Income $1,054M $497M CAGR 2017 2025 • ROIC at 12/31/2025 of

  17. Slide 17: Executing on Our Commitments

    Executing on Our Commitments 2024-2026 2024-2026 2024-2026E Metric Performance Targets1 Results2 Revenue CAGR MSD LSD ROS 24% 26% ROIC High-teens High-teens FCF Generation ~$2B ~$2.3B Adj. EPS CAGR LDD 12% Our Performance Since Pentair 2024 Investor Day 1 Targets reflect 2024 Investor Day presentati

  18. Slide 18: Our Growth Accelerators (How We Win)

    Our Growth Accelerators (How We Win) MOVE Water IMPROVE Water ENJOY Water • Well-established and trusted brands • Robust, leading filtration capabilities • Industry leading innovation (100+ year old brands) • End-to-end commercial water solutions • Strong dealer relationships, support, • Ongoing foc

  19. Slide 19: Our Organizational Framework Guides Us

    Our Organizational Framework Guides Us Reportable segments for benchmarking and longer-term value creation MOVE Water $1.0B; 22.5% ROS IMPROVE Water $1.6B; 24.2% ROS ENJOY Water $1.6B; 33.8% ROS ELT drives longer-term strategy, transformation, innovation, M&A and benchmarked BU expectations Flow Wat

  20. Slide 20: Our Flow Business

    Our Flow Business A Leading Provider of Sustainable Solutions (Pumps & Filtration) for Critical Applications Revenue Adj. Op. Income Why We Win: $1.0B • Iconic brands in key industries • Strong partnerships across essential applications $0.8B ~$1.9B of • Specialized, IP-protected technology portfoli

  21. Slide 21: Our Water Quality Management Business

    Our Water Quality Management Business A Leading Provider of Water Supply, Water Disposal, & Water Treatment Solutions Revenue Adj. Op. Income Why We Win: $1.0B • Leading brands recognized in the Industry $0.9B Spray & • Strong channel partnerships Specialty ~$1.1B of • Combined portfolio solves more

  22. Slide 22: Our Commercial Water Solutions Business

    Our Commercial Water Solutions Business A Leading Provider of Premium Filtration & Ice Solutions for Hospitality Revenue Adj. Op. Income Why We Win: $0.7B • Well known, established brands • Expansive portfolio for water professionals ~$0.6B of • Leading R&D, engineering, and manufacturing Value* cap

  23. Slide 23: Our Pool Business

    Our Pool Business The Leading NA Pool Equipment & Experience Brand Revenue Adj. Op. Income Why We Win: $1.6B • Premium positioning & innovation track record • Large install base ~$4.3B of • Deep dealer relationships Value* $1.0B Key Industry Terrain: Pumps • Innovation enhancing customer experience

  24. Slide 24: Our Largest Growth Opportunities

    Our Largest Growth Opportunities Focused Growth Actions to Drive Accelerated Growth Performance NA Pool Innovation Focused Filtration and Residential NA Commercial & Automation Ice Expansion Utility Room Buildings & (Pool) & Innovation (NA Plumber) Infrastructure (CWS BU) Acceleration (Flow) (WQM BU

  25. Slide 25: Executing a Clear Transformation Strategy and Evolving PBS

    Executing a Clear Transformation Strategy and Evolving the Pentair Business System (PBS) Creating Significant Stakeholder Value through Our Transformation Strategy and Pentair Business System Pentair Business System Expanding ROS from 18.6%1 to ~28%2 Through Key Initiatives: • Leadership Tools • 80/

  26. Slide 26: Our Productivity Propels Us

    Our Productivity Propels Us Strong Progress Since 2019 … Significant Opportunity Remains Pentair % of Revenue 2019 2025 1. Our Goal is to Drive Income $’s up 8-9% every year “You cannot take margin to the bank!” Material 2. Substantial ROS realized through Pricing & Sourcing Transformation … 80/20 h

  27. Slide 27: Our Culture Distinguishes Us

    Our Culture Distinguishes Us Our Culture Focuses on Accountability and Continuous Improvement Our Leadership Competencies Win Right Values BE A THOUGHT LEADER Be Curious. Be Strategic. Win Right BE ACCOUNTABLE ABSOLUTE Deliver Results. Deliver Execution. CUSTOMER FIRST INTEGRITY INNOVATION & RESPECT

  28. Slide 28: Our Cultural Guiding Principles

    Our Cultural Guiding Principles Our Desired Growth Culture Expectations FOCUS GROWTH & TEAM PROFIT ENGAGED and Accountable Prioritize, Sequence Winning Better Together Employees, Delivering with a and Resource the “Leverage Teams and Sense of Urgency for Critical Few Best Practices” Customers and Sh

  29. Slide 29: Our Pentair Leadership Tools

    Our Pentair Leadership Tools Moving with Greater Speed and Clarity Leadership Philosophy Lead by example Leader’s Intent What & Why, NOT How Confirmation Brief “I don’t know what I said until After Action Review you tell me what you heard” The mission is not over until we do the AAR Back Brief Confi

  30. Slide 30: Our Priority Innovation Themes

    Our Priority Innovation Themes Addressing Current and Future Water Challenges MOVE Water IMPROVE Water ENJOY Water Advanced Flow and Waste to The Future of Whole Effortless, Sustainable Value Technologies Home Water Treatment Experience TECHNOLOGY ’25 Revenue ’25 Revenue ’25 Revenue ’25 Revenue Pump

  31. Slide 31: Key Innovation Opportunities

    Key Innovation Opportunities Large, Disruptive, & Innovative Introductions to Provide Elite Customer Experiences Residential & Pool Automation & Institutional & Sustainable Process Commercial Utility Innovation Hospitality Water Solutions Rooms Dispense Expected to generate greater than $250M of add

  32. Slide 32: 2026-2028T Performance Algorithm

    2026-2028T Performance Algorithm Focused Value Contribution by Segment/Business Drives Performance Acceleration Flow Segment Water Solutions Segment Pool Segment WQM Business Unit CWS Business Unit MSD LSD MSD MSD Sales CAGR Sales CAGR Sales CAGR Sales CAGR with with with with Robust ROS Robust ROS

  33. Slide 33: Key Takeaways

    Key Takeaways 1 2 3 Driving More Balanced Growth Significant Operating Efficiency US Residential Recovery, AND Productivity Performance Opportunities Remain in Flow and Innovation and Capital in 2026-2028 WQM (Water Solutions) to Unlock Allocation can Provide Upside Value for Shareholders to our Fin

  34. Slide 34: Strategy, Innovation, and Digital Opportunities

    STRATEGY, INNOVATION, AND DIGITAL OPPORTUNITIES Enabling Future-Focused Value Creation Adrian Chiu EVP & Chief Strategy, Innovation & Digital Officer ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 34

  35. Slide 35: Key Messages

    Key Messages Enabling Future-Focused Value Creation 1 Water challenges are evolving, requiring new modern, innovative solutions 2 Our portfolio and capabilities make us uniquely well-positioned to address secular water trends 3 We are elevating our capabilities to accelerate organic growth and deliv

  36. Slide 36: Introduction to Strategy, Innovation, and Digital

    Introduction to Strategy, Innovation, and Digital Accelerating Growth through Strategy, Innovation, and Customer-Centric Digital Solutions Purpose: To enable long-term value creation through shaping future-focused strategies, unlocking new revenue streams, and accelerating organic growth through cus

  37. Slide 37: Modern Water Challenges Require Modern Water Solutions

    Modern Water Challenges Require Modern Water Solutions Life’s Most Essential Resource is Under Stress Water Challenges Evolving • Water covers 71% of our planet, yet <1% is easily accessible1 • 45% of U.S. tap water at risk of containing PFAS1 • 2 million miles of U.S. drinking water mains … 2 trill

  38. Slide 38: Deep, Differentiated Capabilities Across our Businesses

    Deep, Differentiated Capabilities Across our Businesses We are Uniquely Positioned to Address Modern Water Challenges MOVE Water $1.0B; 22.5% ROS IMPROVE Water $1.6B; 24.2% ROS ENJOY Water $1.6B; 33.8% ROS Flow Water Quality Commercial Water Pool Management BU Solutions BU ($1.0B; 22.5% ROS) ($0.9B;

  39. Slide 39: Growth Focus Area: Premium Pool Experience

    Growth Focus Area: Premium Pool Experience MSD Driving MSD Organic Growth through Elevating the Pool Experience Sales CAGR Target Attractive Industry Our Right to Win Growth Focus  Lifestyle trends (outdoor living, wellness)  Aging installed base drives replacements and upgrades  Industry growth

  40. Slide 40: Growth Focus Area: Commercial Water

    Growth Focus Area: Commercial Water MSD Driving MSD Organic Growth through Commercial Water in Food Service and Hospitality Sales CAGR Target Attractive Industry Our Right to Win Growth Focus  Large, scaled industry  Increasing consumer spend in coffee and beverages  Strong aftermarket business a

  41. Slide 41: Growth Focus Area: Commercial Buildings

    Growth Focus Area: Commercial Buildings MSD Driving MSD Organic Growth through Expanding Building Water Management Capabilities Sales CAGR Target Attractive Industry Our Right to Win Growth Focus  Large, scaled industry with MSD growth in target end- markets  Water efficiency needs creating demand

  42. Slide 42: Growth Focus Area: Residential Water

    Growth Focus Area: Residential Water LSD Driving LSD Organic Growth by Advancing Residential Water Quality Leadership in Pro-Trade Sales CAGR Target Attractive Industry Our Right to Win Growth Focus  Large, scaled market with dynamic industry changes underway  Increased demand for water quality so

  43. Slide 43: Global Innovation Driving Long-Term Growth

    Global Innovation Driving Long-Term Growth Customer-First Innovation at Global Scale Innovation & R&D Centers Cary, NC  Brookfield, WI  St Paul, MN  Dover, NH  Delavan, WI  New Delhi, India  Suzhou, China  Enschede, Netherlands Product Development & Engineering Innovation Centers Customer Exp

  44. Slide 44: Our Priority Innovation Themes

    Our Priority Innovation Themes Addressing Current and Future Water Challenges MOVE Water IMPROVE Water ENJOY Water Advanced Flow and Waste to The Future of Whole Effortless, Sustainable Value Technologies Home Water Treatment Experience TECHNOLOGY ’25 Revenue ’25 Revenue ’25 Revenue ’25 Revenue Pump

  45. Slide 45: Making Better Essential

    Making Better Essential Sustainability as a Differentiator and Value Creator 2025 Awards and Recognitions Achieving Initial Targets … and Driving Progress Towards New Milestones In 2024, we achieved our initial (2021) targets: In 2025, we set new targets: Water Stewardship: Reduced our water withdra

  46. Slide 46: Case Study: Xcentric Impeller

    Case Study: Xcentric Impeller Demonstrating Innovation in a 200-Year-Old Brand Revolutionary XRW Pumps  Superior Clog Resistance  Lower Operational Costs Wipes and solids flow through. Fewer failures, less maintenance, lower energy use. Big savings long term.  Less Capacity Drift Runs smoother an

  47. Slide 47: Advanced Pool Filtration & Purification

    “Green to Clean” Advanced Pool Filtration & Purification Enhancing the Value of Pool Pad with Next Level Pool Filtration Unrivaled Pool Clarity and Cleanliness Breakthrough Innovation: Value for Premium Pool Owners:  Filtration – Leveraging Pentair’s  Unmatched Pool Clarity proprietary membrane te

  48. Slide 48: Introducing Everpure Home

    Introducing Everpure Home “I want to bring my clients to my house and show off how it works and make it the assumption that everybody is going to have this.” Reimagining How Water is Experienced in the Home - Luxury Home Builder Breakthrough Luxury Whole Home Water Appliance Value for Luxury Homeown

  49. Slide 49: Water Dispense + Digital Ads Partnership

    Partnership: Developing New Revenue Streams with Innovative Business Models Turning public water access from a cost to a revenue driver by intersecting two growing business models: Water Dispense + Digital Ads Southern NYC Miami Austin Minneapolis California St. Paul Free water, Powered by Ad Partne

  50. Slide 50: Digital and AI as a Value Creator

    Digital and AI as a Value Creator Elevating Digital and AI Capabilities to Drive Growth, Innovation, and Productivity Digital and AI Capabilities Value Creation Impact Connected Products Data and Insights Revenue AI and data driven performance Customer insights to deepen connection • Revenue Growth

  51. Slide 51: The Future of Connected Pools

    The Future of Connected Pools 1 million+ Expanding the Value of the Pool Pad for Customers and Pentair Connected Pools by 2028* From Pool Automation to … Integrated, Connected Pools Pool Dealers & Servicers Customer Value for Owners, Dealers, and Distributors: • Effortless pool experience for pool o

  52. Slide 52: Key Takeaways

    Key Takeaways 1 2 3 Strategy, Innovation, and Digital Identifying and incubating high- Customer-first digital and AI to to drive long-term sustainable potential innovation to unlock new enable business strategies and enterprise value business models and revenue create differentiated value streams ©2

  53. Slide 53: Move & Improve Water

    MOVE & IMPROVE WATER Accelerating Growth in Flow & Water Solutions De’Mon Wiggins EVP & President, Pentair Flow & Water Solutions ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 53

  54. Slide 54: Key Messages

    Key Messages Helping Our Customers Move and Improve Water, Life’s Most Essential Resource 1 Our brands command great positions in essential industries and key applications for our customers; uniquely well-positioned for secular water trends 2 Pentair Business System is foundational for our ability t

  55. Slide 55: Pentair Flow

    Pentair Flow Helping the World Sustainably Move Water, Life’s Most Essential Resource Protecting people Shielding Empowering mission Enabling industries Supporting and property homes and critical systems that to responsibly sustainable in critical cities from unlock uptime and use life’s most custom

  56. Slide 56: Our Flow Business

    Our Flow Business A Leading Provider of Sustainable Solutions (Pumps & Filtration) for Critical Applications Revenue Adj. Op. Income Why We Win: $1.0B • Iconic brands in key industries • Strong partnerships across essential applications $0.8B ~$1.9B of • Specialized, IP-protected technology portfoli

  57. Slide 57: How Pentair Will Differentiate - Growth Areas

    How Pentair Will Differentiate - Growth Areas A Clear Formula to Accelerate Focused Growth INNOVATION DURABLE RECURRING ELITE CUSTOMER REVENUE EXPERIENCE Differentiated, Profitable, Aftermarket Digital Portals, IOT-Enabled Sustainable Technologies Portfolio Solutions Meets customer water and Amplifi

  58. Slide 58: Pentair Flow Legacy of Brands

    Pentair Flow Legacy of Brands A Portfolio Built through Decades of Innovation, Scale, and Disciplined Capital Deployment Pumps Separation Technologies Moving water when it’s needed and Wide range of specialized IP-protected membrane and valve when it’s not desired technology and other mission critic

  59. Slide 59: Growth Platform: Commercial Building Water Systems

    Growth Platform: Commercial Building Water Systems Meeting Demand at Speed and Enhancing Our Digital Gateways Growth Focus Area: • Operational execution that is quick to market • Enhanced digital customer journey that removes friction • Elevating the customer experience for building operators by enh

  60. Slide 60: Growth Platform: Municipal and Critical Infrastructure

    Growth Platform: Municipal and Critical Infrastructure Converting Installed Base and IP Leadership into Durable and Resilient Growth Growth Focus Area: • Fairbanks brand position anchors demand across Municipal Water Pumping Stations critical municipal applications with a deep install base Wastewate

  61. Slide 61: Growth Platform: Sustainable Gas & Circular Solutions

    Growth Platform: Sustainable Gas & Circular Solutions Scaling Mission-Critical Sustainability Solutions with Recurring Revenue and Margin Expansion Growth Focus Area: • Market leading solutions in CO₂ recovery and industrial gas support critical sustainability and customer efficiency outcomes • Prem

  62. Slide 62: Case Study: Sustainable Gas & Circular Solutions

    Case Study: Sustainable Gas & Circular Solutions How Disciplined Execution and Standardization Unlocked Scalable Growth and Margin Expansion Orders Background: Actions that Led to Turn-Around: • Haffmans and Union • 80/20 approach led to a Engineering are simplification of ETO systems to recognized

  63. Slide 63: Case Study: Flow Portfolio 80/20 Focus

    Case Study: Flow Portfolio 80/20 Focus Actions Improved Cost, Customer Experience, and Growth Capacity Background: Actions that Led to Turn-Around: ~65K Eliminated SKUs • Discontinued low runner and • Portfolio spanning over highly complex products several industries and geographies • Implemented st

  64. Slide 64: Flow Transformation Focus

    Flow Transformation Focus Robust Transformation Opportunity Pricing Sourcing Operations Organization Accelerate growth in Revisit previous sourcing Simplify manufacturing Repurpose G&A spend to recurring revenue streams waves footprint & invest in digital automate operations capabilities and elite E

  65. Slide 65: Flow | 3-Year Vision (2026-2028T)

    Flow | 3-Year Vision (2026-2028T) MSD Robust Sales Growth ROS Expansion Scalable Growth Drives Shareholder Return ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 65

  66. Slide 66: Pentair Water Solutions

    Pentair Water Solutions Helping the World Sustainably Improve Water, Life’s Most Essential Resource Equipping houses Removing Enhancing the Chilling and Protecting for personal unwanted water taste of food and enhancing water-using consumption to protect homes beverages water to enjoy equipment of w

  67. Slide 67: Our Water Quality Management Business

    Our Water Quality Management Business A Leading Provider of Water Supply, Water Disposal, & Water Treatment Solutions Revenue Adj. Op. Income Why We Win: $1.0B • Leading brands recognized in the Industry $0.9B Spray & • Strong channel partnerships Specialty ~$1.1B of • Combined portfolio solves more

  68. Slide 68: How Pentair Will Differentiate - Growth Areas

    How Pentair Will Differentiate - Growth Areas A Clear Formula to Accelerate Focused Growth SYNERGIES EXPANDING CHANNELS ELITE CUSTOMER EXPERIENCE Expanded Product Partnering with New Solutions Portfolio General Services Tools, Training and Contractors Rewards System Addresses emerging needs Anticipa

  69. Slide 69: Growth Platform: Residential Water Systems

    Growth Platform: Residential Water Systems Expanding Residential Share Through Portfolio Integration, Channel Leverage, and Dealer Conversion Growth Focus Area: • Residential water movement and filtration Pentair Residential portfolio consolidation brings leading brands Irrigation Solutions and solu

  70. Slide 70: Case Study: Residential Water Supply & Water Disposal 80/20 Focus

    Case Study: Residential Water Supply & Water Disposal 80/20 Focus Simplifying The Portfolio to Drive Focused Growth and Margin Expansion Background: Actions that Led to Turn-Around: ~3,200 Eliminated SKUs • Refocused resources to • A growing customer base of thousands of dealers overserve high growt

  71. Slide 71: Water Quality Management Transformation Focus

    Water Quality Management Transformation Focus Robust Transformation Opportunity Pricing Sourcing Operations Organization Focus in professional Drive sourcing initiatives Global manufacturing G&A optimization channels with greatest leveraging 80/20 focus opportunity and opportunity value capture oppo

  72. Slide 72: Water Quality Management | 3-Year Vision (2026-2028T)

    Water Quality Management | 3-Year Vision (2026-2028T) LSD Robust Sales Growth ROS Expansion Targeted Growth and Transformation Deliver Income Expansion ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 72

  73. Slide 73: Our Commercial Water Solutions Business

    Our Commercial Water Solutions Business A Leading Provider of Premium Filtration & Ice Solutions for Hospitality Revenue Adj. Op. Income Why We Win: $0.7B • Well known, established brands • Expansive portfolio for water professionals ~$0.6B of • Leading R&D, engineering, and manufacturing Value* cap

  74. Slide 74: How Pentair Will Differentiate - Growth Areas

    How Pentair Will Differentiate - Growth Areas A Clear Formula to Accelerate Focused Growth FILTRATION ICE SMART INNOVATION INNOVATION SYSTEMS Sustainable and Comprehensive Ice Instrumentation and Advanced Filtration Solutions Portfolio Digital Interfaces Addresses growing water Amplifies ability to

  75. Slide 75: Manitowoc Ice: Fully Integrated with Pentair

    Manitowoc Ice: Fully Integrated with Pentair Evolution through 2025 2021-2025 performance: Cost synergies exceeding NPI Roadmap poised to Entering new market Revenue: ~8% CAGR target by ~$6M through 80/20 accelerate revenue growth verticals with significant Adj. Op. Income: ~10% CAGR and transformat

  76. Slide 76: Growth Platform: Convenience Stores

    Growth Platform: Convenience Stores Capturing Outsized Growth by Serving High-Velocity Food Service Channels Growth Focus Area: • Sweet spot solutions (fountain) driving 40% of Pentair Manitowoc profits in a rapidly growing convenience store commercial ice machines (NEO® Series, Indigo® NXT food ser

  77. Slide 77: Growing through Innovation: NEO Refresh

    Growing through Innovation: NEO Refresh Deepening Our Competitive Advantage through Innovation and Sustainability Integrated Onboard Filtration: Sustainability: Operator accessibility:  Reduces suspended particles,  26% average decrease in energy  Easier access to key microplastics, chlorine tast

  78. Slide 78: Key Commercial Water Solutions Growth Priorities

    Key Commercial Water Solutions Growth Priorities CWS is Poised for Growth 1 Cutting-Edge Innovation Across commercial water filtration applications and ice technologies 2 Expanding Presence In under-penetrated Key Accounts, OEMs 3 Smart Connected Systems Leverage data and insights for water usage im

  79. Slide 79: Commercial Water Solutions | 3-Year Vision (2026-2028T)

    Commercial Water Solutions | 3-Year Vision (2026-2028T) MSD Modest Sales Growth ROS Expansion Targeted Growth and Transformation Deliver Income Expansion ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 79

  80. Slide 80: Key Takeaways

    Key Takeaways 1 2 3 4 Transformation has We are evolving with our Our teams are curious, PBS is foundational to positioned the business to partner distributors and customer obsessed, and the Pentair Flow & Water perform and scale end-users to deliver united to grow Solutions growth value evolution ©

  81. Slide 81: Enjoy Water

    ENJOY WATER Industry Pioneer in Creating Sustainable Pool Solutions Jerome Pedretti EVP and CEO, Pentair Pool Greg Claffey President and Chief Revenue Officer, Pentair Pool ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 81

  82. Slide 82: Key Messages

    Key Messages Pool has been the Leading Value Contributor for Pentair, Even More Value in the Future 1 Leading the way in an attractive industry supported by favorable secular trends and recurring demand from a large installed base 2 Premium positioning and strong resilience based on differentiated c

  83. Slide 83: Our Pool Business

    Our Pool Business The Leading NA Pool Equipment & Experience Brand Revenue Adj. Op. Income Why We Win: $1.6B • Premium positioning & innovation track record • Large install base ~$4.3B of • Deep dealer relationships Value* $1.0B Key Industry Terrain: Pumps • Innovation enhancing customer experience

  84. Slide 84: Pool Industry Attractiveness

    Pool Industry Attractiveness Structural Trends supporting Resilience and Growth Recurring Revenue Industry Growth Connectivity Consumer Trends Exposure Upside Opportunity • ~80% of industry • New Pools growing • Only ~70% of new • Technology adoption spend linked to installed base by pools are conne

  85. Slide 85: Why We Win

    Why We Win Our Sustainable Competitive Advantages Premium Industry Leading Dealer Technology Positioning Size and Scale Relationships Leader High-End Brand Largest Installed Largest Dealer Network Largest Number of Base in U.S. Connected & Leader in Product Industry Leading Dealer Automated Pools Qu

  86. Slide 86: The Pool Customers

    The Pool Customers Our Deep Dealer Relationships are a Competitive Advantage and Drive Penetration Dealer Value Proposition Sales and Distributors High Quality New Product Loyalty Product Service Products Innovation Program Training Excellence Builders Servicers Pool Owners Customer Retention Dealer

  87. Slide 87: Legacy of Industry Changing Innovation

    Legacy of Industry Changing Innovation How Innovation Expands the Industry and Accelerates Growth IntelliFlo Case Study Pre-Variable Speed Post-Variable Speed Pumps TAM Pumps TAM (circa 2005)1 (circa 2025)2 Breakthrough Innovation vs. Conventional Pumps ~$250M ~$700M Variable Speed Pumps • Variable

  88. Slide 88: The Case for Connected Pools

    The Case for Connected Pools Delivering An Improved Pool Experience for Our Customers Opportunities to Win What Builders What Servicers What Pool with Dealers Need Need Owners Need Maintaining Pools & • Easier Pool Transitions to Pool Water • Easier Pool Water Care • Worry Free Pool Water Servicers

  89. Slide 89: How Pentair Will Differentiate - Growth Areas

    How Pentair Will Differentiate - Growth Areas Focused, Clear Strategy to Accelerate Growth AUTOMATION INNOVATION CUSTOMER EXPERIENCE Cohesive Pad-level Breakthrough Unmatched Support Solutions “Effortless Pool” and Product Quality Innovation Unlocks smarter equipment Creates new value and Generates

  90. Slide 90: Why Connected Pools Matter

    Why Connected Pools Matter Connectivity Improves End-to-End Experiences across the Value Chain 1 2 Simplified & Expands the Pool Pad Enhanced Customer & Grows the TAM Experience Pentair Pool App Pro Platform 3 4 (Pool Owners ) (Dealers ) Creates Future Increases Stickiness Monetization of The Pool P

  91. Slide 91: Pool Connectivity

    Pool Connectivity Transforming the Pool Experience to Drive Growth Pentair Pool Digital Ecosystem Outcomes Pentair Equipment Competitive Advantages Pull Through • TAM Expansion Digitally Connected Enabled • Create value and ROI for Platform Pool Ecosystem d Pool Owner Customers • 1M+ Connected Pools

  92. Slide 92: Pentair's Next Generation IntelliFlo3 Pump

    Pentair’s Next Generation IntelliFlo3 Pump ® Setting the Standard for Connected Equipment What Makes IF3 Different? Why It Matters • Auto adjusts for conditions while • Variable Flow Technology driving up to 90% energy savings • Smart, Connected Capabilities • Real-time status, alerts • Pump + 2 Dev

  93. Slide 93: Innovation Opportunity: Pool Equipment Roadmap

    Innovation Opportunity Pool Equipment Roadmap Reinforcing Our Technology Leadership IF3 Recent Innovation Adoption Sanitizers Automation Next Gen Heating IntelliVibe IntelliCenter Aesthetics New Water Care Platforms Digital Applications IntelliFlo3 IntelliChlor Plus ~$150M - $200M Cumulative Growth

  94. Slide 94: Introducing the Hybrid Purifier

    Introducing the Hybrid Purifier Transforms Water Care for Builders, Servicers & Pool Owners Brings Intelligence to Water Care • Integrated filter performance tracking • Autonomous filter cleaning • 24/7 visibility to filter status • Water chemistry monitoring Delivers Breakthrough Pool Water Quality

  95. Slide 95: Pool Dealer Engagement Model

    Pool Dealer Engagement Model Better Serving Dealers Through Sales Excellence Building a Growth Focused Team • Org Designed for Focus • Aligned Support with on Selling Customer Prioritization Go-To-Market Talent Optimization • Increased Sales Team • Completed Numerous Role Competency Through Training

  96. Slide 96: Dealer Support Enhancements

    Dealer Support Enhancements Reinforcing Dealer Relationships & Loyalty Leading Dealer Resources Best-in-Class Training Pentair Pool • Faster product install / configuration • Broad in-person curriculum Experience Centers • New sales support structure • On-demand digital options • Improved order fulf

  97. Slide 97: Growth Actions Summary

    Growth Actions Summary AUTOMATION INNOVATION DEALER EXPERIENCE Advances our Premium Fortifies Category Expands Dealer Network Positioning & Expands Leadership and Increases Dealer our Installed Base Loyalty ~$150M - $200M ~$150M - $200M ~$100M - $130M 3-year Cumulative Opportunity 3-year Cumulative

  98. Slide 98: Our 80/20 Progress

    Our 80/20 Progress Delivered Growth & Profitability with Top Customers & Products ~6,500 Simplified the business: • ~70% of Small Customer Moved to Distribution Eliminated SKUs • Eliminated ~55% of sellable SKUs Resources Drove +10% sales growth for top customers to Fund Growth +$20M Dedicated Sales

  99. Slide 99: Our Transformation Successes

    Our Transformation Successes Pentair Business System Discipline Unlocks Meaningful Improvements Safety & Sales Dealer Sourcing Quality Excellence Experience Safety IFR: -14% New Go-to-Market Improved service Sourcing Productivity based on 80/20 for top dealers Warranty: -6% Enhanced the Value Increa

  100. Slide 100: Pool | 3-Year Vision (2026-2028T)

    Pool | 3-Year Vision (2026-2028T) MSD Modest Sales Growth ROS Expansion Elevating our Industry-Leading Performance and Driving Sustained Shareholder Value ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 100

  101. Slide 101: Key Takeaways

    Key Takeaways 1 2 3 4 Leading the way in an Premium positioning and Innovation, Connected Pentair Business System attractive industry resilience based on Pools, and Elite Customer funds future growth differentiated Experience drive growth competitive advantages and create value ©2026 Pentair. All Ri

  102. Slide 102: Creating Long-Term Shareholder Value

    Creating Long-Term Shareholder Value Nick Brazis Pentair Chief Financial Officer ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 102

  103. Slide 103: Key Messages

    Key Messages Helping Our Customers Move, Improve, and Enjoy Water, Life’s Most Essential Resource 1 We have a balanced water portfolio that has delivered superior value 2 We expect a more balanced growth & productivity contribution in 2026-2028 3 Transformation has significant runway in our Water Qu

  104. Slide 104: Executing on Our Commitments

    Executing on Our Commitments 2024-2026 2024-2026 2024-2026E Metric Performance Targets1 Results2 Revenue CAGR MSD LSD ROS 24% 26% ROIC High-teens High-teens FCF Generation ~$2B ~$2.3B Adj. EPS CAGR LDD 12% Our Performance Since Pentair 2024 Investor Day 1 Targets reflect 2024 Investor Day presentati

  105. Slide 105: Revenue by Segment

    Revenue by Segment Comparison to 2024 Expectations Performance vs Expectation Portfolio Actions MSD ~$4.3B MSD $4.1B (LSD) LSD Target Up LSD+ Up MSD Up MSD+ -- -- Up MSD 2023 Flow Water Solutions Pool Acquisitions Divestitures 2026E LSD Revenue Growth Reflecting Portfolio Actions and Deferred Resid

  106. Slide 106: Transformation Tools and Operational Execution are Delivering

    Transformation Tools and Operational Execution are Delivering Creating Significant Stakeholder Value through Our Transformation Strategy and PBS Key Highlights 2024–2026E Driving Strong Performance ~ $20M ~ $260M ~ $50M • Delivering Transformation Commitments ~ $190M • Results impacted by lower volu

  107. Slide 107: Executing a Clear Transformation Strategy and Evolving PBS

    Executing a Clear Transformation Strategy and Evolving the Pentair Business System (PBS) Creating Significant Stakeholder Value through Our Transformation Strategy and Pentair Business System Pentair Business System Expanding ROS from 18.6%1 to ~28%2 Through Key Initiatives: • Leadership Tools • 80/

  108. Slide 108: Pentair Business System – 80/20 & Operational Excellence

    Pentair Business System – 80/20 & Operational Excellence Significant Progress ... and Opportunity Flow WQM CWS Pool Value Creation Product & Customers Growth Growth Growth Growth • Product & Customers pivot to Quad 1 Growth • Functional and operational opportunities Business focused on Flow and WQM

  109. Slide 109: Pentair Business System – Operational Excellence

    Pentair Business System – Operational Excellence Sales, Inventory, and Operational Planning … Significant Opportunity Future State Value Creation Digital Enhancement Forward Looking Data • Higher quality data to support leadership decision SIOP Model with 80/20 making … enhanced visibility into risk

  110. Slide 110: Make vs. Buy Transformation Program

    Make vs. Buy Transformation Program Addressing our Facility Footprint and Cost Structure Key Objectives and Scope Value Creation Vision and Strategy • Improved cost structure • Increased margin Prioritized and Quantified Opportunity • Decreased landed costs • Reduced inventories Capability and Stand

  111. Slide 111: 2026-2028T Performance Algorithm

    2026-2028T Performance Algorithm Focused Value Contribution by Segment/Business Drives Performance Acceleration Flow Segment Water Solutions Segment Pool Segment WQM Business Unit CWS Business Unit MSD LSD MSD MSD Sales CAGR Sales CAGR Sales CAGR Sales CAGR with with with with Robust ROS Robust ROS

  112. Slide 112: Pentair Base Case Financial Performance

    Pentair Base Case Financial Performance We have Been a Top-Tier Performer … We Expect to Accelerate Performance vs 2025 ~MSD 2026–2028 $4.2B CAGR Driving Strong Performance Revenue • Revenue Growth CAGR of ~MSD $2.85B • Adjusted Op. Income CAGR of ~HSD • Adjusted EPS CAGR of ~LDD ~HSD Adj. Op. Inc.

  113. Slide 113: Pentair Expected Revenue Growth by Segment

    Pentair Expected Revenue Growth by Segment 2026-2028T Pentair Growth ~MSD ~$4.8B ~MSD ~MSD $4.2B MSD 2025 Flow Water Solutions Pool Breakthrough N.A. Market Contingency 2028T Innovation Recovery Portfolio Balance Across Segments Drives MSD Revenue Growth 113 ©2026 Pentair. All Rights Reserved. INVES

  114. Slide 114: Pentair Business System Delivering Income Growth

    Pentair Business System Delivering Income Growth Strong Progress Since 2019 … Significant Opportunity Remains Pentair % of Revenue 2019 2025 2028T 2026–2028T Driving Strong Performance Material • Substantial income and ROS % opportunities across portfolio ̶ PBS deployment accelerates Labor, Overhead

  115. Slide 115: Robust Transformation Opportunities in Flow & WQM

    Robust Transformation Opportunities in Flow & WQM Significant Opportunity Remains 2026–2028T Labor & Overhead % of Revenue G&A % of Revenue Driving Strong Performance $60M $25M Opportunity Opportunity • Flow and WQM have significant longer- term opportunities for optimization • Continued investments

  116. Slide 116: Pentair Expected Income Growth by Segment

    Pentair Expected Income Growth by Segment 2026-2028T Pentair Growth ~$1.4B ~28% $1.05B ROS 25.2% ROS 2025 Flow Water Solutions Pool Breakthrough N.A. Market Contingency 2028T Innovation Recovery Income Contribution by All Segments Note: Income represents Adjusted Operating Income 116 ©2026 Pentair.

  117. Slide 117: Driving Shareholder Returns (2026-2028 Expectations)

    Driving Shareholder Returns (2026-2028 Expectations) Low Double-digit EPS driven by performance and 1x leverage 2024–2026E 2026–2028T 2026–2028T Metric Results1 Base Case2 Upside Case3 Revenue CAGR LSD MSD MSD+ EBITDA CAGR HSD ~HSD ~LDD Adj. Op. Income CAGR HSD ~HSD ~LDD Tax Rate ~16% - 17% ~20%2 ~2

  118. Slide 118: Disciplined and Focused Capital Allocation Strategy

    Disciplined and Focused Capital Allocation Strategy Targeting Net Income to Free Cash Flow Conversion of ~100% and Capital Light Operating Model Cumulative FCF 2026–2028T (2026–2028T) Driving Strong Performance ~$2.7B • Maintain Investment Grade Rating ̶ Targeted Leverage Ratio of ~2.0x • Invest in

  119. Slide 119: Pentair 2026 to 2028 Financial Targets – Base Case

    Pentair 2026 to 2028 Financial Targets – Base Case Revenue CAGR 2028 Adj. Op. Inc. and ROS Adj. EPS CAGR* MSD ~$1.4B / >28% Low Double-Digit +300 bps vs. 2025 EBITDA CAGR 3-Year Expected Free Cash Flow* 2028 ROIC HSD% ~$2.7B ~High-Teens ~25% ~35% ~40% % of Total Revenue by Segment (FY’28T) Balanced

  120. Slide 120: Key Takeaways

    Key Takeaways 1 2 3 Driving More Balanced Growth Significant Operating Efficiency US Residential Recovery, AND Productivity Performance Opportunities Remain in Flow and Innovation and Capital in 2026-2028 WQM (Water Solutions) to Unlock Allocation can Provide Upside Value for Shareholders to our Fin

  121. Slide 121: Key Messages

    Key Messages Helping Our Customers Move, Improve, and Enjoy Water, Life’s Most Essential Resource 1 We have a balanced water portfolio that has delivered superior value 2 Innovation and elite customer experiences expected to accelerate growth 3 Profitable growth and operational efficiencies to accel

  122. Slide 122: Q&A

    Q&A ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 122

  123. Slide 123: Executive Leadership Team & Speaker Bios

    Executive Leadership Team & Speaker Bios ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 123

  124. Slide 124: John Stauch

    John Stauch Pentair President and Chief Executive Officer John Stauch currently serves as Pentair President and Chief Executive Officer. Prior to joining Pentair as Chief Financial Officer in 2007, Stauch served as Chief Financial Officer of the Automation and Control Systems unit of Honeywell Inter

  125. Slide 125: Nick Brazis

    Nick Brazis EVP and Chief Financial Officer Nick Brazis currently serves as the Executive Vice President and Chief Financial Officer of Pentair. Brazis joined the company in 2023 as Vice President of Corporate Development and assumed additional roles in Treasury in 2024 and Risk Management in 2025.

  126. Slide 126: Adrian Chiu

    Adrian Chiu EVP and Chief Strategy, Innovation and Digital Officer Adrian Chiu currently serves as Executive Vice President and Chief Strategy, Innovation and Digital Officer of Pentair. Chiu joined Pentair in 2011, most recently having served as President of Pentair Water Solutions. He previously h

  127. Slide 127: De'Mon Wiggins

    De’Mon Wiggins EVP and President, Pentair Flow & Water Solutions De’Mon Wiggins currently serves as Executive Vice President and President of Pentair Flow and Pentair Water Solutions. Wiggins joined Pentair in 2010 and has held positions of increasing responsibility, including as President of Pentai

  128. Slide 128: Jerome Pedretti

    Jerome Pedretti EVP and CEO, Pentair Pool Jerome Pedretti currently serves as Executive Vice President and Chief Executive Officer of Pentair’s Pool segment. Pedretti joined Pentair in 2005 and has held positions of increasing responsibility across Business Development, EMEA, Valves & Controls and A

  129. Slide 129: Lance Bonner

    Lance Bonner EVP, General Counsel and Secretary Lance Bonner currently serves as Executive Vice President, General Counsel and Secretary of Pentair. Bonner joined Pentair in 2025 and was previously Associate General Counsel, Corporate and Assistant Secretary at Inspire Medical Systems. Prior to Insp

  130. Slide 130: Tanya Hooper

    Tanya Hooper EVP and Chief Human Resources Officer Tanya Hooper currently serves as Executive Vice President and Chief Human Resources Officer of Pentair. Hooper joined Pentair in 2022 and was previously Vice President of Global Talent and Corporate Human Resources at Honeywell. Prior to Honeywell,

  131. Slide 131: Heather Hausmann

    Heather Hausmann EVP, Chief Information Officer and Chief Information Security Officer Heather Hausmann currently serves as the Executive Vice President, Chief Information Officer and Chief Information Security Officer of Pentair. Hausmann joined Pentair in 2022, holding leadership positions of incr

  132. Slide 132: Greg Claffey

    Greg Claffey President and Chief Revenue Officer, Pentair Pool Greg Claffey is President and Chief Revenue Officer for Pentair Pool. Since joining Pentair in 2017, he has held various leadership roles across Pentair including Group President Residential and Irrigation Flow, Vice President and Global

  133. Slide 133: Shelly Hubbard

    Shelly Hubbard Vice President, Investor Relations Shelly Hubbard currently serves as Vice President, Investor Relations of Pentair. Prior to joining Pentair in 2023, Hubbard served as Vice President, Investor Relations at Vista Outdoor. Prior to that role, she was Director, Investor Relations at NIK

  134. Slide 134: Appendix

    Appendix ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 134

  135. Slide 135: Reported To Adjusted 2017, 2019, 2022 and 2025 Reconciliation

    Reported To Adjusted 2017, 2019, 2022 and 2025 Reconciliation Pentair plc and Subsidiaries Reconciliation of GAAP to Non-GAAP Financial Measures for the Years Ended December 31, 2017, 2019, 2022 and 2025 Excluding the Effect of 2017, 2019, 2022 and 2025 Adjustments (Unaudited) In millions, except pe

  136. Slide 136: ROIC Reconciliation

    ROIC Reconciliation Pentair plc and Subsidiaries Return on Invested Capital (ROIC) (Unaudited) Fourth First Second Third Fourth Quarter Quarter Quarter Quarter Quarter Dollars in millions 2024 2025 2025 2025 2025 Adjusted operating income $ 231.3 $ 242.5 $ 296.7 $ 262.6 $ 251.7 Reported effective ta

  137. Slide 137: 2025 EBITDA Reconciliation

    2025 EBITDA Reconciliation Pentair plc and Subsidiaries Reconciliation of Net Income from Continuing Operations to EBITDA for the Year Ended December 31, 2025 (Unaudited) In millions FY 2025 Net income from continuing operations $ 649.5 Adjustments: Restructuring and other 31.3 Transformation costs

  138. Slide 138: Free Cash Flow Reconciliation

    Free Cash Flow Reconciliation Pentair plc and Subsidiaries Reconciliation of GAAP Operating Activities Cash Flow to the Non-GAAP Free Cash Flow (Unaudited) In millions 2018 2019 2020 2021 2022 2023 2024 2025 Net cash provided by operating activities of continuing operations $ 458.1 $ 345.2 $ 574.2 $

  139. Slide 139: 2019 and 2025 Segment Information

    2019 and 2025 Segment Information Pentair plc and Subsidiaries Supplemental Financial Information by Reportable Segment (Unaudited) In millions 2019 2025 Net Sales Flow $ 797.7 $ 1,001.2 Water Solutions 1,172.8 1,614.5 Pool 985.3 1,558.8 Reportable segment net sales 2,955.8 4,174.5 Corporate and oth

  140. Slide 140: Investor Day 2026

    ©2026 Pentair. All Rights Reserved. INVESTOR DAY 2026 140

Pentair — Investor Day (2026) on 6ix