PENTAIR plc Files 10-Q for Period Ending March 31, 2024

Ticker: PNR · Form: 10-Q · Filed: Apr 23, 2024 · CIK: 77360

Pentair PLC 10-Q Filing Summary
FieldDetail
CompanyPentair PLC (PNR)
Form Type10-Q
Filed DateApr 23, 2024
Risk Levellow
Pages15
Reading Time19 min
Key Dollar Amounts$0.01
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, PENTAIR, Quarterly Report, Financials, SEC Filing

TL;DR

<b>PENTAIR plc filed its Q1 2024 10-Q report on April 23, 2024, detailing financial performance and operations.</b>

AI Summary

PENTAIR plc (PNR) filed a Quarterly Report (10-Q) with the SEC on April 23, 2024. PENTAIR plc filed its quarterly report on Form 10-Q for the period ended March 31, 2024. The filing covers the first quarter of fiscal year 2024. The company's fiscal year ends on December 31st. The filing was submitted on April 23, 2024. The company's principal executive offices are located in London, UK, with a mailing address in Golden Valley, MN.

Why It Matters

For investors and stakeholders tracking PENTAIR plc, this filing contains several important signals. This 10-Q filing provides investors with the latest financial results and operational updates for PENTAIR plc for the first quarter of 2024. Understanding the details within this report is crucial for assessing the company's current financial health, strategic direction, and potential future performance.

Risk Assessment

Risk Level: low — PENTAIR plc shows low risk based on this filing. The filing is a standard quarterly report (10-Q) and does not contain any immediate red flags or significant deviations from typical reporting.

Analyst Insight

Review the detailed financial statements and segment performance within the 10-Q to understand revenue trends and profitability drivers for Q1 2024.

Key Numbers

  • 2024-03-31 — Period End Date (Conformed period of report)
  • 2024-04-23 — Filing Date (Date the 10-Q was filed)
  • 2024-01-01 — Quarter Start Date (Beginning of the reporting period)
  • 2023-01-01 — Prior Year Quarter Start Date (Beginning of the comparative period in the prior year)

Key Players & Entities

  • PENTAIR plc (company) — Filer of the 10-Q
  • 0000077360 (company) — Central Index Key for PENTAIR plc
  • PNR (company) — Ticker symbol for PENTAIR plc
  • 2024-03-31 (date) — Conformed period of report
  • 2024-04-23 (date) — Filing date
  • London (location) — City of PENTAIR plc's business address
  • Golden Valley, MN (location) — City of PENTAIR plc's mailing address

FAQ

When did PENTAIR plc file this 10-Q?

PENTAIR plc filed this Quarterly Report (10-Q) with the SEC on April 23, 2024.

What is a 10-Q filing?

A 10-Q is a quarterly financial report with unaudited financials, management discussion, and interim business updates. This particular 10-Q was filed by PENTAIR plc (PNR).

Where can I read the original 10-Q filing from PENTAIR plc?

You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by PENTAIR plc.

What are the key takeaways from PENTAIR plc's 10-Q?

PENTAIR plc filed this 10-Q on April 23, 2024. Key takeaways: PENTAIR plc filed its quarterly report on Form 10-Q for the period ended March 31, 2024.. The filing covers the first quarter of fiscal year 2024.. The company's fiscal year ends on December 31st..

Is PENTAIR plc a risky investment based on this filing?

Based on this 10-Q, PENTAIR plc presents a relatively low-risk profile. The filing is a standard quarterly report (10-Q) and does not contain any immediate red flags or significant deviations from typical reporting.

What should investors do after reading PENTAIR plc's 10-Q?

Review the detailed financial statements and segment performance within the 10-Q to understand revenue trends and profitability drivers for Q1 2024. The overall sentiment from this filing is neutral.

How does PENTAIR plc compare to its industry peers?

PENTAIR plc operates in the industrial machinery sector, specifically focusing on water treatment and fluid technologies.

Are there regulatory concerns for PENTAIR plc?

As a publicly traded company, PENTAIR plc is subject to SEC regulations and reporting requirements, including the filing of quarterly 10-Q reports.

Industry Context

PENTAIR plc operates in the industrial machinery sector, specifically focusing on water treatment and fluid technologies.

Regulatory Implications

As a publicly traded company, PENTAIR plc is subject to SEC regulations and reporting requirements, including the filing of quarterly 10-Q reports.

What Investors Should Do

  1. Analyze revenue and net income trends for Q1 2024 compared to Q1 2023.
  2. Examine any disclosures regarding segment performance or significant business developments.
  3. Review the balance sheet and cash flow statement for changes in financial position.

Key Dates

  • 2024-03-31: Quarter End — End of the reporting period for the 10-Q filing.
  • 2024-04-23: Filing Date — Date PENTAIR plc submitted its 10-Q to the SEC.

Year-Over-Year Comparison

This filing represents the first quarterly report for PENTAIR plc in fiscal year 2024, providing updated financial information compared to previous filings.

Filing Stats: 4,639 words · 19 min read · ~15 pages · Grade level 7.6 · Accepted 2024-04-23 16:51:31

Key Financial Figures

  • $0.01 — istered Ordinary Shares, nominal value $0.01 per share PNR New York Stock Exchange

Filing Documents

FINANCIAL INFORMATION

PART I FINANCIAL INFORMATION

Financial Statements (unaudited)

ITEM 1. Financial Statements (unaudited) Condensed Consolidated Statements of Operations and Comprehensive Income 3 Condensed Consolidated Balance Sheets 4 Condensed Consolidated Statements of Cash Flows 5 Condensed Consolidated Statements of Changes in Equity 6 Notes to Condensed Consolidated Financial Statements 7

Management's Discussion and Analysis of Financial Condition and Results of Operations

ITEM 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 19

Quantitative and Qualitative Disclosures about Market Risk

ITEM 3. Quantitative and Qualitative Disclosures about Market Risk 30

Controls and Procedures

ITEM 4. Controls and Procedures 30

OTHER INFORMATION

PART II OTHER INFORMATION

Legal Proceedings

ITEM 1. Legal Proceedings 31

Risk Factors

ITEM 1A. Risk Factors 31

Unregistered Sales of Equity Securities and Use of Proceeds

ITEM 2. Unregistered Sales of Equity Securities and Use of Proceeds 32

Other Information

ITEM 5. Other Information 32

Exhibits

ITEM 6. Exhibits 33

Signatures

Signatures 34 2 Table of Contents

FINANCIAL INFORMATION

PART I FINANCIAL INFORMATION

FINANCIAL STATEMENTS

ITEM 1. FINANCIAL STATEMENTS Pentair plc and Subsidiaries Condensed Consolidated Statements of Operations and Comprehensive Income (Unaudited) Three months ended In millions, except per-share data March 31, 2024 March 31, 2023 Net sales $ 1,017.2 $ 1,028.6 Cost of goods sold 627.1 646.8 Gross profit 390.1 381.8 Selling, general and administrative expenses 185.2 173.3 Research and development expenses 24.1 24.9 Operating income 180.8 183.6 Other expense Net interest expense 27.3 32.4 Other expense 0.1 0.7 Income from continuing operations before income taxes 153.4 150.5 Provision for income taxes 19.9 22.0 Net income from continuing operations 133.5 128.5 (Loss) income from discontinued operations, net of tax ( 0.2 ) 1.2 Net income $ 133.3 $ 129.7 Comprehensive income, net of tax Net income $ 133.3 $ 129.7 Changes in cumulative translation adjustment ( 21.7 ) 12.1 Changes in market value of derivative financial instruments, net of tax 22.7 ( 7.2 ) Comprehensive income $ 134.3 $ 134.6 Earnings per ordinary share Basic Continuing operations $ 0.80 $ 0.78 Discontinued operations — 0.01 Basic earnings per ordinary share $ 0.80 $ 0.79 Diluted Continuing operations $ 0.80 $ 0.78 Discontinued operations — 0.01 Diluted earnings per ordinary share $ 0.80 $ 0.79 Weighted average ordinary shares outstanding Basic 165.7 164.8 Diluted 167.2 165.8 See accompanying notes to condensed consolidated financial statements. 3 Table of Contents Pentair plc and Subsidiaries Condensed Consolidated Balance Sheets (Unaudited) March 31, 2024 December 31, 2023 In millions, except per-share data Assets Current assets Cash and cash equivalents $ 109.1 $ 170.3 Accounts receivable, net of allowances of $ 12.0 and $ 11.2 , respectively 807.4 561.7 Inventories 675.1 677.7 Other current assets 157.0 159.3 Total current assets 1,748.6 1,569.0 Property, plant and equipment, net 363.1 362.0 Other assets Goodwill 3,255.8 3,274.6 Intangibl

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