Pentair is a global water solutions company focused on providing smart, sustainable water solutions for residential, commercial, and industrial applications. The company's core business model revolves around designing, manufacturing, and selling a variety of fluid treatment and pump products and systems. Pentair aims to be the world's most valued sustainable water solutions company. They focus on growth in core businesses, acceleration of digital and ESG investments, and driving margin expansion. Key markets include residential, commercial, food and beverage, and industrial sectors. They operate in a competitive landscape with numerous domestic and international players, competing on brand names, product performance, quality, service, and price.

• Employees: 10,500 (as of December 31, 2023)
• Geographic Footprint: Operates in numerous countries, with significant presence in the U.S. and Europe
• Headquarters: Twickenham, London, United Kingdom (Registered Office), Golden Valley, Minnesota (Management Office)
• Founded: 2014 (as Pentair plc, successor to earlier entities)
• Number of locations/facilities: 41 manufacturing, 27 distribution, 20 sales/corporate offices, and 40 service centers
• Revenue: $4.10 billion (FY2023)
• Market Capitalization: $10.55 billion (as of June 30, 2023)
• Key Subsidiaries/Brands: Pentair Flow, Pentair Water Solutions, Pentair Pool, Aurora, Berkeley, Codeline, Fairbanks-Nijhuis, Haffmans, Hydromatic, Hypro, Jung Pumpen, Myers, Sta-Rite, Shurflo, Südmo, X-Flow, Everpure, Fleck, KBI, Manitowoc Ice, Pentek, RainSoft, Kreepy Krauly, Pleatco

• CEO: John L. Stauch (since 2018)
• CFO: Robert P. Fishman (since 2020)
• Chief Human Resources Officer: Tanya L. Hooper (since 2023)
• Other Key Executives: Adrian C. Chiu (Executive Vice President and President of the Water Solutions reporting segment), Jerome O. Pedretti (Executive Vice President and Chief Executive Officer of the Pool reporting segment), Stephen J. Pilla (Executive Vice President, Chief Supply Chain Officer and Chief Transformation Officer), Karla C. Robertson (Executive Vice President, General Counsel, Secretary and Chief Social Responsibility Officer), Philip M. Rolchigo (Executive Vice President and Chief Technology Officer), De'Mon L. Wiggins (Executive Vice President and President of the Flow reporting segment)

Key leaders have extensive experience in various industries, including water solutions, technology, and manufacturing.

• Annual Revenue: $4.10 billion (FY2023)
• Net Income: $622.7 million (FY2023)
• Market Cap: $10.55 billion (as of June 30, 2023)
• Total Assets: $6.56 billion (as of December 31, 2023)
• Number of Employees: 10,500 (as of December 31, 2023)
• Key Financial Highlights: Net sales decreased by 0.4% year-over-year, gross profit increased by 11.3%, and operating income increased by 24.2% in FY2023. Effective tax rate was -0.6%.

Pentair offers a wide array of products and services across three main segments:

• Flow: Fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems, and fluid transfer pumps.
• Water Solutions: Commercial and residential water treatment products and systems, including pressure tanks, control valves, activated carbon products, commercial ice machines, and point-of-entry and point-of-use water treatment systems.
• Pool: Energy-efficient pool equipment and accessories, including pumps, filters, heaters, lights, automatic controls, automatic cleaners, and maintenance equipment.

Pentair operates through three reportable segments:

• Flow: Represented 38% of total revenues in FY2023. Focuses on delivering water efficiently and transforming waste into value.
• Water Solutions: Represented 29% of total revenues in FY2023. Provides water treatment products and systems.
• Pool: Represented 33% of total revenues in FY2023. Offers innovative, energy-efficient pool solutions.

Pentair's strategy focuses on growth in core businesses, accelerating digital, innovation, technology, and ESG investments, and driving margin expansion. Key strategic initiatives include the Transformation Program aimed at operational excellence and reducing complexity. The company is also focused on building a high-performance growth culture and delivering on commitments while living its Win Right values. They aim to transform and adapt products and services to meet local market demands and develop or acquire new technologies.

• Strategic Priorities: Focus on core business growth, digital transformation, ESG investments, and margin expansion.
• Long-term Business Goals: To be the world's most valued sustainable water solutions company.
• Major Strategic Initiatives: Transformation Program, strategic sourcing, and operational excellence.
• Growth Strategies: Penetrating new markets, developing new technologies, and expanding product offerings.

Pentair operates in the global water solutions industry, which is highly competitive. Key market trends include increasing demand for sustainable water solutions, energy-efficient products, and connected technologies. Major competitors include both domestic and international companies, with competition focusing on brand names, product performance, quality, service, and price. Pentair competes by offering a wide variety of innovative and high-quality products that are competitively priced. The company also leverages its distribution channels and reputation for quality to gain a competitive advantage.

• Primary Industry: Water solutions
• Market Trends: Increasing demand for sustainable and energy-efficient water solutions, adoption of connected products.
• Key Competitors: Numerous domestic and international competitors in the water solutions market.
• Market Position: Competes across various vertical markets, including residential, commercial, food and beverage, and industrial sectors.

• Market Risks: Fluctuations in global economic conditions, competition, and customer purchasing behavior.
• Operational Risks: Supply chain disruptions, raw material cost increases, and interruptions at manufacturing facilities.
• Financial Risks: Interest rate volatility, currency exchange rate fluctuations, and the ability to manage debt.
• Regulatory Risks: Compliance with environmental laws, trade regulations, and data privacy laws.
• Strategic Risks: Inability to identify, finance, and integrate acquisitions, and failure to achieve the expected benefits of business initiatives.