Pentair plc (PNR): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la tecnología del agua y las soluciones industriales, Pentair PLC (PNR) surge como un líder global transformador, navegando estratégicamente los paisajes complejos de mercado a través de su lienzo de modelo de negocio meticulosamente elaborado. Al integrar a la perfección las tecnologías innovadoras de gestión del agua, las prácticas de ingeniería sostenibles y los enfoques integrales centrados en el cliente, Pentair se ha posicionado como una fuerza pionera que trasciende la fabricación tradicional de equipos industriales. Esta exploración del modelo de negocio de Pentair revela un plan sofisticado que impulsa la innovación tecnológica, aborda los desafíos globales críticos del agua y crea un valor sustancial en diversos sectores industrial y residencial.

Pentair PLC (PNR) - Modelo de negocio: asociaciones clave

Proveedores estratégicos de componentes y materiales industriales

Pentair mantiene asociaciones estratégicas con los siguientes proveedores clave:

Categoría de proveedor	Número de asociaciones	Valor de adquisición anual
Proveedores de metales industriales	17	$ 124.3 millones
Componentes de polímero y plástico	23	$ 86.7 millones
Componentes electrónicos	12	$ 45.2 millones

Proveedores de tecnología de tratamiento de agua

Pentair colabora con socios tecnológicos en el segmento de tratamiento de agua:

• Proveedores de tecnología de membrana: 7 asociaciones estratégicas
• Innovadores del sistema de filtración: 5 redes colaborativas
• Empresas de tecnología de monitoreo de calidad del agua: 9 asociaciones

Fabricantes de equipos originales (OEM)

Sector OEM	Recuento de asociaciones	Ingresos colaborativos
Fabricación industrial	42	$ 213.6 millones
Construcción comercial	28	$ 156.4 millones
Equipo agrícola	16	$ 87.3 millones

Redes colaborativas de investigación y desarrollo

Penta de Pentair's R&D Partnership:

• Colaboraciones de investigación universitaria: 14 asociaciones activas
• Centros de innovación tecnológica: 6 programas de investigación conjuntos
• Inversión en la Red de Investigación Global: $ 37.5 millones anuales

Distribución global y socios de canal

Región	Número de socios de canal	Cobertura de distribución
América del norte	187	42 estados
Europa	126	22 países
Asia Pacífico	93	15 países
América Latina	64	12 países

Pentair PLC (PNR) - Modelo de negocio: actividades clave

Diseño de tratamiento de agua y sistema de filtración

En 2023, el segmento de tratamiento de agua de Pentair generó $ 3.2 mil millones en ingresos. La compañía diseña sistemas avanzados de filtración de agua para aplicaciones industriales y residenciales, con 127 patentes activas en tecnología de agua.

Categoría de diseño	Inversión anual	Conteo de patentes
Tratamiento de agua industrial	$ 87.5 millones	64 patentes
Sistemas de filtración residencial	$ 45.3 millones	63 patentes

Fabricación de equipos industriales y residenciales

Pentair opera 22 instalaciones de fabricación a nivel mundial, con una capacidad de producción de 3.6 millones de unidades anualmente.

• Manufactura en América del Norte, Europa y Asia
• Inversión de fabricación anual: $ 215 millones
• Tasa de eficiencia de producción: 92.4%

Investigación e innovación en tecnología del agua

El gasto de I + D en 2023 alcanzó los $ 124.6 millones, lo que representa el 3.8% de los ingresos totales.

Enfoque de innovación	Presupuesto de I + D	Equipos de investigación
Tecnologías de filtración avanzadas	$ 62.3 millones	87 investigadores
Soluciones de agua sostenibles	$ 42.5 millones	53 investigadores

Gestión de la cadena de suministro global

Las operaciones de la cadena de suministro abarcan 35 países con 486 proveedores directos.

• Gasto anual de adquisiciones: $ 1.7 mil millones
• Cumplimiento de sostenibilidad del proveedor: 94%
• Relación de rotación de inventario: 5.2

Ingeniería sostenible y desarrollo de productos

Las inversiones de sostenibilidad totalizaron $ 93.4 millones en 2023, centrándose en reducir la huella de carbono y desarrollar tecnologías ecológicas.

Métrica de sostenibilidad	2023 rendimiento
Reducción de emisiones de carbono	Reducción del 22% en comparación con la línea de base 2020
Tecnologías de conservación del agua	17 lanzamientos de nuevos productos

Pentair PLC (PNR) - Modelo de negocio: recursos clave

Instalaciones de fabricación avanzadas en todo el mundo

Pentair opera 54 instalaciones de fabricación en 22 países a partir de 2023. La huella de fabricación total abarca las regiones de América del Norte, Europa y Asia-Pacífico.

Región	Instalaciones de fabricación	Porcentaje de capacidad global
América del norte	22	42%
Europa	16	29%
Asia-Pacífico	16	29%

Cartera de propiedades intelectuales

A partir de 2023, Pentair tiene 387 patentes activas a través del tratamiento del agua, la filtración y las tecnologías de control de flujo.

• Patentes de tratamiento de agua: 156
• Patentes de tecnología de filtración: 129
• Patentes de control de flujo: 102

Fuerza laboral de ingeniería especializada

Total de los empleados Recuento: 9.800 al 31 de diciembre de 2023. Composición de la fuerza laboral de ingeniería:

Categoría	Número de empleados	Porcentaje
Ingenieros	2,450	25%
Especialistas técnicos	1,680	17%

Capacidades de investigación y desarrollo

Inversión en I + D en 2023: $ 147.3 millones, lo que representa el 4.2% de los ingresos totales.

• Centros de I + D: 7 ubicaciones globales
• Presentaciones de patentes anuales: 42

Infraestructura global de distribución e logística

Cobertura de la red de distribución: 180 países en todo el mundo.

Canal de distribución	Número de centros de distribución
Ventas directas	38
Red de distribuidores	142

Pentair PLC (PNR) - Modelo de negocio: propuestas de valor

Soluciones innovadoras de gestión del agua y filtración

Pentair generó $ 3.1 mil millones en ventas netas para el año fiscal 2022. La línea de productos de filtración de agua representaba aproximadamente el 42% de los ingresos totales.

Categoría de productos	Cuota de mercado	Ingresos anuales
Filtración de agua residencial	17.5%	$ 542 millones
Filtración de agua industrial	22.3%	$ 691 millones

Equipo industrial y residencial de eficiencia energética

El segmento de equipos de eficiencia energética de Pentair contribuyó con $ 1.2 mil millones en ventas para 2022.

• Las bombas de eficiencia energética residencial reducen el consumo de energía hasta en un 70%
• Los diseños de equipos industriales logran calificaciones de eficiencia 35% más altas

Tecnologías sostenibles y ambientalmente responsables

Las iniciativas de sostenibilidad representaban $ 875 millones en inversiones en desarrollo de productos para 2022.

Métrica de sostenibilidad	Rendimiento 2022
Reducción de emisiones de carbono	23% de reducción
Soluciones de agua recicladas	38% de penetración del mercado

Productos de ingeniería de alto rendimiento

El segmento de productos de ingeniería generó $ 680 millones en ingresos durante 2022.

• Tolerancias de fabricación de precisión dentro de 0.001 pulgadas
• Confiabilidad del producto superior a los estándares de la industria del 99.5%

Soluciones integrales de tratamiento de agua en múltiples sectores

Pentair atiende múltiples sectores con soluciones integrales de tratamiento de agua, generando $ 1.45 mil millones en diferentes mercados.

Sector de mercado	Ingresos anuales	Penetración del mercado
Tratamiento municipal de agua	$ 512 millones	26.7%
Sistemas de agua agrícola	$ 385 millones	19.2%
Procesamiento industrial	$ 553 millones	31.5%

Pentair PLC (PNR) - Modelo de negocio: relaciones con los clientes

Equipos directos de ventas y soporte técnico

Pentair mantiene un equipo global de ventas directas de 1,247 representantes de ventas profesionales en múltiples regiones a partir de 2023. Números de personal de soporte técnico 423 profesionales dedicados que brindan asistencia especializada al cliente.

Métricas del equipo de ventas	2023 datos
Representantes de ventas totales	1,247
Personal de apoyo técnico	423
Tiempo promedio de respuesta al cliente	4.2 horas

Asociaciones de clientes empresariales a largo plazo

Pentair ha establecido asociaciones estratégicas con 287 clientes de nivel empresarial en segmentos de agua, industrial e infraestructura. La duración promedio de la asociación es de 7,6 años.

• Segmentos de clientes empresariales: tratamiento de agua (38%), soluciones industriales (34%), infraestructura (28%)
• Repita la tasa comercial: 92.4%
• Rango anual del valor del contrato: $ 1.2M - $ 8.5M

Plataformas de participación de clientes digitales

Pentair invirtió $ 12.3 millones en infraestructura digital de participación del cliente en 2023. El uso de la plataforma digital aumentó en un 47% en comparación con el año anterior.

Métricas de plataforma digital	2023 estadísticas
Inversión de plataforma digital	$ 12.3 millones
Crecimiento del uso de la plataforma	47%
Interacciones en línea del cliente	1.2 millones

Desarrollo de soluciones personalizadas

Pentair completó 214 proyectos de ingeniería personalizados para clientes en 2023, con un valor de proyecto promedio de $ 674,000.

• Categorías de soluciones personalizadas: tratamiento de agua (42%), filtración (28%), tecnologías de proceso (30%)
• Tiempo de desarrollo promedio: 5.3 meses
• Tasa de satisfacción del cliente: 96.7%

Servicios de consultoría técnica y posventa

Los servicios de posventa generaron $ 187.6 millones en ingresos durante 2023, lo que representa el 16.4% de los ingresos totales de la compañía.

Métricas de servicios de posventa	2023 datos
Ingresos totales del mercado de accesorios	$ 187.6 millones
Porcentaje de ingresos totales	16.4%
Contratos de servicio	426

Pentair PLC (PNR) - Modelo de negocio: canales

Fuerza de ventas directa

Pentair mantiene un equipo global de ventas directas de aproximadamente 7,500 profesionales de ventas en múltiples segmentos comerciales a partir de 2023. La fuerza de ventas genera aproximadamente $ 3.2 mil millones en ingresos directos de ventas.

Tipo de canal de ventas	Número de representantes de ventas	Cobertura geográfica
Ventas de equipos industriales	3,200	América del Norte, Europa, Asia-Pacífico
Soluciones de tratamiento de agua	2,500	Mercados globales
Tecnologías de filtración y proceso	1,800	Regiones internacionales

Plataformas de comercio electrónico en línea

Pentair opera múltiples canales de ventas digitales con un ingreso anual en línea de $ 425 millones en 2023.

• Plataforma digital B2B con una tasa de participación del cliente del 98%
• Sitio web de comercio electrónico que respalda 15 idiomas
• Sistema de pedidos de respuesta móvil

Redes de distribución industrial

Pentair colabora con 1,200 distribuidores industriales en todo el mundo, generando aproximadamente $ 1.7 mil millones en ingresos por ventas indirectas.

Región de distribución	Número de distribuidores	Volumen de ventas anual
América del norte	450	$ 675 millones
Europa	350	$ 525 millones
Asia-Pacífico	250	$ 350 millones
Resto del mundo	150	$ 150 millones

Ventas de asociación estratégica

Pentair mantiene asociaciones estratégicas con 85 socios industriales y tecnológicos clave, generando $ 580 millones en ingresos colaborativos.

• Asociaciones de integración de tecnología: 35
• Acuerdos de colaboración de fabricación: 25
• Asociaciones de investigación y desarrollo: 25

Ferias comerciales y conferencias de la industria

Pentair participa en 42 ferias internacionales anualmente, generando aproximadamente $ 95 millones en oportunidades de ventas directas.

Tipo de conferencia	Número de eventos	Impacto de ventas estimado
Conferencias de tecnología del agua	18	$ 42 millones
Exposiciones de equipos industriales	15	$ 35 millones
Foros de tecnología de filtración	9	$ 18 millones

Pentair PLC (PNR) - Modelo de negocio: segmentos de clientes

Instalaciones municipales de tratamiento de agua

Pentair atiende aproximadamente 50,000 instalaciones municipales de tratamiento de agua a nivel mundial. Ingresos anuales del segmento de mercado: $ 1.2 mil millones.

Región	Número de instalaciones	Cuota de mercado
América del norte	22,500	45%
Europa	15,000	30%
Asia-Pacífico	12,500	25%

Empresas de fabricación industrial

La base de clientes incluye 10,000 empresas de fabricación industrial en todo el mundo. Ingresos del segmento: $ 980 millones anuales.

• Fabricación automotriz
• Procesamiento químico
• Producción de alimentos y bebidas
• Fabricación de semiconductores

Desarrolladores de propiedades comerciales y residenciales

Pentair atiende a 7.500 empresas de desarrollo de propiedades. Ingresos anuales del segmento: $ 650 millones.

Tipo de propiedad	Número de desarrolladores	Penetración del mercado
Comercial	4,200	56%
Residencial	3,300	44%

Sistemas de riego agrícola

Pentair apoya a 15,000 clientes de riego agrícola. Ingresos del segmento: $ 420 millones anuales.

• Operaciones agrícolas a gran escala
• Cooperativas agrícolas
• Programas agrícolas gubernamentales

Proyectos de infraestructura de petróleo y gas

La base de clientes incluye 2.500 compañías de infraestructura de petróleo y gas. Ingresos anuales del segmento: $ 350 millones.

Subsector	Número de clientes	Contribución de ingresos
Río arriba	1,200	40%
Centro de la corriente	850	35%
Río abajo	450	25%

Pentair PLC (PNR) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2023, Pentair invirtió $ 64.2 millones en gastos de investigación y desarrollo, lo que representa el 2.3% de los ingresos totales.

Año	Inversión de I + D	Porcentaje de ingresos
2023	$ 64.2 millones	2.3%
2022	$ 59.8 millones	2.1%

Gastos de fabricación y producción

Los costos de fabricación para Pentair en 2023 totalizaron $ 1.2 mil millones, con instalaciones de producción clave ubicadas en:

• Estados Unidos
• Porcelana
• México
• Reino Unido

Compensación global de la fuerza laboral

La compensación total de los empleados para 2023 fue de $ 752.3 millones, que cubrió aproximadamente 9,200 empleados globales.

Categoría de compensación	Cantidad
Salarios	$ 612.1 millones
Beneficios	$ 140.2 millones

Gestión de la cadena de suministro y logística

Los gastos operativos de la cadena de suministro en 2023 alcanzaron los $ 276.5 millones, con costos logísticos que representan $ 98.7 millones.

Mantenimiento de la infraestructura tecnológica

Los costos de mantenimiento de la tecnología y la infraestructura de TI para 2023 fueron de $ 42.6 millones, lo que representa el 1.5% de los ingresos totales.

Categoría de costos tecnológicos	Cantidad
Mantenimiento de hardware	$ 18.3 millones
Licencia de software	$ 14.2 millones
Servicios en la nube	$ 10.1 millones

Pentair PLC (PNR) - Modelo de negocio: flujos de ingresos

Ventas del sistema de filtración de agua

Pentair informó que las ventas del sistema de filtración de agua de $ 3.15 mil millones en 2023, lo que representa el 42% de los ingresos totales de la compañía.

Categoría de productos	Ingresos anuales	Cuota de mercado
Sistemas de agua residencial	$ 1.2 mil millones	15.6%
Sistemas de agua comerciales	$ 1.95 mil millones	24.8%

Contratos de fabricación de equipos

Los contratos de fabricación de equipos generaron $ 1.87 mil millones en ingresos para Pentair en 2023.

• Contratos de equipos industriales: $ 1.45 mil millones
• Contratos de infraestructura municipal: $ 420 millones

Piezas y servicios del mercado de accesorios

Los ingresos del mercado de accesorios alcanzaron los $ 892 millones en 2023, con un crecimiento año tras año.

Categoría de servicio	Ganancia	Índice de crecimiento
Piezas de repuesto	$ 612 millones	9.5%
Servicios de mantenimiento	$ 280 millones	16.3%

Acuerdos de licencia de tecnología

La licencia de tecnología generó $ 215 millones en ingresos para Pentair en 2023.

• Licencias de tecnología de tratamiento de agua: $ 145 millones
• Licencias de tecnología de filtración: $ 70 millones

Servicios de consultoría de soluciones sostenibles

Los ingresos por servicios de consultoría totalizaron $ 187 millones en 2023.

Tipo de servicio de consultoría	Ganancia
Consultoría de eficiencia del agua	$ 112 millones
Consultoría de estrategia de sostenibilidad	$ 75 millones

Pentair plc (PNR) - Canvas Business Model: Value Propositions

Smart, sustainable solutions that conserve water and energy.

Pentair plc continues to anchor its value proposition in sustainability, helping customers manage water and energy use more effectively. For instance, the company's Variable Speed (VS) pool pumps are designed to help pool owners save up to 90% in energy costs when compared to a conventional single- or two-speed pool pump. Looking at broader impact, since 2005, Pentair's ENERGY STAR certified pool pumps have been responsible for a cumulative energy savings of 38.8 billion kWh as of 2022 data, and have contributed to the reduction of 19.5 million tons of CO2 emissions since 2005, based on 2023 reported figures. The overall PFAS Filtration Market, where Pentair competes, is estimated at USD 2.28 billion in 2025, showing a clear market need for these solutions. The company's reported revenue for the twelve months ending September 30, 2025, was $4.128B, reflecting continued business activity in these core areas.

Energy-efficient pool equipment and automation systems.

The focus on energy efficiency in pool equipment is a significant driver. Pentair Pool launched Flexible Demand (FD) capabilities in September 2025 for its IntelliFlo3® VSF Pool Pump and IntelliCenter® Pool Control System, allowing equipment to respond to energy grid demand signals. This builds on prior success where Pentair's ENERGY STAR certified pool pump unit sales represented 46% of all ENERGY STAR pool pumps sold in 2022. In 2023 alone, Pentair helped U.S. consumers save approximately 782 million kilowatt-hours (kWh) of energy from these efficient pumps, translating to $118 million in energy cost savings for that year. The market for energy-efficient pool pumps is valued at $903 million in 2025, projected for a 7% CAGR.

High-quality water filtration, including new PFAS removal products.

High-quality filtration is critical, especially with evolving contaminant standards. Pentair plc's ChlorPlus Protect 10 product has secured NSF/ANSI 53 certification, demonstrating greater than 99% total PFAS reduction. This addresses a market segment that is expected to grow from USD 2.28 billion in 2025 to USD 3.22 billion by 2030. Specifically, the point of exit PFAS treatment systems market size was estimated at USD 556.4 million in 2025. Drinking-water treatment applications captured 55.54% of the overall PFAS filtration market share in 2024.

Reliable fluid movement and control for industrial and commercial use.

The fluid movement and control segment supports industrial and commercial operations. The industrial sector represented the largest revenue share of the point of exit PFAS treatment systems industry at 90.4% in 2024, highlighting the importance of reliable industrial water management solutions. Pentair bolstered this area by acquiring Hydra-Stop on September 17th, 2025, for approximately $292 million. Furthermore, for the fiscal year ended December 31, 2024, the commercial business, which includes commercial water treatment systems, comprised approximately 66% of Water Solutions sales. The company's Q3 2025 sales reached $1,022 million, up 3% year-over-year.

Comprehensive product portfolio across residential, commercial, and industrial needs.

Pentair plc offers a broad portfolio serving diverse water needs globally. The company serves customers in more than 150 countries with approximately 9,750 global employees as of early 2025. The financial structure reflects this breadth: the commercial business accounted for about 66% of Water Solutions sales in 2024. The company reported Q2 2025 sales of $1.1 billion, up 2% year-over-year, and maintained its dividend increase streak to the 49th consecutive year. The company's adjusted EPS for Q2 2025 was $1.39, a 14% increase versus Q2 2024.

The segmentation of value delivery can be seen in the following table based on recent segment performance:

Segment Focus Area	Relevant Financial/Statistical Metric	Value/Amount
Overall Business Scale (LTM Sep 2025)	Revenue (Last Twelve Months)	$4.128B
Water Solutions Commercial Share (FY 2024)	Commercial Business % of Water Solutions Sales	66%
Industrial Water Treatment (PFAS Point of Exit, 2024)	Industrial Segment Revenue Share	90.4%
Pool Equipment Efficiency (Cumulative)	ENERGY STAR Pump Energy Savings Since 2005	38.8 billion kWh
PFAS Market Size (2025 Estimate)	Total PFAS Filtration Market Value	USD 2.28 billion

Pentair plc (PNR) - Canvas Business Model: Customer Relationships

You're looking at how Pentair plc manages its diverse customer base across water solutions, which is key given their global scale of serving customers in more than 150 countries with approximately 9,750 global employees.

For the largest commercial and industrial accounts, the relationship is clearly high-touch. The company's 80/20 initiative explicitly focuses on optimizing relationships with top customers, which makes sense when one customer represented approximately 15% of consolidated net sales in 2024. This focus supports segments like Commercial & Infrastructure Flow, which made up about 29% of Flow sales in 2024. While Residential sales were down 6% in Q1 2025, Commercial sales managed a positive trend, up 3% in that same period.

On the residential side, Pentair plc emphasizes digital self-service, reflecting their investment in digital platforms to improve customer experience. The Consumer Solutions segment, which includes residential pool equipment and water treatment, is a major focus. The Pool segment alone generated $1.5 billion in revenue based on 2024 figures. This channel relies heavily on dealers and distributors, with the Pool segment seeing sales growth in 2024 driven by a strong aftermarket.

When dealing with OEM partners and larger industrial clients, technical support is critical for their Flow business, which generated $1.514 billion in net sales in 2024. The Industrial Solutions portion of Flow sales was 34% of that total in 2024. The company's overall adjusted Return on Sales (ROS) improved to 26.4% in Q2 2025, showing operational efficiency that benefits all customer interactions.

For durable goods, warranty and after-sales service are tied to the long-term commitment Pentair plc shows to its stakeholders. The company reaffirmed its status as a dividend aristocrat by announcing a dividend increase for the 49th consecutive year for 2025. This financial stability underpins the long-term nature of relationships with dealers and end-users.

Here's a quick look at the customer-facing revenue mix from 2024 and early 2025 trends:

Customer/Segment Focus	Relevant Financial/Statistical Data	Source Year/Period
Largest Single Customer Dependency	15% of consolidated net sales	2024
Pool Segment Revenue (Dealer/Distributor Focus)	$1.5 billion	2024
Flow Segment - Commercial & Infrastructure Share	29% of Flow sales	2024
Flow Segment - Industrial Solutions Share	34% of Flow sales	2024
Q1 2025 Commercial Sales Growth	Up 3%	Q1 2025
Q1 2025 Residential Sales Trend	Down 6%	Q1 2025
Overall Adjusted Return on Sales (ROS)	26.4%	Q2 2025

The company's focus on the 80/20 approach suggests a deliberate effort to deepen relationships with the most valuable customers, which is a strategic move to improve profitability, targeting an adjusted ROS of 24.0% in Q1 2025.

You can see the emphasis on channel strength in the Pool segment, where 75% of the business is concentrated in Sunbelt states, requiring localized dealer support. The overall business is structured to support these varied needs:

• Dedicated support for top commercial/industrial clients via 80/20 focus.
• Digital tools supporting the Consumer Solutions segment.
• Strong aftermarket focus driving growth in the Pool segment in 2024.
• Commitment to long-term stability demonstrated by 49 consecutive dividend increases.

Finance: review the Q3 2025 customer pipeline projections by Friday.

Pentair plc (PNR) - Canvas Business Model: Channels

You're looking at how Pentair plc (PNR) gets its products and services to the people who need them, which is a mix of established routes and direct engagement for big jobs. Honestly, the structure reflects their segmented business-Flow, Water Solutions, and Pool.

Global network of independent distributors and dealers.

This is the backbone for much of Pentair plc's business, especially for ongoing service and replacement parts. As of the Baird Conference in November 2025, the company noted that 75% of its revenue comes through distribution and break-fix services, which points directly to the reliance on this channel for stability. For instance, in the Pool segment, customers include businesses engaged in wholesale and retail distribution across residential and commercial markets. The Flow segment also relies on wholesale and retail distribution for its residential and commercial vertical market sales. As of December 31, 2024, the Flow segment alone had 10 Distribution sites across the U.S. and 15 foreign countries to support this network.

Direct sales team for large commercial, industrial, and municipal projects.

For the larger, more complex water movement and treatment needs, Pentair plc uses its direct sales force. This channel is key for the OEM/Projects portion of the business. The Q1 2025 data indicated that approximately 25% of sales were derived from the OEM/Projects channel. This direct approach supports the Commercial & Infrastructure Flow businesses, which focus on things like fire suppression and wastewater control. The Flow segment's Industrial Solutions business, which made up about 34% of Flow sales for the year ended December 31, 2024, also likely utilizes direct sales for large industrial process filtration applications.

Retail partners and e-commerce platforms for residential products.

Residential products, particularly in the Pool segment, flow through retail partners. While specific e-commerce revenue percentages aren't broken out, the reliance on retail distribution for Pool customers-who include end users and consumers-is clear. The company has had to adapt its channel strategy to meet changing customer purchasing behavior, which definitely includes digital avenues for residential sales. The Pool segment saw sales growth of 7% in the third quarter of 2025, showing the strength in this consumer-facing channel.

Company-owned service centers and field support teams.

Service and support are critical for maintaining customer loyalty and driving break-fix revenue, which is part of that 75% distribution/break-fix revenue slice. As of December 31, 2024, the Flow segment alone had 8 Service Centers in the U.S. and 15 foreign countries. These centers, along with field support teams, help deliver the value proposition of reliable water management solutions across the Flow and Water Solutions segments.

Strategic Original Equipment Manufacturer (OEM) sales channels.

The OEM channel is a defined part of the revenue stream, accounting for about 25% of sales as of Q1 2025. This channel is important for integrating Pentair plc's components into other manufacturers' systems. The Flow segment's residential and irrigation pump businesses, which made up 37% of Flow sales for the year ended December 31, 2024, often rely on OEM relationships for distribution into the housing and agriculture markets.

Here's a quick look at the reported sales channel mix based on the latest segment and conference data:

Channel Category	Approximate Revenue Share (Late 2025 View)	Relevant Segment Focus
Distribution & Break-Fix Services	75%	Pool, Residential Flow, Water Solutions
OEM & Direct Projects	~25%	Flow (Commercial/Industrial), Large Municipal Projects

It's important to note that sales outside the U.S. accounted for approximately 31% of net sales for the full year 2024, meaning the channel execution must be robust internationally as well. The company is definitely focused on maintaining pricing and quality to defend share against low-cost entrants in commodity products, which is a direct channel defense strategy.

• Flow Segment Distribution Sites (as of 12/31/2024): 10 in U.S. and 15 foreign countries.
• Flow Segment Service Centers (as of 12/31/2024): 8 in U.S. and 15 foreign countries.
• Pool Segment Single Customer Concentration (2024): 15% of consolidated net sales.
• FY25 Reported Sales Growth Guidance (as of Q3 2025): ~+2%.

Pentair plc (PNR) - Canvas Business Model: Customer Segments

Pentair plc serves a diverse set of customers across its three primary reporting segments: Flow, Water Solutions, and Pool. These segments directly map to the distinct customer groups you are tracking as of late 2025.

The company's overall financial scale is significant, with full-year 2024 revenue reported at approximately $4.1 billion. For the full year 2025, Pentair plc projects reported sales to be up approximately 2% over the 2024 figure.

For the third quarter of 2025, consolidated net sales reached $1.022 billion.

The Flow segment, which addresses commercial, industrial, and residential fluid control needs, posted net sales of $394 million in Q3 2025. This segment showed growth across its customer types:

• Flow Commercial sales increased 5% year-over-year in Q3 2025.
• Flow Industrial sales rose 10% year-over-year in Q3 2025.
• Flow Residential sales were up 3% year-over-year in Q3 2025.

The Water Solutions segment, which includes filtration for residential and commercial use, recorded Q3 2025 net sales of $273 million. Core Water Solutions sales were flat year-over-year for the quarter, while overall Water Solutions sales declined 6%, partly due to portfolio exits.

The Pool segment, heavily focused on residential homeowners for pool maintenance and repair, generated Q3 2025 net sales of $354 million, representing a 7% increase year-over-year for the segment.

Here's a look at the Q3 2025 segment sales, which represent the direct revenue streams from these customer groups:

Customer Segment Focus Area	Corresponding Pentair Segment/Metric	Q3 2025 Net Sales Amount	Q3 2025 YoY Sales Change
Residential Homeowners (Pool)	Pool Segment Net Sales	$354 million	Up 7%
Commercial Businesses (Fluid Control/Water)	Flow Commercial Sales	Not explicitly isolated	Up 5%
Industrial Manufacturers/Process Industries	Flow Industrial Sales	Not explicitly isolated	Up 10%
Municipalities/Infrastructure (via Flow)	Flow Segment Total Sales	$394 million	Up 6%
Residential Water Treatment	Water Solutions Residential Sales	Not explicitly isolated	Down 6%

Agricultural operations requiring fluid control and irrigation are primarily served through the Flow segment, though specific revenue attribution isn't separated from the Commercial and Industrial sub-categories in the latest reports. To be fair, the data lumps many of these end-users into the broader Flow category.

The company's Q3 2025 Return on Sales (ROS) for the Flow segment was 24.2%, and for the Water Solutions segment, it was 25.0%, showing strong profitability across the industrial and water treatment customer bases.

Finance: draft 13-week cash view by Friday.

Pentair plc (PNR) - Canvas Business Model: Cost Structure

You're looking at the core expenses Pentair plc faces to run its global water solutions business as of late 2025. This structure is heavily influenced by material costs, ongoing efficiency drives, and external pressures like tariffs.

Manufacturing and Material Costs, Including Commodity Price Volatility

Rising costs for materials and wages directly fed into customer pricing actions. For instance, Pentair Pool announced a total anticipated price increase for whole goods and parts, effective September 1, 2025, ranging from 6% to 7%. This total increase was composed of a standard annual base price increase of 4% across all product categories, plus an additional 2% to 3% increase specifically to mitigate uncertainty around global tariffs. This shows how commodity and input cost inflation is directly managed through channel pricing.

Significant Investment in R&D and Digital Innovation

Pentair plc is actively investing in its digital future to support its channel partners. This focus is evidenced by the elevation of the Chief Information Officer (CIO) role to accelerate the development of digital front-ends and AI-enabled experiences for dealers and distributors. While specific R&D dollar amounts for the full year 2025 aren't explicitly detailed in the latest reports, the strategic organizational change signals a material commitment to technology as a cost driver and value enhancer.

Selling, General, and Administrative (SG&A) Expenses

The overhead associated with running the business, captured in SG&A, shows a slight moderation year-over-year. Pentair plc's SG&A expenses for the twelve months ending September 30, 2025, were reported at $0.713B, representing a 0.42% decline year-over-year from the prior twelve-month period. This figure encompasses the costs of the entire commercial and administrative apparatus supporting the global operations.

Operational Costs Associated with the Transformation Program

The Transformation Program is a major cost component, though management views it as an investment driving future savings. The company expects to deliver approximately $80 million in Transformation and 80/20 Savings in fiscal year 2025, net of the investments required to achieve those savings. To give you context on the momentum, the combined savings from transformation initiatives in 2023 and 2024 totaled $174 million. These operational excellence initiatives are key to offsetting inflationary pressures.

Tariff and Logistics Costs

External trade policy remains a significant cost headwind that Pentair plc has actively worked to mitigate. The estimated total tariff impact for 2025 was revised downward to $75 million, a reduction from an earlier estimate of $140 million, largely due to a reduction in China tariff rates. The company implemented pricing strategies and other mitigation actions to offset these costs.

Here's a quick look at the key cost-related financial metrics we have:

Cost Component/Metric	Reported/Estimated Amount (2025 Data)
SG&A Expenses (TTM Sep 30, 2025)	$0.713B
Estimated Total Tariff Impact (FY 2025)	$75 million
Expected Transformation/80/20 Savings (FY 2025 Net of Investment)	~$80 million
Transformation Savings (2023-2024 Combined)	$174 million
Pool Product Price Increase to Mitigate Tariffs (Component)	2% to 3%

The company is definitely using its pricing power to manage input cost inflation, as seen in the Pool segment's September 1, 2025, price adjustments.

Pentair plc (PNR) - Canvas Business Model: Revenue Streams

You're looking at how Pentair plc brings in the money, which is primarily through selling physical products across its three main operational areas, supplemented by ongoing service and parts revenue. This structure relies on a mix of new installations and the steady stream from their installed base.

The company's overall expectation for the full year 2025 is a reported sales growth of approximately 2% over 2024's revenue of $4.08 billion. This is underpinned by the latest guidance for full-year 2025 adjusted EPS to be in the range of $4.85 to $4.90.

The revenue streams are segmented, with each area showing distinct performance trends as of late 2025:

• Product sales from the Pool segment are a key driver, with full-year 2025 growth expected to be between 6% and 7%.
• Sales from the Water Solutions segment face headwinds, with the full-year 2025 outlook projecting a decline of mid-single digits.
• Sales from the Flow segment are projected to grow in the low single digits for the full year 2025.
• Aftermarket sales of replacement parts, consumables, and services provide a stable base; over 75% of Pentair plc's products are replacements, which helps stabilize revenue even when new construction slows.

To give you a clearer picture of the recent segment contributions, here is the revenue performance breakdown from the third quarter of 2025:

Segment	Q3 2025 Reported Sales Growth (YoY)	Q3 2025 Adjusted Return on Sales (ROS)
Pool	+7%	32.8%
Flow	+6%	24.2%
Water Solutions	-6%	25.0%

The Pool segment showed strong top-line momentum in Q3 2025, growing sales by 7% year-over-year, though its ROS of 32.8% was down 120 basis points due to a tough comparison and growth investments. The Flow segment delivered solid growth at 6% sales increase and an ROS of 24.2%, expanding by 200 basis points. Conversely, Water Solutions sales were down 6% in the quarter, but management protected the bottom line, resulting in an ROS expansion of 280 basis points to 25.0%.

The company's Q3 2025 total sales landed at $1.022 billion, representing a reported increase of 2.9% over Q3 2024. This performance led to the raising of the full-year 2025 adjusted EPS guidance to $4.85 to $4.90.