Hayward Holdings' second quarter results were strong, with record gross profit margins, reduced net leverage, and successful product introductions. Despite challenges from tariffs and pressure on discretionary market elements, the company's strategic investments and growth in the commercial pool business indicate a positive trajectory.

Company Guidance -

Q3 2025

During Hayward Holdings' second quarter 2025 earnings call, the company provided an optimistic outlook based on its robust financial performance. Net sales increased by 5% to approximately $300 million, with growth primarily in North America and Europe, while adjusted EBITDA rose by 7% to $88 million, translating to an improved margin of 29.5%. The gross profit margin set a quarterly record at 52.7%, marking the 10th consecutive quarter of year-over-year expansion. The company effectively reduced its net leverage to 2.1x, enhancing financial flexibility. Hayward adjusted its full-year 2025 guidance, raising the lower end of its net sales growth outlook to 2%-5% and maintaining its adjusted EBITDA expectation at $280-$290 million. The company also discussed its strategic focus on mitigating tariff impacts, with a projected annualized tariff cost of $30 million, a significant reduction from previous estimates.

Exceeded Expectations with Increased Net Sales

Net sales increased 5% to approximately $300 million, surpassing expectations. The growth was driven by a 5% increase in net price, 2% lower volumes, and a 2% contribution from the ChlorKing acquisition.

Record Gross Profit Margins

Gross profit margins increased to a record 52.7%, with an adjusted EBITDA margin of 29.5%. This marks the 10th consecutive quarter of year-over-year gross margin expansion.

Significant Reduction in Net Leverage

Net leverage was significantly reduced to 2.1x, near the low end of the targeted range of 2 to 3x, providing enhanced financial flexibility.

Positive Response to New OmniX Products

The introduction of the OmniX suite of products received a positive dealer response, positioning Hayward for increased aftermarket equipment content per pool.

Commercial Pool Business Growth

Commercial sales in North America approximately doubled, supported by the ChlorKing acquisition, with successful integration delivering the expected sales and operational synergies.

Adjusted Diluted EPS Growth

Adjusted diluted EPS increased by 14% to $0.24.

Hayward Holdings (HAYW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HAYW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.12 / -	0.11	―	―	―
Jul 30, 2025	2025 (Q2)	0.22 / 0.24	0.21	14.29% (+0.03)
May 01, 2025	2025 (Q1)	0.08 / 0.10	0.08	25.00% (+0.02)
Feb 27, 2025	2024 (Q4)	0.24 / 0.27	0.2	35.00% (+0.07)
Oct 29, 2024	2024 (Q3)	0.10 / 0.11	0.09	22.22% (+0.02)
Jul 30, 2024	2024 (Q2)	0.20 / 0.21	0.19	10.53% (+0.02)
May 02, 2024	2024 (Q1)	0.08 / 0.08	0.07	14.29% (<+0.01)
Feb 29, 2024	2023 (Q4)	0.18 / 0.20	0.11	81.82% (+0.09)
Oct 31, 2023	2023 (Q3)	0.08 / 0.09	0.14	-35.71% (-0.05)
Aug 02, 2023	2023 (Q2)	0.16 / 0.19	0.355	-46.48% (-0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HAYW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$14.96	$15.43	+3.14%
May 01, 2025	$13.33	$14.02	+5.18%
Feb 27, 2025	$14.38	$14.76	+2.64%
Oct 29, 2024	$14.80	$15.67	+5.88%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Hayward Holdings (HAYW) report earnings?

Hayward Holdings (HAYW) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Hayward Holdings (HAYW) earnings time?

Hayward Holdings (HAYW) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HAYW EPS forecast?

HAYW EPS forecast for the fiscal quarter 2025 (Q3) is 0.12.

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