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Hayward Holdings (HAYW)
NYSE:HAYW
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.12Last Year’s EPS
0.1Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operational and financial achievements — double-digit margin expansion over multi-year horizons, record gross margins, consistent top-line growth, robust free cash flow and meaningful deleveraging. Management also highlighted tangible product innovation (OmniX and new product categories), active supply-chain realignment and a disciplined capital allocation framework. Near-term headwinds include Q4 adjusted EBITDA margin compression driven by higher variable compensation and one-time charges, SG&A growth, presentation effects from warranty accounting, regional volatility and dependence on pricing to meet 2026 guidance. On balance, the positive financial results, cash generation, strategic investments and clear roadmap for growth significantly outweigh the listed challenges.Company Guidance
Top-Line Growth
Net sales increased 7% in Q4 to $349 million and 7% for fiscal 2025 to $1.122 billion, outperforming guidance and reflecting price gains and contribution from the ChlorKing acquisition.
Record Gross Margin Expansion
Gross margin reached a record for the year at 48% and expanded to 48.5% in Q4 (up 160 bps year-over-year and 70 bps sequentially). Adjusted gross profit grew 10% in Q4 to $169 million and 11% for the full year to $539 million.
Profitability and EPS Improvement
Adjusted EBITDA increased 4% in Q4 to $103 million and 8% for fiscal 2025 to $299 million. Adjusted diluted EPS rose 7% in Q4 to $0.29 and 15% for the full year to $0.77.
Strong Cash Flow and Deleveraging
Free cash flow increased 20% year-over-year, represented nearly 150% of net income in 2025, increased liquidity by $164 million and reduced net leverage to 1.9x by year-end.
North America Segment Strength
North America sales up 8% in Q4 to $309 million with record North America margins (50.1% in Q4 and 49.9% for the year). Canada delivered double-digit improvement and ChlorKing contributed to commercial strength.
Product Innovation and Market Expansion (OmniX and New SKUs)
Launched and expanded OmniX automation ecosystem (now OmniX-enabled on all new variable speed pumps and gas heaters), introduced OmniX-enabled 4-horsepower pumps (addressing larger residential/small commercial segment), ColorLogic LED landscape lights, TracJet pressure cleaner and drop-in pumps for Europe — targeting a large aftermarket opportunity (estimated ~3.5 million U.S. pools lacking automation).
Supply Chain & Tariff Mitigation
Reduced U.S. cost-of-sale exposure to China from ~10% to ~3% in 2025 and offset tariff impacts through pricing and operational improvements; management characterizes tariffs as a managed variable rather than a structural headwind.
Disciplined Capital Allocation & 2026 Guidance
Announced 2026 outlook: net sales roughly +4%, adjusted diluted EPS $0.82–$0.86 (≈ +6% to +12%), free cash flow ~ $200 million, higher CapEx of ~$40 million to modernize U.S. manufacturing, continued opportunistic M&A and share repurchase framework (previously authorized $450M program; $4M repurchased in Q4).
HAYW Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $15.67 | $14.99 | -4.34% |
Oct 29, 2025 | $15.33 | $17.17 | +12.00% |
Jul 30, 2025 | $14.96 | $15.43 | +3.14% |
May 01, 2025 | $13.33 | $14.02 | +5.18% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Hayward Holdings (HAYW) earnings time?
Hayward Holdings (HAYW) earnings time is at Apr 30, 2026, 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 2026 (Q1) is 0.12.