The earnings call presented a strong financial performance with record net sales growth, effective margin management, and strategic product launches. However, it also highlighted challenges such as tariff impacts and economic uncertainty affecting discretionary spending. Overall, the company's proactive strategies to mitigate these challenges indicate a positive outlook despite the hurdles.

Company Guidance -

Q2 2025

During the Hayward Holdings First Quarter 2025 Earnings Call, the company confirmed its guidance for the full year, anticipating net sales to increase by approximately 1% to 5%, reaching between $1.06 billion and $1.1 billion. Additionally, it expects adjusted EBITDA to range from $280 million to $290 million. The first quarter results exceeded expectations with net sales increasing by 8% to $229 million, driven by a 3% increase in both price and organic volume, along with a 3% contribution from the ChlorKing acquisition. Gross profit margins rose to 49.5%, and adjusted EBITDA margins improved to 21.5%. Despite challenges, such as increased tariffs, the company maintained net leverage within its targeted range of 2.8x. The guidance reflects potential impacts from tariffs and proactive mitigation strategies, including pricing actions and supply chain initiatives. The company also highlighted the launch of the OmniX platform, aimed at enhancing pool automation offerings.

Exceeding Expectations in Q1 2025

Net sales increased 8% to $229 million with growth across both segments, North America and Europe, and positive contributions from volume and price. Gross profit margins increased to 49.5% and adjusted EBITDA margins increased to 21.5%.

OmniX Product Launch

Launch of OmniX, an innovative suite of products for the aftermarket, providing IoT connectivity and control for non-automated pools, opening up significant addressable market opportunities.

Strong Balance Sheet and Financial Flexibility

Net leverage maintained at 2.8x, with total liquidity of $398 million. The company also reported a 25% increase in adjusted diluted EPS to $0.10.

Successful Tariff Mitigation Strategy

Aggressively executing plans to offset expected tariff-related cost increases and volume pressures, including cost and supply chain initiatives, with expected reduction of direct sourcing from China to 3% by year-end.

Margin Expansion and Profitability

Gross profit margins increased 30 basis points to 49.5%, and adjusted EBITDA increased 9% to $49 million, with a focus on strategic reinvestment in sales, marketing, customer service, and engineering.

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
Jul 30, 2025	2025 (Q2)	0.23 / -	0.21	―	―	―
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)
May 04, 2023	2023 (Q1)	0.05 / 0.07	0.35	-80.00% (-0.28)

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
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%
Jul 30, 2024	$13.49	$14.76	+9.41%

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 Jul 30, 2025, Before Open (Confirmed).

What is Hayward Holdings (HAYW) earnings time?

Hayward Holdings (HAYW) earnings time is at Jul 30, 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 (Q2) is 0.23.

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