Hayward Holdings (HAYW)
NYSE:HAYW
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.24Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was broadly positive: the company delivered above-expectation Q1 results with double-digit sales and earnings growth, margin expansion, improved year-over-year leverage, and raised full-year guidance. Key strengths include strong pricing execution, product momentum (OmniX and discretionary categories), regional gains (notably Canada and commercial), and a durable aftermarket mix. Near-term challenges include significant Q1 operating cash usage due to seasonal Early Buy timing and the absence of prior-year AR sale proceeds, localized geopolitical disruption in the Middle East affecting Rest of World, and rising input costs (specialty metals, freight, resins, energy) that may compress margins in Q2 before mitigations take hold. Overall, the positive operational and financial trends materially outweigh the transitory and manageable headwinds.Company Guidance
Strong Top-Line Growth
Net sales increased 12% year-over-year to $255 million (vs. 8% a year ago), driven by strong price realization, positive volume and favorable foreign exchange.
Earnings and Margin Expansion
Adjusted EBITDA increased 15% to $56 million and adjusted diluted EPS rose 30% to $0.13. Gross margin expanded 50 basis points to 46.5% and adjusted EBITDA margin expanded 60 basis points to 22.1%, reflecting operating leverage and cost management.
Regional Strength and Product Outperformance
North America net sales grew 12% to $210 million (U.S. +11%, Canada +26%). Europe grew 14% and Europe & Rest of World overall up 9% to $45 million. Discretionary categories (automation, heaters, lights) and commercial (nearly 20% growth) outpaced core categories.
Improved Balance Sheet and Leverage Reduction
Net leverage decreased year-over-year from 2.8x to 2.4x, demonstrating balance sheet progression and increased flexibility for investments and capital returns.
Guidance Raised
Full-year 2026 guidance increased: net sales now expected to rise ~5% (up from ~4%) and adjusted diluted EPS expected to increase ~9%–13% to a range of $0.84–$0.87. Free cash flow is expected to be approximately $200 million, exceeding 100% of net income.
Pricing Execution
Company now expects full-year pricing of about +4% (up from prior +3%), reflecting strong price realization in Q1 and targeted price/surcharge actions to offset commodity and energy cost pressures.
Long-Term Track Record and Aftermarket Exposure
Six-year CAGRs (2019–2025) of ~7% for net sales and ~10% for gross profit and adjusted EBITDA. ~85% of sales derived from the installed-base aftermarket, providing visibility and a durable growth runway.
Product & Commercial Momentum (OmniX & New Launches)
Notable adoption of OmniX platform and other new products; management cites improved commercial programs, product innovation and targeted dealer conversions as drivers of share gains and discretionary spend growth.
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 |
|---|---|---|---|
Apr 29, 2026 | $15.80 | $14.90 | -5.70% |
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% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Hayward Holdings (HAYW) earnings time?
Hayward Holdings (HAYW) earnings time is at Aug 05, 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 (Q2) is 0.25.