The call highlighted strong financial performance, with record gross margins and reduced net leverage. However, challenges remain with tariff uncertainties and increased SG&A expenses. While the positives in financial metrics and strategic execution are significant, the issues of tariffs and changing consumer behavior in repairs present notable challenges.

Company Guidance

During the Hayward Holdings Second Quarter 2025 earnings call, the company provided an optimistic update on their financial performance and future guidance. Net sales saw a 5% year-over-year increase, reaching approximately $300 million, driven by a 5% increase in net pricing, a 2% decline in volumes, and a 2% contribution from the ChlorKing acquisition. Notably, gross profit margins hit a record 52.7%, and adjusted EBITDA margin rose to 29.5%. The company also reduced net leverage to 2.1x, approaching the low end of their 2 to 3x target range. Looking ahead, Hayward refined its full-year 2025 guidance, raising the low end of the net sales growth range to 2% to 5% and maintaining an adjusted EBITDA forecast of $280 million to $290 million. The company continues to focus on mitigating tariff impacts, with an estimated $18 million tariff impact for 2025, and plans to reduce direct sourcing from China to 3% of cost of goods sold by year-end. Adjusted diluted EPS increased by 14% to $0.24, showcasing the company's robust financial health and strategic focus on long-term growth.

Record Gross Profit Margin

The company reported a gross profit margin of 52.7%, a quarterly record and the 10th consecutive quarter of year-over-year gross margin expansion.

Strong Adjusted EBITDA Margin

Adjusted EBITDA margin increased to 29.5%, with a 7% increase in adjusted EBITDA to $88 million.

Significant Reduction in Net Leverage

Net leverage reduced to 2.1x, the lowest level in over 3 years, providing enhanced financial flexibility.

Successful Integration of ChlorKing Acquisition

ChlorKing acquisition led to a 2% contribution to net sales, doubling commercial sales in North America while generating strong profitability.

Positive Volume Outlook Adjustment

The company adjusted its volume outlook from a negative 2.5% to a negative 1%, indicating stronger expected performance.

Increased Full-Year Revenue Guidance

Refined full-year guidance for net sales, now expecting a 2% to 5% increase.

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

Daily Earnings Calendar >

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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