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    Sari Boroditsky

    Research Analyst at Jefferies

    Sari (Saree) Boroditsky is an Equity Analyst at Jefferies LLC, specializing in the coverage of industrial companies such as Regal Rexnord Corp, Middleby Corp, and Lincoln Electric. Boroditsky has established a performance track record with an average return of 8.37% and a success rate of 43.48%, according to StockAnalysis, and has been active in earning calls and research across 18 distinct companies. Beginning her career as an Associate at Wexford Capital LP, she joined Jefferies in 2018 where she continues to build her influence in equity research. Professionally, Boroditsky's credentials include relevant securities licenses and active participation in industry research discussions, consistently recognized for her analytical contributions.

    Sari Boroditsky's questions to Hayward Holdings (HAYW) leadership

    Sari Boroditsky's questions to Hayward Holdings (HAYW) leadership • Q2 2025

    Question

    An analyst from Jefferies, on behalf of Sari Boroditsky, questioned the drivers behind the increase in SG&A as a percentage of sales and whether this level should be expected going forward. A follow-up question asked for elaboration on how the timing of orders impacted volume.

    Answer

    President and CEO Kevin Holleran explained that the higher SG&A reflects planned, targeted investments in advanced engineering, product development, customer care, and commercial resources to drive future growth. SVP & CFO Eifion Jones reiterated the company's medium-term goal to lower SG&A as a percentage of sales into the low 20s. Regarding order timing, Jones noted that the order profile in Q2 was healthy and came in as expected with year-over-year growth, consistent with normal seasonal patterns.

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