Hayward Holdings (HAYW) Company Report

Hayward Holdings reported strong financial performance for Q4 2025, with net sales up 7% and adjusted diluted EPS up 7% year-over-year.
For the full year 2025, net sales increased 7% to $1.122 billion, and adjusted diluted EPS rose 15% to $0.77.
The company demonstrated significant profitability and cash flow generation, achieving a record gross profit margin of 48.0% for FY 2025, an increase of 170 basis points, and free cash flow growth of 20% to $225 million.
Hayward Holdings also strengthened its balance sheet by reducing year-end net leverage from 2.8x to 1.9x.
For FY 2026, the company projects net sales to be up approximately 4% year-over-year and adjusted diluted EPS between $0.82 and $0.86.

3 days ago

Presentation

Hayward Holdings Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Outlook

HAYW

Earnings

Guidance Update

New Projects/Investments

Hayward Holdings reported strong Q4 2025 net sales growth of 7% to $349 million and full-year 2025 net sales growth of 7% to $1.122 billion, with adjusted diluted EPS increasing 7% to $0.29 in Q4 and 15% to $0.77 for the full year.
The company achieved a record gross margin of 48% for the full year 2025 and 48.5% in Q4 2025, driven by business development strategies and its aftermarket-driven model, which represents roughly 85% of total sales.
For 2026, Hayward Holdings expects net sales to increase approximately 4% and adjusted diluted EPS to grow approximately 6%-12%.
Free cash flow is projected to be around $200 million in 2026, and the company plans to increase CapEx to approximately $40 million to upgrade its U.S. manufacturing footprint.
Net leverage was reduced to 1.9 times by year-end 2025, and the company announced a change in accounting principle to present warranty costs from SG&A to cost of sales, which has no impact on net sales, operating income, net income, or adjusted EBITDA.

3 days ago

Transcript

Hayward Holdings Announces Strong Q4 and Full Year 2025 Results and Provides 2026 Outlook

HAYW

Earnings

Guidance Update

Accounting Changes

Hayward Holdings reported strong Q4 2025 net sales growth of 7% to $349 million and full-year 2025 net sales growth of 7% to $1.122 billion, with Adjusted EBITDA increasing 4% to $103 million in Q4 and 8% to $299 million for the full year.
The company achieved a record gross margin of 48% for the full year 2025 and 48.5% in Q4 2025, while also reducing net leverage to 1.9x by year-end and increasing free cash flow by 20%.
For fiscal year 2026, Hayward expects net sales to increase approximately 4% and projects adjusted diluted EPS in the range of $0.82 to $0.86, with free cash flow around $200 million.
A change in accounting principle was implemented in Q4 2025, moving warranty costs from SG&A to cost of sales, applied retrospectively, which has no impact on net sales, operating income, net income, or Adjusted EBITDA.

3 days ago

Transcript

Hayward Holdings Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance

HAYW

Earnings

Guidance Update

New Projects/Investments

Hayward Holdings reported strong Q4 2025 net sales growth of 7% to $349 million and full-year 2025 net sales growth of 7% to $1.122 billion, with gross margin expanding to a record 48% for the full year.
For the full year 2025, adjusted EBITDA increased 8% to $299 million and adjusted diluted EPS increased 15% to $0.77, exceeding guidance. The company also achieved robust cash flow generation, reducing net leverage to 1.9 times by year-end.
The company provided 2026 guidance, expecting net sales to increase approximately 4% and adjusted diluted EPS in the range of $0.82-$0.86. Free cash flow is projected to be around $200 million, exceeding 100% of net income.
Strategic investments include an increased CapEx of approximately $40 million for upgrading its U.S. manufacturing footprint and continued investment in R&D for new products like OmniX-enabled pumps and pressure cleaners, expanding aftermarket opportunities. The company also successfully managed tariffs in 2025, reducing U.S. cost of sale exposure to China from 10% to approximately 3% by year-end.

3 days ago

Transcript

Hayward Holdings Reports Strong Q4 and Full Year 2025 Results, Issues 2026 Guidance

HAYW

Earnings

Guidance Update

Accounting Changes

Hayward Holdings reported net sales of $349.4 million for the fourth quarter of fiscal year 2025, representing a 7% increase year-over-year, with net income rising 25% year-over-year to $68.4 million.
For the full fiscal year 2025, the company achieved net sales of $1,122.2 million, a 7% increase year-over-year, and diluted EPS of $0.68, up 26% from the prior year.
Net cash provided by operating activities for fiscal year 2025 increased 21% year-over-year to $256.0 million.
The company introduced 2026 guidance, projecting net sales to increase approximately 4% from fiscal year 2025 and adjusted diluted EPS to range from $0.82 to $0.86.
Hayward Holdings retrospectively changed its presentation of warranty costs from selling, general and administrative to cost of sales, affecting cost of sales, gross profit, and selling, general and administrative expense, but with no impact on net sales, operating income, net income, or cash flows.

3 days ago

8-K

Hayward Holdings Reports Q4 and Full Year 2025 Financial Results and Provides 2026 Guidance

HAYW

Earnings

Guidance Update

Hayward Holdings reported fourth quarter fiscal year 2025 results with Net Sales increasing 7% year-over-year to $349.4 million, Net Income increasing 25% to $68.4 million, and Diluted EPS increasing 24% to $0.31.
For the full fiscal year 2025, the company's Net Sales increased 7% year-over-year to $1,122.2 million, and Net Income increased 28% year-over-year to $151.6 million. Adjusted diluted EPS for the full year was $0.77, an increase of 15%.
Net cash provided by operating activities for Fiscal Year 2025 increased 21% year-over-year to $256.0 million.
Hayward Holdings introduced its fiscal year 2026 guidance, expecting net sales to increase approximately 4% from Fiscal Year 2025 and adjusted diluted earnings per share to be between $0.82 and $0.86, representing an increase of approximately 6% to 12%.

3 days ago

Press Release

Hayward Reports Strong Q3 2025 Results and Raises Full-Year Guidance

HAYW

Earnings

Guidance Update

Revenue Acceleration/Inflection

Hayward Holdings reported Q3 2025 net sales of $244.3 million, an increase of 7% year-over-year, driven by 5% net price realization and 2% volume growth.
Adjusted EBITDA for Q3 2025 increased 16% year-over-year to $59.1 million, achieving an adjusted EBITDA margin of 24.2%, up 170 basis points. Adjusted diluted EPS rose 27% to $0.14.
The company generated strong cash flow, reducing its net leverage to 1.8x as of September 27, 2025, which is its lowest level since Q4 2021. Year-to-date 2025 free cash flow was $262 million.
Hayward increased its full-year 2025 guidance, now expecting net sales of $1.095 billion to $1.110 billion (up ~4% to 5.5% year-over-year), adjusted EBITDA of $292 million to $297 million (up ~5% to 7% year-over-year), and free cash flow of ~$170 million.

Oct 29, 2025, 1:00 PM

Presentation

Hayward Holdings Reports Strong Q3 2025 Results and Raises Full-Year Guidance

HAYW

Earnings

Guidance Update

Share Buyback

Hayward Holdings reported strong Q3 2025 results, with net sales increasing 7% to $244 million and adjusted EBITDA increasing 16% to $59 million.
The company achieved significant margin expansion, with gross profit margin rising 150 basis points to 51.2% and adjusted EBITDA margin increasing 170 basis points to 24.2%.
Full-year 2025 guidance was raised, with net sales now expected to increase approximately 4%-5.5% (to $1.095 billion-$1.110 billion) and adjusted EBITDA to increase 5%-7% (to $292 million-$297 million).
Net leverage was reduced to 1.8x, the lowest in nearly four years, and the board authorized a $450 million share repurchase program over three years.
Strategic initiatives include reducing direct sourcing from China into the U.S. from 10% to 3% of COGS by year-end for tariff mitigation, and strong participation in early buy programs.

Oct 29, 2025, 1:00 PM

Transcript

Hayward Reports Strong Q3 2025 Results and Raises Full-Year Guidance

HAYW

Earnings

Guidance Update

Share Buyback

Hayward reported strong third quarter 2025 results, with net sales increasing 7% to $244 million and adjusted EBITDA increasing 16% to $59 million. Adjusted diluted earnings per share increased 27% to $0.14.
Gross profit margin expanded 150 basis points to 51.2%, and adjusted EBITDA margin increased 170 basis points to 24.2%.
The company raised its full-year 2025 guidance, now expecting net sales to increase approximately 4% to 5.5% (or $1.095 billion to $1.110 billion) and adjusted EBITDA to increase 5% to 7% (to a range of $292 million to $297 million). Full-year free cash flow guidance was also increased to approximately $170 million.
Net leverage was reduced to 1.8 times, the lowest level in nearly four years, providing enhanced financial flexibility. Hayward's board of directors authorized a share repurchase of up to $450 million over three years.
The company is aggressively executing tariff mitigation plans, aiming to reduce direct sourcing from China into the U.S. as a percentage of cost of goods sold from approximately 10% to 3% by year-end.

Oct 29, 2025, 1:00 PM

Transcript

Hayward Holdings Reports Strong Q3 2025 Results and Raises Full-Year Guidance

HAYW

Earnings

Guidance Update

Share Buyback

Hayward Holdings reported strong Q3 2025 net sales of $244 million, an increase of 7%, and adjusted EBITDA of $59 million, up 16%, driven by a 5% increase in net price and 2% higher volumes.
The company achieved significant margin expansion, with gross profit margin increasing 150 basis points to 51.2% and adjusted EBITDA margin increasing 170 basis points to 24.2%.
Net leverage was reduced to 1.8 times, the lowest level in nearly four years, and year-to-date free cash flow reached $262 million.
Hayward raised its full-year 2025 guidance, now expecting net sales to increase 4% to 5.5% (to a range of $1.095 billion to $1.110 billion) and adjusted EBITDA to increase 5% to 7% (to a range of $292 million to $297 million).
The board also authorized a share repurchase program of up to $450 million over three years.

Oct 29, 2025, 1:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Hayward Holdings.

Q4 2025

Feb 25, 2026

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Q3 2025

Oct 29, 2025

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Q2 2025

Jul 30, 2025

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View All Transcripts

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Hayward Holdings (HAYW)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

Kevin Holleran

Eifion Jones

Eric Sejourne

John Collins

Susan Canning

Board Members

Arthur Soucy

Diane Dayhoff

Edward Ward

Kevin Brown

Lawrence Silber

Lori Walker

Ronald Keating

Stephen Felice

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Nigel Coe

Jeffrey Hammond

Ryan Merkel

Saree Boroditsky

W. Andrew Carter

Brian Lee

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Andrew Carter

James

Pez

Pez Saini

Rob Wertheimer

Tyler Bisset

David Tarantino

David Tunnel

Michael Halloran

Mike Halloran

Nick Gikow

Nicklaus Cash

Robert Wertheimer

Sean Colman

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