Hayward Q3 Sales Up 6% to $260.1M, Raises FY26 EPS Guidance to $0.86-$0.88
HAYW sits 19% above its 52-week low of $11.24.
Summary
Hayward reported Q3 net sales of $260.1 million (up 6%) and raised full-year 2026 guidance, with adjusted diluted EPS now seen at $0.86-$0.88. Net leverage fell to 1.5x, the lowest since its 2021 IPO.
Key Events · Earnings and Guidance · HAYW
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Q3 Sales Up 6% to $260.1M
Net sales rose 6% year-over-year to $260.1 million, driven by price realization and modest volume growth; operating income jumped 22% to $50.2 million.
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FY26 Guidance Raised
Full-year net sales are now expected to grow approximately 5% to 6% (prior: approximately 5%), and adjusted diluted EPS was raised to $0.86-$0.88 from $0.84-$0.87.
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Margins Expand, Leverage at 1.5x
Adjusted EBITDA rose 9% to $64.5 million (24.8% margin) and net leverage fell to 1.5x from 1.9x at year-end 2025, the lowest since the 2021 IPO.
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Europe & Rest of World Weak
E&RW net sales fell 6% to $33.8 million on lower volume tied to Middle East geopolitical conflicts and a modest price decline; segment income fell 8% to $5.7 million.
Analysis · HAYW · Technology
Hayward beat its own prior outlook and lifted full-year guidance: net sales are now guided to grow about 5% to 6% (up from about 5%), and adjusted diluted EPS to $0.86-$0.88 versus the prior $0.84-$0.87. Operating income rose 22% to $50.2 million as SG&A fell 220 basis points as a percentage of sales, and net leverage dropped to 1.5x, the lowest since the 2021 IPO. The one soft spot is Europe & Rest of World, where sales fell 6% on Middle East geopolitical disruption. Modest in absolute terms, the raise nonetheless confirms the margin story is holding despite tariffs and inflation.
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At the time of this filing, HAYW was trading at $13.38 on NYSE in the Technology sector, with a market capitalization of approximately $2.8B. The 52-week trading range was $11.24 to $17.73. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.