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Hayward Holdings Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.110 |
| EPS actual | $0.130 |
| EPS Surprise | 18.18% |
| Revenue estimate | 239.134M |
| Revenue actual | 255.216M |
| Revenue Surprise | 6.72% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.280 |
| EPS actual | $0.290 |
| EPS Surprise | 3.57% |
| Revenue estimate | 331.749M |
| Revenue actual | 349.375M |
| Revenue Surprise | 5.31% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.121 |
| EPS actual | $0.140 |
| EPS Surprise | 15.80% |
| Revenue estimate | 231.456M |
| Revenue actual | 237.178M |
| Revenue Surprise | 2.47% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.220 |
| EPS actual | $0.240 |
| EPS Surprise | 9.09% |
| Revenue estimate | 231.981M |
| Revenue actual | 299.603M |
| Revenue Surprise | 29.15% |
Last 4 Quarters for Hayward Holdings
Below you can see how HAYW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $15.43 |
| EPS estimate | $0.220 |
| EPS actual | $0.240 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $15.05 |
| Jul 25, 2025 | $15.10 |
| Jul 28, 2025 | $14.97 |
| Jul 29, 2025 | $14.96 |
| Jul 30, 2025 | $15.43 |
| Jul 31, 2025 | $15.38 |
| Aug 01, 2025 | $15.17 |
| Aug 04, 2025 | $15.46 |
| Aug 05, 2025 | $15.58 |
| 4 days before | 2.52% |
| 4 days after | 0.97% |
| On release day | -0.324% |
| Change in period | 3.52% |
| Release date | Oct 29, 2025 |
| Price on release | $17.17 |
| EPS estimate | $0.121 |
| EPS actual | $0.140 |
| EPS surprise | 15.80% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $15.34 |
| Oct 24, 2025 | $15.57 |
| Oct 27, 2025 | $15.43 |
| Oct 28, 2025 | $15.33 |
| Oct 29, 2025 | $17.17 |
| Oct 30, 2025 | $17.22 |
| Oct 31, 2025 | $16.97 |
| Nov 03, 2025 | $16.55 |
| Nov 04, 2025 | $16.19 |
| 4 days before | 11.93% |
| 4 days after | -5.71% |
| On release day | 0.291% |
| Change in period | 5.54% |
| Release date | Feb 25, 2026 |
| Price on release | $14.99 |
| EPS estimate | $0.280 |
| EPS actual | $0.290 |
| EPS surprise | 3.57% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $16.37 |
| Feb 20, 2026 | $16.27 |
| Feb 23, 2026 | $15.75 |
| Feb 24, 2026 | $15.67 |
| Feb 25, 2026 | $14.99 |
| Feb 26, 2026 | $15.78 |
| Feb 27, 2026 | $16.00 |
| Mar 02, 2026 | $15.98 |
| Mar 03, 2026 | $15.58 |
| 4 days before | -8.43% |
| 4 days after | 3.94% |
| On release day | 5.27% |
| Change in period | -4.83% |
| Release date | Apr 29, 2026 |
| Price on release | $14.90 |
| EPS estimate | $0.110 |
| EPS actual | $0.130 |
| EPS surprise | 18.18% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $15.33 |
| Apr 24, 2026 | $15.36 |
| Apr 27, 2026 | $15.79 |
| Apr 28, 2026 | $15.80 |
| Apr 29, 2026 | $14.90 |
| Apr 30, 2026 | $15.01 |
| May 01, 2026 | $15.05 |
| May 04, 2026 | $14.40 |
| May 05, 2026 | $14.54 |
| 4 days before | -2.80% |
| 4 days after | -2.42% |
| On release day | 0.738% |
| Change in period | -5.15% |
Hayward Holdings Earnings Call Transcript Summary of Q1 2026
Hayward reported an outperformance in Q1 2026 with net sales up 12% to $255M, adjusted EBITDA up 15% and adjusted diluted EPS up 30% to $0.13. Gross margin expanded 50 bps to 46.5% and adjusted EBITDA margin expanded 60 bps to 22.1%, driven by strong price realization, positive volume and FX. The company reduced net leverage year-over-year to 2.4x (seasonally higher vs. year-end due to the Early Buy program) and repurchased ~$6M of stock. Management raised full-year 2026 guidance: net sales now expected to grow ~5% (vs ~4 prior) and adjusted diluted EPS to increase ~9–13% to $0.84–$0.87. Key near-term headwinds include pockets of inflation (specialty metals, energy, freight, resins) and modest tariff-related pressures, which management is addressing with targeted price actions (including a temporary ~2.5% surcharge) and operational mitigation. Cash flow is seasonal (large Q1 use tied to Early Buy receivables with expected Q2 collections); full-year free cash flow is expected around $200M. Management highlighted progress on strategic initiatives — product innovation (OmniX), commercial excellence, manufacturing consolidation, AI adoption — and believes Hayward is taking modest share through new products and focused go-to-market efforts. They expect aftermarket resilience, continued discretionary-product momentum, and margin normalization in H2 as mitigations take effect.
