Hayward Holdings Q1 sales, profit top estimates on higher prices; lifts 2026 outlook

Hayward Holdings

29/04/2026 12:15

Overview

Specialty water management firm's fiscal Q1 sales rose 12%, beating analyst expectations

Adjusted diluted EPS for fiscal Q1 rose 30%, beating analyst expectations

Company raised full-year 2026 guidance on continued sales and earnings growth

Outlook

Hayward raises FY 2026 net sales growth outlook to about 5%, from about 4%

Company now expects FY 2026 adjusted diluted EPS of $0.84 to $0.87, up from $0.82-$0.86

Company expects continued sales and earnings growth driven by price realization and technology adoption

Result Drivers

PRICE REALIZATION & VOLUME - Co said Q1 sales growth was primarily driven by strong price realization to offset inflation and tariffs, and positive volume growth

OPERATING EFFICIENCIES - Margin expansion was attributed to positive net price and operating efficiencies, partially offset by higher cost of sales from tariffs and inflation

FOREIGN CURRENCY IMPACT - Favorable foreign currency translation contributed to net sales growth, especially in North America and Europe & Rest of World segments

Company press release: ID:nBw1PySFsa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$255.20 mln
$239.13 mln (9 Analysts)
Q1 Adjusted EPS
Beat
$0.13
$0.11 (8 Analysts)
Q1 Adjusted Net Income
Beat
$29.80 mln
$24.53 mln (6 Analysts)
Q1 Adjusted EBITDA
Beat
$56.40 mln
$50.86 mln (9 Analysts)
Q1 Adjusted EBITDA Margin
22.10%
Q1 Operating Income
$42.50 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for Hayward Holdings Inc is $17.00, about 7.6% above its April 28 closing price of $15.80

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 18 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)