Hayward Holdings Q2 sales beat estimates, rise 5%

Hayward Holdings

30/07/2025 12:19

Overview

Hayward Q2 fiscal 2025 sales up 5% to $299.6 mln, beating estimates

Adjusted EBITDA for fiscal Q2 rises 7% to $88.2 mln, exceeding expectations

Company raises low end of 2025 net sales guidance to $1.070 bln to $1.100 bln

Outlook

Hayward raises 2025 net sales guidance to $1.070 bln-$1.100 bln

Company maintains 2025 adjusted EBITDA guidance at $280 mln-$290 mln

Hayward sees long-term growth from pool industry dynamics

Company expects continued growth from SmartPad™ product adoption

Result Drivers

PRICE STRATEGY - Positive net pricing implemented to offset inflation and tariffs, contributing to sales growth

ACQUISITIONS - Sales increase supported by acquisition and integration of ChlorKing business

OPERATIONAL EFFICIENCIES - Improved gross profit margin attributed to operational efficiencies in manufacturing facilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$299.60 mln
$291.10 mln (8 Analysts)
Q2 Adjusted EBITDA
Beat
$88.20 mln
$83 mln (7 Analysts)
Q2 Adjusted EBITDA Margin
29.5%
Q2 Operating Income
$71.40 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and 1 "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 $15.50, about 3.5% above its July 29 closing price of $14.96

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw8NlwyQa

(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.)