Hayward Holdings Q2 sales rise 6%, beat estimates

Hayward Holdings

29/07/2026 12:14

Overview
Specialty water management firm's fiscal Q2 sales rose 6%, beating analyst expectations
Adjusted net income and adjusted EBITDA for Q2 both beat analyst expectations
Company attributes growth to strong price realization and stable volume

Outlook
Hayward Holdings maintains 2026 net sales guidance for about 5% growth from 2025
Company expects 2026 adjusted diluted EPS of $0.84 to $0.87, up 9% to 13% from 2025
Hayward says outlook supported by positive price realization and technology adoption

Result Drivers
PRICE REALIZATION - Co said Q2 sales growth was driven by positive net price to offset inflation and tariffs
NORTH AMERICA VOLUME AND PRICE - North America segment sales rose on higher prices and increased volume
INTERNATIONAL VOLUME DECLINE - Europe & Rest of World sales fell due to lower volume, mainly from geopolitical conflicts in the Middle East

Company press release: ID:nBw1fN9MQa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$318.40 mln
$304.60 mln (9 Analysts)
Q2 Adjusted Net Income
Beat
$57.80 mln
$56.17 mln (7 Analysts)
Q2 Adjusted EBITDA
Beat
$92.70 mln
$89.23 mln (9 Analysts)
Q2 Adjusted EBITDA Margin
 
29.10%
 
Q2 Operating Income
 
$76 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 12.5% above its July 28 closing price of $15.11
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

Reuters Recommended Reads
July 28 - Veralto Q2 results beat estimates on industrial water treatment demand; raises outlook

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.)