Hayward Holdings Q4 sales, EPS top estimates on higher prices

Hayward Holdings

25/02/2026 12:16

Overview

Pool equipment maker's fiscal Q4 net sales rose 7%, beating analyst expectations

Adjusted EPS for fiscal Q4 rose 7% yr/yr, beating analyst expectations

Adjusted EBITDA for fiscal Q4 increased 4%, exceeding analyst forecasts

Outlook

Hayward expects 2026 net sales to rise approximately 4% from 2025

Company anticipates 2026 adjusted diluted EPS of $0.82 to $0.86

Result Drivers

NET SALES GROWTH - Driven by positive net pricing to offset inflation and tariffs, and favorable foreign currency impacts, despite a modest volume decline

MARGIN EXPANSION - Achieved through operational efficiencies and lower warranty expenses, despite higher tariffs and inflation

SEGMENT PERFORMANCE - North America sales rose 8% due to pricing strategies, while Europe & Rest of World sales fell 1% due to volume and pricing challenges

Company press release: ID:nBwbQPJf7a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$349.40 mln
$332.12 mln (9 Analysts)
Q4 Adjusted EPS
Beat
$0.29
$0.28 (8 Analysts)
Q4 Adjusted Net Income
Beat
$64.30 mln
$63.11 mln (6 Analysts)
Q4 Adjusted EBITDA
Beat
$102.90 mln
$99.32 mln (9 Analysts)
Q4 Adjusted EBITDA Margin
29.40%
Q4 Operating Income
$87.30 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 $18.00, about 14.9% above its February 24 closing price of $15.67

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 20 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.)