Hayward reported third quarter net sales growth of 6% to $260 million and adjusted diluted EPS growth of 29% to $0.18. Full-year 2026 guidance calls for net sales growth of approximately 5% to 6% and adjusted diluted EPS of 86 cents to $0.88.
HAYW · Hayward Holdings, Inc.
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Hayward Holdings, Inc. reported nine-month net sales of $833.7 million, up 7.9%, and adjusted EBITDA of $213.6 million, up 8.8%. Tariffs and geopolitical conflicts pressured results, with E&RW sales down 1.9%.
Hayward Holdings, Inc. reported fiscal 2026 third-quarter net sales of $260.1 million, up 6%, net income of $32.4 million, up 35%, and adjusted EBITDA of $64.5 million, up 9%. It raised 2026 adjusted diluted EPS guidance to $0.86 to $0.88.
Hayward Holdings, Inc. appointed Jared Arrowood Chief Accounting Officer and principal accounting officer effective October 1, 2026; Eifion Jones ended those roles but remains Chief Financial Officer, Treasurer and principal financial officer.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Hayward posted 6% Q2 net sales growth (H1 +9%), 8% adjusted diluted EPS growth to $0.26, and reaffirmed full-year 2026 guidance of ~5% net sales growth and $0.84–$0.87 adjusted diluted EPS, while completing a debt refinancing that extended maturities to 2033 and reduced net leverage to 1.5x, the lowest since IPO.
- + Q2 net sales rose 6% to $318.4M and H1 sales rose 9% with North America up 9% in Q2.
- + Net leverage fell to 1.5x, the lowest since the 2021 IPO, and the company repurchased $64M of stock in H1.
- + Completed debt refinancing extending the $960M term loan B to 2033, lowering spread by 61 bps and reducing annual interest by ~$6M.
- − Europe & Rest of World net sales declined 8% to $40.7M with adjusted segment income down 8%, driven by Middle East geopolitical disruption.
- − H1 operating cash flow declined $16.8M year over year to $171.6M, driven by higher payments for accrued expenses.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted basic EPS non-GAAP | $0.59 | Nine Months Ended | — |
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| Adjusted diluted EPS non-GAAP | $0.58 | Nine Months Ended | — |
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| Adjusted EBITDA non-GAAP | 316.49M | Last Twelve Months Ended September 26, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 26.8% | Last Twelve Months Ended September 26, 2026 | — |
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| Adjusted net income non-GAAP | 126.76M | Nine Months Ended | — |
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| Adjusted net income margin non-GAAP | 15.2% | Nine Months Ended | — |
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| EBITDA non-GAAP | 310.94M | Last Twelve Months Ended September 26, 2026 | — |
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| aggregate consideration | $58M | three months ended June 27, 2026 filing | — |
| average price per share | $14.24 | three months ended June 27, 2026 filing | — |
| E&RW share of total net sales | 13% | three months ended June 27, 2026 filing | — |
| effective interest rate | 5.89% | the three months ended June 27, 2026 filing | — |
| Effective interest rate on borrowings | 6.13% | the three months ended June 27, 2026 filing | — |
| NAM share of total net sales | 87% | three months ended June 27, 2026 filing | — |
| Price, net of allowances and discounts | 7% | Three Months Ended June 27, 2026 filing | — |
| Price, net of discounts and allowances | 6.1% | the three months ended June 27, 2026 filing | — |
| shares of Common Stock repurchased | 4.1M | three months ended June 27, 2026 filing | — |
| transformation program in E&RW costs | $0.7M | three months ended June 27, 2026 filing | — |
| Warranty expenses | 10.8M | three months ended June 27, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electrical Equipment & Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HAYW
this stock
Hayward Holdings, Inc.
|
$3.43B | +6.5% | +6.7% | 21.1 | 4.8% |
|
CYATY
Contemporary Amperex Technology Co., Limited
|
$216.19B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$149.44B | +7.9% | +9.5% | — | 0.2% |
|
VRT
Vertiv Holdings Co
|
$77.81B | +24.7% | +27.7% | 37.8 | 2.9% |
|
BE
Bloom Energy Corp
|
$56.76B | +121.0% | +37.3% | 117.1 | 6.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 28, 2026
- This year
- 14
Hayward Holdings, Inc. reported nine-month net sales of $833.7 million, up 7.9%, and adjusted EBITDA of $213.6 million, up 8.8%. Tariffs and geopolitical conflicts pressured results, with E&RW sales down 1.9%.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HAYW | +1.3% | +39.1% | +17.7% | +2.1% | +6.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.3% | +40.2% | +17.2% | +2.2% | -4.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.