Hayward Holdings Q2 sales rise 6%, beat estimates

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

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.)