Hayward (NYSE:HAYW) Issues Quarterly Earnings Results

Posted by Francis Steltz on Oct 28th, 2026

Hayward (NYSE:HAYW – Get Free Report) posted its quarterly earnings results on Wednesday. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.15 by $0.03, FiscalAI reports. The firm had revenue of $260.13 million for the quarter, compared to analysts’ expectations of $251.80 million. Hayward had a return on equity of 11.61% and a net margin of 13.83%. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.14 EPS.

Here are the key takeaways from Hayward’s conference call:

Third-quarter results exceeded the prior-year period, with net sales up 6% to $260 million, adjusted EBITDA up 9%, and adjusted diluted EPS up 29% to $0.18. North American sales rose 9%, including 2% volume growth.
Hayward cited resilient aftermarket demand, which represents more than 85% of sales, along with continued share gains in automation, sanitization, controls, and lighting. North American Early Buy orders for the 2027 pool season are currently ahead of last year, with channel inventories described as balanced.
Management raised its full-year 2026 outlook to approximately 5%-6% sales growth and adjusted diluted EPS of $0.86-$0.88, or 12%-14% growth. The company continues to target roughly $200 million in free cash flow and expects full-year gross margin near 48% despite inflation and tariffs.
The new-construction market remains weak, with management not yet seeing a meaningful macro improvement, while Europe and rest-of-world operations face geopolitical and demand pressures. Inflation is expected to be mid- to slightly above mid-single digits in 2026, and fourth-quarter sales guidance of flat to up 3% reflects cautious assumptions about lower-margin Early Buy mix and potentially tighter distributor inventories.

Hayward Stock Up 12.6%

Shares of HAYW stock traded up $1.64 on Wednesday, hitting $14.67. The stock had a trading volume of 3,179,281 shares, compared to its average volume of 2,605,303. The business has a 50 day moving average of $12.95 and a 200 day moving average of $14.59. The stock has a market cap of $3.11 billion, a price-to-earnings ratio of 19.80, a price-to-earnings-growth ratio of 1.18 and a beta of 1.18. The company has a debt-to-equity ratio of 0.59, a current ratio of 3.33 and a quick ratio of 2.49. Hayward has a 12-month low of $11.24 and a 12-month high of $17.73.

Insider Activity

In other Hayward news, SVP Susan M. Canning sold 3,500 shares of the stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $11.70, for a total value of $40,950.00. Following the completion of the sale, the senior vice president owned 164,411 shares in the company, valued at approximately $1,923,608.70. This trade represents a 2.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Kevin Holleran sold 50,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $13.85, for a total value of $692,500.00. Following the completion of the transaction, the chief executive officer owned 701,234 shares in the company, valued at $9,712,090.90. The trade was a 6.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 157,000 shares of company stock worth $2,163,890. 4.73% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

HAYW has been the topic of a number of research reports. Cantor Fitzgerald reiterated a “neutral” rating on shares of Hayward in a research report on Monday, July 6th. The Goldman Sachs Group decreased their price target on shares of Hayward from $17.00 to $14.00 and set a “neutral” rating for the company in a research note on Friday, October 9th. Zacks Research lowered shares of Hayward from a “hold” rating to a “strong sell” rating in a report on Monday, October 19th. Weiss Ratings cut shares of Hayward from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday. Finally, KeyCorp reissued a “sector weight” rating on shares of Hayward in a research report on Monday, July 20th. Two analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $16.62.

Read Our Latest Stock Report on HAYW

About Hayward

(Get Free Report)

Hayward Holdings, Inc designs, manufactures and markets equipment and technologies used in residential and commercial swimming pools. Its product portfolio includes pumps, filters, heaters, heat pumps, automatic pool cleaners, lighting, sanitization systems, water features and pool-control and automation solutions.

The company sells products under the Hayward brand and serves pool owners, builders, retailers, distributors and service professionals. Its equipment is used in both new pool construction and the replacement and renovation market, with an emphasis on energy efficiency, water quality and connected pool-management technologies.

Hayward traces its roots to 1925 and has developed into a global pool-equipment supplier.