Hayward Holdings Q3 sales beat estimates on higher volumes
HAYW•Hayward Holdings’ third-quarter sales rose 6% year over year to $260.1 million, beating the $252.52 million analyst estimate, while adjusted net income and adjusted EBITDA also topped expectations. The company raised its 2026 net sales growth outlook to 5%-6% and adjusted diluted EPS outlook to $0.86-$0.88.
1. Quarterly results
Third-quarter sales increased 6% year over year to $260.1 million, compared with analyst expectations of $252.52 million. Adjusted net income was $39.1 million, above the $33.97 million estimate, and adjusted EBITDA was $64.5 million, ahead of the $58.63 million estimate; adjusted EBITDA margin was 24.8%.
2. Outlook raised
Hayward raised its fiscal 2026 net sales growth outlook to 5%-6% from about 5%. It now expects adjusted diluted EPS of $0.86-$0.88, compared with its previous range of $0.84-$0.87.
3. Drivers and regional trends
The company cited favorable pricing and higher volumes as drivers of sales growth. A higher North America sales mix helped gross margin, while lower volumes in Europe and the rest of the world were attributed to Middle East geopolitical conflicts.
