The strong results and raised guidance suggest continued pricing power and operational leverage. Traders should monitor the execution of the 2026 outlook, particularly the margin expansion and cash flow generation, as key drivers for potential stock appreciation.
Price Chart
Executive Summary
Hayward Holdings reported strong Q4 and full-year 2025 financial results, with revenue and earnings up 7% and 28% respectively, driven by price realization, operational efficiencies, and solid demand. The company introduced 2026 guidance for 4% sales growth and 6-12% adjusted EPS growth, signaling continued momentum in the pool industry.
Key Financial Metrics
Key Facts
- Q4 2025 revenue of $349.4M (+7% YoY), net income of $68.4M (+25% YoY), and diluted EPS of $0.31 (+24% YoY)
- Full-year 2025 revenue of $1.12B (+7% YoY), net income of $151.6M (+28% YoY), and diluted EPS of $0.68 (+26% YoY)
- Adjusted EBITDA margin improved to 26.7% for the year, up 30 bps YoY
- 2026 guidance: Revenue increase of ~4% and adjusted diluted EPS of $0.82-$0.86 (6-12% growth)
- Strong cash flow: $256M net cash from operations, up 21% YoY
Financial Impact
Revenue growth of $70.6M and net income growth of $32.9M for FY25
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| North America | $308.7M | +8.0% |
| Europe Rest of World | $40.7M | -1.0% |
Risk Factors
- Guidance range is wide (6-12% EPS growth), indicating potential uncertainty in execution
- SG&A expenses increased 14% YoY, outpacing revenue growth, which could pressure margins if not managed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001834622-26-000007 |
| Document: hayw-20260225.htm | 0001834622-26-000007 |
| Document: 0001834622-26-000007-index-headers.html | 0001834622-26-000007 |
| Document: 0001834622-26-000007-index.html | 0001834622-26-000007 |
| Document: 0001834622-26-000007.txt | 0001834622-26-000007 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 144 | $11.74 | awaiting T+60 | — | $12.81 (+9.07%) |
Oct 13, 2026 12d ago | 3 | $11.51 | awaiting T+60 | — | $12.81 (+11.25%) |
Sep 15, 2026 5w ago | 144 | $12.75 | awaiting T+60 | — | $12.81 (+0.43%) |
Jun 23, 2026 17w ago | 8-K | $15.76 $12.89 | ▼ −18.21% | ▼ −21.05% | $12.81 (−18.75%) |
Feb 25, 2026 34w ago | 8-K | $14.99 $13.72 | ▼ −8.47% | ▼ −15.42% | $12.81 (−14.58%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers