Overview

* Hayward Holdings ( HAYW ) Q3 net sales rose 7% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 increased 27% yr/yr, exceeding analyst estimates

* Company raised full-year 2025 guidance, reflecting strong performance and strategic initiatives

Outlook

* Hayward raises full-year 2025 net sales guidance to $1.095 bln-$1.110 bln

* Company expects 2025 adjusted EBITDA of $292 mln-$297 mln

Result Drivers

* NET SALES GROWTH - Driven by positive net pricing, increased volume, and favorable foreign currency impacts

* MARGIN EXPANSION - Achieved through operational efficiencies, tariff mitigation, and cost management

* SEGMENT PERFORMANCE - North America and Europe & Rest of World segments both contributed to sales growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $244.30 $232.70

mln mln (8

Analysts

)

Q3 Beat $0.14 $0.12 (7

Adjusted Analysts

EPS )

Q3 Beat $59.10 $52.90

Adjusted mln mln (7

EBITDA Analysts

)

Q3 24.20%

Adjusted

EBITDA

Margin

Q3 $41.10

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and 1 "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 ( HAYW ) is $17.00, about 9.8% above its October 28 closing price of $15.33

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release:

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(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.)