Hayward Holdings, Inc. (HAYW) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.11%. A quarter ago, it was expected that this company would post earnings of $0.24 per share when it actually produced earnings of $0.27, delivering a surprise of 12.50%.Over the last four quarters, the c ...

Hayward (HAYW) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Please note that this conference is being recorded. I will now turn the call over to Kevin Masca, Vice President, Investor Relations and FP and A. Mr. Masca, you may begin. Speaker1 Thank you, and good morning, everyone. We issued our first quarter twenty twenty five earnings press release this morning, which has been posted to the Investor Relations section of our website at investor.hayward.com. There, you can also find an earnings sli ...

FIRST QUARTER 2025 EARNINGS May 1, 2025 © 2025 Hayward Holdings, Inc. FIRST QUARTER 2025 EARNINGS CALL KEVIN HOLLERAN President and Chief Executive Officer EIFION JONES Senior Vice President and Chief Financial Officer KEVIN MACZKA Vice President of Investor Relations and FP&A NYSE: HAYW 2 © 2025 Hayward Holdings, Inc. Forward-Looking Statements and Non-GAAP Financial Measures Forward-Looking Statements © 2025 Hayward Holdings, Inc. 3 Key Messages Q1 2025 results ahead of expectations; net sales up 8% YoY C ...

May 1, 2025 Hayward Holdings Reports First Quarter Fiscal Year 2025 Financial Results and Confirms 2025 Guidance FIRST QUARTER FISCAL 2025 SUMMARY CHARLOTTE, N.C. -- (BUSINESS WIRE) -- Hayward Holdings, Inc. (NYSE: HAYW) ("Hayward" or the "Company"), a global designer, manufacturer and marketer of a broad portfolio of pool and outdoor living technology, today announced financial results for the first quarter ended March 29, 2025 of its fiscal year 2025. Comparisons are to financial results for the prior-yea ...

The market expects Hayward Holdings, Inc. (HAYW) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to b ...

Investors interested in Electronics - Miscellaneous Products stocks are likely familiar with Hayward Holdings, Inc. (HAYW) and Rockwell Automation (ROK) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores ...

Investors looking for stocks in the Electronics - Miscellaneous Products sector might want to consider either Hayward Holdings, Inc. (HAYW) or Teradyne (TER) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisi ...

Approximately three years ago, in February 2022, I wrote a bullish article about Hayward Holdings (NYSE: HAYW ). For those not familiar with the firm, it operates in the swimming pool industry. Specifically, it produces and sells poolCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash ...

Hayward Holdings, Inc. (NYSE:HAYW) Q4 2024 Earnings Conference Call February 27, 2025 9:00 AM ET Company Participants Kevin Maczka - VP of IR and FP&A Kevin Holleran - President and CEO Eifion Jones - SVP and CFO Conference Call Participants Nigel Coe - Wolfe Research Saree Roroditsky - Jeffries Andrew Carter - Stifel Mike Holler - Baird David Tarantino - KeyBanc Nick Cash - Goldman Sachs Rafe Jadorschic - Bank of America Operator Welcome to Hayward Holdings, Inc. fourth quarter 2024 Earnings call. My name ...

Financial Data and Key Metrics Changes - Net sales increased 17% in Q4 2024 to $327 million, driven by a 12% increase in volume and 4% positive net price realization [9][28] - Full-year net sales for 2024 increased 6% to $1.05 billion, exceeding guidance [15][30] - Gross profit margin expanded to a record 51.4% in Q4, up 220 basis points year-over-year [14][28] - Adjusted EBITDA increased 30% in Q4, with an adjusted EBITDA margin of 30.2% [14][27] - Full-year adjusted EBITDA increased 12% to $277 million, with an adjusted EBITDA margin of 26.4% [15][32] Business Line Data and Key Metrics Changes - North America net sales increased 20% in Q4 to $286 million, driven by a 13% increase in volume [33][34] - Europe and the rest of the world saw a 2% increase in net sales to $41 million in Q4, with a gross profit margin of 31.4% [35][36] - For the full year, North America net sales increased 9% to $896 million, while Europe and the rest of the world net sales decreased 8% to $156 million [36][38] Market Data and Key Metrics Changes - North America accounted for the majority of sales growth, with a strong performance in the U.S. and Canada [33][36] - The company noted a resilient aftermarket, contributing over 80% of revenue, while new construction remains under pressure due to elevated interest rates [84][85] Company Strategy and Development Direction - The company aims to drive growth through innovation, focusing on energy-efficient and automated solutions [22][23] - The acquisition of ClorKing is expected to enhance the commercial pool product category and create cross-selling opportunities [24][25] - The company maintains a disciplined approach to capital allocation, emphasizing organic growth and strategic acquisitions [43][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth outlook for the pool industry, particularly in the aftermarket segment [48] - For 2025, the company expects net sales to increase approximately 1% to 5%, reflecting modest volume growth and positive price realization [45][46] - Management acknowledged potential challenges from evolving tariff environments and plans to respond with appropriate pricing actions [46][73] Other Important Information - The company celebrated its 100-year anniversary, reflecting on its history and resilience [6][8] - Significant improvements in cash flow and balance sheet were noted, with free cash flow increasing 22% to $188 million in 2024 [42][43] Q&A Session Summary Question: Inquiry about volume growth in North America - Management noted a 13% volume growth in North America, driven by strong in-quarter demand and early buy orders, with expectations for Q1 to be similar to the prior year [54][58] Question: Discussion on tariff impacts - Management indicated that 85% of North American net sales are produced locally, with limited exposure to tariffs from China and Mexico [68][70] Question: Clarification on margin performance and guidance - Management explained that while 2024 margins exceeded expectations, the guidance for 2025 reflects a more pragmatic approach, considering ongoing investments and market conditions [78][90] Question: Insights on working capital improvements - Management highlighted focused initiatives that improved cash conversion and reduced inventory days, contributing to strong free cash flow [99][100] Question: Discussion on SKU rationalization - Management confirmed that SKU rationalization is aimed at improving earnings quality and inventory agility, with no negative implications for top-line growth [138][140]