Hayward Holdings, Inc. Q4 2025 Earnings Call Summary

Delivered 7% net sales growth in 2025 despite U.S. new pool construction approaching post-GFC lows, demonstrating the resilience of the 85% aftermarket-driven revenue model. Achieved record full-year gross margins of 48%, driven by a 700 basis point expansion over six years through productivity gains and a shift toward higher-margin technology products. Successfully mitigated 2025 tariff headwinds by reducing China-sourced U.S. cost of sales exposure from 10% to approximately 3% by year-end. Expande ...