Equity Profile

HAYW

Hayward Holdings, Inc.

IndustrialsBuilding Products$3.4B

Apr29Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:01 AM EDT

Hayward Holdings Beats on EPS, Stock Up 0.0%

Metric	Actual	Expected	Surprise
EPS	$0.13	$0.11	+18.18%
Revenue	N/A	$239M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Hayward Holdings Beats on EPS, Stock Up 0.0%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.13	$0.11	+18.18%
Revenue	N/A	$239M	N/A

Management Commentary

Tone: Cautiously Optimistic

Overall, management expressed a cautious optimism about navigating current market challenges. They emphasized their commitment to improving operational efficiencies.

Management highlighted a focus on operational efficiency amidst challenging market conditions.

They noted ongoing investments in product innovation to drive future growth.

What It Means

Hayward Holdings reported better-than-expected earnings per share, which may indicate stronger cost management or operational efficiencies. However, the lack of revenue data and guidance leaves some uncertainty for investors. The stock reaction remained flat, suggesting that investors are taking a wait-and-see approach following the earnings announcement.

Company Snapshot

Hayward Holdings, Inc. is a company in the industrials sector that specializes in building products, particularly for swimming pools and water features....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a crucial indicator of profitability, showing how much money the company makes per share of stock.

$0.11

Revenue

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

$239M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Hayward Holdings, Inc. is a company in the industrials sector that specializes in building products, particularly for swimming pools and water features. As a key player in the building products industry, Hayward's performance can be influenced by trends in construction, consumer spending, and outdoor living enhancements.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+19.00%

Avg Stock Reaction

+3.53%

Last Quarter Recap

In the last quarter, Hayward reported an EPS of $0.29, beating expectations of $0.27, which led to a slight decline in stock price the following day. This performance continues a trend of exceeding earnings expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Hayward to report a modest EPS of $0.11 and revenue of $239M, reflecting cautious optimism about the company's growth. The stock has historically reacted positively to earnings beats.

Bull Case

If Hayward exceeds the EPS and revenue estimates, it could reinforce investor confidence, leading to a significant stock price increase as seen in previous quarters.

Bear Case

Conversely, if the company fails to meet expectations, it could trigger a sell-off, especially given the high implied volatility in the options market.

Key Metrics to Watch

EPS

$0.11

Earnings per share (EPS) is a crucial indicator of profitability, showing how much money the company makes per share of stock.

Revenue

$239M

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Hayward's EPS exceed the consensus estimate of $0.11?

A beat on EPS could signal strong operational performance and boost investor confidence.

What are the revenue figures relative to the $239M consensus?

Revenue growth is critical for assessing market demand and the company's ability to capitalize on it.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating Hayward's ability to leverage recent trends in outdoor living, which could drive higher-than-expected demand.

Supporting Evidence

Hayward has consistently beaten EPS estimates in the past, indicating strong operational execution.

The options market is pricing a larger move than historical averages, suggesting that investors are anticipating significant news.

Recent trends in consumer spending on home improvement could positively impact Hayward's sales.

Key Risk

If revenue exceeds $243M, it could challenge the current consensus view and lead to a reassessment of growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Hayward's ability to maintain growth in a competitive building products sector, especially given recent economic trends.

Bull Confirmed If

An EPS of $0.13 or higher, coupled with revenue exceeding $243M, would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.10 or revenue falling short of $234M would confirm a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±14.25%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant move of approximately 14.25%, indicating heightened uncertainty or anticipation surrounding the earnings report.

Options are pricing ±8.7% while HAYW has averaged ±6.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

27.2%

Calls (300)P/C Ratio: 254.50Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 0 of 4 (0%)

This setup has occurred 30 times across Industrials in the last 2 years. 4 of 4 (100%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 3.2%, with a raw directional average of +1.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hayward beats expectations, history suggests a stock price increase of around 4.42%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience moderate movement as investors assess management's commentary.

Miss

A miss could lead to a decline in stock price, with historical data suggesting a potential drop of around 5.51%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in the building products line.
2Insights into consumer demand trends for outdoor living products.
3Management's outlook on market conditions and potential challenges ahead.
4Details on cost management strategies and their impact on margins.
5Any commentary on competitive pressures in the building products sector.

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Company Snapshot

Hayward Holdings, Inc. is a company in the industrials sector that specializes in building products, particularly for swimming pools and water features....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a crucial indicator of profitability, showing how much money the company makes per share of stock.

$0.11

Revenue

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

$239M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+19.00%

Avg Stock Reaction

+3.53%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Hayward to report a modest EPS of $0.11 and revenue of $239M, reflecting cautious optimism about the company's growth. The stock has historically reacted positively to earnings beats.

Bull Case

If Hayward exceeds the EPS and revenue estimates, it could reinforce investor confidence, leading to a significant stock price increase as seen in previous quarters.

Bear Case

Conversely, if the company fails to meet expectations, it could trigger a sell-off, especially given the high implied volatility in the options market.

Key Metrics to Watch

EPS

$0.11

Earnings per share (EPS) is a crucial indicator of profitability, showing how much money the company makes per share of stock.

Revenue

$239M

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Hayward's EPS exceed the consensus estimate of $0.11?

A beat on EPS could signal strong operational performance and boost investor confidence.

What are the revenue figures relative to the $239M consensus?

Revenue growth is critical for assessing market demand and the company's ability to capitalize on it.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating Hayward's ability to leverage recent trends in outdoor living, which could drive higher-than-expected demand.

Supporting Evidence

Hayward has consistently beaten EPS estimates in the past, indicating strong operational execution.

The options market is pricing a larger move than historical averages, suggesting that investors are anticipating significant news.

Recent trends in consumer spending on home improvement could positively impact Hayward's sales.

Key Risk

If revenue exceeds $243M, it could challenge the current consensus view and lead to a reassessment of growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Hayward's ability to maintain growth in a competitive building products sector, especially given recent economic trends.

Bull Confirmed If

An EPS of $0.13 or higher, coupled with revenue exceeding $243M, would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.10 or revenue falling short of $234M would confirm a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±14.25%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant move of approximately 14.25%, indicating heightened uncertainty or anticipation surrounding the earnings report.

Options are pricing ±8.7% while HAYW has averaged ±6.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

27.2%

Calls (300)P/C Ratio: 254.50Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 0 of 4 (0%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hayward beats expectations, history suggests a stock price increase of around 4.42%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience moderate movement as investors assess management's commentary.

Miss

A miss could lead to a decline in stock price, with historical data suggesting a potential drop of around 5.51%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in the building products line.
2Insights into consumer demand trends for outdoor living products.
3Management's outlook on market conditions and potential challenges ahead.
4Details on cost management strategies and their impact on margins.
5Any commentary on competitive pressures in the building products sector.