Equity Profile

HAYW

Hayward Holdings, Inc.

IndustrialsBuilding Products$3.1B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Hayward Holdings, Inc. is a key player in the building products industry, focusing on manufacturing equipment for swimming pools and spas....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a critical measure of a company's profitability and will indicate how well Hayward is managing its costs and generating income.

$0.15

Revenue Growth

Revenue growth is essential for understanding the company's market demand and overall health, especially in the competitive building products sector.

N/A

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

HAYW Q2-2026 Earnings Preview

Context

Company Snapshot

Hayward Holdings, Inc. is a key player in the building products industry, focusing on manufacturing equipment for swimming pools and spas. As a part of the industrials sector, the company benefits from trends in home improvement and outdoor living, which have gained popularity in recent years.

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 Q1-2026, Hayward reported an EPS of $0.13, beating estimates by 18.18%. However, the stock fell 5.70% the following day, indicating market skepticism despite the positive earnings surprise.

Management Promises & Guidance

Focus on cost management to enhance profitability.
Commitment to expanding product lines to capture more market share.
Plans to improve operational efficiencies in manufacturing.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Hayward's upcoming earnings, given its history of beating EPS estimates. However, concerns about revenue growth and market conditions could temper enthusiasm.

Bull Case

If Hayward continues its trend of earnings surprises and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given the recent market volatility.

Key Metrics to Watch

EPS (Earnings Per Share)

$0.15

EPS is a critical measure of a company's profitability and will indicate how well Hayward is managing its costs and generating income.

Revenue Growth

N/A

Revenue growth is essential for understanding the company's market demand and overall health, especially in the competitive building products sector.

Gross Margin

N/A

Gross margin will provide insight into the efficiency of Hayward's production processes and pricing strategies.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026, and how does it compare to the previous quarter?

The EPS figure will be crucial in assessing whether Hayward can maintain its trend of beating expectations and how it impacts investor sentiment.

What are the revenue projections for the upcoming quarter?

Revenue growth is a key indicator of demand for Hayward's products, and any shortfall could raise concerns about market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for Hayward to exceed EPS expectations due to strong demand in the building products sector, which is not fully reflected in current estimates.

Supporting Evidence

Hayward has consistently beaten EPS estimates in the past eight quarters, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.

Recent trends in home improvement and outdoor living could drive higher demand for Hayward's products.

Key Risk

If the EPS comes in below $0.12, it could challenge the bullish narrative and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Hayward can continue its earnings surprise streak while demonstrating solid revenue growth.

Bull Confirmed If

An EPS of $0.15 or higher, alongside positive revenue growth, would confirm the bullish case.

Bear Confirmed If

An EPS below $0.12 or negative revenue growth would support the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.12%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant move for Hayward's stock, suggesting that traders are anticipating volatility around the earnings announcement.

Options are pricing ±13.1% while HAYW has averaged ±6.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

35.5%

Calls (300)P/C Ratio: 1.00Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +1.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hayward beats estimates, history suggests the stock could rise by around 3.5%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline in stock price, potentially around 5% or more, as it would raise concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Details on cost management strategies and their effectiveness in improving margins.
3Insights into market demand trends for swimming pool and spa equipment.
4Management's outlook on the competitive landscape and how Hayward plans to position itself.
5Any commentary on supply chain challenges and their potential impact on operations.

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Company Snapshot

Hayward Holdings, Inc. is a key player in the building products industry, focusing on manufacturing equipment for swimming pools and spas....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a critical measure of a company's profitability and will indicate how well Hayward is managing its costs and generating income.

$0.15

Revenue Growth

Revenue growth is essential for understanding the company's market demand and overall health, especially in the competitive building products sector.

N/A

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

HAYW Q2-2026 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

In Q1-2026, Hayward reported an EPS of $0.13, beating estimates by 18.18%. However, the stock fell 5.70% the following day, indicating market skepticism despite the positive earnings surprise.

Management Promises & Guidance

Focus on cost management to enhance profitability.
Commitment to expanding product lines to capture more market share.
Plans to improve operational efficiencies in manufacturing.

Expectations

Wall Street Expectations

Bull Case

If Hayward continues its trend of earnings surprises and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given the recent market volatility.

Key Metrics to Watch

EPS (Earnings Per Share)

$0.15

EPS is a critical measure of a company's profitability and will indicate how well Hayward is managing its costs and generating income.

Revenue Growth

N/A

Revenue growth is essential for understanding the company's market demand and overall health, especially in the competitive building products sector.

Gross Margin

N/A

Gross margin will provide insight into the efficiency of Hayward's production processes and pricing strategies.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026, and how does it compare to the previous quarter?

The EPS figure will be crucial in assessing whether Hayward can maintain its trend of beating expectations and how it impacts investor sentiment.

What are the revenue projections for the upcoming quarter?

Revenue growth is a key indicator of demand for Hayward's products, and any shortfall could raise concerns about market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for Hayward to exceed EPS expectations due to strong demand in the building products sector, which is not fully reflected in current estimates.

Supporting Evidence

Hayward has consistently beaten EPS estimates in the past eight quarters, indicating strong operational performance.

The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.

Recent trends in home improvement and outdoor living could drive higher demand for Hayward's products.

Key Risk

If the EPS comes in below $0.12, it could challenge the bullish narrative and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Hayward can continue its earnings surprise streak while demonstrating solid revenue growth.

Bull Confirmed If

An EPS of $0.15 or higher, alongside positive revenue growth, would confirm the bullish case.

Bear Confirmed If

An EPS below $0.12 or negative revenue growth would support the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.12%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant move for Hayward's stock, suggesting that traders are anticipating volatility around the earnings announcement.

Options are pricing ±13.1% while HAYW has averaged ±6.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

35.5%

Calls (300)P/C Ratio: 1.00Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hayward beats estimates, history suggests the stock could rise by around 3.5%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.

Miss

A miss could lead to a decline in stock price, potentially around 5% or more, as it would raise concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Details on cost management strategies and their effectiveness in improving margins.
3Insights into market demand trends for swimming pool and spa equipment.
4Management's outlook on the competitive landscape and how Hayward plans to position itself.
5Any commentary on supply chain challenges and their potential impact on operations.