Equity Profile

HAYW

Hayward Holdings, Inc.

IndustrialsBuilding Products$3.2B

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

Earnings Per Share (EPS)

EPS is a crucial indicator of profitability, and investors will look for a continuation of positive surprises.

$0.15

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining profitability.

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 industrial sector, the company is influenced by trends in home improvement and consumer spending, making its performance relevant to investors interested in the housing market.

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 declined by 5.70% the following day, indicating mixed investor sentiment despite the earnings beat.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to innovation in product development.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Overall, expectations are cautiously optimistic as Hayward has consistently beaten EPS estimates in recent quarters. However, the market is also wary of potential revenue growth challenges.

Bull Case

If Hayward continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant positive reaction in the stock price.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could result in a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.15

EPS is a crucial indicator of profitability, and investors will look for a continuation of positive surprises.

Revenue Growth

N/A

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining profitability.

Gross Margin

N/A

Gross margin indicates how efficiently the company is producing its products and managing costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and will it continue the trend of positive surprises?

Given the company's strong history of beating EPS estimates, this will be a key indicator of ongoing profitability.

How is revenue growth trending compared to previous quarters?

Investors will closely monitor revenue growth to assess the company's market position and demand for its products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Hayward's ability to sustain its EPS growth, given its strong track record of beating estimates in the past.

Supporting Evidence

Hayward has consistently surprised on EPS, with a 100% beat rate over the last eight quarters.

The options market is pricing in a larger move than historical averages, indicating potential for a significant reaction.

Recent trends in the building products sector suggest increased consumer spending on home improvements.

Key Risk

If the EPS comes in below $0.13, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be critical in determining whether Hayward can maintain its growth trajectory amidst market uncertainties.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $0.13 would confirm the bear case, suggesting potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±13.12%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings report.

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 4.7%, with a raw directional average of +1.7% (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 potential stock increase of around +3.53%, confirming the company's strong performance.

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, with historical patterns suggesting an average drop of around -5.70%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends compared to previous quarters.
2Management's commentary on operational efficiency improvements.
3Insights into customer engagement strategies and their effectiveness.
4Details on new product innovations and their expected impact on sales.
5Any guidance on future market conditions and demand forecasts.

See the full picture

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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

Earnings Per Share (EPS)

EPS is a crucial indicator of profitability, and investors will look for a continuation of positive surprises.

$0.15

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining profitability.

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 declined by 5.70% the following day, indicating mixed investor sentiment despite the earnings beat.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to innovation in product development.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Overall, expectations are cautiously optimistic as Hayward has consistently beaten EPS estimates in recent quarters. However, the market is also wary of potential revenue growth challenges.

Bull Case

If Hayward continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant positive reaction in the stock price.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could result in a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.15

EPS is a crucial indicator of profitability, and investors will look for a continuation of positive surprises.

Revenue Growth

N/A

Revenue growth reflects the company's ability to increase sales, which is vital for sustaining profitability.

Gross Margin

N/A

Gross margin indicates how efficiently the company is producing its products and managing costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and will it continue the trend of positive surprises?

Given the company's strong history of beating EPS estimates, this will be a key indicator of ongoing profitability.

How is revenue growth trending compared to previous quarters?

Investors will closely monitor revenue growth to assess the company's market position and demand for its products.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Hayward's ability to sustain its EPS growth, given its strong track record of beating estimates in the past.

Supporting Evidence

Hayward has consistently surprised on EPS, with a 100% beat rate over the last eight quarters.

The options market is pricing in a larger move than historical averages, indicating potential for a significant reaction.

Recent trends in the building products sector suggest increased consumer spending on home improvements.

Key Risk

If the EPS comes in below $0.13, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be critical in determining whether Hayward can maintain its growth trajectory amidst market uncertainties.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $0.13 would confirm the bear case, suggesting potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±13.12%

Historical Avg

±6.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders anticipate volatility around the earnings report.

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 expectations, history suggests a potential stock increase of around +3.53%, confirming the company's strong performance.

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, with historical patterns suggesting an average drop of around -5.70%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth trends compared to previous quarters.
2Management's commentary on operational efficiency improvements.
3Insights into customer engagement strategies and their effectiveness.
4Details on new product innovations and their expected impact on sales.
5Any guidance on future market conditions and demand forecasts.