Hayward Holdings Q4 Earnings Beat Expectations with Strong Guidance for 2026
- Earnings Beat: Hayward's Q4 Non-GAAP EPS of $0.29 exceeded expectations by $0.01, indicating robust profitability and effective operational execution.
- Revenue Growth: The company reported Q4 revenue of $349.4 million, a 6.8% year-over-year increase, surpassing market expectations by $16.56 million, reflecting strong demand and sales execution.
- Net Income Increase: Net income rose 25% year-over-year to $68.4 million, showcasing successful cost control and operational efficiency, which enhances investor confidence.
- 2026 Guidance: Hayward anticipates a 4% increase in net sales for 2026 compared to 2025, with adjusted diluted EPS projected between $0.82 and $0.86, demonstrating confidence in future growth and a positive market outlook.
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- Earnings Beat: Hayward's Q4 Non-GAAP EPS of $0.29 exceeded expectations by $0.01, indicating robust profitability and effective operational execution.
- Revenue Growth: The company reported Q4 revenue of $349.4 million, a 6.8% year-over-year increase, surpassing market expectations by $16.56 million, reflecting strong demand and sales execution.
- Net Income Increase: Net income rose 25% year-over-year to $68.4 million, showcasing successful cost control and operational efficiency, which enhances investor confidence.
- 2026 Guidance: Hayward anticipates a 4% increase in net sales for 2026 compared to 2025, with adjusted diluted EPS projected between $0.82 and $0.86, demonstrating confidence in future growth and a positive market outlook.
- Earnings Growth: Hayward Holdings reported a profit of $68.41 million in Q4, translating to $0.31 per share, which marks a 24% increase from last year's $54.73 million or $0.25 per share, indicating a significant enhancement in the company's profitability.
- Adjusted Earnings: Excluding special items, the company reported adjusted earnings of $64.31 million or $0.29 per share, reflecting a solid performance in its core business operations.
- Revenue Increase: The company's revenue rose by 6.8% year-over-year to $349.37 million, up from $327.07 million last year, demonstrating sustained strong market demand.
- Market Positioning: The growth in earnings and revenue not only boosts investor confidence but also helps Hayward Holdings solidify its leadership position in a highly competitive market.
- Earnings Release Schedule: Hayward Holdings, Inc. will report its fourth quarter and full year 2025 earnings on February 25, 2026, enhancing financial transparency and allowing investors to better assess the company's performance.
- Conference Call Details: Following the earnings release, the company will hold a conference call at 9:00 a.m. Eastern Time, enabling investors to dial in or access via the website, which strengthens investor engagement and communication.
- Webcast Availability: Investors can listen to the live conference call through the Investor Relations section of Hayward's website, ensuring timely information dissemination and improving communication efficiency with stakeholders.
- Replay Service: For those unable to attend the live call, a replay will be available approximately three hours after the call until March 11, 2026, ensuring all investors have access to key information and enhancing the company's transparency.

- Active Options Trading: Celsius Holdings has seen an options trading volume of 34,690 contracts today, equivalent to approximately 3.5 million shares, indicating a significant 76.5% of its average daily trading volume over the past month.
- High Demand Options: Notably, the $50 strike call option expiring on January 16, 2026, has traded 7,192 contracts today, representing about 719,200 underlying shares, reflecting strong market interest at this price point.
- Gates Industrial Options Performance: In parallel, Gates Industrial Corp's options volume reached 14,642 contracts, approximately 1.5 million shares, which is 75.3% of its average daily trading volume over the past month, indicating notable market attention towards this company.
- High Demand Strike Price: The $22 strike call option for Gates has seen a trading volume of 8,502 contracts today, representing around 850,200 shares, showcasing bullish expectations from investors at this strike price.

Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on Peter Lynch's strategy, focusing on stocks with reasonable prices relative to earnings growth and strong balance sheets.
Hayward Holdings Inc: Rated 91%, Hayward Holdings is a mid-cap growth stock in the Misc. Capital Goods industry, specializing in energy-efficient pool and outdoor living technology, with operations in North America and Europe.
XPEL Inc: With a rating of 87%, XPEL is a small-cap growth stock in the Business Services industry, known for its protective films and coatings for automotive and architectural applications, along with installation services.
Green Brick Partners Inc and Others: Green Brick Partners is rated 74% as a mid-cap value stock in Construction Services, while Honda Motor Co Ltd and Mattel Inc are rated 72% each, with Honda focusing on motorcycles and automobiles, and Mattel on toys and family entertainment.
Photronics, Inc. Options Activity: Photronics, Inc. (PLAB) has seen a trading volume of 4,083 options contracts today, which is about 59.3% of its average daily trading volume, with significant activity in the $25 strike call option expiring January 16, 2026.
Hayward Holdings Inc. Options Activity: Hayward Holdings Inc. (HAYW) reported an options trading volume of 8,079 contracts, approximately 57.1% of its average daily volume, with notable trading in the $16 strike call option expiring January 16, 2026.
Options Trading Insights: The article highlights the trading volumes for both PLAB and HAYW options, indicating a strong interest in specific strike prices and expiration dates.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.








