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 sector, specializing in equipment and technology for swimming pools and spas....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and drive sales.

N/A

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 sector, specializing in equipment and technology for swimming pools and spas. As a company with a market cap of $3 billion, its performance can be influenced by trends in consumer spending and home improvement, which are important themes in the current economic landscape.

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, surpassing expectations by 18.18%. However, the stock experienced a decline of 5.70% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Hayward's upcoming earnings, given its strong track record of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.

Bull Case

If Hayward continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, any indication of declining revenue or increased costs could lead to a negative market reaction, as investors may question the company's growth prospects.

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 beating estimates?

Given Hayward's history of exceeding EPS expectations, this will be a key indicator of operational performance and market confidence.

What insights can management provide regarding revenue growth and market demand?

Understanding revenue trends will help gauge the company's ability to sustain growth and respond to market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Hayward's ability to adapt to changing market conditions, particularly in the face of rising consumer spending on home improvements.

Supporting Evidence

Hayward has consistently beaten EPS estimates, indicating strong operational management.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent trends in home improvement spending could benefit Hayward's sales.

Key Risk

If the EPS comes in below $0.10, it could undermine the positive narrative surrounding Hayward's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Hayward can maintain its growth trajectory amidst economic uncertainties.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, raising concerns about declining 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 expect 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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that if Hayward beats EPS expectations, the stock could rise by an average of 3.53%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see muted movement as investors reassess growth prospects.

Miss

If Hayward misses expectations, history indicates a potential decline of around 5.44%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on changes in consumer demand for pool and spa products.
2Insights into cost management and any potential impacts on margins.
3Updates on new product launches or innovations.
4Management's outlook on the overall building products market.
5Any guidance on future revenue expectations.

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Company Snapshot

Hayward Holdings, Inc. is a key player in the building products sector, specializing in equipment and technology for swimming pools and spas....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and drive sales.

N/A

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, surpassing expectations by 18.18%. However, the stock experienced a decline of 5.70% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Hayward's upcoming earnings, given its strong track record of beating EPS estimates. However, the lack of revenue guidance adds uncertainty.

Bull Case

If Hayward continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, any indication of declining revenue or increased costs could lead to a negative market reaction, as investors may question the company's growth prospects.

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 beating estimates?

Given Hayward's history of exceeding EPS expectations, this will be a key indicator of operational performance and market confidence.

What insights can management provide regarding revenue growth and market demand?

Understanding revenue trends will help gauge the company's ability to sustain growth and respond to market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Hayward's ability to adapt to changing market conditions, particularly in the face of rising consumer spending on home improvements.

Supporting Evidence

Hayward has consistently beaten EPS estimates, indicating strong operational management.

The options market is pricing in a larger move than historical averages, suggesting heightened expectations.

Recent trends in home improvement spending could benefit Hayward's sales.

Key Risk

If the EPS comes in below $0.10, it could undermine the positive narrative surrounding Hayward's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Hayward can maintain its growth trajectory amidst economic uncertainties.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, raising concerns about declining 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 expect 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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that if Hayward beats EPS expectations, the stock could rise by an average of 3.53%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see muted movement as investors reassess growth prospects.

Miss

If Hayward misses expectations, history indicates a potential decline of around 5.44%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on changes in consumer demand for pool and spa products.
2Insights into cost management and any potential impacts on margins.
3Updates on new product launches or innovations.
4Management's outlook on the overall building products market.
5Any guidance on future revenue expectations.