Post-earnings recap
Reported
Wed, Jul 29, 2026
EPS actual
$0.26
EPS est.
$0.24
EPS surprise
+7.00%
1-day move
+0.93%
Hayward Holdings reported an EPS of $0.26, exceeding expectations by 7%. The stock reacted positively, rising by 0.93%. However, there was no revenue figure provided, and no guidance updates were shared during the earnings call.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.26 | N/A | +7.00% |
| Revenue | N/A | N/A | N/A |
No transcript is on record, and the analysis is based on numerical results only.
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.
Last quarter
In Q1-2026, Hayward reported an EPS of $0.13, surpassing estimates by 18.18%. However, the stock fell 5.70% the following day, indicating market skepticism despite the positive earnings surprise.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+18.56%
Avg 1-day reaction
+2.47%
The market is cautiously optimistic about Hayward's upcoming earnings, especially given its history 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 performance and potentially drive the stock higher.
Bear case
Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price.
Key metrics to watch
Earnings Per Share (EPS)
$0.15EPS is a crucial indicator of the company's profitability and performance this quarter.
Revenue Growth
N/ARevenue growth will provide insights into the company's sales performance and market demand.
The print will turn on these.
Q1
What will be the EPS for this quarter, and how does it compare to previous quarters?
Given Hayward's strong track record of beating EPS estimates, this number will be critical for investor sentiment.
Q2
What insights can management provide regarding revenue growth and market demand?
Understanding revenue trends will help gauge the company's performance in the current economic environment.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.5%
Why consensus could be wrong
The Street may underestimate Hayward's ability to leverage its market position and deliver strong EPS growth despite economic challenges.
Supporting evidence
Hayward has consistently beaten EPS estimates, indicating strong operational execution.
The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.
Recent trends in home improvement could boost demand for Hayward's products.
Key risk
If the EPS falls below $0.12, it could undermine the bullish sentiment and lead to a reevaluation of the company's growth prospects.
Pre-commit to what would confirm each case.
This quarter's performance will be closely watched as it could indicate whether the company can maintain its positive momentum.
Bull confirmed if
An EPS of $0.15 or higher would confirm the bull case and suggest continued strong performance.
Bear confirmed if
An EPS below $0.12 would raise concerns about the company's profitability and growth prospects.
What the market is pricing for the move.
Implied Move
±13.12%
Historical Avg
±5.0%
The options market is pricing in a substantial move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±13.1% while HAYW has averaged ±5.0% over the last 8 prints — setup is pricing rich.
ATM IV
0.4%
30d HV
35.5%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$620,045.00
50,000 sh
1 insider
Net
$620,045.00
Net selling
Most Active Insiders· 1 open-market trade
$620,045.00
Net selling
Smart-money positioning from the most recent 13F filings.
Institutional
109.18%
of float
Insider
2.24%
of float
Holders
393
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
24,405,259 sh · $288.0M
11.51%
1.7%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Hayward beats expectations, history suggests a potential stock increase of around 3.5%, confirming strong operational performance.
In line / cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
A miss could lead to a decline in stock price, with historical patterns suggesting a potential drop of around 5%.
The lines on the call that would change the story.
Recent Transactions
Oct 5, 2026 · @ $12.40
50,000 sh
$620,045.00
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
FMR, LLC
17,269,632 sh · $203.8M
8.14%
99.6%
Fiduciary Management, Inc.
11,684,338 sh · $137.9M
5.51%
33.7%
JPMORGAN CHASE & CO
10,793,236 sh · $127.4M
5.09%
-7.8%
Vanguard Portfolio Management LLC
10,307,897 sh · $121.6M
4.86%
-0.4%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.