Hayward Holdings 3Q 2026: Revenue $260.13M, Net income $32.42M, EPS $0.15— 10-Q Summary

What happened

Hayward Holdings reported third-quarter 2026 revenue of $260.13M and net income of $32.42M, up 6.5% and 34.9% from the prior-year quarter. Diluted earnings per share was $0.15, compared with $0.11 a year earlier.

Confirmed

Global impact / market context

Faster profit growth than sales growth means more of each dollar of revenue reached the bottom line, which can support cash available for research, development and engineering spending. North America drove results while Europe and Rest of World declined.

Analyst inference

Sales rose on pricing and modest volume gains, while year-to-date gross margin held near 48% as pricing and productivity offset inflation and tariffs. Aftermarket replacements and upgrades remain key growth drivers, and Early Buy shipments began late in the quarter.

Analyst inference

What to watch

1. Early Buy shipments began late in the quarter and are expected to continue into the first quarter of 2027, so watch whether that demand carries through as planned. Confirmed
2. Watch whether pricing and productivity keep offsetting inflation and tariffs, which means cost pressures, so the roughly 48% year-to-date gross margin holds. Proposed
3. Watch Europe and Rest of World volume, where Middle East conflicts contributed to the quarterly decline, because continued weakness there could offset North American growth. Analyst inference

Evidence

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