Hayward Holdings (HAYW) Earnings: Q3 2026 Results

The quarter ended September 26, 2026 and Hayward Holdings published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Hayward Holdings reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted diluted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Hayward's fiscal quarters end on the Saturday closest to and before the calendar quarter end. Q3 2026 ended September 26, 2026 and Q3 2025 ended September 27, 2025.
• Hayward's business is seasonal: sales are typically higher in the second quarter, ahead of the summer pool season, and the fourth quarter, when its early buy program has customers stock up for the next season.

Source: Hayward Holdings Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 26, 2026. Figures as reported; checked against the release on November 10, 2026.

How Hayward Holdings splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Hayward Holdings's North America revenue was $226 million in Q3 2026, up 9% from $208 million in Q3 2025, 87% of total revenue.
• Hayward Holdings's Europe & Rest of World revenue was $33.8 million in Q3 2026, down 6% from $36.1 million in Q3 2025, 13% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Hayward Holdings said:

“For Fiscal Year 2026, Hayward now expects net sales to increase approximately 5% to 6% from Fiscal Year 2025, compared to our prior guidance of approximately 5%.”

“We now expect adjusted diluted earnings per share* of $0.86 to $0.88, an increase of approximately 12% to 14% from Fiscal Year 2025, compared to our prior guidance of $0.84 to $0.87.”

Source: Hayward Holdings Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the HAYW forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Hayward Holdings's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

Hayward Holdings reported net sales of $260.1 million for Q3 2026, up 6% from $244.3 million, which it attributed to positive net price to offset inflation and tariffs and modest volume growth. Hayward makes pool equipment (pumps, heaters, sanitizers, filters, LED lighting, water features and cleaners, tied together by its SmartPad platform) plus industrial thermoplastic valves and flow control products. (Hayward Holdings Q3 2026 release, Oct 28, 2026)

Residential pool is most of the business: $230.2 million of net sales in the quarter, against $15.9 million for commercial pool and $14.1 million for flow control. Hayward estimates that aftermarket sales, the repair, replacement and upgrading of equipment on existing pools, are about 85% of North American residential pool net sales, and that it holds about 33% of the North American residential pool market. (Hayward Holdings Form 10-Q, Q3 2026, Oct 28, 2026; Hayward Holdings Q3 2026 release, Oct 28, 2026)

North America net sales rose 9% to $226.4 million on favorable net pricing and higher volume, while Europe & Rest of World fell 6% to $33.8 million, which Hayward put down to lower volume from geopolitical conflicts in the Middle East and a modest decrease in net price. By country, United States net sales were $212.6 million, up from $193.0 million, and Europe fell to $15.9 million from $19.3 million. (Hayward Holdings Q3 2026 release, Oct 28, 2026; Hayward Holdings Form 10-Q, Q3 2026, Oct 28, 2026)

Hayward sells mainly through distributors such as Pool Corporation, Heritage Pool Supply Group and Baystate Pool Supplies, which sell on to pool builders and servicers. Its two largest customers represented about 33% and 12% of net sales in fiscal 2025. (Hayward Holdings Form 10-K, fiscal 2025, Feb 25, 2026)

Hayward Holdings' diluted EPS rose 36% to $0.15 and adjusted diluted EPS rose 29% to $0.18, from $0.11 and $0.14. The adjusted figure adds back amortization ($8.2 million in the quarter), currency exchange items and acquisition and restructuring costs, net of their tax effect, and applies a normalized tax rate of 22.5% against an effective rate of 21.2%. (Hayward Holdings Q3 2026 release, Oct 28, 2026)

Operating income rose 22% to $50.2 million, a 19.3% margin against 16.8%. SG&A fell 3% to $59.4 million because the year-ago quarter carried a non-recurring litigation expense, and interest expense, net, fell 30% to $7.9 million on lower rates on bank debt and more interest income on cash. Gross margin rose 10 basis points to 47.9% from a greater contribution from North America, though margins slipped in both segments. (Hayward Holdings Q3 2026 release, Oct 28, 2026)

Buybacks cut the share count. Diluted weighted average shares were 216,531,281 against 222,420,881. In the quarter Hayward repurchased about 3.4 million shares at an average $15.18 per share for about $51.5 million, and about 7.8 million shares in the first nine months at an average $14.76. (Hayward Holdings Q3 2026 release, Oct 28, 2026; Hayward Holdings Form 10-Q, Q3 2026, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Hayward Holdings gives a full-year outlook in its release and raised it this quarter. For fiscal 2026 it now expects net sales to rise about 5% to 6% from fiscal 2025, against about 5% before, and adjusted diluted EPS of $0.86 to $0.88, against $0.84 to $0.87 before. The CEO said early buy orders for the 2027 pool season are ahead of the prior year in North America. (Hayward Holdings Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Hayward Holdings, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Hayward Holdings's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning HAYW is on is HAYW a buy or a sell?, what analysts expect next is on the HAYW forecast, and what the company does is on the Hayward Holdings (HAYW) stock page.

Every number on this page can be traced to a document Hayward Holdings published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.