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Hayward (HAYW) investor relations material
Hayward Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Net sales rose 5% year-over-year to $299.6 million in Q2 FY2025, with growth in both North America and Europe/Rest of World segments and record gross profit margin of 52.7%.
Adjusted EBITDA margin increased to 29.5%, and net leverage was reduced to 2.1x, the lowest in over three years.
Aftermarket sales remain resilient, comprising about 85% of total sales, while discretionary spending is pressured.
Integration of the ChlorKing acquisition has doubled commercial sales in North America year-to-date and contributed to segment growth.
Guidance for 2025 was raised at the low end, with continued execution of tariff mitigation plans.
Financial highlights
Net sales reached $299.6 million, up 5% year-over-year, with 5% net price realization, 2% lower volume, and 2% from the ChlorKing acquisition.
Gross profit increased 9% to $158 million; gross margin up 170 bps to 52.7%.
Adjusted EBITDA grew 7% to $88.2 million; adjusted EBITDA margin up 50 bps to 29.5%.
Adjusted diluted EPS increased 14% to $0.24; diluted EPS up 18% to $0.20.
Year-to-date cash flow from operations was $188 million, down from $210 million last year due to strategic inventory management.
Outlook and guidance
Full-year 2025 net sales guidance raised at the low end to $1.07–$1.1 billion, up 2–5% from FY2024.
Adjusted EBITDA expected at $280–$290 million; positive net price contribution of at least 4% anticipated.
Guidance does not include potential new tariffs effective after July 27; mitigation actions will be taken if needed.
Solid cash flow generation expected, with conversion greater than 100% of net income and approximately $150 million.
Long-term growth expected from increasing pool installed base, outdoor living trends, and technology adoption.
Explain the drivers behind the refined 2025 sales guidance.
Assess impact of ChlorKing integration on North America sales.
How did tariff mitigation plans impact gross margins?
Assess tariff impact on 2025 sales.
Explain drivers of record gross margin.
Discuss M&A pipeline and priorities.
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Q3 202528 Oct, 2025
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Frequently asked questions
Residential and Commercial Swimming Pools
Hayward Holdings Inc. is an American company specializing in pool equipment and associated automation systems industry. The company designs, manufactures, and markets a comprehensive range of products and systems for residential and commercial swimming pools. Their product lineup includes various pool equipment such as pumps, filters, heaters, cleaners, sanitization systems, and automation solutions designed for pool maintenance and efficiency. The company is headquartered in Charlotte, North Carolina, and its shares are traded on the NYSE.
Innovative use of Plastics
Hayward’s rise to prominence in the pool equipment industry is notably attributed to its innovative use of plastics. In the mid-20th century, when metal was the dominant material in pool equipment, Hayward foresaw the potential of plastics in this sector. They pioneered the integration of durable, corrosion-resistant plastics in manufacturing pool equipment, a move that revolutionized the industry and helped Hayward establish itself for real in the industry.
Pool Equipment Experts
The company specializes in designing, manufacturing, and marketing residential and commercial pool equipment. Their product line is diverse, encompassing a wide range of items including pool pumps, filters, heaters, cleaners, and sanitization systems. In addition to these core products, the company integrates smart technology into its equipment, allowing for automated control and monitoring of pool systems, in turn making maintenance more efficient and less time-consuming. Hayward is one of the most well-known publicly traded companies focused on pools together with Leslie’s and Pool Corporation.
The Customers
Hayward sells products for both commercial and private customers. For commercial pools, they provide robust, high-capacity equipment designed to endure extensive usage and meet regulatory standards. This includes larger-scale filtration systems and pumps, as well as advanced sanitization and automation technologies suited for public or high-traffic pools. In the private pool market, Hayward emphasizes user-friendly, energy-efficient products like automated cleaners and smart control systems, catering to homeowners seeking ease of maintenance and operational cost savings.
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