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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 for Q2 2025 increased 5.3% year-over-year to $299.6 million, with growth in both North America and Europe/Rest of World segments, driven by positive pricing and acquisitions, partially offset by lower volume.
Net income rose 19% year-over-year to $44.8 million, with net income margin improving to 15.0% from 13.2% and diluted EPS up 18% to $0.20.
Record gross profit margin of 52.7% achieved, marking the tenth consecutive quarter of year-over-year expansion.
Adjusted EBITDA margin increased to 29.5%, and net leverage declined to 2.1x, the lowest in over three years.
ChlorKing acquisition completed and integrated, doubling commercial sales in North America and incurring related transaction and retention costs.
Financial highlights
Q2 2025 net sales reached $299.6 million, up 5% year-over-year, with 5% net price realization, 2% lower volume, and 2% from acquisitions.
Gross profit increased 8.8% to $157.8 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.
Cash and cash equivalents at quarter-end were $365.1 million, with total liquidity of $528 million.
Outlook and guidance
FY2025 net sales guidance refined to $1.070–$1.100 billion, up 2–5% from FY2024; adjusted EBITDA expected at $280–$290 million.
Free cash flow projected at greater than 100% of net income, with solid cash flow generation expected.
Guidance does not include potential new tariffs effective after July 27; mitigation actions will be taken if needed.
Long-term growth expected from increasing pool installed base, outdoor living trends, and technology adoption.
No significant impact anticipated from recent U.S. tax law changes in Q3 2025.
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?
Quantify long-term cost of China supply chain shift?
How is repair vs. replace trend impacting sales?
What are the M&A pipeline focus areas?
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Next Hayward earnings date
Q3 202529 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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