Hayward Holdings Q3 2025 Earnings Release and Increased Guidance

Hayward Holdings reported strong third quarter 2025 results with net sales increasing 7% year-over-year to $244.3 million and net income surging 46% to $24 million. Adjusted EBITDA grew 16% to $59.1 million, driven by operational efficiencies, tariff mitigation, and favorable foreign exchange impacts. The company raised its full-year guidance, now expecting net sales of $1.095-$1.11 billion (up from $1.07-$1.1 billion) and adjusted EBITDA of $292-$297 million (up from $280-$290 million). Key drivers included robust aftermarket demand (85% of sales), successful early buy programs, and improved manufacturing productivity. Hayward reduced net leverage to 1.8x, the lowest in three years, while maintaining strong cash flow generation of $283 million year-to-date. Segment performance showed 7% growth in North America and 11% growth in Europe/Rest of World, with both regions demonstrating margin expansion. The results highlight Hayward's technology leadership in pool equipment and outdoor living solutions.