Hayward (NYSE:HAYW) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAndrew Carter - Associate VPEwan Jones - SVP and CFOJeffrey Hammond - Managing DirectorKevin Holleran - President and CEOKevin Maczka - VP of Investor Relations and FP&ANigel Coe - Managing DirectorTyler Bissette - Equity Research AssociateConference Call ParticipantsRob Wertheimer - Founding Partner and Machinery AnalystRyan Merkel - Specialty Distribution and Building Products and Technologies Research AnalystNone ...

Hayward (NYSE:HAYW) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsEwan Jones - SVP and CFOJeffrey Hammond - Managing DirectorKevin Holleran - President and CEOKevin Maczka - VP of Investor Relations and FP&ANigel Coe - Managing DirectorTyler Bissette - Equity Research AssociateConference Call ParticipantsRob Wertheimer - Founding Partner and Machinery AnalystRyan Merkel - Specialty Distribution and Building Products and Technologies Research AnalystNone - AnalystNone - AnalystOpera ...

Hayward (NYSE:HAYW) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker5Welcome to Hayward Holdings' fourth quarter 2025 earnings call. My name is Carrie, I will be your operator for today's call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. During the question-and-answer session, if you have a question, please press Star, then one on your touchtone phone. Please note that this conference is being recorded. I will now turn the call o ...

FOURTH QUARTER AND FULL YEAR 2025 EARNINGS February 25, 2026 © 2026 Hayward Holdings, Inc. 1 FOURTH QUARTER AND FULL YEAR 2025 EARNINGS CALL KEVIN HOLLERAN President and Chief Executive Officer EIFION JONES Senior Vice President and Chief Financial Officer KEVIN MACZKA Vice President of Investor Relations and FP&A NYSE: HAYW 2 © 2026 Hayward Holdings, Inc. 2 Forward-Looking Statements and Non-GAAP Financial Measures Forward-Looking Statements This presentation includes certain statements that are "forward-l ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-40208 Hayward Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 82-2060643 (State or other jurisdiction of incorporation or organization) ...

February 25, 2026 Hayward Holdings Reports Fourth Quarter Fiscal Year 2025 Financial Results and Introduces 2026 Guidance FOURTH QUARTER FISCAL 2025 SUMMARY FULL FISCAL YEAR 2025 HIGHLIGHTS CHARLOTTE, N.C. -- (BUSINESS WIRE) -- Hayward Holdings, Inc. (NYSE: HAYW) ("Hayward" or the "Company"), a leading global designer and manufacturer of a broad portfolio of pool equipment, outdoor living products and industrial flow control products, today announced financial results for the fourth quarter and full fiscal ...

Company Overview - Hayward Holdings, Inc. (NYSE:HAYW) is a leading global pool equipment manufacturer, primarily serving the residential pool market, with North America accounting for 85% of sales and over 90% of profits [3] - The company offers a range of products including Pumps, Automation and Sanitization, Heaters, Filters, Lighting and Water Features, and Cleaners [3] - Approximately 80% of total sales come from the existing installed base of pools, with 50% attributed to repair and replacement, making the business relatively resilient to economic cycles [3] Financial Performance - Hayward Holdings, Inc. has demonstrated strong margins and cash-generation potential, leading the fund to view the stock as undervalued relative to mid-cycle earnings [2] - The stock's one-month return was approximately 5.51%, and it gained about 11.59% over the last 12 months, closing at approximately $16.85 per share on January 16, 2026, with a market capitalization of about $3.65 billion [2] Market Dynamics - The pool industry experienced supercharged growth during the early stages of COVID-19, followed by a period of weak end-market demand exacerbated by destocking in the distribution channel [3] - Although the industry has stabilized, there is still lackluster demand for newly built and remodeled pools, but it is expected that the discretionary sides of the business will recover over time [3] - Hayward is positioned to continue raising prices and growing volumes within the installed base of pools due to strong pricing power, as purchase decisions are typically made by pool service professionals who are less sensitive to price [3]

Core Insights - Terreno Realty Corporation has acquired two long-term leases in bankruptcy for $1.25 million, which will be terminated effective December 31, 2025 [1] - The properties involved are land parcels of 12.7 acres in Carlstadt, New Jersey, and 10.2 acres in Hayward, California, currently improved with transshipment facilities that will be available for release or redevelopment [1] Company Overview - Terreno Realty Corporation operates in six major coastal U.S. markets: New York City/Northern New Jersey, Los Angeles, Miami, San Francisco Bay Area, Seattle, and Washington, D.C. [2]

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Core Viewpoint - Hayward Holdings Inc. has demonstrated strong performance with a significant increase in net earnings and sales, leading to a new 52-week high in stock price, supported by a positive growth outlook for the full year [1][3]. Financial Performance - Net earnings for the third quarter rose by 45% to $24 million, compared to $16.5 million in the same period last year [3]. - Net sales increased by 7.4% to $244 million from $227 million year-on-year, driven by positive net pricing, increased volume, and favorable foreign currency translation [3]. Growth Outlook - For the full year, Hayward Holdings targets net sales between $1.095 billion to $1.11 billion, reflecting a growth of 4.5% to 5.5% from fiscal year 2024, an increase from previous guidance of $1.07 billion to $1.1 billion [4]. - The company expects adjusted EBITDA to range from $292 million to $297 million, indicating a year-on-year growth of 5% to 7%, up from the previous outlook of $280 million to $290 million [5]. Stock Performance - During intra-day trading, Hayward Holdings' stock reached a peak price of $17.65 before closing at $17.17, marking a 12% increase for the day [2]. - The stock's performance is attributed to the strong earnings report and optimistic future projections [1][3].