Hayward Holdings, Inc. reported fiscal 2025 third‑quarter revenue of $244.3 million, up 7% from $227.57 million in Q3 2024. Earnings per share were $0.14, beating the consensus estimate of $0.12 and representing a 100% year‑over‑year increase from the $0.07 diluted EPS reported in Q3 2024.
Gross profit margin rose to 51.2%, a 150‑basis‑point improvement over the 49.7% margin recorded in the prior year’s quarter. Adjusted EBITDA reached $59.1 million, up 16% from $49.8 million in Q3 2024, and the adjusted EBITDA margin climbed to 24.2%, a 170‑basis‑point gain. Net income increased 46% to $24.0 million, driven by higher volumes, favorable foreign‑currency translation, and disciplined cost management.
Segment performance highlighted growth in North America and Europe/Rest of World. North America net sales increased 7% to $208.2 million, while Europe and Rest of World sales rose 11% to $36.1 million. The aftermarket business, which accounts for the majority of revenue, continued to expand, supported by strong demand for energy‑efficient equipment and new product launches such as the OmniX line.
Hayward raised its full‑year 2025 net sales guidance to $1.095 billion–$1.110 billion and adjusted EBITDA guidance to $292 million–$297 million. Management cited robust early‑buy program participation, effective tariff mitigation, and a favorable pricing environment as key drivers of the upward revision. The company also noted ongoing efforts to reduce exposure to China direct sourcing and to strengthen its balance sheet, with net leverage falling to 1.8x, the lowest level in over three years.
Management emphasized that while the company remains resilient, it continues to monitor weather‑related demand fluctuations, rising construction costs, and competitive pressures. The firm’s focus on innovation, customer experience, and operational excellence positions it to sustain margin expansion and profitable growth throughout the fiscal year.
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