Hayward Holdings, Inc. (NYSE: HAYW) announced its financial results for the third quarter of fiscal year 2026, which ended September 26, 2026. The company reported net sales of $260.1 million for the quarter, a 6% increase compared to the prior year period. This growth was driven by favorable price realization and higher volumes, with positive net pricing used to offset inflation and tariffs.
Net income for the quarter increased by 35% year-over-year to $32.4 million, resulting in a net income margin of 12.5%. Diluted earnings per share (EPS) rose 36% to $0.15. The company also reported adjusted diluted EPS of $0.18, representing a 29% increase from the prior year.
On a segment basis, North America (NAM) saw net sales rise 9% to $226.4 million, while Europe & Rest of World (E&RW) saw net sales decline 6% to $33.8 million, attributed to lower volume due to geopolitical conflicts in the Middle East.
Hayward’s balance sheet showed cash and cash equivalents of $236.3 million and short-term investments of $239.2 million as of September 26, 2026. The company maintains net leverage at 1.5x, described as the lowest level since its 2021 initial public offering.
In terms of guidance, Hayward is increasing its full year 2026 outlook. The company now expects net sales to increase approximately 5% to 6% from Fiscal Year 2025. Adjusted diluted EPS is now expected to be $0.86 to $0.88, an increase of approximately 12% to 14% from Fiscal Year 2025.
