Hayward Holdings, Inc. (HAYW) Q4 Results Exceed Expectations for Earnings and Revenue

Hayward Holdings, Inc. Reports Strong Quarterly Results

Hayward Holdings, Inc. (HAYW) announced adjusted earnings of $0.29 per share for the latest quarter, surpassing the Zacks Consensus Estimate of $0.28. This result also marks an increase from the $0.27 per share reported in the same period last year.

The company delivered a positive earnings surprise of 3.57% this quarter. In the previous quarter, Hayward Holdings was projected to earn $0.12 per share but actually achieved $0.14, resulting in a 16.67% surprise. Over the past four quarters, Hayward Holdings has consistently exceeded consensus EPS expectations.

For the quarter ending December 2025, Hayward Holdings, a member of the Zacks Electronics - Miscellaneous Products sector, generated $349.38 million in revenue, topping the consensus estimate by 5.80%. This compares to $327.08 million in revenue from the prior year. The company has outperformed revenue estimates in each of the last four quarters.

The impact of these results on the stock’s price will largely depend on management’s insights and future outlook shared during the earnings call.

Since the start of the year, Hayward Holdings’ share price has risen approximately 1.4%, outpacing the S&P 500’s 0.7% gain.

What Lies Ahead for Hayward Holdings?

Although Hayward Holdings has outperformed the broader market so far this year, investors are now considering the company’s future prospects.

One key factor for investors is the company’s earnings outlook, which includes not only current consensus estimates for upcoming quarters but also any recent changes to those forecasts.

Studies indicate that short-term stock performance is closely linked to trends in earnings estimate revisions. Investors can monitor these changes themselves or use tools like the Zacks Rank, which has a strong track record of leveraging earnings estimate trends.

Prior to this earnings release, analyst estimate revisions for Hayward Holdings were mixed. While these may shift following the new report, the stock currently holds a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market in the near term.

It will be important to watch how estimates for the next quarters and the current fiscal year evolve. At present, consensus projects EPS of $0.13 on $243.5 million in revenue for the next quarter, and $0.85 on $1.16 billion in revenue for the full year.

Investors should also consider the broader industry outlook, as it can significantly influence stock performance. The Electronics - Miscellaneous Products industry currently ranks in the top 16% of over 250 Zacks industries. Historically, the top half of Zacks-ranked industries outperforms the bottom half by more than two to one.

Another company in the same sector, Plug Power (PLUG), is scheduled to report its quarterly results for the period ending December 2025 on March 2.

Plug Power is anticipated to report a quarterly loss of $0.10 per share, reflecting a year-over-year improvement of 93.9%. Over the past month, the consensus EPS estimate for Plug Power has been revised downward by 2.6%.

The company’s revenue is expected to reach $220.68 million, representing a 15.3% increase from the same quarter last year.

Is Hayward Holdings, Inc. (HAYW) a Good Investment?

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