Hayward Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

A week ago, Hayward Holdings, Inc. (NYSE:HAYW) came out with a strong set of yearly numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 2.4% to hit US$1.1b. Hayward Holdings reported statutory earnings per share (EPS) US$0.54, which was a notable 10% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for Hayward Holdings

Taking into account the latest results, the consensus forecast from Hayward Holdings' ten analysts is for revenues of US$1.08b in 2025. This reflects a modest 2.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to rise 7.7% to US$0.59. In the lead-up to this report, the analysts had been modelling revenues of US$1.08b and earnings per share (EPS) of US$0.59 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

The analysts reconfirmed their price target of US$16.56, showing that the business is executing well and in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Hayward Holdings, with the most bullish analyst valuing it at US$18.00 and the most bearish at US$14.00 per share. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting Hayward Holdings is an easy business to forecast or the the analysts are all using similar assumptions.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. One thing stands out from these estimates, which is that Hayward Holdings is forecast to grow faster in the future than it has in the past, with revenues expected to display 2.9% annualised growth until the end of 2025. If achieved, this would be a much better result than the 0.8% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 5.2% per year. So although Hayward Holdings' revenue growth is expected to improve, it is still expected to grow slower than the industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Hayward Holdings' revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Hayward Holdings going out to 2027, and you can see them free on our platform here.

However, before you get too enthused, we've discovered 1 warning sign for Hayward Holdings that you should be aware of.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.