Filing Flows › Hayward Holdings (HAYW) › Q3 2026 › vs Q2 2026
Hayward Holdings (HAYW) Q3 2026 vs Q2 2026 (quarter over quarter)
Hayward Holdings's revenue fell $58.2M (-18%) from $318M in Q2 2026 to $260M in Q3 2026. The biggest changes: Residential pool −$53.2M (-19%); Commercial pool −$5.2M (-25%); Flow control +$143K (+1%). Gross margin 47.9% against 48.7% (-0.8 pts).
Hayward Holdings, Q3 2026: revenue $260M (+6% year over year), operating margin 19.3%, net earnings $32.4M, operating cash flow $53.9M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 47.9% | 48.7% | -0.8 pts |
| Operating margin | 19.3% | 23.9% | -4.6 pts |
| Net margin | 12.5% | 14.3% | -1.9 pts |
| Free cash flow margin | 16.5% | 98.0% | -81.4 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Residential pool | $230M | $283M | −$53.2M | -19% |
| Commercial pool | $15.9M | $21.0M | −$5.2M | -25% |
| Flow control | $14.1M | $13.9M | $143K | +1% |
| Revenue | $260M | $318M | −$58.2M | -18% |
| Gross profit | $125M | $155M | −$30.4M | -20% |
| Cost of revenue | $135M | $163M | −$27.8M | -17% |
| Operating profit | $50.2M | $76.0M | −$25.8M | -34% |
| Operating expenses | $74.4M | $79.1M | −$4.6M | -6% |
| Pre-tax earnings | $41.1M | $59.3M | −$18.1M | -31% |
| Other expense, net | $9.1M | $16.7M | −$7.7M | -46% |
| Research & development | $8.6M | $7.7M | $963K | +13% |
| SG&A | $59.4M | $64.3M | −$4.8M | -8% |
| Other operating costs | $6.4M | $7.1M | −$746K | -10% |
| Net earnings | $32.4M | $45.6M | −$13.2M | -29% |
| Income tax | $8.7M | $13.6M | −$4.9M | -36% |
| Depreciation | $6.1M | $5.9M | $140K | +2% |
| Share-based compensation | $3.9M | $4.0M | −$100K | -3% |
| Working capital & other | $11.5M | $267M | −$255M | -96% |
| Operating cash flow | $53.9M | $322M | −$268M | -83% |
| Free cash flow (OCF − capex) | $43.0M | $312M | −$269M | -86% |
| Capital expenditures | $10.9M | $10.3M | $601K | +6% |
Questions
How much did Hayward Holdings's revenue grow quarter over quarter in Q3 2026?
Hayward Holdings's revenue fell $58.2M (-18%) from $318M in Q2 2026 to $260M in Q3 2026.
What drove Hayward Holdings's revenue change in Q3 2026?
Residential pool −$53.2M (-19%); Commercial pool −$5.2M (-25%); Flow control +$143K (+1%).