HAYW · Hayward Holdings, Inc. Q2 FY2026 earnings call record财报电话会记录

“We achieved this while increasing share repurchases, demonstrating our confidence in the business and our commitment to disciplined capital allocation.”

“Similarly, adjusted EBITDA margin in the first half remained healthy and consistent with the prior year as we continued to make targeted investments in product innovation and customer initiatives.”

“One use case in customer service resulted in 98% of our North America calls now being answered within one second by an AI agent, and 80% of those calls resolved with no need for escalation to a live technical service representative.”

“That's a better experience for our customers and greater efficiency for us.”

“The combination of customer intimacy and operational excellence driving market share and profitability is exactly how we intend to outperform our industry and create long-term value.”

“We delivered another strong quarter of sales and earnings growth, with net sales increasing 6% to $318 million against a 5% growth comparison in the prior year period.”

“Gross profit increased 8% to $155 million, while gross profit margin declined 50 basis points to 48.7%.”

“We continue to make targeted investments in sales and marketing, advanced engineering, and customer service.”

“North America net sales were up 9% to $278 million, driven by 7% price realization and 2% volume growth.”

“Gross margin reduced 90 basis points from the prior year to 50.4% due to inflationary pressures and timing of our mitigation actions.”

“Adjusted segment income margin remained consistent with strong prior year levels in North America and expanded 130 basis points in Europe and Rest of World.”

“This outlook includes net interest expense of approximately $45 million, a normalized effective tax rate of around 24%, and increased CapEx of approximately $40 million as we continue to invest in upgrading our operational capabilities.”