The record starts accreting with the next priced report.
2-quarter memory
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
HAYW kept 14.33% of Q2 FY2026 revenue as profit. Revenue +24.75% on Q1 FY2026, +6.27% on Q2 FY2025.
Revenue
$318M▲ +24.75% q/q
Gross profit
$155M▲ +30.62% q/q
48.70% margin
Cost of revenue
$163M▲ +19.64% q/q
Operating income
$76M▲ +78.87% q/q
23.87% margin
Operating expenses
$79M▲ +3.73% q/q
SG&A $64M
R&D $8M
Other operating $7M
Pre-tax income
$59M▲ +96.79% q/q
Net income
$46M▲ +95.29% q/q
14.33% margin
Tax
$14M▲ +101.98% q/q
Other expense
$17M
Revenue$318M
Gross profit$155M48.70%
Operating income$76M23.87%
Pre-tax income$59M
Net income$46M14.33%
Cost of revenue
$163M · 51.30%
Operating expenses
$79M · 24.83%
Tax
$14M · 4.29%
Other expense leaves
$17M · 5.26%
Standardized lines from HAYW’s own filing for the quarter ended Jun 27 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
FOMCrate decision1.5×up 11 of 24±2.3% vs ±1.6% · 24
PPIproducer prices1.3×up 4 of 9±2.1% vs ±1.6% · 9
CPIconsumer prices1.1×up 4 of 9±1.7% vs ±1.6% · 9
GDPgross domestic product0.7×up 9 of 17±1.1% vs ±1.6% · 17
NFPjobs report0.7×up 2 of 8±1.1% vs ±1.6% · 8
PCEpersonal income & outlays0.6×up 6 of 17±0.9% vs ±1.6% · 17
CPROFcorporate profits0.5×up 4 of 10±0.9% vs ±1.6% · 10
How HAYW has moved on past release days against its ordinary ±1.6% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.
Positioning
3 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
0
▼ 100%
Sep 18
2d
0%
3
362
▼ 0%
Oct 16
30d
0%
251
report · Oct 30
16
0%
Jan 15
121d
▼ 4%
1,806
putscalls
Linked exposure
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No linked names measured for this ticker yet.
Intraday
▼ −0.78% since 4 AM
12.644 AM11 AM1 PM4 PMpre
12.712.712.812.812.75
Prev close 12.75 · gapped above the open, then crossed back over prior close. High/low 12.85 at 4:00 am ET, 12.64 at 12:00 pm ET.