Management of Hayward Holdings outlines a ~4% sales growth guidance for 2026 driven mainly by a ~3% global price increase and modest volume growth, with regional variations in volume effect.
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Can management quantify expected volume contribution (not just price) to the ~4% 2026 sales guide by region?
Analysis of Expected Volume Contribution to ~4% 2026 Sales Guidance by Region for Hayward Holdings, Inc.
Management of Hayward Holdings provided guidance for approximately 4% net sales growth in 2026. This growth is a combination of pricing and volume effects, both globally and by region, as discussed in their 2025 Q4 earnings call.
While exact volume percentages by region are not fully quantified, management shared relevant disclosures and insights that enable an approximate understanding:
Overall, the modest volume growth component is expected to be stronger in North America where aftermarket demand and dealer order momentum remain healthy, while volume growth in Europe and Rest of World is more modest 1345.
| Metric | Global | North America | Europe & Rest of World |
|---|---|---|---|
| 2026 Sales Growth Guidance | ~4% (total) | Implied >4% | Implied ~low single digits |
| Price Contribution | ~3% (net price gain globally) | Slightly above 3% | More modest, ~1-2% |
| Volume Contribution | Modest positive (estimated ~1%) | Modest but stronger vs. Europe | Modest, possibly <1% |
| FX Impact | Neutral | N/A | Slight positive in 2025, uncertain for 2026 |
Note: Management did not provide a precise numeric split by region for volume contribution, but described volume growth as modest globally, with a larger volume impact expected in North America relative to outside the U.S. Price increases dominate the sales growth, especially in the U.S. 135.
Management quantifies the 2026 ~4% sales growth guidance to be driven predominantly (~3%) by price increases globally, with the balance (approximately 1% or slightly less) coming from modest volume growth. Volume growth is expected to be stronger in North America, supported by positive aftermarket demand and dealer order momentum, while Europe and Rest of World regions will see more modest volume growth alongside modest price increases. FX effects are expected to be neutral. The overall volume impact is therefore modest but positive across regions, complementing price-driven sales increases 125.
1 Earnings transcript Q4 2025: Management guidance on 4% sales growth and 3% price with modest volume growth globally.
3 Fiscal 2025 sales by region and commentary on price and volume contributions.
2 Product and market commentary supporting volume growth drivers.
4 Regional sales growth, early dealer order trends.
65 Seasonality and volume/pricing dynamics by region.
This transparent articulation confirms management’s balanced view on price-led growth complemented by modest volume expansion by region for the 2026 sales outlook.
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