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1. Company Snapshot

1.a. Company Description

Hayward Holdings, Inc.designs, manufactures, and markets a portfolio of pool equipment and associated automation systems in North America, Europe, and internationally.The company offers residential and commercial pool equipment, including pumps, filters, heaters, automatic pool cleaners, LED lighting, Internet of things enabled controls, alternate sanitizers, and water features.


It sells its products through specialty distributors, retailers, and buying groups.Hayward Holdings, Inc.was founded in 1925 and is headquartered in Charlotte, North Carolina.

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1.b. Last Insights on HAYW

Breaking News: Hayward Holdings Inc reported Q1 2026 earnings of $0.13 per share beating estimates of $0.11 per share. This is an increase from $0.1 per share in the same quarter last year. The company also increased its guidance. CEO commented that Hayward delivered an outstanding performance. The company beat revenue estimates. No analyst recommendation is available.

1.c. Company Highlights

2. Hayward Holdings Surges Ahead: Q1 2026 Exceeds Expectations

Hayward Holdings delivered a robust first‑quarter 2026, posting net sales of $255 million—a 12% increase—and adjusted EBITDA that climbed 15% to $56 million, driving a 30% rise in adjusted diluted EPS to $0.13. Gross margin expanded to 22.1%, up 60 basis points, while net leverage eased to 2.4x. With a P/E of 20.37 and EV/EBITDA of 13.75, the stock trades on solid fundamentals, supporting a bullish outlook for the remainder of the year.

Publication Date: 08:20

📋 Highlights
  • Strong Q1 Sales Growth:: Net sales rose 12% to $255 million, driven by pricing, volume, and FX benefits.
  • EBITDA & EPS Expansion:: Adjusted EBITDA grew 15%, while adjusted diluted EPS surged 30% to $0.13.
  • Balance Sheet Strength:: Net leverage reduced to 2.4x from 2.8x YoY, with $200 million projected free cash flow.
  • Guidance Upgrade:: Full-year net sales now expected to grow ~5%, with adjusted diluted EPS up 9%–13%.
  • Gross Margin Resilience:: Despite inflationary pressures, margin expanded 60 bps to 22.1%, maintaining full-year targets.

Strong Sales Growth

Revenue growth was driven by disciplined pricing, volume gains, and a favorable foreign‑exchange tailwind, as Kevin Holleran noted: “Warm and dry weather helped fuel double‑digit growth across most regions.” The company’s aftermarket‑centric model continues to deliver incremental sales, while new product launches in the OmniX platform have captured early market share.

Margin Resilience

3. NewsRoom

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Hayward Holdings, Inc. (HAYW) Q1 2026 Earnings Call Transcript

Apr -29

Source: seekingalpha.com

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Hayward Holdings, Inc. (HAYW) Surpasses Q1 Earnings and Revenue Estimates

Apr -29

Source: zacks.com

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Hayward Holdings Reports First Quarter Fiscal Year 2026 Financial Results and Increases Guidance

Apr -29

Source: businesswire.com

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Cwm LLC Has $2.12 Million Position in Hayward Holdings, Inc. $HAYW

Apr -25

Source: defenseworld.net

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Terreno Realty Corporation Announces Lease in Hayward, CA

Apr -20

Source: businesswire.com

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Head-To-Head Comparison: China Sun Group High-Tech (OTCMKTS:CSGH) versus Hayward (NYSE:HAYW)

Apr -10

Source: defenseworld.net

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HAYW vs. HOCPY: Which Stock Is the Better Value Option?

Apr -03

Source: zacks.com

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Hayward (NYSE:HAYW) CEO Kevin Holleran Sells 52,389 Shares of Stock

Apr -03

Source: defenseworld.net

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.75%)

6. Segments

Residential Pool

Expected Growth: 4.73%

Hayward Holdings' Residential Pool segment growth of 4.73% is driven by increasing consumer spending on outdoor living, rising demand for energy-efficient and eco-friendly pool solutions, and growing adoption of smart pool technologies. Additionally, the company's strategic acquisitions and expansion into new markets have contributed to its growth.

Industrial Flow Control

Expected Growth: 4.78%

Hayward Holdings' Industrial Flow Control segment growth of 4.78% is driven by increasing demand for efficient water treatment and wastewater management solutions, expansion in the oil and gas industry, and growing adoption of automation and IoT technologies in industrial processes.

Commercial Pool

Expected Growth: 5.15%

Hayward Holdings' Commercial Pool segment growth of 5.15% is driven by increasing demand for energy-efficient and sustainable pool solutions, expansion in emerging markets, and strategic partnerships with pool builders and distributors. Additionally, the company's focus on innovative products, such as its OmniHub smart pool controller, and its commitment to customer service and support also contribute to its growth.

7. Detailed Products

Residential Pool Equipment

Hayward Holdings, Inc. offers a wide range of residential pool equipment, including pumps, filters, heaters, and lighting systems, designed to provide efficient and reliable pool operation.

Commercial Pool Equipment

Hayward's commercial pool equipment is designed for large-scale aquatic facilities, such as hotels, resorts, and community centers, providing high-performance and energy-efficient solutions.

Industrial Strainers

Hayward's industrial strainers are designed for heavy-duty applications, providing efficient and reliable filtration solutions for various industries, including oil and gas, chemical processing, and power generation.

Flow Control Valves

Hayward's flow control valves are designed to regulate fluid flow, pressure, and temperature in various industrial and commercial applications, including HVAC, plumbing, and process control systems.

Water Treatment Solutions

Hayward's water treatment solutions provide effective and efficient water purification and disinfection systems for residential, commercial, and industrial applications.

8. Hayward Holdings, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Hayward Holdings, Inc. is medium due to the availability of alternative products in the market. While there are some substitutes available, they are not as effective as Hayward's products, which gives the company a competitive advantage.

Bargaining Power Of Customers

The bargaining power of customers for Hayward Holdings, Inc. is low due to the company's strong brand reputation and customer loyalty. Customers have limited bargaining power, and the company has a strong distribution network.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Hayward Holdings, Inc. is medium due to the company's dependence on a few key suppliers. While the company has some bargaining power, suppliers also have some leverage due to the specialized nature of the products.

Threat Of New Entrants

The threat of new entrants for Hayward Holdings, Inc. is low due to the high barriers to entry in the industry. The company's strong brand reputation, patents, and regulatory approvals make it difficult for new entrants to enter the market.

Intensity Of Rivalry

The intensity of rivalry for Hayward Holdings, Inc. is high due to the competitive nature of the industry. The company faces intense competition from established players, and the market is highly fragmented.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 45.66%
Debt Cost 9.61%
Equity Weight 54.34%
Equity Cost 10.22%
WACC 9.94%
Leverage 84.02%

11. Quality Control: Hayward Holdings, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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EnerSys

A-Score: 5.8/10

Value: 4.9

Growth: 6.3

Quality: 5.8

Yield: 2.0

Momentum: 9.0

Volatility: 7.0

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Acuity Brands

A-Score: 5.2/10

Value: 2.9

Growth: 6.8

Quality: 7.1

Yield: 0.0

Momentum: 7.0

Volatility: 7.7

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Hubbell

A-Score: 5.1/10

Value: 2.3

Growth: 6.7

Quality: 7.0

Yield: 2.0

Momentum: 5.0

Volatility: 7.7

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Hayward Holdings

A-Score: 4.4/10

Value: 4.2

Growth: 3.1

Quality: 7.5

Yield: 0.0

Momentum: 5.0

Volatility: 6.3

1-Year Total Return ->

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Advanced Energy Industries

A-Score: 4.3/10

Value: 0.6

Growth: 5.0

Quality: 6.5

Yield: 0.0

Momentum: 9.5

Volatility: 4.3

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Atkore

A-Score: 3.9/10

Value: 6.9

Growth: 4.3

Quality: 3.4

Yield: 2.0

Momentum: 3.0

Volatility: 4.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

15.05$

Current Price

15.05$

Potential

-0.00%

Expected Cash-Flows