Hayward Holdings, Inc. (HAYW) AI Stock Analysis

Hayward Holdings, Inc. designs, manufactures, and markets residential and commercial pool equipment and automation systems worldwide. Founded in 1925 and headquartered in Charlotte, North Carolina, the company serves markets in North America, Europe, and internationally. Its broad product catalog features pumps, filters, heaters, automatic pool cleaners, LED lighting, IoT-enabled controls, alternate sanitizers, and water features. Hayward sells its products through specialty distributors, retailers, and buying groups. The company also focuses on sustainability and environmental stewardship by incorporating eco-friendly practices into product designs and manufacturing processes.

Hayward delivered a 5-year revenue CAGR of 5.1% from FY2020 to FY2025. After revenue fell 24.5% in FY2023 to $992.5M, top-line performance rebounded with 6.0% growth in FY2024 to $1.05B and 6.7% growth in FY2025 to $1.12B. Net income expanded from $80.7M in FY2023 to $118.7M in FY2024 and reached $151.6M in FY2025, alongside a gross margin of 45.6% and an operating margin of 21.1%. Free cash flow reached $225.4M in FY2025. Over the trailing twelve months, revenue reached $1.17B with an operating margin of 24.1%. In the quarter ending June 30, 2026, quarterly revenue increased 6.3% year-over-year while quarterly earnings grew 5.0%.

As of June 30, 2026, Hayward reported $483.4M in cash and short-term investments against $10.8M in total debt, leaving net cash of $472.6M. The company maintains solid liquidity with a current ratio of 3.33 and a debt-to-equity ratio of 0.01 on $1.60B in shareholders' equity. In FY2025, Hayward generated $256.0M in operating cash flow, which funded $30.7M in capital expenditures and $5.0M in share buybacks. Its 5-year share count has declined 9.7%.

Hayward trades at a trailing P/E of 16.2x and a forward P/E of 13.0x, both below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value to EBITDA multiple of 10.2x also compares favorably to the peer median of 13.9x, while its price-to-sales multiple of 2.1x sits above the peer median of 1.5x. Over the past year, HAYW returned -22.4%, significantly underperforming the S&P 500 return of 16.8%. Over a 5-year period, the stock fell 48.3% compared to an 83.0% gain for the index.

Among analysts covering Hayward, 3 rate the stock a Strong Buy and 7 assign a Hold rating. The mean price target of $16.50 reflects a 39.5% premium to the last closing price of $11.83. Hayward has beaten earnings per share estimates in each of the last 4 quarters. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $0.86, representing 12.0% growth, on revenue of $1.18B. Hayward's next earnings report is scheduled for October 28, 2026.

This page is an AI-written research summary of Hayward Holdings, Inc. (HAYW). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: HAYW income statement, HAYW balance sheet, HAYW key metrics, HAYW analyst forecast, HAYW chart. See the HAYW stock overview for the latest quote and news.