Hayward Holdings, Inc. (HAYW)

Over the past six months, Hayward Holdings has experienced several notable stock-related events. On October 29, 2025, Hayward Holdings announced strong financial results for Q3 2025 and increased its full-year 2025 guidance. On February 2, 2026, Hayward Holdings President and CEO Kevin Holleran exercised stock options and sold common shares. Hayward Holdings is expected to release its next earnings report on February 25, 2026.

Demand for Hayward Holdings' products and services exhibits seasonality, with the first quarter typically experiencing a dip in sales. The company's sales can be influenced by new pool construction levels. Hayward benefits from a resilient aftermarket model, which provides a predictable and recurring revenue stream. Long-term demand drivers include migration to the Sunbelt region, growth in connected smart home technologies, and increasing preference for environmentally sustainable products.

Hayward Holdings, Inc. is a global designer, manufacturer, and marketer of energy-efficient swimming pool equipment and automation systems, operating in the Industrials sector, specifically in the Electrical Equipment & Parts industry. The company's products include pumps, filters, heaters, LED lights, sanitization products, automation systems, and natural water care products, with a focus on innovation, energy efficiency, and environmental sustainability.

Hayward Holdings, Inc. has a significant global presence, with North America accounting for approximately 85% of its net sales. The company is expanding in Europe & Rest of World, which saw an 11% rise in net sales in Q3 2025. Hayward's distribution network services North American, European, Australian, and Latin American markets. The company's headquarters are in Charlotte, North Carolina, with manufacturing and distribution in the Southeast U.S.

Hayward Holdings maintains a strong brand reputation, particularly within the U.S. pool professional community, where it is recognized as the number one products brand. The company was honored as an ENERGY STAR 2024 Partner of the Year award winner by the EPA. Their variable-speed pool pumps exceed ENERGY STAR requirements by an average of 44%.

Hayward Holdings, Inc. has a significant institutional ownership base. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., JPMorgan Chase & Co., FMR LLC, Mic Capital Management UK LLP, Fiduciary Management Inc. /Wi/, Neuberger Berman Group LLC, Wellington Management Group LLP, Victory Capital Management Inc., and American Century Companies Inc.