Hayward Holdings, Inc. (HAYW)

Hayward Holdings' stock (HAYW) has fluctuated between $11.10 and $17.73 over the past 52 weeks. Key events include the company reporting its Fourth Quarter Fiscal Year 2025 financial results, exceeding analyst expectations for adjusted earnings per share and revenue, and introducing its 2026 guidance on February 25, 2026. On October 29, 2025, the company announced its Third Quarter Fiscal Year 2025 financial results, which were ahead of expectations, and subsequently increased its full-year 2025 guidance. Other notable activities included the stock crossing below and above its 200-day moving average and various option activity.

Hayward Holdings' business exhibits strong seasonal free cash flow generation, with robust cash generation during the second and third fiscal quarters and cash utilization in the first and fourth quarters. Approximately 85% of Hayward's sales are tied to the aftermarket needs of the existing installed pool base. A decline in new pool construction in 2024, with a 4% decrease and a 14% year-over-year reduction in unit sales, could pose headwinds for future revenue growth.

Hayward Holdings, Inc. is a global designer, manufacturer, and marketer of swimming pool equipment and automation systems, specializing in energy-efficient and environmentally sustainable products for residential and commercial pools. The company's product range includes pumps, filters, heaters, LED lights, sanitization systems, automation systems, robotic cleaners, water features, landscape lighting, safety equipment, and in-floor automated cleaning systems. Hayward's Omni mobile app and automation platform allows for managing essential pool functions.

Hayward Holdings, Inc. is headquartered in Charlotte, North Carolina, and operates through two segments: North America (United States and Canada) and Europe & Rest of World (all countries outside North America, with Europe and Australia as significant portions).

Hayward is recognized as an industry leader and the #1 products brand among U.S. pool professionals, enhanced by its commitment to energy-efficient and environmentally sustainable products. A class-action lawsuit was filed in August 2023 alleging a "channel stuffing" scheme, which led to an inventory glut for channel partners and a reduction in the company's 2022 guidance.

Hayward Holdings, Inc. has a significant institutional ownership base, including major shareholders like BlackRock, Inc., Vanguard Group Inc, and JPMorgan Chase & Co. MSD Partners LP and its affiliates distributed its entire stake in September 2024, though MSD-affiliated entities retained approximately 3% of the common stock. Insider selling has exceeded insider buying over the past three months.