Hayward Holdings (HAYW)
Industrials · Pool equipment manufacturing and outdoor living products
A leader in pool equipment with a 33% North American market share, leveraging an 85% recurring aftermarket business and IoT-connected automation to drive upgrades across 25 million installed pools globally.
What Hayward Holdings does
Hayward Holdings is a leading global designer and manufacturer of pool equipment, outdoor living products, and industrial flow control products. The company serves a global installed base of approximately 25 million pools with a 33% market share in North American residential pools. Approximately 85% of net sales come from recurring aftermarket replacements and upgrades, driven by an 8–11 year product replacement cycle. The company's engineered products include variable-speed pumps, filters, robotic cleaners, heaters, heat pumps, LED lighting, water sanitizers, salt chlorine generators, and IoT-connected automation systems through its OmniLogic platform and SmartPad products.
Themes: ["Residential pool equipment and aftermarket upgrades","IoT and connected pool automation","Energy-efficient and sustainable water solutions","Outdoor living and backyard lifestyle products","Industrial flow control"]
Fundamentals
- Price$16.07 as of 2026-07-09 close
- Market cap$3.5B as of 2026-07-10
- 1-year return+9.2% as of 2026-07-09 close
- P/E21.71 as of 2026-07-10
- Net margin+14.0% as of 2026-07-10
- Gross margin+47.4% as of 2026-07-10
- ROE+10.3% as of 2026-07-10
- Debt / equity0.59 as of 2026-07-10
- Revenue growth (YoY)+7.5% as of 2026-07-10
- Revenue CAGR (3y)-5.1% SEC XBRL
- Beta1.12 as of 2026-07-10
Key risks (from latest filing)
["Seasonality of business, with higher sales in second and fourth quarters, creating inventory management and cash flow volatility","Tariff exposure and geopolitical uncertainty affecting import costs and pricing, following recent U.S. tariff actions and international trade restrictions","Dependence on distributor inventory levels and end-user demand variability, which can cause revenue fluctuation independent of company control"]
Competitors & peers
- Pentair (PNR)
- Zodiac Pool Solutions
- Jandy/Fluidra
- Waterco
- AquaLink
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.