Business Wire·Jun 25, 2026
Terreno Realty Corporation Announces Lease in Hayward, CABELLEVUE, Wash.--(BUSINESS WIRE)--Terreno Realty Corporation Announces Lease in Hayward, CA.
Hayward Holdings, Inc.(HAYW)Earnings, Financials & Key Ratios
HAYW•NYSE
$16.44
24.2× P/E·Price updated Jul 7, 2026
AboutHayward 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.Show more
- Revenue$1.12B+6.7%
- EBITDA$294M+8.6%
- Net Income$152M+27.7%
- EPS (Diluted)0.68+25.9%
- Gross Margin45.56%-4.6%
- EBITDA Margin26.24%+1.8%
- Operating Margin21.13%+3.2%
- Net Margin13.51%+19.7%
- ROE10.05%+15.8%
HAYW Price & Volume
Hayward Holdings, Inc. (HAYW) stock price & volume — 10-year historical chart
Loading chart...
Seasonal Volatility Masks Underlying Margin Cyclicality
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Distributor inventory channel destocking
Key Thesis Takeaways
- Hayward Holdings exhibits a highly seasonal business model where revenue growth, which peaked at 17.5% in 2024Q4, remains heavily dependent on distributor inventory cycles.
- While the company maintains a disciplined capital expenditure profile with a CapEx/Revenue ratio consistently between 1.5% and 3.0%, investors should monitor the significant goodwill concentration of $949.8 million as of 2026Q1.
- The erratic relationship between net income and operating cash flow, evidenced by an OCF/NI ratio of -6.45 in 2026Q1, suggests that future performance may remain sensitive to channel destocking risks.
Verdict Logic
while the forward P/E of 19.19 appears reasonable, the extreme quarterly volatility in operating cash flow and the $949.8 million goodwill balance warrant a cautious approach until channel inventory levels stabilize.
HAYW Growth Metrics
Hayward Holdings, Inc. (HAYW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years5.09%
3 Years-5.13%
TTM7.55%
Profit CAGR
10 Years-
5 Years28.48%
3 Years-5.45%
TTM30.41%
EPS CAGR
10 Years-
5 Years139.66%
3 Years-4.47%
TTM30.57%
Return on Capital
10 Years8.16%
5 Years9.57%
3 Years7.89%
Last Year8.61%
HAYW Recent Earnings
Hayward Holdings, Inc. (HAYW) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$0.13+18.2%
$0.11
Rev
$255M+6.7%
$239M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.29+3.6%
$0.28
Rev
$349M+5.3%
$332M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.14+15.8%
$0.12
Rev
$237M+2.5%
$231M
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.24+9.1%
$0.22
Rev
$300M+29.1%
$232M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.13vs $0.11+18.2% | $255Mvs $239M+6.7% |
| Q1 2026 | Feb 25, 2026 | $0.29vs $0.28+3.6% | $349Mvs $332M+5.3% |
| Q4 2025 | Oct 29, 2025 | $0.14vs $0.12+15.8% | $237Mvs $231M+2.5% |
| Q3 2025 | Jul 30, 2025 | $0.24vs $0.22+9.1% | $300Mvs $232M+29.1% |
Based on last 12 quarters of dataView full earnings history →
Latest HAYW News
Recent stock market news and headlines for Hayward Holdings, Inc. (HAYW)
Peers Comparison
Key metrics vs top competitors for Hayward Holdings, Inc. (HAYW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.44 | $3.57B | 24.18 | 6.71% | 13.51% | 10.05% | — | |
| $209.62 | $7.69B | 19.32 | -0.41% | 7.58% | 32.17% | — | |
| $7.82 | $73.19M | -0.31 | -6.63% | -22.64% | — | — | |
| $69.55 | $372.48M | 19.59 | 6.86% | 6.79% | 17.68% | — | |
| $87.73 | $2.92B | 22.49 | 6.33% | 3.46% | 11.64% | — | |
| $318.31 | $12.52B | 70.42 | 17.5% | 11.76% | 12.32% | — |
Compare HAYW vs Peers
Hayward Holdings, Inc. (HAYW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
HAYW SEC Filings & Documents
Hayward Holdings, Inc. (HAYW) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 29, 2026·SEC
Material company update
Feb 25, 2026·SEC
Material company update
Oct 29, 2025·SEC
10-K Annual Reports
310-Q Quarterly Reports
6Get notified when HAYW posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
HAYW Frequently Asked Questions
Hayward Holdings, Inc. (HAYW) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Hayward Holdings, Inc.'s revenue?
Hayward Holdings, Inc. (HAYW) reported $1.15B in revenue for fiscal year 2025. This represents a 57% increase from $733.4M in 2019.
How fast is Hayward Holdings, Inc. growing?
Hayward Holdings, Inc. (HAYW) grew revenue by 6.7% over the past year. This is steady growth.
Is HAYW profitable?
Yes, Hayward Holdings, Inc. (HAYW) is profitable, generating $160.6M in net income for fiscal year 2025 (13.5% net margin).
Dividend & Returns
What is HAYW's return on equity?
Hayward Holdings, Inc. (HAYW) has a return on equity (ROE) of 10.0%. This is reasonable for most industries.
What is Hayward Holdings, Inc.'s free cash flow?
Hayward Holdings, Inc. (HAYW) generated $80.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.