Hayward Holdings, Inc. (HAYW)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
$13.92+1.61%
Close 2026-09-04 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · HAYW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks HAYW against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow net sales through price realization, volume growth, and technology adoption.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $228.8M in 2025-Q1 to $255.2M in 2026-Q1 (+12%), and reached $318.4M in 2026-Q2 (+6% YoY). Management consistently emphasizes price realization and volume growth as drivers. The trajectory is delivering consistent revenue growth.
“Net sales increased 6% year-over-year in the quarter and 9% through the first half, driven by strong price realization and stable volume performance.”
“Net sales increased 12% year-over-year, primarily driven by further strong price realization and positive volume growth.”
“Net sales increased 7% year-over-year, driven by positive net price to offset inflation and tariffs and favorable foreign currency translation.”
“Net sales increased 4% year-over-year, driven by positive price realization and volume growth.”
Focus on margin expansion through price realization, operational efficiencies, and tariff mitigation.
Stated as a priority in 4 of last 4 quarters. Gross profit margin improved from 46.0% in 2025-Q1 to 46.5% in 2026-Q1 (+50 bps), and was 48.7% in 2026-Q2 (-50 bps YoY due to tariffs). Margin expansion efforts show mixed results but management continues focus on operational efficiencies and price realization.
Drive operating income growth through margin management and expense control.
Stated as a priority in 4 of last 4 quarters. Operating income grew from $33.5M in 2025-Q1 to $42.5M in 2026-Q1 (+27%), and reached $76.0M in 2026-Q2 (+6% YoY). Management consistently highlights expense control and price realization as drivers. The trajectory shows steady operating income growth.
Focus on reducing net leverage and enhancing financial flexibility through refinancing and capital returns.
Stated as a priority in 2 of last 4 quarters. Management reports net leverage reduced to 1.5x in 2026-Q2, the lowest since IPO, supported by solid cash flow and refinancing completed in Q2. The focus on disciplined capital allocation and leverage reduction is delivering tangible balance sheet improvements.
“Reduced net leverage to 1.5x, lowest since IPO, and completed successful debt refinancing.”
Invest in new product development and increase adoption of SmartPad™ pool equipment products.
Stated as a priority in 3 of last 4 quarters. RD&E expense increased from approximately $6.2M in 2025-Q2 to $7.7M in 2026-Q2 (+25%), reflecting ongoing investments in product innovation. Management emphasizes SmartPad™ adoption and new product development. The trajectory shows increased focus and spending on technology and innovation.
“RD&E spend focused on new product development and performance improvements.”
Over the trailing year it converted -3.39x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Gross profit margin decreased by 50 basis points to 48.7% primarily due to tariffs and inflation, partially offset by positive net price.”
“Gross profit margin increased by 50 basis points to 46.5% primarily due to positive net price and operating efficiencies.”
“Gross profit margin increased 160 basis points to 48.5%, driven by higher net prices, lower warranty expenses and operational efficiencies.”
“Gross profit margin improved due to price realization and operational improvements.”
“Operating income increased by 6% to $76.0 million for Q2 2026.”
“Operating income increased by 27% to $42.5 million for Q1 2026.”
“Operating income increased by 14% to $87.3 million for Q4 2025.”
“Operating income increased year-over-year due to price realization and expense control.”
“Strong cash flow generation and balance sheet improvements support capital returns and refinancing.”
“Investments in new product innovation and customer service.”
“Investing strategically in product innovation and customer support.”