HAYW · NYSE · Electrical Equipment & Parts

Hayward (HAYW)

Supplies connected, energy-efficient equipment for residential and commercial pools.

$12.89
vs last close−0.04 (−0.27%)
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Hayward Holdings, Inc.HAYW
Industrials

Sells pumps, filters, heaters, cleaners, lighting, sanitizers, and automation for residential and commercial pools. Its pool-system focus combines equipment with connected, energy-efficient upgrades.

Product lines cover pumps, filters, heaters, cleaners, sanitizers, automation and controls, lighting, safety equipment, and flow-control products for pools. Current offerings emphasize connected, energy-efficient equipment, including LED lighting and water features.

Sales serve residential and commercial pools, using a broad pool-system portfolio rather than a single flagship category. The company is headquartered in Charlotte, North Carolina and has operated as a public company since its NYSE listing in 2021.

Founded as a metal foundry in 1925, it later shifted toward plastics-based pool products. Its operating emphasis combines digital connection with sustainability and water safety.

Company facts

CEOKevin Holleran
ListedMar 12, 2021
ExchangeNYSE
HeadquartersCharlotte, NC
CountryUnited States
Employees1,980
CIK0001834622
ISINUS4212981009

Market cap$2.74B
EPS (ttm)$0.7400
P/E (ttm)17.46
ROE10.2%
P/B1.71
P/S2.35
Dividend yieldDiv yield
Beta1.09vs XLI 1.03

Price target$16.50+27.7%Average of 10 analysts
ConsensusHold8 of 10 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Apr 3, 2025Wolfe ResearchDowngrade
Rating: Outperform
Rating: Peer Perform
Feb 5, 2025StifelUpgrade
Rating: Hold
Rating: Buy
Jan 6, 2025KeybancDowngrade
Rating: Overweight
Rating: Sector Weight

Next report
Nov 4, 26
in 42 days
EPS estimate
$0.16
Revenue estimate
$252.9M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$0.27$0.10$0.24$0.14$0.29$0.13$0.26Pending
Estimate$0.24$0.09$0.22$0.12$0.28$0.11$0.23$0.16
Surprise+12.5%+11.1%+9.1%+15.8%+3.6%+18.2%+10.9%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$327.1M$228.8M$299.6M$244.3M$349.4M$255.2M$318.4MPending
Estimate$225.4M$213.5M$232.0M$231.5M$240.1M$239.1M$303.3M$252.9M
Surprise+45.1%+7.2%+29.1%+5.6%+45.5%+6.7%+5.0%
Estimate$0.16
ReportedDue Nov 4, 2026
Estimate$252.9M
ReportedDue Nov 4, 2026
View details

Debt to equity0.70%
Current ratio332.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$227.6M$327.1M$228.8M$299.6M$244.3M$349.4M$255.2M$318.4M
Net income$16.5M$54.7M$14.3M$44.8M$24.0M$68.4M$23.4M$45.6M
Net margin7.3%16.7%6.3%15.0%9.8%19.6%9.2%14.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$34.6M$80.5M$35.4M$72.9M$41.3M$87.4M$43.0M$76.0M
YoY growth+7.1%+28.8%+13.0%+5.9%+19.6%+8.6%+21.3%+4.2%

Balance sheet, Jun 27, 2026Cash & short-term investments $483.4M · Total debt $10.8M · Total assets $3.12B · Shareholders' equity $1.60B

Revenue
$318.4M
Operating income
$76.0M
Net income
$45.6M
View details

No dividends on record.

Institutions105.37%223.51M shares
290 holders · as of Jun 30, 2026
Insiders1.13%2.39M shares
16 holders · as of Sep 17, 2026
Strategic holders8.13%17.25M shares
1 holder · as of Mar 3, 2023
Adds to114.63%

212.12M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 114.63%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.51%24.41Mas of Jun 30, 2026
FMR LLCInstitution
8.14%17.27Mas of Jun 30, 2026
Alberta Investment Management Corp1,2Strategic10 percent owner
8.13%36.78Mfiled Mar 3, 2023
Fiduciary Management Inc /WI/Institution
5.51%11.68Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
5.09%10.79Mas of Jun 30, 2026
  1. Alberta Investment Management Corp's transaction reports restate only vehicles that traded; the 2022 ownership statement (36.78M) less the 19.53M net shares sold since is used instead.
  2. Alberta Investment Management Corp reports a block also reported by FMR LLC; it is counted once, under FMR LLC.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Susan M. Canningofficer: SVP, CLO, Corporate Secretary−3,500$12.84
Sep 1, 2026Kevin Hollerandirector, officer: President and CEO−50,000$13.85
Aug 17, 2026Susan M. Canningofficer: SVP, CLO, Corporate Secretary−7,000$15.03
Aug 3, 2026Kevin Hollerandirector, officer: President and CEO−50,000$15.31
Jun 30, 2026Kevin Hollerandirector, officer: President and CEO−50,000$17.07
View details

  • Pentair

    Broad pool-equipment overlap across residential and commercial systems

  • Materion

    Dolphin robotic-cleaner overlap in residential and public pools

  • Waters

    Pool filtration, sanitation and equipment overlap

Compare

CompanyPriceChange
Hayward$12.89−0.27%$2.74B17.513.92.3+6.3%
Pentair$54.90−1.07%$8.86B13.911.32.2−17.0%
Materion$253.65+0.14%$5.27B59.032.02.5+42.2%
Waters$423.76−0.47%$41.80B106.227.19.0+113.3%
Median59.027.12.5+42.2%