Hayward Holdings IncHAYW
Price$12.24Intrinsic value$14.0014% above price

Qualitative Analysis

Business overview

Business Overview

Hayward Holdings, Inc. (NYSE: HAYW) is an industry-leading global designer, manufacturer, and marketer of a broad portfolio of pool equipment and associated automation systems. Headquartered in Charlotte, North Carolina, the company has approximately 2,000 full-time employees. Hayward's product suite includes energy-efficient pumps, filters, robotic cleaners, heaters, LED illumination, and advanced water sanitization solutions. The company operates primarily in the Outdoor Living market, leveraging a massive installed base where approximately 85% of its net sales are driven by recurring aftermarket service, replacement, and upgrade demand.

Research as of 19 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Smart Pool Technology & Automation ExpansionInnovation

Focusing on the development and market adoption of smart, energy-efficient pool solutions, including the OmniX automation platform and the Omni app ecosystem.

Expected impact: Aims to capture a significant share of the smart pool technology market, driving higher-margin aftermarket upgrades and recurring IoT revenue.

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InvestmentOngoing research, development, and engineering investments (e.g., $6.0 million invested in R&D in Q1 FY2025).
TimelineMulti-year rollout with continuous software and hardware updates.
Supply Chain De-risking & Tariff MitigationEfficiency

Reducing direct sourcing from China from 10% to 3% to manage tariff impacts, combined with strategic price adjustments and operational cost reductions.

Expected impact: Aims to limit tariff impacts, protect gross margins, and improve supply chain resilience.

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InvestmentOperational restructuring and supplier reallocation costs.
TimelineTargeted for substantial completion by year-end 2025 with ongoing optimization in 2026.
Sources: 3

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Recent Acquisitions

ChlorKing HoldCo, LLC$61M
Announced 26 Jun 2024

To bolster Hayward's presence in the commercial pool sector, expand its sustainable water management and treatment technology portfolio, and integrate ChlorKing's saline chlorinators and UV disinfection systems.

Financial impact: Contributed to net sales growth in the commercial segment and added to SG&A expenses in FY2025 due to a full year of operations and key employee retention payments.

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Sources: 1
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.