Companies · HAYW
Hayward Holdings
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Latest analysis
Updated Oct 28, 2026
Hayward raises FY2026 outlook on 6% Q3 net sales growth and 29% EPS expansion, with early buy momentum signaling durable share gains into 2027
Hayward delivered Q3 2026 net sales of $260 million, up 6%, with North America growing 9% on 7% price realization and 2% volume growth, while adjusted diluted EPS rose 29% to $0.18. The aftermarket installed base — now driving more than 85% of net sales — continues to insulate results from a new construction environment that remains challenged, with new in-ground pool construction down over 20% in the last three years yet Hayward guiding to cumulative net sales growth of nearly 20% over the same period. Management raised full-year net sales growth guidance to approximately 5% to 6% and adjusted diluted EPS guidance to $0.86 to $0.88, up 12% to 14%, underpinned by share gains across all three lenses — regional, product category, and dealer type — and early buy orders for the 2027 season running ahead of prior year.
Tone: bullishRevenue
$1.1B
HAYW 10-K · FY 2025
Employees
1,980
Revenue FY2024
$1.1B
EBITDA margin
24.8%
Profile
HAYW 10-K Item 1 · Feb 25, 2026Hayward Holdings is a leading global designer and manufacturer of pool equipment, outdoor living products, and industrial flow control products, founded in 1925. The company serves the global pool market through two segments — North America and Europe & Rest of World — with approximately 85% of net sales derived from aftermarket replacements and upgrades. Its products are increasingly IoT-enabled and energy-efficient, sold through a network of distributors, retailers, and builders.
Read filing description ↓ Collapse description ↑
We are a leading global designer and manufacturer of a broad portfolio of pool equipment, outdoor living products and industrial flow control products. With the pool as the centerpiece of the growing outdoor living space, the pool industry has attractive market characteristics, including significant aftermarket requirements, such as the ongoing repair, replacement, remodeling and upgrading of equipment for existing pools, innovation-led growth opportunities and a favorable industry structure. We are a leader in this market, with a highly recognized brand, one of the largest installed bases of pool equipment in the world, decades-long relationships with our key channel partners and trade customers, and a history of technological innovation. Our engineered products, which include various energy-efficient and more environmentally sustainable offerings, enhance the pool owner's outdoor living lifestyle while delivering high quality water, pleasant ambiance and ease of use. Aftermarket replacements and upgrades to higher value Internet of Things ('IoT') and energy-efficient models are a primary growth driver for our business, as aftermarket sales have represented approximately 85% of net sales. We operate in a global pool equipment market with an installed base that we estimate to be approximately 25 million pools globally. North America and Europe are the two largest pool markets, accounting for an estimated 67% of the total global installed base and 85% of total equipment sales according to market studies.
Primary products
- High-efficiency variable-speed pumps
- Filters
- Robotic, suction and pressure cleaners
- High efficiency gas heaters and heat pumps
- LED illumination solutions
- Water features and landscape lighting
Business segments
End markets
Geographies
Named customers
Our two largest customers represented approximately 33% and 12%, respectively, of our net sales in Fiscal Year 2025.
“We have an estimated North American residential pool market share of approximately 33%.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales grew from $1,051.6 million in Fiscal Year 2024 to $1,122.2 million in Fiscal Year 2025, reflecting continued aftermarket demand and product mix improvement.
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