Hayward Holdings Reports Strong Third Quarter Results and Raises Full-Year Guidance
Hayward Holdings (HAYW) reported third-quarter 2026 results characterized by a 6% year-over-year increase in net sales, reaching $260 million. Despite a significant decline in new in-ground pool construction in the United States, the company has successfully decoupled its revenue from the housing market by leveraging a massive aftermarket segment. Over 85% of North American residential pool sales are now driven by recurring maintenance and equipment replacement. Management highlighted strategic operational shifts, including reshoring U.S. production and repurposing their Wuxi, China facility to serve European markets more efficiently. By utilizing targeted pricing and productivity improvements, the company has successfully neutralized inflationary pressures from raw materials and freight. With net leverage at an IPO low of 1.5 times earnings, Hayward is positioned for sustained growth through its proprietary automation technology and strong distributor relationships.
Tickers: $HAYW
Topics: aftermarket demand full-year guidance net sales growth operating leverage