Is Hayward’s Earnings Beat And Guidance Hike Altering The Investment Case For Hayward Holdings (HAYW)?

• Hayward Holdings recently reported quarterly results showing 7.4% year-on-year revenue growth, beating analyst and organic growth estimates and topping EBITDA forecasts.
• The company also delivered the largest full-year guidance increase among its peers, suggesting its pool equipment and automation business has stronger momentum than previously assumed.
• Now we’ll explore how this guidance upgrade and earnings beat could influence Hayward’s investment narrative and future earnings profile.

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Hayward Holdings Investment Narrative Recap

To own Hayward, you need to believe that demand for pool equipment and automation can grow despite a heavy tilt to the residential aftermarket. The latest revenue beat and strongest guidance raise in its peer group support the near term catalyst of improving earnings momentum, but they do not remove the key risk that a shift toward repair over replacement and weaker housing-related spending could weigh on margins and volumes if conditions soften.

Among recent announcements, the repeated upgrades to full year 2025 sales guidance, now set at US$1.095 billion to US$1.110 billion, are most relevant. They align directly with the automation and connected pool equipment catalyst, suggesting Hayward is seeing enough traction in higher value systems to lift its outlook, even as the business remains exposed to consumer spending on discretionary outdoor projects and the broader pool installed base.

But behind the positive guidance, investors should still be aware of the risk that a prolonged shift toward lower margin repair activity could...

Read the full narrative on Hayward Holdings (it's free!)

Hayward Holdings' narrative projects $1.3 billion revenue and $198.0 million earnings by 2028. This requires 5.8% yearly revenue growth and about a $67.6 million earnings increase from $130.4 million today.

Uncover how Hayward Holdings' forecasts yield a $17.71 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Two Simply Wall St Community fair value estimates for Hayward span roughly US$13.0 to US$17.7 per share, showing how far individual views can diverge. You should weigh these against the recent earnings beat and guidance upgrade, and examine how dependent that progress is on continued strength in higher margin replacement and automation products.

Explore 2 other fair value estimates on Hayward Holdings - why the stock might be worth as much as 11% more than the current price!

Build Your Own Hayward Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Hayward Holdings research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Hayward Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Hayward Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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