HAYW — Stock Film
STOCK FILMSCENE 1/12HAYW · $13.11
Stock Expert AI presents
HAYW
Hayward Holdings, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Hayward Holdings, Inc. What it actually does.

Designs and manufactures residential and commercial pool equipment. Offers a wide range of products including pumps, filters, heaters, and cleaners. Now — the numbers.

on the stock market since 2021
1,960 employees
$2.8B market value
WHERE DOES THE MONEY COME FROM?
90%Residential Pool
Residential PoolCommercial Pool 6%Flow Control 4%
90% of all revenue comes from a single line: Residential Pool.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$1.1B
The net profit left over:
$151.6M
Out of every $100 in sales, $14 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 14%

This is an established company with proven profits.

THE SALES TREND
Sales have been shrinking.

An average decline of 5% a year over the last 4 years — the most striking risk in this picture.

$1.4B
2021
2022
2023
2024
$1.1B
2025
Cash on hand:
$399.1M
Total debt:
$13.3M
The cash outweighs the debt.

If every debt were paid off today, $385.8M would still be left in the vault — a solid cushion for hard times.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
8 / 8
EXPECTATIONS MET OR BEATEN
8
Oct 2024
Jul 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
What executives did with their own stock over the last 12 months:
53 buy51 sell

Buys outnumber sells, but taken together the trades don’t add up to a strong signal of confidence.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 52% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Strong cash, light debt

There is $399.1M in the vault; even if every debt were paid off, $385.8M would remain.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
Sales are shrinking

Over the last 4 years, sales fell about 5% a year on average. Profit is holding up, but a shrinking business is a risk worth watching.

2
THE RISKS · 2/3
The stock has lost its spark

Since the drop from its peak, buyer appetite hasn’t come back.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor.

FINALE · THE GRADE
C
47 / 100 · MoonshotScore

Against everything we grade, HAYW lands near the bottom. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: HAYW does earn real profits — but on our report card it still sits behind its class. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film