Is Hayward Holdings (HAYW) Undervalued After Its Earnings Beat And 2026 Outlook Reaffirmation?
Hayward Holdings (HAYW) just delivered another quarter that topped analyst earnings and revenue expectations, reaffirmed its 2026 outlook and highlighted record low net leverage alongside continued share repurchases.
See our latest analysis for Hayward Holdings.
Hayward Holdings' recent earnings beat and reaffirmed 2026 outlook come as the stock trades at US$15.25, with a 7 day share price return of 7.24% but a 30 day share price return that is down 10.24%. Over longer horizons, the 3 year total shareholder return of 9.79% contrasts with a 5 year total shareholder return that is down 34.52%. This suggests momentum has been mixed even as recent results and the focus on cash flow, leverage and share repurchases influence how investors assess the balance between growth potential and risk.
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After Hayward Holdings' sharp swing over the past month, the key question is whether recent good news is already reflected in the US$15.25 share price or if the current valuation still leaves meaningful upside ahead.
Most Popular Narrative: 11.9% Undervalued
The most followed narrative pegs Hayward Holdings' fair value at $17.31, above the latest $15.25 close, which frames the recent earnings beat in a different light.
Accelerating adoption of connected, automated pool equipment (like the new OmniX platform) increases average equipment content per pool and positions Hayward for higher-margin sales and digital revenue streams, supporting both revenue growth and EBITDA margin improvement.
Want to see what sits behind that higher margin story? The narrative leans heavily on steady revenue gains, rising profitability and a richer earnings multiple. Curious which assumptions really carry the $17.31 fair value.
Result: Fair Value of $17.31 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, the Hayward Holdings narrative also depends on continued residential aftermarket demand and on the assumption that higher margin replacement activity does not keep shifting toward lower margin repair parts.
Find out about the key risks to this Hayward Holdings narrative.
Next Steps
With Hayward Holdings pulling interest for both its potential and its pressure points, it makes sense to move quickly, test the narrative against the numbers yourself, and then weigh up the 4 key rewards and 1 important warning sign.
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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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