Feed / HAYW

Hayward Holdings, Inc.

HAYW

Industrials · 15.29 -0.4% today

Jodie read · what matters now

Revenue increased 11.5% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to HAYW, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections10 verified links7 additional receipts in Pro
Organic co-movement groupRental & Leasing Services · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-04-29 against the comparable filing from 2025-05-01.

mixed
OperationsconstructiveEvidence score +3
liquiditycautiousEvidence score -1
valuationdiscount

What improved

  • Revenue increased 11.5% versus the comparable filing period.
  • Operating margin improved 2.0 percentage points.
  • Net income increased 63.0% versus the comparable filing period.

What weakened

  • Operating cash flow covered only -6.45x net income.

Filing receipts

The adjustment includes only expense related to awards issued under the 2017 Equity Incentive Plan, which were awards granted prior to the effective date of Hayward’s initial public offering (the “IPO”). (b) Represents unrealized non-cash (gains) losses on foreign denominated monetary assets and liabilities and foreign currency contracts. (c) Adjustments in the three months ended March 28, 2026 were primarily driven by $0.5 million of costs related to termination benefits associated with the restructuring of several teams.

The adjustment includes only expense related to awards issued under the 2017 Equity Incentive Plan, which were awards granted prior to the effective date of the IPO. (c) Represents unrealized non-cash (gains) losses on foreign denominated monetary assets and liabilities and foreign currency contracts. (d) Adjustments in the three months ended March 28, 2026 were primarily driven by $0.5 million of costs related to termination benefits associated with the restructuring of several teams.

The expense in the three months ended March 28, 2026 was driven by costs associated with restructuring actions, while the prior period expense was primarily driven by costs associated with the acquisition of ChlorKing HoldCo, LLC and related entities (“ChlorKing”), including the deferred purchase price treated as compensation cost over the 12-month service period from the date of acquisition.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind HAYW

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

POOL33.0% of HAYWcustomerFull receipt with Pro →
POOLPool CorporationdistributorFull receipt with Pro →

Depended on by

POOLPool CorporationsupplierFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

HAYW is currently a Participant in the organic co-movement group Rental & Leasing Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.