Hayward Holdings: It's Too Early To Dip My Toes In This Name

Daniel JonesInvesting Group LeaderFollow5ShareSavePlay(10min)CommentsSummaryHayward Holdings remains a "Hold" as shares appear fairly valued despite recent price declines and solid fundamental performance.HAYW's revenue is resilient, with 85% from aftermarket and non-discretionary pool equipment, mitigating cyclical risk from new pool construction.Management projects 4% revenue growth and $0.82–$0.86 adjusted EPS for 2026, supported by innovation and margin expansion.Macroeconomic headwinds, weak consumer confidence, and a decline in new pool starts temper the near-term upside for HAYW.Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Flashpop/DigitalVision via Getty Images Over the last few months now, Hayward Holdings, Inc. (HAYW) has had a bit of a rough time. Even though the most recent financial data provided by management shows continued growth on both the top and bottom lines, the stock hasThis article was written byDaniel Jones36.9K FollowersFollowDaniel is an avid and active professional investor. He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.