NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-07-23
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HAYW represents a stable investment with a focus on improving revenue growth and profit margins. The current thesis state is intact, but confidence has shifted to medium, indicating some caution in the near term.
The market currently prices HAYW as fairly valued compared to its peers, with a slight divergence suggesting it is seen as cheaper. However, there is a low level of fragility in execution quality, which means the stock is not overly punished for potential weaknesses.
Management has shown progress in increasing revenue, improving gross profit margins, and enhancing operating income. However, there is a moderate risk of missing earnings expectations, especially given the recent performance of industry peers.
The future performance of HAYW will depend on whether it can maintain its execution quality and if sector bellwethers continue to perform well. A reversal in guidance could significantly impact credibility and stock performance.
Over the next 1 to 3 years, HAYW's performance will largely depend on management's ability to execute its priorities and the overall health of the Industrials sector. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. This is driven by a recent sharp drop in HAYW's price, which suggests the market may be repricing the reasons to own the stock. While the latest earnings beat provides some support, the overall sentiment has shifted negatively.
as of 2026-07-23
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Why it matters: The FOMC's choices can change interest rates and the economy. This affects Hayward's costs and demand.
Confirms one read:FOMC raises interest rates during the meeting on July 29, 2026.
Confirms the other:FOMC keeps interest rates unchanged during the meeting on July 29, 2026.
Why it matters: This shows revenue growth is slowing. This makes it hard for management to meet goals.
Confirms:Q2 2026 net sales growth below 5% year-over-year.
Disproves:Q2 2026 net sales growth meets or exceeds 5% year-over-year.
Why it matters: This shows earnings growth is weaker. This might lower investor confidence.
Confirms:Adjusted diluted EPS for Q2 2026 falls below $0.84.
Disproves:Adjusted diluted EPS for Q2 2026 meets or exceeds $0.84.
Why it matters: Better margins show good cost control and pricing. This can increase overall profits.
Confirms:Gross profit margin improves by more than 50 basis points compared to the previous quarter.
Disproves:Gross profit margin does not improve or worsens compared to the previous quarter.
Why it matters: If the sector's revenue growth picks up, it could benefit Hayward. This is important for its recovery.
Confirms:Sector revenue growth exceeds 8% in the next quarter.
Disproves:Sector revenue growth remains below 4% in the next quarter.
Why it matters: Growth in operating income shows financial health. A slowdown may mean operational issues.
Confirms:Operating income growth below 20% year over year.
Disproves:Operating income growth meets or exceeds 20% year over year.
Why it matters: Higher SG&A costs compared to sales may show waste or overspending.
Confirms:SG&A expenses exceed 15% of net sales in Q2 2026.
Disproves:SG&A expenses remain at or below 15% of net sales in Q2 2026.
Why it matters: A drop means problems with pricing or higher costs. This affects how much money they make.
Confirms:Gross profit margin drops below 46% in Q2 2026.
Disproves:Gross profit margin stays at or above 46% in Q2 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
