Hawkins (NASDAQ:HWKN) issues quarterly earnings results, misses expectations by $0.04 EPS. July 29, 2026 Key points. * Hawkins reported quarterly EPS of $1.35, missing analysts' $1.39 consensus by $0.04, while revenue of $315.68 million slightly exceeded expectations of $313.42 million. * Management highlighted record operating cash flow, which funded $167 million in acquisitions, $58 million in capital investments, and $16 million in dividends, and said it plans continued investment in water-treatment branches and higher-margin businesses. * Shares fell 3.1% to $138.60 after the results. Analysts maintain a consensus "Hold" rating with an average price target of $185, while the company declared a quarterly dividend of $0.19 per share. * MarketBeat previews top five stocks to own in August. Hawkins (NASDAQ:HWKN - Get Free Report) announced its earnings results on Wednesday. The specialty chemicals company reported $1.35 EPS for the quarter, missing analysts' consensus estimates of $1.39 by ($0.04), FiscalAI reports. Hawkins had a net margin of 7.53% and a return on equity of 16.08%. The business had revenue of $315.68 million for the quarter, compared to analysts' expectations of $313.42 million. Here are the key takeaways from Hawkins' conference call: * Record operating cash flow in Fiscal 2026 funded $167 million in acquisitions, $58 million in capital investments, and $16 million in dividends, while management said the company's financial condition remains very strong. * Hawkins expanded its operating scale to nearly 2.5 billion pounds of products moved, 66 locations across 28 states, more than 400 delivery trucks, and nearly 1,200 employees serving customers in 48 states. * Management plans to continue investing in new Water Treatment Group branches and higher-margin businesses, while maintaining a prudent approach to capital expenditures and acquisitions. * All eight director nominees were elected, and shareholders approved the ratification of Deloitte & Touche as auditor and the advisory vote on executive compensation; no shareholder questions were submitted. Hawkins stock down 3.1%. Shares of NASDAQ:HWKN traded down $4.42 during midday trading on Wednesday, reaching $138.60. The company had a trading volume of 135,392 shares, compared to its average volume of 164,517. The stock has a market capitalization of $2.90 billion, a P/E ratio of 35.45, a PEG ratio of 2.53 and a beta of 0.78. The stock's fifty day moving average price is $149.83 and its 200-day moving average price is $150.40. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.21 and a quick ratio of 1.46. Hawkins has a one year low of $117.98 and a one year high of $186.15. Hawkins dividend announcement. The business also recently declared a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Friday, May 29th were given a dividend of $0.19 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.5%. Hawkins's dividend payout ratio (DPR) is presently 19.44%. Wall Street analysts forecast growth. HWKN has been the topic of several research reports. Weiss Ratings lowered Hawkins from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, July 14th. Barclays set a $170.00 target price on Hawkins and gave the stock an "equal weight" rating in a report on Tuesday, June 30th. One research analyst has rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $185.00. Institutional inflows and outflows. Hedge funds have recently added to or reduced their stakes in the stock. Quantinno Capital Management LP lifted its position in shares of Hawkins by 0.9% during the second quarter. Quantinno Capital Management LP now owns 13,618 shares of the specialty chemicals company's stock worth $1,935,000 after purchasing an additional 124 shares during the last quarter. Kestra Advisory Services LLC acquired a new stake in Hawkins during the fourth quarter valued at approximately $29,000. California State Teachers Retirement System raised its position in shares of Hawkins by 1.2% during the 2nd quarter. California State Teachers Retirement System now owns 18,328 shares of the specialty chemicals company's stock valued at $2,604,000 after acquiring an additional 224 shares in the last quarter. Simplex Trading LLC lifted its stake in Hawkins by 246.0% during the fourth quarter. Simplex Trading LLC now owns 346 shares of the specialty chemicals company's stock worth $49,000 after purchasing an additional 246 shares during the last quarter. Finally, Stifel Financial Corp boosted its holdings in Hawkins by 2.3% in the fourth quarter. Stifel Financial Corp now owns 14,112 shares of the specialty chemicals company's stock worth $2,005,000 after purchasing an additional 316 shares during the period. 69.71% of the stock is owned by institutional investors and hedge funds. Hawkins company profile. Hawkins, Inc NASDAQ: HWKN is a specialty chemical company that produces and distributes water-treatment and industrial chemicals across North America. Founded in 1938 and headquartered in Roseville, Minnesota, the company has built a network of manufacturing facilities and distribution centers that serve municipal, industrial and commercial customers. As a publicly traded entity, Hawkins leverages its long-standing presence in the chemical distribution industry to provide tailored solutions for complex water-treatment challenges and specialty chemical needs. Hawkins' product portfolio encompasses a wide range of chemicals, including sodium hypochlorite, sodium hydroxide, hydrogen peroxide, chlorine, acids and specialty blends. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Hawkins, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hawkins wasn't on the list. While Hawkins currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. 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Hawkins, Inc. announced it will release its first quarter fiscal 2027 financial results on 29 July 2026, after market close at approximately 16:10 Eastern Time. The results will cover the quarter ended 28 June 2026. Hawkins is a water treatment and specialty ingredients company that formulates, manufactures, distributes and blends products across three segments: Water Treatment, Food & Health Sciences and Industrial Solutions. Founded in 1938 and headquartered in Roseville, Minnesota, the company operates 66 facilities across 28 US states. Hawkins generated approximately $1.1 billion in revenue during fiscal 2026 and employs around 1,200 people.

Hawkins (HWKN) tops $1.08B sales as Water Treatment grows 22%. Filing Impact Filing Sentiment Rhea-AI Filing summary. Hawkins, Inc. reported record fiscal 2026 sales of $1,083.7 million, up 11% from $974.4 million, driven largely by its Water Treatment segment and recent acquisitions. Net income was $81.5 million versus $84.3 million a year earlier, with diluted EPS at $3.91 compared with $4.03. Fourth-quarter sales reached $265.9 million, up 8%, while diluted EPS was $0.74 versus $0.78, reflecting higher amortization, interest expense and earnout-related costs from six acquisitions, including WaterSurplus. Water Treatment segment sales grew 22% for the year to $543.3 million, with this segment now half of total revenue. Adjusted EBITDA rose to $179.0 million from $168.9 million, and operating cash flow increased to $144.3 million from $111.1 million, supporting $167.1 million of acquisition spending, $58.2 million of capital investments, and $0.75 per-share dividends, up 7%. Total debt increased to $244.0 million, resulting in a 1.37x leverage ratio, and return on equity reached 16.4%. Management expects revenue, operating income and EPS growth in fiscal 2027 and targets a leverage ratio of about 1x adjusted EBITDA by year-end 2027. Insights. Strong top-line and cash flow growth offset modest EPS pressure from acquisitions. Hawkins crossed $1,083.7 million in annual revenue, up 11%, with Water Treatment growing 22% to $543.3 million. This mix shift toward Water Treatment, now 50% of revenue and 56% of operating income, reinforces the company's strategic focus. Net income dipped slightly to $81.5 million and diluted EPS to $3.91, largely due to higher amortization, interest and earnout-related expenses from six fiscal 2026 acquisitions. Adjusted EBITDA rose 6% to $179.0 million, suggesting underlying operating performance remained solid. Operating cash flow increased to $144.3 million, funding $167.1 million of acquisitions, $58.2 million in capex, and higher dividends while leverage climbed to 1.37x trailing twelve-month pro forma adjusted EBITDA. Management's goal of about 1x leverage by the end of fiscal 2027 depends on continued cash generation and disciplined spending. 8-K event classification. 2 items: 2.02, 9.01 Key figures. Fiscal 2026 sales: $1,083.7 million Fiscal 2026 net income: $81.5 million Fiscal 2026 diluted EPS: $3.91 per share +5 more Key terms. Adjusted EBITDA, earnout liability, LIFO reserve, return on equity, +2 more Earnings snapshot. Revenue: $1,083.7 million · Guidance included Fiscal Year Ended March 29, 2026 05/13/2026 - 01:13 PM Faq. How did Hawkins (HWKN) perform financially in fiscal 2026? Hawkins delivered record fiscal 2026 sales of $1,083.7 million, up 11% from $974.4 million. Net income was $81.5 million versus $84.3 million, with diluted EPS of $3.91 compared to $4.03, reflecting acquisition-related amortization and interest costs. What drove Hawkins' revenue growth in fiscal 2026? Revenue growth was led by the Water Treatment segment, where sales rose 22% to $543.3 million. Of the $96.8 million increase, $83.3 million came from acquired businesses, supplemented by organic growth, while Industrial Solutions also increased and Food and Health Sciences was slightly lower. How did Hawkins' earnings and EPS change in fiscal 2026? Net income was $81.5 million in fiscal 2026 versus $84.3 million in 2025, and diluted EPS was $3.91 versus $4.03. Management attributes the modest decline mainly to about $16.5 million higher amortization, interest expense and earnout-related costs from six acquisitions. What were Hawkins' cash flow and leverage metrics for fiscal 2026? Operating cash flow rose to $144.3 million, up $33.2 million or 30% from fiscal 2025. Total debt ended at $244.0 million, resulting in a leverage ratio of 1.37x trailing twelve-month pro forma adjusted EBITDA, compared with 0.86x at the prior year-end. What is Hawkins' Adjusted EBITDA and return on equity for fiscal 2026? Adjusted EBITDA reached $179.0 million, up 6% from $168.9 million, reflecting higher gross profit despite added acquisition-related expenses. Return on equity, defined as net income over average shareholders' equity, was 16.4%, based on average equity of $497.2 million during fiscal 2026. What guidance did Hawkins provide for fiscal 2027? Management expects revenue, operating income and EPS to grow across all segments in fiscal 2027. They also anticipate maintaining a strong balance sheet and project achieving a leverage ratio of approximately 1x adjusted EBITDA by the end of fiscal 2027. How much did Hawkins return to shareholders in dividends during 2026? Hawkins paid cash dividends of $0.75 per share in fiscal 2026, a 7% increase over the prior year. Total dividend payments were $15.7 million, marking the company's 41st consecutive year of paying a dividend to shareholders. Filing exhibits & attachments. 4 documents Press releases.