Hawkins Q1 Earnings Report Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy HWKN?
Source: seekingalpha
- Revenue Performance: Hawkins reported Q1 revenue of $265.9 million, a 9.3% year-over-year decline, yet it exceeded market expectations by $106,200, demonstrating the company's resilience in challenging conditions.
- Cash Flow Growth: The operating cash flow for the fourth quarter reached $37.7 million, an increase of $6.9 million or 22% year-over-year, indicating improved cash management that supports future investments and operations.
- Annual Performance Highlights: For fiscal year 2026, sales approximated $1.1 billion, reflecting an increase of $109.3 million or 11% from fiscal 2025, while gross profit rose to $245.1 million, up $19.5 million, showcasing the company's sustained growth potential in the market.
- Earnings Per Share Changes: Although the diluted EPS for fiscal 2026 was $3.91, down $0.12 year-over-year primarily due to increased acquisition-related costs, pro forma EPS would have risen by $0.32 if the WaterSurplus acquisition had occurred at the start of the prior fiscal year, highlighting the acquisition's potential value.
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Analyst Views on HWKN
Wall Street analysts forecast HWKN stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 156.570
Low
200.00
Averages
200.00
High
200.00
Current: 156.570
Low
200.00
Averages
200.00
High
200.00
About HWKN
Hawkins, Inc. is a water treatment and specialty ingredients company that formulates, manufactures, distributes and blends products for its water treatment, food and health sciences and industrial solutions customers. Its Water Treatment segment specializes in providing chemicals, products, equipment, services and solutions for potable water, municipal and industrial wastewater, industrial process water, non-residential swimming pool water and agricultural water. Its Industrial segment specializes in providing industrial chemicals, products and services to industries such as agriculture, chemical processing, electronics, energy, food, pharmaceutical and plating. Its Health and Nutrition segment specializes in providing ingredient distribution, processing and formulation solutions to manufacturers of nutraceutical, functional food and beverage, personal care, dietary supplements and other nutritional food, health and wellness products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hawkins Declares Quarterly Dividend of $0.19
- Quarterly Dividend Announcement: Hawkins has declared a quarterly dividend of $0.19 per share, consistent with previous distributions, indicating the company's ongoing ability to maintain stable cash flows, although the current yield stands at 0.47%.
- Earnings Report Performance: Hawkins reported a GAAP EPS of $0.74, missing expectations by $0.01, which reflects some pressure on the company's profitability and could impact investor confidence.
- Revenue Beats Expectations: The company reported revenue of $265.9 million, exceeding market expectations by $10.62 million, indicating strong sales growth that may lay the groundwork for future profit increases.
- Shareholder Return Plan: The dividend will be payable on June 12, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive timely returns and enhancing investor trust in the company.
See More
Hawkins Q1 Earnings Report Analysis
- Revenue Performance: Hawkins reported Q1 revenue of $265.9 million, a 9.3% year-over-year decline, yet it exceeded market expectations by $106,200, demonstrating the company's resilience in challenging conditions.
- Cash Flow Growth: The operating cash flow for the fourth quarter reached $37.7 million, an increase of $6.9 million or 22% year-over-year, indicating improved cash management that supports future investments and operations.
- Annual Performance Highlights: For fiscal year 2026, sales approximated $1.1 billion, reflecting an increase of $109.3 million or 11% from fiscal 2025, while gross profit rose to $245.1 million, up $19.5 million, showcasing the company's sustained growth potential in the market.
- Earnings Per Share Changes: Although the diluted EPS for fiscal 2026 was $3.91, down $0.12 year-over-year primarily due to increased acquisition-related costs, pro forma EPS would have risen by $0.32 if the WaterSurplus acquisition had occurred at the start of the prior fiscal year, highlighting the acquisition's potential value.
See More
Hawkins, Inc. Announces Q4 and FY 2026 Earnings Release Date
- Earnings Release Schedule: Hawkins, Inc. plans to release its financial results for the fourth quarter and fiscal year ending March 29, 2026, after market close on May 13, 2026, at approximately 4:10 p.m. Eastern Time, demonstrating the company's commitment to transparency and timely information disclosure.
- Company Background: Founded in 1938, Hawkins, Inc. is a leading water treatment and specialty ingredients company that formulates, manufactures, distributes, and blends products for its Water Treatment, Food & Health Sciences, and Industrial Solutions customers, highlighting its significant role in the industry.
- Financial Performance Overview: In fiscal 2025, Hawkins, Inc. generated $974 million in revenue, indicating strong market competitiveness and robust customer demand, further solidifying its leadership position in the water treatment sector.
- Employee Size and Service Commitment: Headquartered in Roseville, Minnesota, the company employs approximately 1,100 individuals and is dedicated to creating value for customers through superb customer service and support, quality products, and personalized applications, reflecting its high priority on customer satisfaction.
See More
Hawkins Capital Acquires Knock Out Energy, Expanding Service Capabilities
- Strategic Acquisition: Hawkins Capital's acquisition of Knock Out Energy marks a significant expansion into the Permian Basin and Barnett Shale, enhancing its service capabilities across the oil and gas and midstream sectors.
- Business Integration: This acquisition combines Hawkins' 45-year legacy in oilfield and pipeline maintenance with Knock Out's specialized production and technical expertise, creating a more robust service platform.
- Team Strength: Knock Out Energy employs over 80 personnel and operates a fleet of 80 vehicles, led by a management team including Boadie Beaman, Jeff Garner, and Bart Bartman, ensuring efficient operations and an excellent safety record.
- Market Impact: By integrating resources, Hawkins can now offer comprehensive solutions from daily operations to large-scale construction projects, further solidifying its market position in the oil and gas industry.
See More
Hawkins Inc. Successfully Tests NanoStack Membranes
- Successful Technology Application: Hawkins Inc. has successfully completed a multi-year pilot test of NanoStack™ membranes at the Orange County Water District's groundwater replenishment system, marking a significant technological breakthrough in water treatment efficiency.
- Large-Scale Installation Plan: Following the pilot's success, OCWD plans to install 1,050 NanoStack™ membranes at GWRS, making it the world's largest advanced water purification system with a capacity of 5 million gallons per day for indirect potable reuse.
- Significant Cost Benefits: Pilot data demonstrated that NanoStack™ technology significantly improved fouling resistance, cutting cleaning requirements by over 50% and reducing RO energy consumption by more than 15%, with an estimated payback period of less than two years.
- Far-Reaching Industry Impact: The application of NanoStack™ membranes not only enhances membrane durability and performance but also helps customers across industries lower lifecycle costs, thereby promoting sustainability in the water treatment sector.
See More
HWKN Stock 52-Week Highs and Lows Analysis
- Price Range Analysis: HWKN's 52-week low is $98.30 per share, while the high is $186.15, with the last trade at $136.21, indicating significant price volatility over the past year and reflecting varying market expectations for its future performance.
- Technical Indicator Alert: The stock has fallen below its 200-day moving average, which is often seen as a technical sell signal, potentially undermining investor confidence and leading to further price adjustments.
- Dividend Stock Dynamics: HWKN has recently joined nine other dividend stocks that have also crossed below their 200-day moving average, indicating a market reassessment of high-dividend stocks that could affect their attractiveness and investors' holding decisions.
- Market Sentiment Analysis: Although the current stock price is positioned in the middle of its 52-week range, investors should monitor overall market sentiment and its potential impact on HWKN's future stock price, especially amid increasing economic uncertainty.
See More
Hawkins Declares Quarterly Dividend of $0.19
- Quarterly Dividend Announcement: Hawkins has declared a quarterly dividend of $0.19 per share, consistent with previous distributions, indicating the company's ongoing ability to maintain stable cash flows, although the current yield stands at 0.47%.
- Earnings Report Performance: Hawkins reported a GAAP EPS of $0.74, missing expectations by $0.01, which reflects some pressure on the company's profitability and could impact investor confidence.
- Revenue Beats Expectations: The company reported revenue of $265.9 million, exceeding market expectations by $10.62 million, indicating strong sales growth that may lay the groundwork for future profit increases.
- Shareholder Return Plan: The dividend will be payable on June 12, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive timely returns and enhancing investor trust in the company.
See More
Hawkins Q1 Earnings Report Analysis
- Revenue Performance: Hawkins reported Q1 revenue of $265.9 million, a 9.3% year-over-year decline, yet it exceeded market expectations by $106,200, demonstrating the company's resilience in challenging conditions.
- Cash Flow Growth: The operating cash flow for the fourth quarter reached $37.7 million, an increase of $6.9 million or 22% year-over-year, indicating improved cash management that supports future investments and operations.
- Annual Performance Highlights: For fiscal year 2026, sales approximated $1.1 billion, reflecting an increase of $109.3 million or 11% from fiscal 2025, while gross profit rose to $245.1 million, up $19.5 million, showcasing the company's sustained growth potential in the market.
- Earnings Per Share Changes: Although the diluted EPS for fiscal 2026 was $3.91, down $0.12 year-over-year primarily due to increased acquisition-related costs, pro forma EPS would have risen by $0.32 if the WaterSurplus acquisition had occurred at the start of the prior fiscal year, highlighting the acquisition's potential value.
See More
Hawkins, Inc. Announces Q4 and FY 2026 Earnings Release Date
- Earnings Release Schedule: Hawkins, Inc. plans to release its financial results for the fourth quarter and fiscal year ending March 29, 2026, after market close on May 13, 2026, at approximately 4:10 p.m. Eastern Time, demonstrating the company's commitment to transparency and timely information disclosure.
- Company Background: Founded in 1938, Hawkins, Inc. is a leading water treatment and specialty ingredients company that formulates, manufactures, distributes, and blends products for its Water Treatment, Food & Health Sciences, and Industrial Solutions customers, highlighting its significant role in the industry.
- Financial Performance Overview: In fiscal 2025, Hawkins, Inc. generated $974 million in revenue, indicating strong market competitiveness and robust customer demand, further solidifying its leadership position in the water treatment sector.
- Employee Size and Service Commitment: Headquartered in Roseville, Minnesota, the company employs approximately 1,100 individuals and is dedicated to creating value for customers through superb customer service and support, quality products, and personalized applications, reflecting its high priority on customer satisfaction.
See More
Hawkins Capital Acquires Knock Out Energy, Expanding Service Capabilities
- Strategic Acquisition: Hawkins Capital's acquisition of Knock Out Energy marks a significant expansion into the Permian Basin and Barnett Shale, enhancing its service capabilities across the oil and gas and midstream sectors.
- Business Integration: This acquisition combines Hawkins' 45-year legacy in oilfield and pipeline maintenance with Knock Out's specialized production and technical expertise, creating a more robust service platform.
- Team Strength: Knock Out Energy employs over 80 personnel and operates a fleet of 80 vehicles, led by a management team including Boadie Beaman, Jeff Garner, and Bart Bartman, ensuring efficient operations and an excellent safety record.
- Market Impact: By integrating resources, Hawkins can now offer comprehensive solutions from daily operations to large-scale construction projects, further solidifying its market position in the oil and gas industry.
See More
Hawkins Inc. Successfully Tests NanoStack Membranes
- Successful Technology Application: Hawkins Inc. has successfully completed a multi-year pilot test of NanoStack™ membranes at the Orange County Water District's groundwater replenishment system, marking a significant technological breakthrough in water treatment efficiency.
- Large-Scale Installation Plan: Following the pilot's success, OCWD plans to install 1,050 NanoStack™ membranes at GWRS, making it the world's largest advanced water purification system with a capacity of 5 million gallons per day for indirect potable reuse.
- Significant Cost Benefits: Pilot data demonstrated that NanoStack™ technology significantly improved fouling resistance, cutting cleaning requirements by over 50% and reducing RO energy consumption by more than 15%, with an estimated payback period of less than two years.
- Far-Reaching Industry Impact: The application of NanoStack™ membranes not only enhances membrane durability and performance but also helps customers across industries lower lifecycle costs, thereby promoting sustainability in the water treatment sector.
See More
HWKN Stock 52-Week Highs and Lows Analysis
- Price Range Analysis: HWKN's 52-week low is $98.30 per share, while the high is $186.15, with the last trade at $136.21, indicating significant price volatility over the past year and reflecting varying market expectations for its future performance.
- Technical Indicator Alert: The stock has fallen below its 200-day moving average, which is often seen as a technical sell signal, potentially undermining investor confidence and leading to further price adjustments.
- Dividend Stock Dynamics: HWKN has recently joined nine other dividend stocks that have also crossed below their 200-day moving average, indicating a market reassessment of high-dividend stocks that could affect their attractiveness and investors' holding decisions.
- Market Sentiment Analysis: Although the current stock price is positioned in the middle of its 52-week range, investors should monitor overall market sentiment and its potential impact on HWKN's future stock price, especially amid increasing economic uncertainty.
See More
