ROSEVILLE, Minn., Feb. 02, 2026 (GLOBE NEWSWIRE) -- Hawkins, Inc. (Nasdaq: HWKN), a leading water treatment and specialty ingredients company, today announced the successful completion of a multi-year pilot test featuring WaterSurplus’ patented NanoStack™ coated membranes at the Orange County Water District’s (OCWD) Groundwater Replenishment System (GWRS). WaterSurplus is a wholly owned subsidiary of Hawkins, Inc. and is located in Loves Park, IL.  Based on the successful pilot, OCWD will install 1,050 Nano ...

Core Insights - Giverny Capital Asset Management's portfolio returned 0.01% in Q4 2025, underperforming the S&P 500's 2.66% return, and year-to-date returns were 12.58% compared to the index's 17.88% [1] - The firm faced challenges due to the outperformance of large technology companies, which negatively impacted the portfolio's performance due to its underweight in large tech and overweight in smaller niche leaders [1] - Despite strong earnings growth and capital returns from portfolio companies, the market's focus on AI investments has created uncertainty regarding actual benefits [1] Company Highlights - Hawkins, Inc. (NASDAQ:HWKN) was highlighted as a new holding in Giverny Capital Asset Management's Q4 2025 investor letter [2] - Hawkins, Inc. specializes in manufacturing ingredients for water treatment, food and health applications, and industrial use, with a market capitalization of approximately $2.722 billion [2] - The stock closed at $130.25 per share on January 30, 2026, with a one-month return of 13.20% and a twelve-month gain of 15.77% [2] - The company was closely monitored by Giverny Capital, with management visits conducted in the summer of 2024, and a price correction in fall 2025 provided an opportunity for investment [3]

分组1 - Hawkins reported quarterly earnings of $0.72 per share, missing the Zacks Consensus Estimate of $0.75 per share, representing an earnings surprise of -3.36% [1] - The company posted revenues of $244.08 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 3.71%, compared to year-ago revenues of $226.21 million [2] - Over the last four quarters, Hawkins has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The current consensus EPS estimate for the coming quarter is $0.78 on revenues of $264.47 million, and for the current fiscal year, it is $4.04 on revenues of $1.09 billion [7] - The Zacks Industry Rank for Chemical - Specialty is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Hawkins' stock performance [5]

Sales Performance - Sales for the three months ended December 28, 2025, were $244.1 million, an increase of $17.9 million, or 8%, compared to $226.2 million in the same period a year ago[74]. - Sales for the nine months ended December 28, 2025, were $817.8 million, an increase of $88.7 million, or 12%, from $729.1 million in the same period a year ago[88]. - Water Treatment segment sales increased by $20.7 million, or 21%, to $120.5 million for the three months ended December 28, 2025, driven by approximately $19 million from acquired businesses[75]. - Water Treatment segment sales for the nine months ended December 28, 2025, increased by $79.5 million, or 23%, to $421.0 million, with approximately $70 million from acquired businesses[89]. - Industrial Solutions segment sales increased by $11.3 million, or 7%, to $164.7 million for the nine months ended December 28, 2025[91]. - Food & Health Sciences segment sales decreased by $7.7 million, or 10%, to $70.0 million for the three months ended December 28, 2025, primarily due to decreased volumes[76]. Profitability - Gross profit for the three months ended December 28, 2025, increased by $2.4 million, or 5%, to $50.8 million, representing 21% of sales[79]. - Gross profit increased by $17.5 million, or 10%, to $190.8 million, representing 23% of sales for the nine months ended December 28, 2025[92]. - Water Treatment segment gross profit rose by $19.6 million, or 20%, to $116.6 million, maintaining 28% of sales for the same period[93]. - Food & Health Sciences segment gross profit decreased by $3.6 million, or 7%, to $48.7 million, accounting for 21% of sales[94]. - Operating income for the three months ended December 28, 2025, increased by $1.5 million, or 7%, to $22.6 million, or 9% of sales[84]. - Operating income increased by $3.2 million, or 3%, to $97.8 million, which is 12% of sales[97]. Expenses and Interest - SG&A expenses increased by $14.3 million, or 18%, to $93.0 million, representing 11% of sales[96]. - Interest expense increased to $3.4 million for the three months ended December 28, 2025, compared to $1.2 million in the same period a year ago, due to increased borrowings[85]. - Interest expense rose by $6.6 million to $10.5 million due to increased borrowings for the acquisition of WaterSurplus[98]. Cash Flow - Cash provided by operating activities was $106.6 million, up from $80.3 million in the same period last year[102]. - Cash used in investing activities was $204.6 million, including $167.1 million for acquisitions, primarily WaterSurplus[103]. - Cash provided by financing activities was $101.1 million, with net debt borrowings of $115.0 million[104]. - The effective interest rate on borrowings was 4.8% as of December 28, 2025[109]. Segment Reporting - The company realigned its reporting segments to Water Treatment, Food & Health Sciences, and Industrial Solutions to better reflect its operations[69].

ROSEVILLE, Minn., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Hawkins, Inc. (Nasdaq: HWKN) today announced results for the three and nine months ended December 28, 2025, its third quarter of fiscal 2026. Third Quarter Fiscal Year 2026 Highlights: Record third quarter results for revenue, gross profit, operating income, and adjusted Earnings Before Interest, Taxes, Depreciation and Amortization (“adjusted EBITDA”), a non-GAAP measure.Revenue growth of 8% over the same period of the prior year, including Water Treatmen ...

Published: January 2026 1 FISCAL 2026 Q3 INVESTOR PRESENTATION FORWARD-LOOKING STATEMENTS © 2026 Hawkins, Inc. The information contained in this presentation includes "forward-looking statements" which reflect management's expectations or beliefs as of the date of this presentation. Hawkins, Inc. cautions that actual future results could differ materially from the forward-looking statements in this presentation. Actual results may be affected by many important factors including risks and uncertainties ident ...

ROSEVILLE, Minn., Jan. 28, 2026 (GLOBE NEWSWIRE) -- At its recent board meeting, the Board of Directors of Hawkins, Inc. (Nasdaq: HWKN) declared a quarterly cash dividend of $0.19 per share, payable February 27, 2026, to shareholders of record at the close of business on February 13, 2026. Hawkins has consistently paid out a dividend since 1985. About Hawkins, Inc. Hawkins, Inc. was founded in 1938 and is a leading water treatment and specialty ingredients company that formulates, manufactures, distribut ...

Core Insights - Five years ago, an investment of $1,000 in Hawkins Inc (NASDAQ: HWKN) would have grown to $5,840 today, indicating a significant return on investment [1] Company Performance - Hawkins Inc has demonstrated strong performance over the past five years, outperforming many tech stocks and meme stocks that were popular among investors during the same period [1]

Core Insights - Hawkins Inc has achieved a remarkable 484% return over the past five years, significantly outperforming the S&P 500's 83% return during the same period [2][8] - The company's business model focuses on blending specialty chemicals for water treatment and other industries, emphasizing reliability and essential services rather than disruptive innovation [3][5] Financial Performance - In fiscal 2018, Hawkins reported a loss of $9.2 million, but by 2019, the company returned to profitability [4] - Revenue increased from $597 million in fiscal 2021 to $974 million, while net income grew from $41 million to $84 million, indicating a doubling of earnings [4][8] - Gross margins improved from 20.7% to 23.1%, reflecting enhanced pricing power in a commodity-adjacent business [5][8] Growth Drivers - The acceleration of water infrastructure spending across the U.S. has positioned Hawkins as a key supplier for necessary upgrades [5] - Strategic acquisitions, including WaterSurplus, StillWaters Technology, and Redbird Chemical, have expanded the company's footprint in the water treatment sector [5] - Operational discipline has contributed to margin expansion and overall financial health [5] Recent Developments - Despite strong long-term performance, Hawkins' stock has recently faced challenges, including a 3.3% decline over the past week and trading 18% below its 52-week high [7] - The company missed earnings estimates in October, reporting $1.08 per share against a consensus of $1.23, leading to a 15% drop in stock price that week [7][8] - Water Treatment revenue still grew 21% year-over-year, indicating resilience despite the earnings miss [8]

Core Viewpoint - Hawkins, Inc. is set to release its financial results for the fiscal 2026 third quarter on January 28, 2026, after market close [1] Company Overview - Hawkins, Inc. was founded in 1938 and is a prominent company in water treatment and specialty ingredients, serving various sectors including Water Treatment, Food & Health Sciences, and Industrial Solutions [2] - The company is headquartered in Roseville, Minnesota, and operates 65 facilities across 28 states [2] - In fiscal 2025, Hawkins, Inc. generated $974 million in revenue and employs approximately 1,100 individuals [2]