Financial Performance - Hawkins' 2025 revenue reached $9744 million[10] - The company's 5-year EPS CAGR is 25%[10] - Net income in fiscal year 2025 was $843 million, with a 24% CAGR[67] - Adjusted EBITDA in fiscal year 2025 was $1675 million, with a 21% CAGR[69] - Diluted EPS in fiscal year 2025 was $403, with a 25% CAGR[74] - Q1 Fiscal Year 2026 revenue reached a record $2933 million, a 15% increase year-over-year[81] - Q1 Fiscal Year 2026 Adjusted EBITDA reached a record $574 million, a 13% increase year-over-year[81] Business Segments - Water Treatment accounted for 46% of revenue, totaling $4465 million[15] - Food & Health Sciences accounted for 33% of revenue, totaling $3225 million[15] - Industrial Solutions accounted for 21% of revenue, totaling $2054 million[15] Capital Allocation - The company has consistently returned capital to shareholders through dividends and share repurchases[32] - Hawkins has a track record of 40 consecutive years of cash dividends[33]

Core Insights - Hawkins, Inc. reported record revenue of $293 million for the first quarter of fiscal 2026, marking a 15% increase year-over-year, with all three reporting segments contributing to this growth [3][6][7] - The Water Treatment segment experienced significant growth, with a 28% increase in sales, driven by both acquired businesses and improved pricing [3][8] - The company successfully completed the acquisition of WaterSurplus, enhancing its capabilities in water treatment and positioning for future growth [3][6][19] Financial Performance - Net income for the first quarter was $29.2 million, or $1.40 per diluted share, compared to $28.9 million, or $1.38 per diluted share in the prior year [5][6] - Adjusted EBITDA increased by 13% to $57.6 million, with trailing twelve-month adjusted EBITDA exceeding $170 million [6][17] - Gross profit rose by 12% to $72.4 million, maintaining a gross margin of 25% [6][11] Segment Performance - Water Treatment segment sales increased by $32.4 million, or 28%, to $149.6 million [8][32] - Food & Health Sciences segment sales grew by $4.1 million, or 5%, to $89.2 million, with agricultural products driving the increase despite competitive pricing pressures [9][32] - Industrial Solutions segment sales saw a modest increase of $0.9 million, or 2%, to $54.5 million, primarily due to higher sales volumes [10][32] Expenses and Balance Sheet - Selling, general and administrative expenses rose by 24% to $31 million, largely due to costs associated with the WaterSurplus acquisition [15][32] - The company's leverage ratio at the end of the first quarter was 1.6x, reflecting a strong balance sheet despite increased debt from the acquisition [3][19] - Working capital increased by $22 million compared to the end of fiscal 2025, driven by higher inventories and receivables [19][27]

Hawkins, Inc. was founded in 1938 and 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. Headquartered in Roseville, Minnesota, the Company has 64 facilities in 28 states and creates value for its customers through superb customer service and support, quality products and personalized applications. Hawkins, Inc. generated $974 million of revenue in fi ...

Exploits Discovery Advances Hawkins Gold Project and Strengthens Technical Team with Appointment of Dr. Natalie Pietrzak-Renaud July 29, 2025 6:00 AM EDT | Source: Exploits Discovery Corp. Toronto, Ontario--(Newsfile Corp. - July 29, 2025) - Exploits Discovery Corp. (CSE: NFLD) (OTCQB: NFLDF) (FSE: 634) ("Exploits" or the "Company") is pleased to announce progress on its exploration initiatives at the Hawkins Gold Project in Northern Ontario, including the completion of a project site visit, drill permit ap ...

Core Insights - New analyst coverage is essential in navigating heightened economic uncertainty, providing updated insights into company fundamentals and risk exposures [2][3] - Recent initiations of coverage on companies like KALA BIO, Graham Corporation, Arq, and Hawkins reflect the growing need for sharper analysis amid inflationary pressures and weakening demand [3][10] Analyst Coverage Importance - Analysts possess specialized knowledge that offers critical insights into a company's financial health, growth potential, and industry trends, which are often difficult for individual investors to acquire independently [4] - New coverage typically indicates a higher investor inclination towards a stock, as it suggests that the company holds potential value [5][7] Value Creation by Analysts - Analysts create value for companies by initiating coverage, acting as intermediaries with extensive access to relevant data, which helps mitigate inefficiencies in the market [6] - Stocks chosen for new coverage usually reflect a positive outlook envisioned by analysts, often leading to more favorable ratings compared to continuously covered stocks [7][8] Market Impact of New Coverage - New analyst coverage can lead to immediate stock price volatility, with positive ratings attracting bullish sentiment and driving share prices higher, while negative ratings may trigger sell-offs [9] - Favorable coverage from multiple analysts can enhance investor confidence, leading to sustained upward momentum in stock valuations [9] Recent Stock Performances - KALA BIO shares increased by 96.1% over the past three months, with a narrowing loss per share estimate for 2025 [10][15] - Graham Corporation shares rose by 75.2% in the same period, with an increasing EPS estimate for fiscal 2026 [10][16] - Arq shares gained 57%, with an unchanged EPS estimate indicating improvement from the previous year's loss [10][17] - Hawkins shares saw a 25.6% increase, despite an unchanged EPS estimate indicating a year-over-year decline [10][18] Screening Criteria for Investment - Stocks with increased analyst coverage and improving average ratings are prioritized, alongside other parameters such as price and average daily volume [12][13]

Core Viewpoint - Element Solutions (ESI) is currently positioned as a more attractive investment option compared to Hawkins (HWKN) based on various valuation metrics and earnings outlook [1][3][7]. Valuation Metrics - ESI has a forward P/E ratio of 16.98, significantly lower than HWKN's forward P/E of 36.02, indicating that ESI may be undervalued [5]. - The PEG ratio for ESI is 1.75, while HWKN's PEG ratio stands at 2.63, suggesting that ESI offers better value relative to its expected earnings growth [5]. - ESI's P/B ratio is 2.32 compared to HWKN's P/B of 7.16, further highlighting ESI's relative undervaluation [6]. Earnings Outlook - ESI is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]. - ESI holds a Zacks Rank of 2 (Buy), while HWKN has a Zacks Rank of 3 (Hold), indicating a stronger earnings improvement for ESI [3]. Value Grades - ESI has a Value grade of B, whereas HWKN has a Value grade of D, reflecting ESI's superior valuation metrics [6].

Company Overview - Hawkins, Inc. is a leading water treatment and specialty ingredients company founded in 1938, headquartered in Roseville, Minnesota [2] - The company operates 64 facilities across 28 states and employs approximately 1,100 people [2] - In fiscal 2025, Hawkins, Inc. generated $974 million in revenue [2] Upcoming Financial Results - Hawkins, Inc. is set to release its financial results for the first quarter of fiscal 2026, which ended on June 29, 2025, after market close on July 30, 2025, at approximately 4:10 p.m. Eastern Time [1]

Company Overview - Hawkins, Inc. is a leading water treatment and specialty ingredients company founded in 1938, headquartered in Roseville, Minnesota [2] - The company operates 64 facilities across 28 states and employs approximately 1,100 people [2] - In fiscal 2025, Hawkins, Inc. generated $974 million in revenue [2] Upcoming Financial Results - Hawkins, Inc. is set to release its financial results for the first quarter of fiscal 2026, which ended on June 29, 2025, after market close on July 30, 2025, at approximately 4:10 p.m. Eastern Time [1]

Core Insights - Hawkins, Inc. has completed the acquisition of PhillTech, LLC, enhancing its water treatment business and market position [1][8] - The company reported a 10% year-over-year revenue increase to $245.3 million in the fiscal fourth quarter of 2024, driven by a 21% growth in the Water Treatment segment [2] - Recent acquisitions, including Industrial Research Corporation and Wofford Water Service, align with Hawkins' growth strategy in key regions, expanding its market presence [3] - The acquisition of Amerochem assets and WaterSurplus further strengthens Hawkins' Water Treatment footprint [4] - Hawkins' shares have increased by 58.9% over the past year, outperforming the industry average of 4.2% [6] Company Strategy - The acquisition of PhillTech is part of Hawkins' strategy to solidify and expand its production capabilities in coagulants and corrosion control products [1][8] - The company emphasizes a judicious pricing strategy to counteract cost inflation, supporting overall performance [4] Market Performance - Hawkins' Water Treatment segment is experiencing strong growth, reflecting the successful integration of recent acquisitions [2] - The company has established a long-standing partnership with PhillTech, which is valued for its strong industry relationships [8]

Company Overview - Hawkins, Inc. is a leading water treatment and specialty ingredients company founded in 1938, headquartered in Roseville, Minnesota [3] - The company operates 64 facilities across 28 states and employs approximately 1,100 people [3] - In fiscal 2025, Hawkins, Inc. generated $974 million in revenue [3] Acquisition Details - Hawkins, Inc. has completed the acquisition of PhillTech, LLC, a manufacturer and distributor of coagulants and corrosion control products located in Alabama [1] - This acquisition is part of Hawkins' strategy to grow its water treatment business and enhance its production capabilities in coagulants and corrosion control products [2] Strategic Importance - The acquisition of PhillTech is expected to solidify and expand Hawkins' market position in the water treatment sector [2] - Hawkins has established a long-term working relationship with PhillTech, having previously collaborated as strategic partners [2]