Hawkins, Inc.

Report azionario NasdaqGS:HWKN

Capitalizzazione di mercato: US$3.5b

Hawkins Gestione

Criteri Gestione verificati 3/4

Hawkins Il CEO è Patrick Hawkins, nominato in Mar2010, e ha un mandato di 16.17 anni. la retribuzione annua totale è $ 3.15M, composta da 22.2% di stipendio e 77.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.58% delle azioni della società, per un valore di $ 55.31M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.3 anni e 14.4 anni.

Informazioni chiave

Patrick Hawkins

Amministratore delegato

US$3.2m

Compenso totale

Percentuale dello stipendio del CEO22.21%
Mandato del CEO16.2yrs
Proprietà del CEO1.6%
Durata media del management8.3yrs
Durata media del Consiglio di amministrazione14.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Jan 29

Hawkins Inc.: Long Runway Of Potential Acquisitions It Could Compound Well

Summary Giverny Capital Asset Management bought a small position in November at roughly $124 and the stock ended the year higher, amounting to a 2% weight. A brief price correction in the fall gave us an opportunity and we acted. The Water Treatment segment now exceeds 60% of the company's operating profit and overall returns on equity have climbed from roughly 11% in 2019 to 20%. Since 2020, it has closed almost 20 acquisitions of regional water businesses yet still has only a low single-digit market share of this very fragmented market. Hawkins has only a $3 billion market cap and we think that with its long runway of potential acquisitions it could compound well for some time. Read the full article on Seeking Alpha
Articolo di analisi Nov 02

Hawkins, Inc. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

It's been a mediocre week for Hawkins, Inc. ( NASDAQ:HWKN ) shareholders, with the stock dropping 15% to US$142 in the...
Articolo di analisi Oct 20

Getting In Cheap On Hawkins, Inc. (NASDAQ:HWKN) Is Unlikely

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Articolo di analisi Jul 18

Hawkins, Inc.'s (NASDAQ:HWKN) Business Is Yet to Catch Up With Its Share Price

Hawkins, Inc.'s ( NASDAQ:HWKN ) price-to-earnings (or "P/E") ratio of 40.5x might make it look like a strong sell right...
Articolo di analisi Jul 06

We Like These Underlying Return On Capital Trends At Hawkins (NASDAQ:HWKN)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Articolo di analisi Jun 24

Estimating The Fair Value Of Hawkins, Inc. (NASDAQ:HWKN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Hawkins fair value estimate is US$120 Hawkins' US$140 share...
Articolo di analisi Jun 11

At US$136, Is Hawkins, Inc. (NASDAQ:HWKN) Worth Looking At Closely?

Hawkins, Inc. ( NASDAQ:HWKN ), might not be a large cap stock, but it received a lot of attention from a substantial...
Articolo di analisi May 17

Here's What Analysts Are Forecasting For Hawkins, Inc. (NASDAQ:HWKN) After Its Yearly Results

Investors in Hawkins, Inc. ( NASDAQ:HWKN ) had a good week, as its shares rose 2.6% to close at US$123 following the...
Articolo di analisi May 06

Hawkins (NASDAQ:HWKN) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Mar 17

Hawkins: Doing Fine, Still Too Expensive

Summary Hawkins, Inc. has seen impressive growth, doubling sales to nearly $1 billion since 2017, as shares have been awarded premium multiples in 2024. The company operates in three segments: industrial chemicals, water treatment, and health & nutrition, with water treatment now making up nearly 50% of sales. Despite a resilient performance and strategic acquisitions, shares still trade at demanding multiples; I see real appeal for HWKN shares only below the $100 mark. I remain cautious, seeking entry points around $90 or $80, as current valuations are too high despite the company's solid performance and growth potential. Read the full article on Seeking Alpha
Articolo di analisi Mar 07

Hawkins, Inc.'s (NASDAQ:HWKN) Share Price Not Quite Adding Up

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Articolo di analisi Feb 12

Estimating The Fair Value Of Hawkins, Inc. (NASDAQ:HWKN)

Key Insights Hawkins' estimated fair value is US$97.06 based on 2 Stage Free Cash Flow to Equity Current share price of...
Articolo di analisi Jan 31

Does Hawkins (NASDAQ:HWKN) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jan 15

Does Hawkins (NASDAQ:HWKN) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Jan 03

Hawkins' (NASDAQ:HWKN) Returns On Capital Are Heading Higher

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Nov 27

Hawkins, Inc.'s (NASDAQ:HWKN) Price Is Out Of Tune With Earnings

Hawkins, Inc.'s ( NASDAQ:HWKN ) price-to-earnings (or "P/E") ratio of 35.1x might make it look like a strong sell right...
Articolo di analisi Oct 14

Does Hawkins (NASDAQ:HWKN) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Oct 01

Hawkins (NASDAQ:HWKN) Is Experiencing Growth In Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Sep 30

Hawkins: Runaway Momentum For This Impressive Performer

Summary Hawkins, Inc. has doubled its business and expanded margins since 2017, with sales now approaching a billion. The company operates in three segments: industrial applications, water treatment, and health & nutrition. Recent share price momentum has been driven by valuation multiple inflation and resilient results, with shares trading up 75% since May. I admire Hawkins' long-term value creation, but a 25 times current earnings multiple amidst historically high margins makes me very cautious to get involved. Read the full article on Seeking Alpha
Articolo di analisi Sep 04

These 4 Measures Indicate That Hawkins (NASDAQ:HWKN) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Aug 03

Hawkins, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Hawkins, Inc. ( NASDAQ:HWKN ) will be pleased this week, given that the stock price is up 13% to US$121...
Articolo di analisi Aug 02

Hawkins, Inc.'s (NASDAQ:HWKN) Shares Climb 37% But Its Business Is Yet to Catch Up

Despite an already strong run, Hawkins, Inc. ( NASDAQ:HWKN ) shares have been powering on, with a gain of 37% in the...
Seeking Alpha Jul 15

Hawkins: Management Redeploying Capital At An Advantage, Initiate Buy

Summary Hawkins is a leading specialty chemical company with operations in industrial, water treatment, and health and nutrition sectors. The company's prioritization of acquiring water utility assets has led to higher ROICs and a new runway for capital deployment. Valuations support a buy rating for HWKN, with potential for significant earnings growth by FY'26E. Read the full article on Seeking Alpha
Articolo di analisi Jun 29

Should You Be Adding Hawkins (NASDAQ:HWKN) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi Jun 05

Hawkins (NASDAQ:HWKN) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Articolo di analisi Apr 25

We Think Hawkins (NASDAQ:HWKN) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Feb 18

Should You Be Adding Hawkins (NASDAQ:HWKN) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Jan 24

Hawkins, Inc. (NASDAQ:HWKN) Investors Are Less Pessimistic Than Expected

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Articolo di analisi Jan 04

Hawkins (NASDAQ:HWKN) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Dec 13

Hawkins (NASDAQ:HWKN) Is Achieving High Returns On Its Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Articolo di analisi Nov 10

Hawkins' (NASDAQ:HWKN) Dividend Will Be Increased To $0.16

Hawkins, Inc. ( NASDAQ:HWKN ) has announced that it will be increasing its dividend from last year's comparable payment...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Patrick Hawkins rispetto agli utili di Hawkins?
DataCompenso totaleStipendioUtili della società
Dec 28 2025n/an/a

US$82m

Sep 28 2025n/an/a

US$83m

Jun 29 2025n/an/a

US$85m

Mar 30 2025n/an/a

US$84m

Dec 29 2024n/an/a

US$82m

Sep 29 2024n/an/a

US$82m

Jun 30 2024n/an/a

US$81m

Mar 31 2024US$3mUS$637k

US$75m

Dec 31 2023n/an/a

US$73m

Oct 01 2023n/an/a

US$69m

Jul 02 2023n/an/a

US$64m

Apr 02 2023US$2mUS$615k

US$60m

Jan 01 2023n/an/a

US$59m

Oct 02 2022n/an/a

US$58m

Jul 03 2022n/an/a

US$55m

Apr 03 2022US$2mUS$515k

US$52m

Dec 26 2021n/an/a

US$50m

Sep 26 2021n/an/a

US$48m

Jun 27 2021n/an/a

US$46m

Mar 28 2021US$2mUS$500k

US$41m

Dec 27 2020n/an/a

US$37m

Sep 27 2020n/an/a

US$33m

Jun 28 2020n/an/a

US$30m

Mar 29 2020US$2mUS$500k

US$28m

Compensazione vs Mercato: La retribuzione totale di Patrick ($USD 3.15M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.08M ).

Compensazione vs guadagni: La retribuzione di Patrick è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Patrick Hawkins (54 yo)

16.2yrs
Mandato
US$3,151,261
Compensazione

Mr. Patrick H. Hawkins has been the Chief Executive Officer and President of Hawkins, Inc. since March 11, 2011 and March 29, 2010 respectively. Mr. Hawkins served as Business Director - Food and Pharmaceu...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Patrick Hawkins
CEO, President & Director16.2yrsUS$3.15m1.58%
$ 55.3m
Jeffrey Oldenkamp
Executive VP8.9yrsUS$2.21m0.46%
$ 16.0m
Drew Grahek
Vice President of Operations7.7yrsUS$1.08m0.17%
$ 5.9m
Richard Erstad
Executive Officerless than a yearUS$967.61k0.32%
$ 11.2m
Daniel Stauber
Director8.3yrsUS$99.95k0.17%
$ 5.8m
Paul Siler
Corporate Controller13.3yrsNessun datoNessun dato
David Mangine
Vice President of Industrial Group5.3yrsUS$795.15k0.17%
$ 6.0m
Douglas Lange
Vice President of Water Treatment Groupno dataUS$852.43k0.13%
$ 4.5m
8.3yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di HWKN è esperto e expertise (durata media dell'incarico 8.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Patrick Hawkins
CEO, President & Director15.2yrsUS$3.15m1.58%
$ 55.3m
Daniel Stauber
Director10.3yrsUS$99.95k0.17%
$ 5.8m
Jeffrey Wright
Independent Director17.2yrsUS$208.95k0.20%
$ 7.1m
James Thompson
Independent Chairman of the Board17.2yrsUS$265.95k0.18%
$ 6.4m
Mary Schumacher
Independent Director13.6yrsUS$203.95k0.13%
$ 4.4m
James Faulconbridge
Independent Director19.5yrsUS$192.95k0.25%
$ 8.8m
Jeffrey Spethmann
Independent Director4.6yrsUS$177.95k0.028%
$ 988.1k
Yi Tang
Independent Director5.6yrsUS$177.95k0.038%
$ 1.3m
14.4yrs
Durata media
61.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di HWKN è composto da personale esperto e esperto (durata media dell'incarico 14.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 19:33
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/28
Utili annuali2025/03/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Hawkins, Inc. è coperta da 6 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Hamed KhorsandBWS Financial Inc.
Jonathan TanwantengCJS Securities, Inc.
Justin AgesCJS Securities, Inc.