Hawkins, Inc.

NasdaqGS:HWKN 株式レポート

時価総額:US$3.5b

Hawkins マネジメント

マネジメント 基準チェック /34

Hawkinsの CEO はPatrick Hawkinsで、 Mar2010年に任命され、 の在任期間は 16.17年です。 の年間総報酬は$ 3.15Mで、 22.2%給与と77.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.58%を直接所有しており、その価値は$ 55.78M 。経営陣と取締役会の平均在任期間はそれぞれ8.3年と14.4年です。

主要情報

Patrick Hawkins

最高経営責任者

US$3.2m

報酬総額

CEO給与比率22.21%
CEO在任期間16.2yrs
CEOの所有権1.6%
経営陣の平均在職期間8.3yrs
取締役会の平均在任期間14.4yrs

経営陣の近況

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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Hawkins の収益と比較して、Patrick Hawkins の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Patrickの 総報酬 ($USD 3.15M ) は、 US市場 ($USD 7.12M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Patrickの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Patrick Hawkins (54 yo)

16.2yrs
在職期間
US$3,151,261
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Patrick Hawkins
CEO, President & Director16.2yrsUS$3.15m1.58%
$ 55.8m
Jeffrey Oldenkamp
Executive VP8.9yrsUS$2.21m0.46%
$ 16.2m
Drew Grahek
Vice President of Operations7.7yrsUS$1.08m0.17%
$ 6.0m
Richard Erstad
Executive Officerless than a yearUS$967.61k0.32%
$ 11.3m
Daniel Stauber
Director8.3yrsUS$99.95k0.17%
$ 5.8m
Paul Siler
Corporate Controller13.3yrsデータなしデータなし
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
平均在職期間
58yo
平均年齢

経験豊富な経営陣: HWKNの経営陣は経験豊富で経験豊富です(平均在職期間は8.3年)。


取締役

名称ポジション在職期間報酬所有権
Patrick Hawkins
CEO, President & Director15.2yrsUS$3.15m1.58%
$ 55.8m
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%
$ 996.6k
Yi Tang
Independent Director5.6yrsUS$177.95k0.038%
$ 1.3m
14.4yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: HWKNの 取締役会 は経験豊富で 経験豊富 です ( 14.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/13 10:33
終値2026/05/13 00:00
収益2025/12/28
年間収益2025/03/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Hawkins, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

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