View Future GrowthHawkins 過去の業績過去 基準チェック /26Hawkinsは、平均年間13.9%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間3.8% 9.1%収益成長率で 成長しています。 Hawkinsの自己資本利益率は15.3%であり、純利益率は7.5%です。主要情報13.86%収益成長率14.09%EPS成長率Chemicals 業界の成長12.93%収益成長率9.14%株主資本利益率15.27%ネット・マージン7.53%前回の決算情報29 Mar 2026最近の業績更新Reported Earnings • May 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: US$3.93 (down from US$4.05 in FY 2025). Revenue: US$1.08b (up 11% from FY 2025). Net income: US$81.5m (down 3.3% from FY 2025). Profit margin: 7.5% (down from 8.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29Hawkins, Inc. to Report Q4, 2026 Results on May 13, 2026Hawkins, Inc. announced that they will report Q4, 2026 results at 4:10 PM, US Eastern Standard Time on May 13, 2026Reported Earnings • Jan 29Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.69 (down from US$0.72 in 3Q 2025). Revenue: US$244.1m (up 7.9% from 3Q 2025). Net income: US$14.3m (down 4.7% from 3Q 2025). Profit margin: 5.9% (down from 6.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 14Hawkins, Inc. to Report Q3, 2026 Results on Jan 28, 2026Hawkins, Inc. announced that they will report Q3, 2026 results at 4:10 PM, US Eastern Standard Time on Jan 28, 2026Reported Earnings • Oct 30Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: US$1.09 (down from US$1.16 in 2Q 2025). Revenue: US$280.4m (up 14% from 2Q 2025). Net income: US$22.6m (down 6.3% from 2Q 2025). Profit margin: 8.1% (down from 9.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 15Hawkins, Inc. to Report Q2, 2026 Results on Oct 29, 2025Hawkins, Inc. announced that they will report Q2, 2026 results at 4:10 PM, US Eastern Standard Time on Oct 29, 2025すべての更新を表示Recent updatesReported Earnings • May 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: US$3.93 (down from US$4.05 in FY 2025). Revenue: US$1.08b (up 11% from FY 2025). Net income: US$81.5m (down 3.3% from FY 2025). Profit margin: 7.5% (down from 8.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2026The Board of Directors of Hawkins, Inc. at its meeting on May 13, 2026, declared a quarterly cash dividend of $0.19 per share, payable June 12, 2026, to shareholders of record at the close of business on May 29, 2026.ライブニュース • May 14Hawkins Reports Record Sales With Water Treatment Growth and Eyes Lower Leverage for 2027Hawkins reported record fourth quarter sales for fiscal 2026, with performance supported by 16% growth in its Water Treatment segment. The company completed six acquisitions during fiscal 2026, largely focused on expanding its Water Treatment operations. Management signaled expectations for revenue and operating income growth across all segments in fiscal 2027 and is targeting a leverage ratio of about 1x adjusted EBITDA by year-end. The focus on Water Treatment, both through organic growth and acquisitions, points to this segment becoming an increasingly important driver within Hawkins’ overall business mix. For you as an investor, the plan to reduce leverage to around 1x adjusted EBITDA may be worth tracking, since it speaks to how much balance sheet flexibility the company could have for future investments or downturns.お知らせ • Apr 29Hawkins, Inc. to Report Q4, 2026 Results on May 13, 2026Hawkins, Inc. announced that they will report Q4, 2026 results at 4:10 PM, US Eastern Standard Time on May 13, 2026Buy Or Sell Opportunity • Mar 23Now 22% overvaluedOver the last 90 days, the stock has fallen 4.4% to US$141. The fair value is estimated to be US$115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.Recent Insider Transactions • Feb 08Independent Director recently bought US$389k worth of stockOn the 5th of February, James Faulconbridge bought around 3k shares on-market at roughly US$130 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$589k more in shares than they have sold in the last 12 months.Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.1% to US$134. The fair value is estimated to be US$112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$129, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Chemicals industry in the US. Total returns to shareholders of 222% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$108 per share.Recent Insider Transactions Derivative • Feb 03Executive Officer notifies of intention to sell stockRichard Erstad intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$130, it would amount to US$454k. Since March 2025, Richard's direct individual holding has increased from 62.75k shares to 67.23k. There has only been one transaction (US$201k purchase) from insiders over the last 12 months.お知らせ • Feb 03Hawkins, Inc. Announces Milestone for Its Watersurplus Nanostack™? MembranesHawkins, Inc. 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 NanoStack coated membranes at GWRS, the world's advanced water purification system for potable water reuse. This quantity represents one full reverse osmosis train, treating approximately 5 million gallons of water per day for indirect potable reuse. Pilot testing data demonstrated that NanoStack technology significantly improved fouling resistance, cutting clean-in-place requirements by more than half, and reducing RO energy consumption by more than 15%. Given that energy is one of the largest operating costs for advanced water treatment facilities, these savings are estimated to enable a payment period of less than two years, according to WaterSurplus' Chief Technology Officer, Dr. Dileep Aggnihotri. NanoStack is an NSF/ANSI/CAN 61-certified hydrophilic membrane surface modification that is applied to finished RO membrane elements. This advanced coating enhances membrane durability and performance, helping customers across industries achieve more reliable long-term operation with lower lifecycle costs.Declared Dividend • Feb 01Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 13th February 2026 Payment date: 27th February 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 18%.Reported Earnings • Jan 29Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.69 (down from US$0.72 in 3Q 2025). Revenue: US$244.1m (up 7.9% from 3Q 2025). Net income: US$14.3m (down 4.7% from 3Q 2025). Profit margin: 5.9% (down from 6.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 29Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026At its recent board meeting, the Board of Directors of Hawkins, Inc. 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.Seeking Alpha • Jan 29Hawkins Inc.: Long Runway Of Potential Acquisitions It Could Compound WellSummary 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お知らせ • Jan 14Hawkins, Inc. to Report Q3, 2026 Results on Jan 28, 2026Hawkins, Inc. announced that they will report Q3, 2026 results at 4:10 PM, US Eastern Standard Time on Jan 28, 2026お知らせ • Dec 19Hawkins, Inc. Announces Retirement of Richard G. Erstad as General Counsel and Secretary, Effective December 28, 2025Hawkins, Inc. announced that Richard G. Erstad, Vice President, General Counsel, and Secretary, informed the company of his intention to retire, having served in these roles at the company for 17 years. As one of the initial steps of a planned transition, Mr. Erstad is expected to cease to serve as an executive officer of the company effective December 28, 2025, the end of the third fiscal quarter. To ensure a smooth transition, he is expected to remain engaged as an employee of the company until May 2026.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$127, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 14x in the Chemicals industry in the US. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$99.30 per share.分析記事 • Nov 02Hawkins, Inc. Just Missed EPS By 13%: Here's What Analysts Think Will Happen NextIt's been a mediocre week for Hawkins, Inc. ( NASDAQ:HWKN ) shareholders, with the stock dropping 15% to US$142 in the...Declared Dividend • Nov 02Second quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 20%.Reported Earnings • Oct 30Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: US$1.09 (down from US$1.16 in 2Q 2025). Revenue: US$280.4m (up 14% from 2Q 2025). Net income: US$22.6m (down 6.3% from 2Q 2025). Profit margin: 8.1% (down from 9.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on November 28, 2025At its recent board meeting, the Board of Directors of Hawkins, Inc. declared a quarterly cash dividend of $0.19 per share, payable November 28, 2025, to shareholders of record at the close of business on November 14, 2025.分析記事 • Oct 20Getting In Cheap On Hawkins, Inc. (NASDAQ:HWKN) Is UnlikelyWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...お知らせ • Oct 15Hawkins, Inc. to Report Q2, 2026 Results on Oct 29, 2025Hawkins, Inc. announced that they will report Q2, 2026 results at 4:10 PM, US Eastern Standard Time on Oct 29, 2025Price Target Changed • Sep 16Price target increased by 12% to US$166Up from US$148, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$173. Stock is up 44% over the past year. The company is forecast to post earnings per share of US$4.37 for next year compared to US$4.05 last year.Buy Or Sell Opportunity • Aug 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 48% to US$177. The fair value is estimated to be US$147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Price Target Changed • Aug 04Price target increased by 10% to US$164Up from US$148, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$169. Stock is up 47% over the past year. The company is forecast to post earnings per share of US$4.34 for next year compared to US$4.05 last year.Declared Dividend • Aug 03First quarter dividend increased to US$0.19Dividend of US$0.19 is 5.6% higher than last year. Ex-date: 15th August 2025 Payment date: 29th August 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 19%.Reported Earnings • Jul 31First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.41 (up from US$1.39 in 1Q 2025). Revenue: US$293.3m (up 15% from 1Q 2025). Net income: US$29.2m (up 1.0% from 1Q 2025). Profit margin: 9.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 31Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025The Board of Directors of Hawkins, Inc. at its meeting on July 30, 2025, increased its quarterly cash dividend by 6% to $0.19 per share, payable August 29, 2025, to shareholders of record at the close of business on August 15, 2025.分析記事 • Jul 18Hawkins, Inc.'s (NASDAQ:HWKN) Business Is Yet to Catch Up With Its Share PriceHawkins, Inc.'s ( NASDAQ:HWKN ) price-to-earnings (or "P/E") ratio of 40.5x might make it look like a strong sell right...お知らせ • Jul 16Hawkins, Inc. to Report Q1, 2026 Results on Jul 30, 2025Hawkins, Inc. announced that they will report Q1, 2026 results at 4:10 PM, US Eastern Standard Time on Jul 30, 2025分析記事 • Jul 06We 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...Buy Or Sell Opportunity • Jun 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to US$144. The fair value is estimated to be US$120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.分析記事 • Jun 24Estimating 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...お知らせ • Jun 19Hawkins, Inc., Annual General Meeting, Jul 30, 2025Hawkins, Inc., Annual General Meeting, Jul 30, 2025.分析記事 • Jun 11At 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...Declared Dividend • May 18Fourth quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 30th May 2025 Payment date: 13th June 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 21%.分析記事 • May 17Here's What Analysts Are Forecasting For Hawkins, Inc. (NASDAQ:HWKN) After Its Yearly ResultsInvestors in Hawkins, Inc. ( NASDAQ:HWKN ) had a good week, as its shares rose 2.6% to close at US$123 following the...Reported Earnings • May 15Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$4.05 (up from US$3.61 in FY 2024). Revenue: US$974.4m (up 6.0% from FY 2024). Net income: US$84.3m (up 12% from FY 2024). Profit margin: 8.7% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on June 13, 2025The Board of Directors of Hawkins, Inc. at its meeting on May 14, 2025, declared a quarterly cash dividend of $0.18 per share, payable June 13, 2025, to shareholders of record at the close of business on May 30, 2025.分析記事 • May 06Hawkins (NASDAQ:HWKN) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Apr 30Hawkins, Inc. to Report Q4, 2025 Results on May 14, 2025Hawkins, Inc. announced that they will report Q4, 2025 results at 4:10 PM, US Eastern Standard Time on May 14, 2025Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$124, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Chemicals industry in the US. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$99.79 per share.Buy Or Sell Opportunity • Apr 14Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$124. The fair value is estimated to be US$99.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.Seeking Alpha • Mar 17Hawkins: Doing Fine, Still Too ExpensiveSummary 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 07Hawkins, Inc.'s (NASDAQ:HWKN) Share Price Not Quite Adding UpWhen 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 12Estimating 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...Declared Dividend • Feb 02Third quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 14th February 2025 Payment date: 28th February 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 19%.分析記事 • Jan 31Does 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...Reported Earnings • Jan 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.72 (up from US$0.72 in 3Q 2024). Revenue: US$226.2m (up 8.5% from 3Q 2024). Net income: US$15.0m (flat on 3Q 2024). Profit margin: 6.6% (down from 7.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on February 28, 2025The Board of Directors of Hawkins, Inc. at its meeting on January 29, 2025, declared a quarterly cash dividend of $0.18 per share, payable February 28, 2025, to shareholders of record at the close of business on February 14, 2025.お知らせ • Jan 15Hawkins, Inc. to Report Q3, 2025 Results on Jan 29, 2025Hawkins, Inc. announced that they will report Q3, 2025 results at 4:10 PM, US Eastern Standard Time on Jan 29, 2025分析記事 • Jan 15Does 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 03Hawkins' (NASDAQ:HWKN) Returns On Capital Are Heading HigherWhat 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 27Hawkins, Inc.'s (NASDAQ:HWKN) Price Is Out Of Tune With EarningsHawkins, Inc.'s ( NASDAQ:HWKN ) price-to-earnings (or "P/E") ratio of 35.1x might make it look like a strong sell right...Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$125, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Chemicals industry in the US. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$70.90 per share.Declared Dividend • Nov 03Second quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 18%.Reported Earnings • Nov 01Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$1.16 (up from US$1.11 in 2Q 2024). Revenue: US$247.0m (up 4.4% from 2Q 2024). Net income: US$24.1m (up 3.9% from 2Q 2024). Profit margin: 9.8% (in line with 2Q 2024). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31+ 1 more updateHawkins, Inc. (NasdaqGS:HWKN) acquired Waterguard, Inc.Hawkins, Inc. (NasdaqGS:HWKN) acquired Waterguard, Inc. on October 30, 2024. Water Guard team will join Hawkins family. Hawkins, Inc. (NasdaqGS:HWKN) completed the acquisition of Waterguard, Inc. on October 30, 2024.お知らせ • Oct 16Hawkins, Inc. to Report Q2, 2025 Results on Oct 30, 2024Hawkins, Inc. announced that they will report Q2, 2025 results at 4:10 PM, US Eastern Standard Time on Oct 30, 2024分析記事 • Oct 14Does 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 01Hawkins (NASDAQ:HWKN) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Seeking Alpha • Sep 30Hawkins: Runaway Momentum For This Impressive PerformerSummary 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 04These 4 Measures Indicate That Hawkins (NASDAQ:HWKN) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Aug 07Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$3.67 to US$4.14. Revenue forecast steady at US$988.7m. Net income forecast to grow 8.6% next year vs 38% growth forecast for Chemicals industry in the US. Consensus price target up from US$96.50 to US$123. Share price rose 15% to US$119 over the past week.Declared Dividend • Aug 04First quarter dividend increased to US$0.18Dividend of US$0.18 is 13% higher than last year. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 13%.分析記事 • Aug 03Hawkins, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders 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 02Hawkins, Inc.'s (NASDAQ:HWKN) Shares Climb 37% But Its Business Is Yet to Catch UpDespite an already strong run, Hawkins, Inc. ( NASDAQ:HWKN ) shares have been powering on, with a gain of 37% in the...Reported Earnings • Aug 01First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$1.39 (up from US$1.12 in 1Q 2024). Revenue: US$255.9m (up 1.9% from 1Q 2024). Net income: US$28.9m (up 23% from 1Q 2024). Profit margin: 11% (up from 9.3% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01Hawkins, Inc. Increases Its Quarterly Cash Dividend, Payable on August 30, 2024The Board of Directors of Hawkins, Inc. at its meeting on July 31, 2024, increased its quarterly cash dividend by 13% to $0.18 per share, payable August 30, 2024, to shareholders of record at the close of business on August 16, 2024.お知らせ • Jul 17Hawkins, Inc. to Report Q1, 2025 Results on Jul 31, 2024Hawkins, Inc. announced that they will report Q1, 2025 results at 4:10 PM, US Eastern Standard Time on Jul 31, 2024Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$108, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Chemicals industry in the US. Total returns to shareholders of 259% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.25 per share.Seeking Alpha • Jul 15Hawkins: Management Redeploying Capital At An Advantage, Initiate BuySummary 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 29Should 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...お知らせ • Jun 22Hawkins, Inc., Annual General Meeting, Jul 31, 2024Hawkins, Inc., Annual General Meeting, Jul 31, 2024.Recent Insider Transactions • Jun 13Independent Director recently bought US$289k worth of stockOn the 7th of June, James Faulconbridge bought around 3k shares on-market at roughly US$87.55 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$453k more in shares than they have sold in the last 12 months.分析記事 • Jun 05Hawkins (NASDAQ:HWKN) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...お知らせ • Jun 05Hawkins, Inc. (NasdaqGS:HWKN) acquired Assets of Intercoastal Trading Inc.Hawkins, Inc. (NasdaqGS:HWKN) acquired Assets of Intercoastal Trading Inc. on June 3, 2024.Hawkins, Inc. (NasdaqGS:HWKN) completed the acquisition of Assets of Intercoastal Trading Inc. on June 3, 2024.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$88.68, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Chemicals industry in the US. Total returns to shareholders of 185% over the past three years.Declared Dividend • May 19Fourth quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 11%.Reported Earnings • May 16Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$3.61 (up from US$2.88 in FY 2023). Revenue: US$919.2m (down 1.7% from FY 2023). Net income: US$75.4m (up 26% from FY 2023). Profit margin: 8.2% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 16Hawkins, Inc. Declares Quarterly Cash Dividend, Payable June 14, 2024The Board of Directors of Hawkins, Inc., at its meeting on May 15, 2024, declared a quarterly cash dividend of $0.16 per share payable June 14, 2024, to shareholders of record at the close of business on May 31, 2024.お知らせ • May 03Hawkins, Inc. to Report Q4, 2024 Results on May 15, 2024Hawkins, Inc. announced that they will report Q4, 2024 results at 4:10 PM, US Eastern Standard Time on May 15, 2024分析記事 • Apr 25We Think Hawkins (NASDAQ:HWKN) Can Stay On Top Of Its DebtThe 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 18Should 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...Upcoming Dividend • Feb 08Upcoming dividend of US$0.16 per share at 1.0% yieldEligible shareholders must have bought the stock before 15 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.1%).Declared Dividend • Feb 04Third quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 15th February 2024 Payment date: 1st March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 2.8% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.72 (up from US$0.52 in 3Q 2023). Revenue: US$208.5m (down 4.9% from 3Q 2023). Net income: US$14.9m (up 39% from 3Q 2023). Profit margin: 7.1% (up from 4.9% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 01Hawkins, Inc. Increases Quarterly Cash Dividend, Payable on March 1, 2024The Board of Directors of Hawkins, Inc., at its meeting on January 31, 2024, declared a quarterly cash dividend of $0.16 per share payable March 1, 2024, to shareholders of record at the close of business on February 16, 2024.分析記事 • Jan 24Hawkins, Inc. (NASDAQ:HWKN) Investors Are Less Pessimistic Than ExpectedWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...お知らせ • Jan 18Hawkins, Inc. to Report Q3, 2024 Results on Jan 31, 2024Hawkins, Inc. announced that they will report Q3, 2024 results at 4:10 PM, US Eastern Standard Time on Jan 31, 2024分析記事 • Jan 04Hawkins (NASDAQ:HWKN) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 13Hawkins (NASDAQ:HWKN) Is Achieving High Returns On Its CapitalTo 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 10Hawkins' (NASDAQ:HWKN) Dividend Will Be Increased To $0.16Hawkins, Inc. ( NASDAQ:HWKN ) has announced that it will be increasing its dividend from last year's comparable payment...Upcoming Dividend • Nov 09Upcoming dividend of US$0.16 per share at 1.1% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (2.2%).Reported Earnings • Nov 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$1.11 (up from US$0.86 in 2Q 2023). Revenue: US$236.5m (down 1.9% from 2Q 2023). Net income: US$23.2m (up 29% from 2Q 2023). Profit margin: 9.8% (up from 7.5% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 9.7%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Jeff Spethmann was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.収支内訳Hawkins の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:HWKN 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費29 Mar 261,08482109028 Dec 251,06382120028 Sep 251,04583121029 Jun 251,01285113030 Mar 259748492029 Dec 2495282103029 Sep 2493482100030 Jun 249248195031 Mar 249197581031 Dec 239247381001 Oct 239356979002 Jul 239406478002 Apr 239356077001 Jan 239305981002 Oct 228985880003 Jul 228405577003 Apr 227755275026 Dec 217155073026 Sep 216704871027 Jun 216354670028 Mar 215974168027 Dec 205663764027 Sep 205443361028 Jun 205363059029 Mar 205402859029 Dec 195412759029 Sep 195492759030 Jun 195542559031 Mar 195562459030 Dec 18550-1759030 Sep 18540-459001 Jul 18520-659001 Apr 18504-959031 Dec 174963254001 Oct 174901955002 Jul 174862155002 Apr 174842359001 Jan 174942359002 Oct 164712054003 Jul 164441950003 Apr 164141845027 Dec 153781740027 Sep 153732039028 Jun 1536720370質の高い収益: HWKNは 高品質の収益 を持っています。利益率の向上: HWKNの現在の純利益率 (7.5%)は、昨年(8.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: HWKNの収益は過去 5 年間で年間13.9%増加しました。成長の加速: HWKNは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: HWKNは過去 1 年間で収益成長率がマイナス ( -3.3% ) となったため、 Chemicals業界平均 ( -3% ) と比較することが困難です。株主資本利益率高いROE: HWKNの 自己資本利益率 ( 15.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/15 02:22終値2026/05/15 00:00収益2026/03/29年間収益2026/03/29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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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やYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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. 3 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 アナリスト機関Hamed KhorsandBWS Financial Inc.Jonathan TanwantengCJS Securities, Inc.Justin AgesCJS Securities, Inc.3 その他のアナリストを表示
Reported Earnings • May 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: US$3.93 (down from US$4.05 in FY 2025). Revenue: US$1.08b (up 11% from FY 2025). Net income: US$81.5m (down 3.3% from FY 2025). Profit margin: 7.5% (down from 8.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29Hawkins, Inc. to Report Q4, 2026 Results on May 13, 2026Hawkins, Inc. announced that they will report Q4, 2026 results at 4:10 PM, US Eastern Standard Time on May 13, 2026
Reported Earnings • Jan 29Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.69 (down from US$0.72 in 3Q 2025). Revenue: US$244.1m (up 7.9% from 3Q 2025). Net income: US$14.3m (down 4.7% from 3Q 2025). Profit margin: 5.9% (down from 6.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 14Hawkins, Inc. to Report Q3, 2026 Results on Jan 28, 2026Hawkins, Inc. announced that they will report Q3, 2026 results at 4:10 PM, US Eastern Standard Time on Jan 28, 2026
Reported Earnings • Oct 30Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: US$1.09 (down from US$1.16 in 2Q 2025). Revenue: US$280.4m (up 14% from 2Q 2025). Net income: US$22.6m (down 6.3% from 2Q 2025). Profit margin: 8.1% (down from 9.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 15Hawkins, Inc. to Report Q2, 2026 Results on Oct 29, 2025Hawkins, Inc. announced that they will report Q2, 2026 results at 4:10 PM, US Eastern Standard Time on Oct 29, 2025
Reported Earnings • May 14Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: US$3.93 (down from US$4.05 in FY 2025). Revenue: US$1.08b (up 11% from FY 2025). Net income: US$81.5m (down 3.3% from FY 2025). Profit margin: 7.5% (down from 8.7% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2026The Board of Directors of Hawkins, Inc. at its meeting on May 13, 2026, declared a quarterly cash dividend of $0.19 per share, payable June 12, 2026, to shareholders of record at the close of business on May 29, 2026.
ライブニュース • May 14Hawkins Reports Record Sales With Water Treatment Growth and Eyes Lower Leverage for 2027Hawkins reported record fourth quarter sales for fiscal 2026, with performance supported by 16% growth in its Water Treatment segment. The company completed six acquisitions during fiscal 2026, largely focused on expanding its Water Treatment operations. Management signaled expectations for revenue and operating income growth across all segments in fiscal 2027 and is targeting a leverage ratio of about 1x adjusted EBITDA by year-end. The focus on Water Treatment, both through organic growth and acquisitions, points to this segment becoming an increasingly important driver within Hawkins’ overall business mix. For you as an investor, the plan to reduce leverage to around 1x adjusted EBITDA may be worth tracking, since it speaks to how much balance sheet flexibility the company could have for future investments or downturns.
お知らせ • Apr 29Hawkins, Inc. to Report Q4, 2026 Results on May 13, 2026Hawkins, Inc. announced that they will report Q4, 2026 results at 4:10 PM, US Eastern Standard Time on May 13, 2026
Buy Or Sell Opportunity • Mar 23Now 22% overvaluedOver the last 90 days, the stock has fallen 4.4% to US$141. The fair value is estimated to be US$115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
Recent Insider Transactions • Feb 08Independent Director recently bought US$389k worth of stockOn the 5th of February, James Faulconbridge bought around 3k shares on-market at roughly US$130 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$589k more in shares than they have sold in the last 12 months.
Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.1% to US$134. The fair value is estimated to be US$112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$129, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Chemicals industry in the US. Total returns to shareholders of 222% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$108 per share.
Recent Insider Transactions Derivative • Feb 03Executive Officer notifies of intention to sell stockRichard Erstad intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$130, it would amount to US$454k. Since March 2025, Richard's direct individual holding has increased from 62.75k shares to 67.23k. There has only been one transaction (US$201k purchase) from insiders over the last 12 months.
お知らせ • Feb 03Hawkins, Inc. Announces Milestone for Its Watersurplus Nanostack™? MembranesHawkins, Inc. 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 NanoStack coated membranes at GWRS, the world's advanced water purification system for potable water reuse. This quantity represents one full reverse osmosis train, treating approximately 5 million gallons of water per day for indirect potable reuse. Pilot testing data demonstrated that NanoStack technology significantly improved fouling resistance, cutting clean-in-place requirements by more than half, and reducing RO energy consumption by more than 15%. Given that energy is one of the largest operating costs for advanced water treatment facilities, these savings are estimated to enable a payment period of less than two years, according to WaterSurplus' Chief Technology Officer, Dr. Dileep Aggnihotri. NanoStack is an NSF/ANSI/CAN 61-certified hydrophilic membrane surface modification that is applied to finished RO membrane elements. This advanced coating enhances membrane durability and performance, helping customers across industries achieve more reliable long-term operation with lower lifecycle costs.
Declared Dividend • Feb 01Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 13th February 2026 Payment date: 27th February 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 19%. Cash payout ratio: 18%.
Reported Earnings • Jan 29Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: US$0.69 (down from US$0.72 in 3Q 2025). Revenue: US$244.1m (up 7.9% from 3Q 2025). Net income: US$14.3m (down 4.7% from 3Q 2025). Profit margin: 5.9% (down from 6.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 7.3%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 29Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on February 27, 2026At its recent board meeting, the Board of Directors of Hawkins, Inc. 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.
Seeking Alpha • Jan 29Hawkins Inc.: Long Runway Of Potential Acquisitions It Could Compound WellSummary 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
お知らせ • Jan 14Hawkins, Inc. to Report Q3, 2026 Results on Jan 28, 2026Hawkins, Inc. announced that they will report Q3, 2026 results at 4:10 PM, US Eastern Standard Time on Jan 28, 2026
お知らせ • Dec 19Hawkins, Inc. Announces Retirement of Richard G. Erstad as General Counsel and Secretary, Effective December 28, 2025Hawkins, Inc. announced that Richard G. Erstad, Vice President, General Counsel, and Secretary, informed the company of his intention to retire, having served in these roles at the company for 17 years. As one of the initial steps of a planned transition, Mr. Erstad is expected to cease to serve as an executive officer of the company effective December 28, 2025, the end of the third fiscal quarter. To ensure a smooth transition, he is expected to remain engaged as an employee of the company until May 2026.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$127, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 14x in the Chemicals industry in the US. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$99.30 per share.
分析記事 • Nov 02Hawkins, Inc. Just Missed EPS By 13%: Here's What Analysts Think Will Happen NextIt's been a mediocre week for Hawkins, Inc. ( NASDAQ:HWKN ) shareholders, with the stock dropping 15% to US$142 in the...
Declared Dividend • Nov 02Second quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 14th November 2025 Payment date: 28th November 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 20%.
Reported Earnings • Oct 30Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: US$1.09 (down from US$1.16 in 2Q 2025). Revenue: US$280.4m (up 14% from 2Q 2025). Net income: US$22.6m (down 6.3% from 2Q 2025). Profit margin: 8.1% (down from 9.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on November 28, 2025At its recent board meeting, the Board of Directors of Hawkins, Inc. declared a quarterly cash dividend of $0.19 per share, payable November 28, 2025, to shareholders of record at the close of business on November 14, 2025.
分析記事 • Oct 20Getting In Cheap On Hawkins, Inc. (NASDAQ:HWKN) Is UnlikelyWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
お知らせ • Oct 15Hawkins, Inc. to Report Q2, 2026 Results on Oct 29, 2025Hawkins, Inc. announced that they will report Q2, 2026 results at 4:10 PM, US Eastern Standard Time on Oct 29, 2025
Price Target Changed • Sep 16Price target increased by 12% to US$166Up from US$148, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$173. Stock is up 44% over the past year. The company is forecast to post earnings per share of US$4.37 for next year compared to US$4.05 last year.
Buy Or Sell Opportunity • Aug 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 48% to US$177. The fair value is estimated to be US$147, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Price Target Changed • Aug 04Price target increased by 10% to US$164Up from US$148, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$169. Stock is up 47% over the past year. The company is forecast to post earnings per share of US$4.34 for next year compared to US$4.05 last year.
Declared Dividend • Aug 03First quarter dividend increased to US$0.19Dividend of US$0.19 is 5.6% higher than last year. Ex-date: 15th August 2025 Payment date: 29th August 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 19%.
Reported Earnings • Jul 31First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$1.41 (up from US$1.39 in 1Q 2025). Revenue: US$293.3m (up 15% from 1Q 2025). Net income: US$29.2m (up 1.0% from 1Q 2025). Profit margin: 9.9% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 31Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on August 29, 2025The Board of Directors of Hawkins, Inc. at its meeting on July 30, 2025, increased its quarterly cash dividend by 6% to $0.19 per share, payable August 29, 2025, to shareholders of record at the close of business on August 15, 2025.
分析記事 • Jul 18Hawkins, Inc.'s (NASDAQ:HWKN) Business Is Yet to Catch Up With Its Share PriceHawkins, Inc.'s ( NASDAQ:HWKN ) price-to-earnings (or "P/E") ratio of 40.5x might make it look like a strong sell right...
お知らせ • Jul 16Hawkins, Inc. to Report Q1, 2026 Results on Jul 30, 2025Hawkins, Inc. announced that they will report Q1, 2026 results at 4:10 PM, US Eastern Standard Time on Jul 30, 2025
分析記事 • Jul 06We 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...
Buy Or Sell Opportunity • Jun 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to US$144. The fair value is estimated to be US$120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
分析記事 • Jun 24Estimating 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...
お知らせ • Jun 19Hawkins, Inc., Annual General Meeting, Jul 30, 2025Hawkins, Inc., Annual General Meeting, Jul 30, 2025.
分析記事 • Jun 11At 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...
Declared Dividend • May 18Fourth quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 30th May 2025 Payment date: 13th June 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 21%.
分析記事 • May 17Here's What Analysts Are Forecasting For Hawkins, Inc. (NASDAQ:HWKN) After Its Yearly ResultsInvestors in Hawkins, Inc. ( NASDAQ:HWKN ) had a good week, as its shares rose 2.6% to close at US$123 following the...
Reported Earnings • May 15Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: US$4.05 (up from US$3.61 in FY 2024). Revenue: US$974.4m (up 6.0% from FY 2024). Net income: US$84.3m (up 12% from FY 2024). Profit margin: 8.7% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on June 13, 2025The Board of Directors of Hawkins, Inc. at its meeting on May 14, 2025, declared a quarterly cash dividend of $0.18 per share, payable June 13, 2025, to shareholders of record at the close of business on May 30, 2025.
分析記事 • May 06Hawkins (NASDAQ:HWKN) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Apr 30Hawkins, Inc. to Report Q4, 2025 Results on May 14, 2025Hawkins, Inc. announced that they will report Q4, 2025 results at 4:10 PM, US Eastern Standard Time on May 14, 2025
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$124, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Chemicals industry in the US. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$99.79 per share.
Buy Or Sell Opportunity • Apr 14Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$124. The fair value is estimated to be US$99.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
Seeking Alpha • Mar 17Hawkins: Doing Fine, Still Too ExpensiveSummary 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 07Hawkins, Inc.'s (NASDAQ:HWKN) Share Price Not Quite Adding UpWhen 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 12Estimating 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...
Declared Dividend • Feb 02Third quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 14th February 2025 Payment date: 28th February 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 19%.
分析記事 • Jan 31Does 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...
Reported Earnings • Jan 30Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.72 (up from US$0.72 in 3Q 2024). Revenue: US$226.2m (up 8.5% from 3Q 2024). Net income: US$15.0m (flat on 3Q 2024). Profit margin: 6.6% (down from 7.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.2%. Earnings per share (EPS) missed analyst estimates by 7.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Hawkins, Inc. Declares Quarterly Cash Dividend, Payable on February 28, 2025The Board of Directors of Hawkins, Inc. at its meeting on January 29, 2025, declared a quarterly cash dividend of $0.18 per share, payable February 28, 2025, to shareholders of record at the close of business on February 14, 2025.
お知らせ • Jan 15Hawkins, Inc. to Report Q3, 2025 Results on Jan 29, 2025Hawkins, Inc. announced that they will report Q3, 2025 results at 4:10 PM, US Eastern Standard Time on Jan 29, 2025
分析記事 • Jan 15Does 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 03Hawkins' (NASDAQ:HWKN) Returns On Capital Are Heading HigherWhat 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 27Hawkins, Inc.'s (NASDAQ:HWKN) Price Is Out Of Tune With EarningsHawkins, Inc.'s ( NASDAQ:HWKN ) price-to-earnings (or "P/E") ratio of 35.1x might make it look like a strong sell right...
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$125, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 19x in the Chemicals industry in the US. Total returns to shareholders of 249% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$70.90 per share.
Declared Dividend • Nov 03Second quarter dividend of US$0.18 announcedShareholders will receive a dividend of US$0.18. Ex-date: 15th November 2024 Payment date: 29th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 18%.
Reported Earnings • Nov 01Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$1.16 (up from US$1.11 in 2Q 2024). Revenue: US$247.0m (up 4.4% from 2Q 2024). Net income: US$24.1m (up 3.9% from 2Q 2024). Profit margin: 9.8% (in line with 2Q 2024). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31+ 1 more updateHawkins, Inc. (NasdaqGS:HWKN) acquired Waterguard, Inc.Hawkins, Inc. (NasdaqGS:HWKN) acquired Waterguard, Inc. on October 30, 2024. Water Guard team will join Hawkins family. Hawkins, Inc. (NasdaqGS:HWKN) completed the acquisition of Waterguard, Inc. on October 30, 2024.
お知らせ • Oct 16Hawkins, Inc. to Report Q2, 2025 Results on Oct 30, 2024Hawkins, Inc. announced that they will report Q2, 2025 results at 4:10 PM, US Eastern Standard Time on Oct 30, 2024
分析記事 • Oct 14Does 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 01Hawkins (NASDAQ:HWKN) Is Experiencing Growth In Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha • Sep 30Hawkins: Runaway Momentum For This Impressive PerformerSummary 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 04These 4 Measures Indicate That Hawkins (NASDAQ:HWKN) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$3.67 to US$4.14. Revenue forecast steady at US$988.7m. Net income forecast to grow 8.6% next year vs 38% growth forecast for Chemicals industry in the US. Consensus price target up from US$96.50 to US$123. Share price rose 15% to US$119 over the past week.
Declared Dividend • Aug 04First quarter dividend increased to US$0.18Dividend of US$0.18 is 13% higher than last year. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 13%.
分析記事 • Aug 03Hawkins, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsShareholders 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 02Hawkins, Inc.'s (NASDAQ:HWKN) Shares Climb 37% But Its Business Is Yet to Catch UpDespite an already strong run, Hawkins, Inc. ( NASDAQ:HWKN ) shares have been powering on, with a gain of 37% in the...
Reported Earnings • Aug 01First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$1.39 (up from US$1.12 in 1Q 2024). Revenue: US$255.9m (up 1.9% from 1Q 2024). Net income: US$28.9m (up 23% from 1Q 2024). Profit margin: 11% (up from 9.3% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01Hawkins, Inc. Increases Its Quarterly Cash Dividend, Payable on August 30, 2024The Board of Directors of Hawkins, Inc. at its meeting on July 31, 2024, increased its quarterly cash dividend by 13% to $0.18 per share, payable August 30, 2024, to shareholders of record at the close of business on August 16, 2024.
お知らせ • Jul 17Hawkins, Inc. to Report Q1, 2025 Results on Jul 31, 2024Hawkins, Inc. announced that they will report Q1, 2025 results at 4:10 PM, US Eastern Standard Time on Jul 31, 2024
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$108, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Chemicals industry in the US. Total returns to shareholders of 259% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.25 per share.
Seeking Alpha • Jul 15Hawkins: Management Redeploying Capital At An Advantage, Initiate BuySummary 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 29Should 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...
お知らせ • Jun 22Hawkins, Inc., Annual General Meeting, Jul 31, 2024Hawkins, Inc., Annual General Meeting, Jul 31, 2024.
Recent Insider Transactions • Jun 13Independent Director recently bought US$289k worth of stockOn the 7th of June, James Faulconbridge bought around 3k shares on-market at roughly US$87.55 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$453k more in shares than they have sold in the last 12 months.
分析記事 • Jun 05Hawkins (NASDAQ:HWKN) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
お知らせ • Jun 05Hawkins, Inc. (NasdaqGS:HWKN) acquired Assets of Intercoastal Trading Inc.Hawkins, Inc. (NasdaqGS:HWKN) acquired Assets of Intercoastal Trading Inc. on June 3, 2024.Hawkins, Inc. (NasdaqGS:HWKN) completed the acquisition of Assets of Intercoastal Trading Inc. on June 3, 2024.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$88.68, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the Chemicals industry in the US. Total returns to shareholders of 185% over the past three years.
Declared Dividend • May 19Fourth quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 11%.
Reported Earnings • May 16Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: US$3.61 (up from US$2.88 in FY 2023). Revenue: US$919.2m (down 1.7% from FY 2023). Net income: US$75.4m (up 26% from FY 2023). Profit margin: 8.2% (up from 6.4% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 16Hawkins, Inc. Declares Quarterly Cash Dividend, Payable June 14, 2024The Board of Directors of Hawkins, Inc., at its meeting on May 15, 2024, declared a quarterly cash dividend of $0.16 per share payable June 14, 2024, to shareholders of record at the close of business on May 31, 2024.
お知らせ • May 03Hawkins, Inc. to Report Q4, 2024 Results on May 15, 2024Hawkins, Inc. announced that they will report Q4, 2024 results at 4:10 PM, US Eastern Standard Time on May 15, 2024
分析記事 • Apr 25We Think Hawkins (NASDAQ:HWKN) Can Stay On Top Of Its DebtThe 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 18Should 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...
Upcoming Dividend • Feb 08Upcoming dividend of US$0.16 per share at 1.0% yieldEligible shareholders must have bought the stock before 15 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.1%).
Declared Dividend • Feb 04Third quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 15th February 2024 Payment date: 1st March 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 2.8% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 01Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$0.72 (up from US$0.52 in 3Q 2023). Revenue: US$208.5m (down 4.9% from 3Q 2023). Net income: US$14.9m (up 39% from 3Q 2023). Profit margin: 7.1% (up from 4.9% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.8%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 01Hawkins, Inc. Increases Quarterly Cash Dividend, Payable on March 1, 2024The Board of Directors of Hawkins, Inc., at its meeting on January 31, 2024, declared a quarterly cash dividend of $0.16 per share payable March 1, 2024, to shareholders of record at the close of business on February 16, 2024.
分析記事 • Jan 24Hawkins, Inc. (NASDAQ:HWKN) Investors Are Less Pessimistic Than ExpectedWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
お知らせ • Jan 18Hawkins, Inc. to Report Q3, 2024 Results on Jan 31, 2024Hawkins, Inc. announced that they will report Q3, 2024 results at 4:10 PM, US Eastern Standard Time on Jan 31, 2024
分析記事 • Jan 04Hawkins (NASDAQ:HWKN) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 13Hawkins (NASDAQ:HWKN) Is Achieving High Returns On Its CapitalTo 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 10Hawkins' (NASDAQ:HWKN) Dividend Will Be Increased To $0.16Hawkins, Inc. ( NASDAQ:HWKN ) has announced that it will be increasing its dividend from last year's comparable payment...
Upcoming Dividend • Nov 09Upcoming dividend of US$0.16 per share at 1.1% yieldEligible shareholders must have bought the stock before 16 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (5.1%). Lower than average of industry peers (2.2%).
Reported Earnings • Nov 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$1.11 (up from US$0.86 in 2Q 2023). Revenue: US$236.5m (down 1.9% from 2Q 2023). Net income: US$23.2m (up 29% from 2Q 2023). Profit margin: 9.8% (up from 7.5% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 9.7%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Jeff Spethmann was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.