Hawkins, Inc.

NasdaqGS:HWKN Voorraadrapport

Marktkapitalisatie: US$3.5b

Hawkins Beheer

Beheer criteriumcontroles 3/4

De CEO Hawkins is Patrick Hawkins, benoemd in Mar2010, heeft een ambtstermijn van 16.17 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 3.15M, bestaande uit 22.2% salaris en 77.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.58% van de aandelen van het bedrijf, ter waarde $ 55.31M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 8.3 jaar en 14.4 jaar.

Belangrijke informatie

Patrick Hawkins

Algemeen directeur

US$3.2m

Totale compensatie

Percentage CEO-salaris22.21%
Dienstverband CEO16.2yrs
Eigendom CEO1.6%
Management gemiddelde ambtstermijn8.3yrs
Gemiddelde ambtstermijn bestuur14.4yrs

Recente managementupdates

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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...
Analyse-artikel 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...

Analyse CEO-vergoeding

Hoe is Patrick Hawkins's beloning veranderd ten opzichte van Hawkins's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 3.15M ) Patrick } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.08M ).

Compensatie versus inkomsten: De vergoeding van Patrick is het afgelopen jaar met meer dan 20% gestegen.


CEO

Patrick Hawkins (54 yo)

16.2yrs
Tenure
US$3,151,261
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Patrick Hawkins
CEO, President & Director16.2yrsUS$3.15m1.58%
$ 55.3m
Jeffrey Oldenkamp
Executive VP8.9yrsUS$2.21m0.46%
$ 16.0m
Drew Grahek
Vice President of Operations7.7yrsUS$1.08m0.17%
$ 5.9m
Richard Erstad
Executive Officerless than a yearUS$967.61k0.32%
$ 11.2m
Daniel Stauber
Director8.3yrsUS$99.95k0.17%
$ 5.8m
Paul Siler
Corporate Controller13.3yrsgeen gegevensgeen gegevens
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
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van HWKN is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8.3 jaar).


Bestuursleden

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

Ervaren bestuur: De raad van bestuur van HWKN zijn ervaren en ervaren (gemiddelde ambtstermijn van 14.4 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/11 03:10
Aandelenkoers aan het einde van de dag2026/05/11 00:00
Inkomsten2025/12/28
Jaarlijkse inkomsten2025/03/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Hawkins, Inc. wordt gevolgd door 6 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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