Hawkins, Inc.

NasdaqGS:HWKN Aktierapport

Börsvärde: US$3.3b

Hawkins Förvaltning

Förvaltning kriterier kontrolleras 3/4

Hawkins VD är Patrick Hawkins, utsedd i Mar 2010, har en mandatperiod på 16.17 år. totala årliga ersättningen är $ 3.15M, bestående av 22.2% lön 77.8% bonusar, inklusive företagsaktier och optioner. äger direkt 1.58% av företagets aktier, värda $ 52.52M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 8 år respektive 14.4 år.

Viktig information

Patrick Hawkins

Verkställande direktör

US$3.2m

Total ersättning

VD-lön i procent22.21%
Anställning som VD16.2yrs
Ägande av VD1.6%
Ledningens genomsnittliga anställningstid8yrs
Styrelsens genomsnittliga mandatperiod14.4yrs

Senaste uppdateringar av ledningen

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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Patrick Hawkins:s ersättning förändrats jämfört med Hawkins:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 29 2026n/an/a

US$82m

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

Ersättning vs marknad: Patrick s total kompensation ($USD 3.15M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 7.01M ).

Ersättning vs inkomst: Ersättningen för Patrick har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Patrick Hawkins (54 yo)

16.2yrs
Anställning
US$3,151,261
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Patrick Hawkins
CEO, President & Director16.2yrsUS$3.15m1.58%
$ 52.5m
Jeffrey Oldenkamp
Executive VP8.9yrsUS$2.21m0.46%
$ 15.2m
Drew Grahek
Vice President of Operations7.7yrsUS$1.08m0.17%
$ 5.6m
Richard Erstad
Executive Officerless than a yearUS$967.61k0.32%
$ 10.7m
Daniel Stauber
Director8.3yrsUS$99.95k0.17%
$ 5.5m
Daniel Louismet
Vice President of General Counsel & Secretaryless than a yearinga uppgifteringa uppgifter
Paul Siler
Corporate Controller13.3yrsinga uppgifteringa uppgifter
David Mangine
Vice President of Industrial Group5.3yrsUS$795.15k0.17%
$ 5.7m
Douglas Lange
Vice President of Water Treatment Groupno dataUS$852.43k0.13%
$ 4.3m
8.0yrs
Genomsnittlig anställningstid
54.5yo
Genomsnittlig ålder

Erfaren ledning: HWKN s ledningsgrupp är erfaren och erfaren ( 8 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Patrick Hawkins
CEO, President & Director15.2yrsUS$3.15m1.58%
$ 52.5m
Daniel Stauber
Director10.3yrsUS$99.95k0.17%
$ 5.5m
Jeffrey Wright
Independent Director17.2yrsUS$208.95k0.20%
$ 6.7m
James Thompson
Independent Chairman of the Board17.2yrsUS$265.95k0.18%
$ 6.1m
Mary Schumacher
Independent Director13.6yrsUS$203.95k0.13%
$ 4.2m
James Faulconbridge
Independent Director19.5yrsUS$192.95k0.25%
$ 8.3m
Jeffrey Spethmann
Independent Director4.6yrsUS$177.95k0.028%
$ 938.2k
Yi Tang
Independent Director5.6yrsUS$177.95k0.038%
$ 1.3m
14.4yrs
Genomsnittlig anställningstid
61.5yo
Genomsnittlig ålder

Erfaren styrelse: HWKN s styrelse är rutinerade och erfaren ( 14.4 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/16 05:08
Aktiekurs vid dagens slut2026/05/15 00:00
Intäkter2026/03/29
Årlig intjäning2026/03/29

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Hawkins, Inc. bevakas av 6 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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