Hawkins, Inc. (HWKN)
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-09-04
$129.13-0.15%
Close 2026-09-04 · 1-day change
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · HWKN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-09-04.
The screen ranks HWKN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 61% of the time over the next year (vs 47% for the rest of the cohort, n=1943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow revenue and operating income across Water Treatment, Food & Health Sciences, and Industrial Solutions segments.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $265.9 million in 2026-Q1 to a record $315.7 million in 2026-Q2, driven by growth in all three segments including Water Treatment (+6%), Food & Health Sciences (+9%), and Industrial Solutions (+10%). Management's trajectory is delivering with clear segment growth and record revenue.
“Our record revenue of $315.7 million was the result of all three reporting segments growing year over year.”
“Looking ahead to fiscal 2027, we are well positioned to grow revenue and operating income in each of our business segments and expect EPS to grow as well.”
Continue acquisitions primarily in Water Treatment to accelerate growth and expand product portfolio.
Stated as a priority in 2 of last 2 quarters. Fiscal 2026 Water Treatment sales grew 22% to $543.3 million, driven by acquisitions totaling $167.1 million. Recent acquisition of Aqua-Chem in 2026-Q2 continues this strategy. Management is delivering on disciplined M&A focused on Water Treatment growth.
“We continued to execute on our Water Treatment growth strategy with the purchase of Aqua-Chem, Inc.”
Generate strong free cash flow to fund growth investments, pay dividends, repurchase shares, and reduce debt leverage ratio.
Stated as a priority in 2 of last 2 quarters. Free cash flow increased from $17.9 million in 2025-Q2 to $23.5 million in 2026-Q2, supporting $7.0 million stock repurchases and $4.0 million dividends. Leverage ratio slightly improved from 1.37x to 1.36x adjusted EBITDA. Management is delivering on strong cash flow and leverage reduction.
The company is undergoing a realignment of its reporting segments, as indicated by recent executive changes.
The company aims to maintain stable revenue growth across its business segments.
Over the trailing year it converted 1.25x of net income into operating cash flow. Historically, Materials names rated neutral grew net income 49% of the time over the next year (vs 50% for the rest of the cohort, n=1862).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated stable grew net income 51% of the time over the next year (vs 50% for the rest of the cohort, n=709).
Not investment advice. As of 2026-09-04.
“We have completed 17 acquisitions over the last five years, most focused on Water Treatment segment growth.”
“Free cash flow increased over 30% to $23.5 million, allocated to repurchasing $7.0 million of stock, paying $4.0 million in dividends, and acquiring Aqua-Chem.”
“We expect to continue to generate strong operating cash flow and pay down debt during fiscal 2027.”