HAWKINS INC — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Hawkins reported Q1 FY2027 revenue of $315.7M (up 8% YoY), record gross profit of $74.0M, and net income of $28.3M ($1.35 diluted EPS, down from $1.40). All three segments grew: Water Treatment +6% to $158.3M, Food & Health Sciences +9% to $97.3M, Industrial Solutions +10% to $60.1M. Free cash flow increased 30% to $23.5M; the company repurchased $7.0M of stock, paid $4.0M dividends, and acquired Aqua-Chem Inc. for $3.6M. Leverage ratio improved to 1.36x trailing twelve-month adjusted EBITDA from 1.37x. Gross margin compressed to 23% from 25% due to LIFO reserve impacts ($1.9M headwind) and unrecovered freight costs.
Why this rating
Routine quarterly earnings; modest growth (8% revenue, 1% EBITDA) relative to $3.5B market cap (~2.8% relative scale); small acquisition ($3.6M trifling), margin compression offset by strong FCF; no material guidance change or strategic shift.
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