earnings
confidence high
sentiment neutral
materiality 0.70
Hawkins Q3 FY2026 revenue $244.1M (+8% YoY); EPS $0.69 (-4%) on acquisition costs
HAWKINS INC
2026-Q3 EPS reported
$3.17
revenue$817,786,000
- Net income $14.3M vs $15.0M YoY; diluted EPS $0.69 vs $0.72; pro forma EPS up ~10% if WaterSurplus had closed earlier.
- Revenue growth driven by Water Treatment (+21%) and Industrial Solutions (+10%); Food & Health Sciences fell 10%.
- Adjusted EBITDA $34.8M (+3%); operating cash flow $35M used to repay $15M debt; leverage ratio 1.47x.
- Six acquisitions completed in FY2026; $4-5M quarterly expense from amortization, earn-out, interest; expected accretive in FY2027.
- Management sees food end-market pricing pressure; targets return to historical organic growth in FY2027.
item 2.02item 9.01