earnings
confidence high
sentiment neutral
materiality 0.65
Hawkins Q1 FY2027 revenue $315.7M (+8% YoY), EPS $1.35 (-4%), record adjusted EBITDA $56.9M
HAWKINS INC
- Record Q1 revenue $315.7M (+8% YoY); diluted EPS $1.35 (-4% YoY); net income $28.3M (-3%).
- All segments grew: Water Treatment +6%, Food & Health Sciences +9%, Industrial Solutions +10%.
- Record adjusted EBITDA $56.9M (+1% YoY); operating cash flow $35.2M (+12%); free cash flow $23.5M (+30%).
- Acquired Aqua-Chem, Inc. for $3.6M, a water treatment distributor in Nebraska/Iowa.
- Gross margin pressured by $1.9M LIFO headwind and $1.3M unrecovered freight costs; FY2027 tax rate expected 25%-27%.