NASDAQ$HWKN

Hawkins Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Hawkins reported fiscal Q4 2026 sales of $265.9M (+8% YoY) with net income of $15.5M and diluted EPS of $0.74.

For the fourth quarter ended March 29, 2026, Hawkins generated record sales of $265.9 million, up 8%, and net income of $15.5 million, or $0.74 diluted EPS, versus $0.78 a year ago. Fiscal 2026 sales exceeded $1.1 billion with net income of $81.5 million and diluted EPS of $3.91. Adjusted EBITDA was $179.0 million (+6%). Water Treatment segment sales rose 16% in Q4; management expects fiscal 2027 revenue and EPS growth with leverage near 1x adjusted EBITDA by year-end.

  • Q4 sales of $265.9M (+8%) with Water Treatment up 16%.
  • Q4 net income was $15.5M; diluted EPS was $0.74.
  • Fiscal 2026 sales surpassed $1.1B; adjusted EBITDA was $179.0M.
  • Six acquisitions closed in fiscal 2026, mostly in Water Treatment.
  • Management expects FY27 growth and ~1x leverage by fiscal year-end.

Headline financials

Total Revenue

$266M

Previous: $245M+8.4%
EPS (adj)

$0.74

Previous: $0.78-5.1%
Adjusted EBITDA (FY)

$179M

No prior period
Net Income

$15.5M

Previous: $16.3M-5.1%
Operating Income

$23.5M

Previous: $24.6M-4.5%

Revenue & EPS history

Hawkins · Revenue · Quarterly

$266M

Q4 2026+8.4%vs Q4 2025
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

Hawkins · $237M total across 3 segments · Q2 2024

  • Water Treatment
    $101M+16.7%
  • Industrial Solutions
    $98.5M-13.5%
  • Food & Health Sciences
    $37.1M-9.1%

Forward guidance

CEO Patrick Hawkins said Hawkins is well positioned to grow revenue and operating income in each segment in fiscal 2027 and expects EPS growth, with leverage of approximately 1x adjusted EBITDA by fiscal 2027 year-end.

Tailwinds

  • Record annual sales above $1B with strong Water Treatment momentum.
  • Operating cash flow of $144.3M (+30% YoY) funds debt paydown and M&A.
  • Dividend increased 7% to $0.75 per share for the year.

Headwinds

  • Q4 EPS declined on higher acquisition-related amortization and interest.
  • Food segment margins pressured by competitive pricing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+0.7%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+5.6%

Avg return

30 days after

56%

36 / 64 earnings

Positive

+17.6%

Q1 2025

Best reaction

-10.2%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-3.2%-5.5%-2.1%
Q3 2026-9.1%-17.6%-3.0%
Q2 2026-5.0%-19.0%-18.0%
Q4 2025-0.7%+5.8%+13.5%
Q3 2025-8.4%-0.1%-9.6%
Q2 2025-8.8%-9.3%+14.8%
Q1 2025+17.6%+11.1%+22.8%
Q4 2024+9.4%+15.4%+13.1%
Q3 2024-10.2%-13.5%+1.7%
Q2 2024-5.1%+5.8%+9.0%
Q1 2024+7.1%+10.2%+35.9%
Q4 2023+12.3%+9.1%+15.4%
Q3 2023+9.8%+5.5%+8.1%
Q2 2023-2.3%-9.5%-9.6%
Q1 2023+3.9%+7.4%-1.7%
Q4 2022-7.5%-10.5%-7.2%
Q3 2022+9.4%+5.8%+23.9%
Q2 2022-7.1%-4.7%-11.6%
Q1 2022+14.9%+12.4%+22.3%
Q4 2021+4.0%+2.5%-0.3%
Q3 2021+9.7%+11.5%+25.1%
Q2 2021+3.8%-5.8%+2.6%
Q1 2021+2.1%+8.7%+7.5%
Q4 2020+9.3%+14.9%+11.0%
Q3 2020+0.7%+0.9%-6.7%
Q2 2020+4.0%+7.9%+0.6%
Q1 2020+0.5%+3.9%-1.3%
Q4 2019+4.5%+4.1%+15.5%
Q3 2019-10.1%-14.2%-7.4%
Q2 2019+10.5%+9.0%+22.9%
Q1 2019+9.8%+9.2%+10.7%
Q4 2018-6.9%-3.1%+4.9%
Q3 2018+3.2%+5.7%+5.7%
Q2 2018-2.4%-5.9%-1.0%
Q1 2018-4.4%-7.0%-15.6%
Q4 2017+1.4%+1.6%-1.1%
Q3 2017+0.5%+2.0%-4.6%
Q2 2017+0.7%+3.8%+21.6%
Q1 2017+2.4%+4.0%+4.3%
Q4 2016+10.5%+12.2%+11.3%
Q3 2016+0.3%
Q2 2016+1.1%
Q1 2016+0.3%
Q4 2015+2.2%
Q3 2015-2.4%
Q2 2015+2.5%
Q1 2015-2.0%
Q4 2014-1.8%
Q3 2014-2.0%
Q2 2014-5.5%
Q1 2014-6.6%
Q4 2013-1.8%
Q3 2013+0.3%
Q2 2013+0.8%
Q1 2013+1.9%
Q4 2010-3.1%
Q4 2012-3.1%
Q3 2011+3.2%
Q3 2012+3.2%
Q2 2012+2.5%
Q1 2012-3.3%
Q1 2011-3.3%
Q2 2011-3.3%
Q4 2011-3.3%

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