Founded in 1938, Hawkins has evolved from a regional chemical distributor into a national leader in water treatment, industrial chemicals, and specialty ingredients. The company pursues growth through strategic acquisitions and geographic expansion, with recent acquisitions including StillWaters Technology, strengthening its southern presence.
Cyborg Score Rationale
Hawkins demonstrates solid fundamentals with $974M in revenue, 1,100 employees, and $2.8B market cap. The company shows operational strength with growing institutional ownership (69.71%), consistent dividends since 1985, and strategic acquisition activity. Recent quarter results slightly missed analyst expectations, suggesting some execution challenges.
Top Insights
Recent Q4 FY2025 EPS of $0.72 missed consensus of $0.75, with revenue of $244M vs. $252.5M expected, indicating softer near-term demand
Strong institutional ownership at 69.71% signals confidence; insider buying by director in February 2026 shows management conviction
Stock near all-time highs (Oct 2025: $186.15) with current P/E of ~34x suggests premium valuation relative to historical averages
Operates 64 facilities across 28 states with diversified customer base across municipal, industrial, and food/health sectors
Named Competitors
Innospec (IOSP) — Specialty chemicals for fuel, personal care, and healthcare
H.B. Fuller (FUL) — Adhesives, sealants, and specialty chemicals manufacturer
Ashland (ASH) — Specialty chemicals and additives for multiple industries
Recent Developments
(January 2026) Q4 FY2025 earnings miss with $0.72 EPS vs. $0.75 consensus; revenue $244M vs. $252.5M expected
(February 2026) Director insider buying: James Faulconbridge purchased 1,500 shares at $129.29 avg, raising holdings to 50,907 shares
(2025) Named America's Greatest Company by Newsweek; received Great Place to Work Certification and Fortune Top Workplaces recognition
(2025) Completed acquisition of StillWaters Technology in Alabama to accelerate southern US expansion
Open the full interactive Hawkins, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.