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Visual21 Nov 2025
Data center suppliers
Hawkins (HWKN) investor relations material
Hawkins Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Oct, 2025
Executive summary
Sales for the quarter ended September 28, 2025, rose 14% year-over-year to a record $280.4 million, with all segments contributing to growth for the second consecutive quarter.
Adjusted EBITDA reached $50.4 million, a 9% increase year-over-year, and trailing 12-month adjusted EBITDA exceeded $178 million.
Net income for the quarter was $22.6 million, down from $24.1 million in the prior year, primarily due to higher SG&A, amortization, and interest expenses from acquisitions.
Major acquisitions, including WaterSurplus for $149.9 million, drove significant revenue and asset growth.
Financial highlights
Gross profit increased 12% year-over-year to $67.6 million, maintaining a 24% gross margin.
Operating income was $33.9 million, up 1% from the prior year.
SG&A expenses rose 27% to $33.7 million, driven by acquisition-related costs and higher personnel expenses.
Diluted EPS for the quarter was $1.08, down 7% from the prior year.
Cash from operations for the six months was $71.0 million, up from $59.2 million year-over-year.
Outlook and guidance
Management expects the effective tax rate for the full year to be approximately 26% to 27%.
Water Treatment and Industrial Solutions segments are expected to continue growing in the second half, while Food & Health Sciences is projected to be flat or down due to tougher comparisons and competitive pressures.
The WaterSurplus acquisition is expected to be accretive in fiscal 2027, with $17 million in annualized acquisition-related expenses anticipated for fiscal 2026.
Cash balances, credit facility, and operating cash flows are expected to be sufficient for ongoing operations.
WaterSurplus accretion magnitude in FY27?
What actions to address F&HS competitive pressure?
What is the target leverage ratio for future M&A?
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Frequently asked questions
Hawkins Inc. is a U.S.-based company specializing in the distribution, blending, and manufacturing of bulk and specialty chemicals and other health and nutrition products. The company operates through three primary segments: Industrial, Water Treatment, and Health and Nutrition. The Industrial segment caters to a wide range of industries, including agriculture, chemical processing, electronics, energy, food, pharmaceutical, and plating, offering products like sodium hypochlorite, agricultural products, liquid phosphates, lactates, and various blended products. It also engages in the repackaging and custom blending of chemicals. The Water Treatment segment provides solutions and services for potable water, municipal and industrial wastewater, industrial process water, non-residential swimming pool water, and agriculture water. The Health and Nutrition segment delivers ingredient distribution, processing, and formulation solutions targeting the nutraceutical, functional food and beverage, personal care, dietary supplement, and nutritional food sectors, with a product portfolio that includes minerals, vitamins, amino acids, excipients, joint products, botanicals, sweeteners, and enzymes. The company is headquartered in Roseville, Minnesota, and its shares are listed on the NASDAQ.
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