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Mar 31, 2024

Hawkins Q4 2024 Earnings Report

Reported fourth quarter and fiscal year 2024 results.

Key Takeaways

Hawkins, Inc. reported a decrease in sales by 2% compared to the same quarter in the prior year, with Water Treatment segment sales growth of 21%. Record fourth quarter diluted earnings per share (EPS) of $0.66, which was 20% higher than the same period of the prior year.

Fourth quarter sales were $223.0 million, down 2% compared to the same quarter in the prior year, with Water Treatment segment sales growth of 21%.

Gross profit was $45.5 million, a 27% increase over the same quarter in the prior year, contributing to a 9% increase in operating income.

Record fourth quarter diluted earnings per share (EPS) was $0.66, which was 20% higher than the same period of the prior year.

Record fourth quarter operating cash flow of $41.9 million allowed the company to pay down $21 million in debt.

Total Revenue
$223M
Previous year: $228M
-2.2%
EPS
$0.66
Previous year: $0.55
+20.0%
Adjusted EBITDA
$31M
Gross Profit
$45.5M
Previous year: $35.7M
+27.4%
Cash and Equivalents
$7.15M
Previous year: $7.57M
-5.5%
Free Cash Flow
$30M
Previous year: $16.8M
+78.0%
Total Assets
$658M
Previous year: $591M
+11.4%

Hawkins

Hawkins

Hawkins Revenue by Segment

Forward Guidance

The company expects to see continued top and bottom-line growth, with top line approaching $1 billion in revenue and Water Treatment becoming the largest reporting segment. Cautiously optimistic about the Industrial segment, but believe economic and competitive pressures will continue to weigh on customers and impact demand. Expect the improved performance in Health and Nutrition to continue into fiscal 2025, and expect results to be higher than fiscal 2024. Strong operating cash flow will allow to fund future investments for growth while continuing to pay down debt during fiscal year 2025.

Positive Outlook

  • Continued top and bottom-line growth expected.
  • Top line approaching $1 billion in revenue.
  • Water Treatment becoming the largest reporting segment.
  • Improved performance in Health and Nutrition expected to continue into fiscal 2025.
  • Strong operating cash flow to fund future investments and pay down debt.

Challenges Ahead

  • Economic and competitive pressures will continue to weigh on Industrial segment customers.
  • Economic and competitive pressures will impact demand in Industrial segment.
  • Changes in regulation.
  • Changes in the labor markets.
  • Changes in competition and price pressures.

Revenue & Expenses

Visualization of income flow from segment revenue to net income