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0000046250FALSE00000462502025-08-082025-08-08

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
FORM 8-K
 
 
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported) August 8, 2025
  
Hawkins, Inc.
(Exact name of registrant as specified in its charter)
 
Minnesota   0-7647   41-0771293
(State of Incorporation)   (Commission File Number)   (IRS Employer Identification No.)
2381 Rosegate, Roseville, Minnesota 55113
(Address of Principal Executive Offices) (Zip Code)

Registrant’s Telephone Number, Including Area Code (612) 331-6910
  
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $.01 per share
HWKN
The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act (17 CFR 230.405) or Rule 12b-2 of the Exchange Act (17 CFR 240.12b 2).

Emerging growth company ¨
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨




Item 7.01. Regulation FD Disclosure.

Hawkins, Inc. has prepared a presentation of historical financial information aligned to our current reporting segments for reference by investors, a copy of which is furnished as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference into this Item 7.01. The presentation will also be posted to our Investor Relations website at www.hawkinsinc.com/investors.

As previously announced, we realigned our reporting segments to better reflect organizational changes made to our business and how we plan to manage our operations and allocate resources. We now operate and report using the following segments: Water Treatment, Food and Health Sciences, and Industrial Solutions. There has not been any change in how the Water Treatment segment is managed. The Food and Health Sciences segment includes our nutrition, food, agriculture, and pharmaceutical businesses. The food, agriculture, and pharmaceutical businesses had previously been included within our historic Industrial reporting segment.

We communicate material business and financial information to investors and other interested parties through our website at www.hawkinsinc.com (including our investor relations page at www.hawkinsinc.com/investors), press releases, and our filings with the U.S. Securities and Exchange Commission (“SEC”). Investors and other interested parties are hereby notified that we intend to use these media, including our website, to communicate with our shareholders and the public about our company. Information we make available through our website may be deemed to be material information. Accordingly, we encourage investors and other interested parties to review the information we make available on our website, in addition to information we announce through our press releases and filings with the SEC. Any updates to the list of disclosure channels through which we will announce information will be posted to our investor relations page on our website. Information contained on, or accessible through, our website is not incorporated by reference herein or into any other report or document we file with the SEC, and the website addresses are provided only as inactive textual references.

The information contained in this Item 7.01, including Exhibit 99.1 attached hereto, shall not be deemed to be “filed” for the purposes of Section 18 of the Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.


Item 9.01. Financial Statements and Exhibits.
(d)Exhibits.
Exhibit No.    Description    Method of Filing
   Hawkins, Inc. Historical Financial Information Aligned to New Reporting Segments    Furnished Electronically
104  Cover Page Interactive Data File (embedded within the inline XBRL document)




SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
  HAWKINS, INC.
Date: August 8, 2025   By:   /s/ Jeffrey P. Oldenkamp
    Jeffrey P. Oldenkamp
    Executive Vice President and Chief Financial Officer


EX-99.1 2 historicalfinancialinforma.htm EX-99.1 Document

Exhibit 99.1
HAWKINS, INC.
HISTORICAL FINANCIAL INFORMATION
ALIGNED TO NEW REPORTING SEGMENTS

CHANGE IN REPORTING SEGMENTS
Effective beginning with the first quarter of fiscal 2026, we realigned our reporting segments to reflect organizational changes made and to reflect the way we manage our operations and allocate resources. We believe this realignment better reflects the value our company provides to our customers and our evolution from a bulk commodity distributor into a specialty ingredients company.
Formerly, our segments were:
-Water Treatment
-Industrial
-Health & Nutrition
Our new, realigned segments are:
-Water Treatment
oSpecializes in providing chemicals, products, equipment, services and solutions for potable water, municipal and industrial wastewater, industrial process water, non-residential swimming pool water and agricultural water. This segment has the resources and flexibility to treat systems ranging in size from a single small well to a multi-million-gallon-per-day facility.
-Food & Health Sciences
oSpecializes in processing and formulation solutions as well as ingredient distribution to manufacturers in the nutrition, pharmaceutical, food, and agricultural markets. This segment offers a diverse product portfolio including base chemistry, acid based reactions, minerals, vitamins and amino acids, excipients, botanicals and herbs, sweeteners and enzymes, fertilizers, and food-grade and pharmaceutical salts and ingredients.
-Industrial Solutions
oSpecializes in providing industrial chemicals, products and services to industries such as industrial manufacturing, chemical processing, electronics, energy, plating, and surface finishing. This segment’s principal products are acids and alkalis.
There is no change in how the Water Treatment segment is managed. The Food and Health Sciences segment includes our Nutrition, Food, Agriculture, and Pharmaceutical businesses. Food, Agriculture, and Pharmaceutical had previously been included within the Industrial reporting segment.
The slides that follow show the as-reported numbers of the former structure as well as the historical financial information aligned to the new reporting structure, as if it had been in place for the past 5 years
    



HISTORICAL ANNUAL FINANCIAL INFORMATION ALIGNED TO NEW REPORTING SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE

Water
Treatment


Industrial

Health &
Nutrition


Total

Water
Treatment
Food & Health Sciences

Industrial
Solutions


Total
Fiscal 2025
Sales
$446,489
$382,487
$145,455
$974,431
$446,489
$322,560
$205,382
$974,431
Gross Profit
121,609
72,601
31,328
225,538
121,833
71,918
31,787
225,538
Selling, General & Administrative Expenses
61,993
27,540
16,831
106,364
62,100
30,787
13,477
106,364
Operating Income
$59,616
$45,061
$14,497
$119,174
$59,733
$41,131
$18,310
$119,174
Fiscal 2024
Sales
$363,289
$409,465
$146,408
$919,162
$363,289
$334,558
$221,315
$919,162
Gross Profit
98,498
67,545
27,593
193,636
99,051
67,572
27,013
193,636
Selling, General & Administrative Expenses
45,286
28,316
15,998
89,600
46,239
30,618
12,743
89,600
Operating Income
$53,212
$39,229
$11,595
$104,036
$52,812
$36,954
$14,270
$104,036



HISTORICAL ANNUAL FINANCIAL INFORMATION ALIGNED TO NEW REPORTING
SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE

Water
Treatment


Industrial

Health &
Nutrition


Total

Water
Treatment
Food & Health Sciences

Industrial
Solutions


Total
Fiscal 2023
Sales $304,925 $470,760
$159,413
$935,098
$304,925
$351,382
$278,791
$935,098
Gross Profit
67,208 68,115 29,796 165,119 68,294 65,428 31,397 165,119
Selling, General & Administrative Expenses
35,734 25,703 15,532 76,969 37,584 27,384 12,001 76,969
Operating Income
$31,474
$42,412
$14,264
$88,150
$30,710
$38,044
$19,396
$88,150
Fiscal 2022
Sales
$228,133
$386,938
$159,470
$774,541
$228,133
$327,182
$219,226
$774,541
Gross Profit
54,571 59,606 32,343 146,520 55,182 60,846 30,492 146,520
Selling, General & Administrative Expenses
31,357 28,127 15,842 75,326 32,277 27,783 15,266 75,326
Operating Income
$23,214
$31,479
$16,501
$71,194
$22,905
$33,063
$15,226
$71,194



HISTORICAL ANNUAL FINANCIAL INFORMATION ALIGNED TO NEW REPORTING SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE

Water
Treatment


Industrial

Health &
Nutrition


Total

Water
Treatment
Food & Health Sciences

Industrial
Solutions


Total
Fiscal 2021
Sales
$170,004
$273,361
$153,506
$596,871
$170,004
$272,971
$153,896
$596,871
Gross Profit
46,793
43,337
33,632
123,762
46,500
55,881
21,381
123,762
Selling, General & Administrative Expenses
24,453 27,033 16,398 67,884 25,033 28,842 14,009 67,884
Operating Income
$22,340
$16,304
$17,234
$55,878
$21,467
$27,039
$7,372
$55,878



HISTORICAL QUARTERLY FINANCIAL INFORMATION ALIGNED TO NEW REPORTING SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE
FISCAL 2025
Water Treatment

Industrial
Health & Nutrition

Total
Water Treatment
Food & Health Sciences
Industrial Solutions

Total
Q1
Sales
$117,176
$103,202
$35,501
$255,879
$117,176
$85,093
$53,610
$255,879
Gross Profit
34,955
21,876
7,824
64,655
35,208
19,903
9,544
64,655
Selling, General & Administrative Expenses
14,166 6,639 4,059 24,864 14,079 7,365 3,420 24,864
Operating Income
$20,789
$15,237
$3,765
$39,791
$21,129
$12,538
$6,124
$39,791
Q2
Sales
$124,528
$89,936
$32,565
$247,029
$124,528
$71,402
$51,099
$247,029
Gross Profit
35,590 18,268 6,364 60,222 35,928
16,0065
8,229
60,222
Selling, General & Administrative Expenses
15,512 6,952 4,013 26,477 15,638 7,523 3,316 26,477
Operating Income
$20,078
$11,316
$2,351
$33,745
$20,290
$8,542
$4,913
$33,745



HISTORICAL QUARTERLY FINANCIAL INFORMATION ALIGNED TO NEW REPORTING
SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE
FISCAL 2025

Water Treatment


Industrial

Health & Nutrition


Total

Water Treatment
Food & Health Sciences

Industrial Solutions


Total
Q3
Sales
$99,752
$91,997
$34,456
$226,205
$99,752
$77,730
$48,723
$226,205
Gross Profit
26,027
15,180
7,217
48,424
25,856
16,289
6,279
48,424
Selling, General & Administrative Expenses
16,054 7,058 4,249 27,361 16,058 7,761 3,542 27,361
Operating Income
$9,973
$8,122
$2,968
$21,063
$9,798
$8,528
$2,737
$21,063
Q4
Sales
$105,033
$97,352
$42,933
$245,318
$105,033
$88,335
$51,950
$245,318
Gross Profit
25,037
17,277
9,923
52,237
24,841
19,661
7,735
52,237
Selling, General & Administrative Expenses
16,261 6,891 4,510 27,662 16,325 8,138 3,199 27,662
Operating Income
$8,776
$10,386
$5,413
$24,575
$8,516
$11,523
$4,536
$24,575



HISTORICAL QUARTERLY FINANCIAL INFORMATION ALIGNED TO NEW REPORTING SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE
FISCAL 2024

Water Treatment


Industrial

Health & Nutrition


Total

Water Treatment
Food & Health Sciences

Industrial Solutions


Total
Q1
Sales
$93,651
$120,873
$36,596
$251,120
$93,651
$93,520
$63,949
$251,120
Gross Profit
26,408
19,306
6,277
51,991
26,673
18,886
6,432
51,991
Selling, General & Administrative Expenses
9,126 6,575 3,803 19,504 9,323 7,158 3,022 19,503
Operating Income
$17,282
$12,731
$2,474
$32,487
$17,350
$11,728
$3,410
$32,488
Q2
Sales
$100,925
$98,535
$37,066
$236,526
$100,925
$79,512
$56,089
$236,526
Gross Profit
29,308
17,844
6,734
53,886
29,516
17,491
6,878
53,885
Selling, General & Administrative Expenses
10,145 6,806 3,944 20,895 10,370 7,470 3,054 20,894
Operating Income
$19,163
$11,038
$2,790
$32,991
$19,146
$10,021
$3,824
$32,991



HISTORICAL QUARTERLY FINANCIAL INFORMATION ALIGNED TO NEW REPORTING
SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE
FISCAL 2024

Water Treatment


Industrial

Health & Nutrition


Total

Water Treatment
Food & Health Sciences

Industrial Solutions


Total
Q3
Sales
$82,019
$92,990
$33,487
$208,496
$82,019
$75,863
$50,614
$208,496
Gross Profit
20,241
16,495
5,512
42,248
20,391
15,671
6,186
42,248
Selling, General & Administrative Expenses
12,470 7,292 4,012 23,774 12,729 7,753 3,293 23,775
Operating Income
$7,771
$9,203
$1,500
$18,474
$7,662
$7,918
$2,893
$18,473
Q4
Sales
$86,694
$97,067
$39,259
$223,020
$86,694
$85,665
$50,661
$223,020
Gross Profit
22,541
13,900
9,070
45,511
22,471
15,524
7,517
45,512
Selling, General & Administrative Expenses
13,545 7,643 4,239 25,427 13,817 8,237 3,374 25,428
Operating Income
$8,996
$6,257
$4,831
$20,084
$8,654
$7,287
$4,143
$20,084



HISTORICAL QUARTERLY FINANCIAL INFORMATION ALIGNED TO NEW REPORTING SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE
FISCAL 2023

Water Treatment


Industrial

Health & Nutrition


Total

Water Treatment
Food & Health Sciences

Industrial Solutions


Total
Q1
Sales
$78,490
$124,710
$43,343
$246,543
$78,490
$95,161
$72,892
$246,543
Gross Profit
18,953
20,009
7,787
46,749
19,370
16,918
10,461
46,749
Selling, General & Administrative Expenses
8,701 6,385 3,799 18,885 9,150 6,327 3,408 18,885
Operating Income
$10,252
$13,624
$3,988
$27,864
$10,220
$10,591
$7,053
$27,864
Q2
Sales
$86,488
$113,939
$40,765
$241,192
$86,488
$81,138
$73,566
$241,192
Gross Profit
20,504
17,713
8,157
46,374
20,878
16,654
8,842
46,374
Selling, General & Administrative Expenses
9,082 6,891 3,865 19,838 9,547 6,662 3,629 19,838
Operating Income
$11,422
$10,822
$4,292
$26,536
$11,331
$9,992
$5,213
$26,536



HISTORICAL QUARTERLY FINANCIAL INFORMATION ALIGNED TO NEW REPORTING SEGMENTS

FORMER STRUCTURE
NEW STRUCTURE
FISCAL 2023

Water Treatment


Industrial

Health & Nutrition


Total

Water Treatment
Food & Health Sciences

Industrial Solutions


Total
Q3
Sales
$68,549
$114,436
$36,233
$219,218
$68,549
$83,644
$67,025
$219,218
Gross Profit
13,268
15,994
7,009
36,271
13,454
15,339
7,478
36,271
Selling, General & Administrative Expenses
9,003 7,978 4,023 21,004 9,493 7,175 4,336 21,004
Operating Income
$4,265
$8,016
$2,986
$15,267
$3,961
$8,164
$3,142
$15,267
Q4
Sales
$71,398
$117,675
$39,072
$228,145
$71,398
$91,439
$65,308
$228,145
Gross Profit
14,483
14,399
6,843
35,725
14,592
16,517
4,616
35,725
Selling, General & Administrative Expenses
8,948 4,449 3,845 17,242 9,394 7,220 628 17,242
Operating Income
$5,535
$9,950
$2,998
$18,483
$5,198
$9,297
$3,988
$18,483



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