HWKNHAWKINS INC
Wholesale-Chemicals & Allied Products
- Revenue
- $1.1B
- 11% YoY
- Operating margin
- 11.2%
- 8.5% YoY
- EBITDA
- $174M
- 9.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.3×
- $225M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear177% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear11% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear22% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $775M | $935M | $919M | $974M | $1.1B | 11% |
| Operating income | $71M | $88M | $104M | $119M | $121M | 1.8% |
| Net income | $52M | $60M | $75M | $84M | $82M | 3.3% |
| Operating cash flow | $43M | $77M | $159M | $111M | $144M | 30% |
| Capex | $29M | $48M | $40M | $41M | $58M | 42% |
| Stock-based comp | $4M | $4M | $5M | $6M | $9M | 32% |
| Dividends | $11M | $12M | $13M | $15M | $16M | 7.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $262K · 2
- Open-market sells, 12 mo
- $0 · 0
- Net
- $262K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $4M | $6M | 467 | 113 |
| FY2025 | $3M | $5M | 668 | 190 |
| FY2024 | $3M | $5M | 483 | 174 |
| FY2023 | $2M | $2M | 276 | 147 |
| FY2022 | $2M | $4M | 284 | 186 |