Executive Summary
In Q3 2025, Hawkins Inc achieved a revenue of $226.21 million, reflecting an impressive year-over-year growth of 8.49%. However, the company faced notable challenges, with gross profit declining by 19.59% quarter-over-quarter to $48.42 million, highlighting potential issues in cost management and pricing strategies. The operating income also saw a significant contraction of 37.58% from the previous quarter, indicating pressures on profitability amidst fluctuating market conditions.
The decline in operating metrics was compounded by a decrease in net income to $15.02 million, a drop of 37.72% from the previous quarter. While management remains optimistic about long-term strategies to stabilize and grow profitability, factors such as increased input costs and supply chain disruptions will need to be continuously monitored. Investors should remain focused on the management's insights and future guidance during this period of transition.
Key Performance Indicators
Revenue
226.21M
QoQ: -8.43% | YoY:8.49%
Gross Profit
48.42M
21.41% margin
QoQ: -19.59% | YoY:14.62%
Operating Income
21.06M
QoQ: -37.58% | YoY:14.01%
Net Income
15.02M
QoQ: -37.72% | YoY:0.91%
EPS
0.72
QoQ: -37.93% | YoY:0.00%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue**: $226.21 million (YoY growth: 8.49%, QoQ decline: 8.43%)
- **Gross Profit**: $48.42 million (YoY growth: 14.62%, QoQ decline: 19.59%)
- **Operating Income**: $21.06 million (YoY growth: 14.01%, QoQ decline: 37.58%)
- **Net Income**: $15.02 million (YoY growth: 0.91%, QoQ decline: 37.72%)
- **EPS**: $0.72 (YoY: 0.00%, QoQ decline: 37.93%)