Hawkins reported record second-quarter fiscal 2027 revenue of just under $314 million, up 12% year over year, with all three segments growing: water treatment rose 16%, industrial solutions 10%, and food and health sciences 5%, although agricultural product sales slumped. Net income was just under $27.8 million, or $1.34 per share, up nearly 23%, with both revenue and EPS beating analyst estimates of under $303 million and $1.19. The company also retired $15 million of debt and repurchased $12 million of its own stock during the quarter. Shares rose almost 14% on Tuesday, versus 0.6% for the S&P 500, but the author notes the rally makes the stock somewhat pricey and says investors should keep an eye on organic growth.
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