HWKN realigns segments; furnishes historical data in 8-K

Hawkins, Inc. filed a Form 8-K to furnish a slide deck (Exhibit 99.1) that restates historical figures under its newly realigned operating segments.

Rhea-AI Filing Summary

Hawkins, Inc. filed a Form 8-K to furnish a slide deck (Exhibit 99.1) that restates historical figures under its newly realigned operating segments. The company now reports three segments: Water Treatment (unchanged), Food and Health Sciences (nutrition, food, agriculture and pharmaceuticals moved from the former Industrial segment) and Industrial Solutions (remaining products). Management states that the new structure better reflects recent organizational changes and resource‐allocation practices.

The furnished information is provided solely under Item 7.01 (Reg FD); it is not deemed “filed” and therefore carries no Section 18 liability. No new financial guidance, earnings data or material transactions were disclosed. Hawkins reiterates that it will continue to post material information via SEC filings, press releases and its investor-relations website.

Positive

• Enhanced transparency: Recasting historical data under new segments should make future performance tracking easier for investors and analysts.

Negative

• No quantitative details: The 8-K lacks actual recast numbers, requiring investors to wait for Exhibit 99.1 upload.

Insights

Financial Analyst

TL;DR: Segment realignment improves transparency; no immediate earnings impact disclosed.

The 8-K is informational, furnishing a slide deck that recasts prior results under three updated segments. This enhances comparability ahead of future quarters, aiding analysts who model segment margins. Because no new revenue, EPS or guidance figures were provided, the filing is unlikely to alter near-term valuation metrics. Investors should review Exhibit 99.1 once posted to understand historical revenue mix shifts—particularly the migration of agriculture and pharma lines into the new Food and Health Sciences unit.

Corporate Governance Expert

TL;DR: Proper Reg FD handling lowers disclosure risk; impact neutral.

Hawkins follows best practice by using Item 7.01 to furnish rather than file the presentation, shielding the company from Section 18 liability while still giving investors equal access. Explicit reference to website dissemination satisfies Reg FD and signals a commitment to transparency. The absence of strategic transactions or leadership changes means governance risk remains unchanged.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Why did Hawkins (HWKN) file this 8-K?

To furnish a slide deck that aligns historical financials with its new Water Treatment, Food and Health Sciences, and Industrial Solutions segments.

Does the segment change affect current Water Treatment operations?

No; management states the Water Treatment segment remains unchanged.

What businesses moved into the new Food and Health Sciences segment?

Nutrition, food, agriculture and pharmaceutical lines previously reported in the Industrial segment.

Is the furnished information considered "filed" with the SEC?

No. Under Item 7.01, the material is furnished, not filed, and is exempt from Section 18 liability.

Where can investors access Exhibit 99.1?

It will be posted on Hawkins’ investor relations website and is attached electronically to the Form 8-K.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/08/2025 - 07:47 AM Learn about SEC filing dates

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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

99.1

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