Hillman Q4 Revenue at $365.1M, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy HLMN?
Reports Q4 revenue $365.1M, consensus $371.79M. Jon Michael Adinolfi, Hillman's chief executive officer commented: "During 2025, we successfully managed the dynamic tariff environment while driving record top and bottom line results. The Hillman team did a great job this year taking care of our long standing partners and winning new business. We continued prudent investing into growth opportunities during year, including our MinuteKey 3.5 fleet, which we expect to generate healthy returns on invested capital during 2026 and beyond. Looking to 2026, we are confident we will grow both our top and bottom line, while we seek strategic opportunities to grow via M&A and expand our leading market share position. We remain focused on driving value for shareholders during 2026 and beyond."
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Analyst Views on HLMN
Wall Street analysts forecast HLMN stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 8.230
Low
10.00
Averages
13.05
High
15.00
Current: 8.230
Low
10.00
Averages
13.05
High
15.00
About HLMN
Hillman Solutions Corp. is a provider of hardware-related products and related merchandising services to retail markets in North America. It operates in three segments. The Hardware and Protective Solutions segment includes a variety of product categories, including fasteners; builders’ hardware; wall hanging, threaded rod and metal shapes; rope and chain; letters, numbers, and signs (LNS); and personal protective equipment, such as gloves and eye-wear. The Robotics and Digital Solutions segment consists primarily of software-enabled robotic key duplication and engraving solutions that are tailored to the needs of the consumer. The Canada segment distributes fasteners and related hardware items, threaded rods, keys, key duplicating systems, accessories, and identification items, such as tags and letters, numbers, and signs, to hardware stores, home centers, mass merchants, industrial distributors, automotive aftermarket distributors, and other retail outlets in Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hillman Solutions to Host Inaugural Investor Day
- Investor Day Announcement: Hillman Solutions Corp. will host its inaugural Investor Day on March 19, 2026, at its Customer Support Center in Cincinnati, starting at 8:30 AM Eastern Time, aimed at showcasing the company's positioning as a leading category player and its multi-channel expansion strategy.
- Executive Presentations: The event will feature presentations from CEO Jon Michael Adinolfi and other executive team members, covering the company's long-term financial outlook and competitive advantages in the industry, which is expected to attract significant investor interest.
- Interactive Q&A Sessions: Multiple Q&A sessions will be included to enhance interaction with investors, providing deeper insights into the company's strategies and market outlook, thereby boosting investor confidence and engagement.
- Live Webcast and Replay: The event will be available via live webcast on the company's investor relations website, allowing all interested parties to register for viewing, with a replay available post-event to ensure that those unable to attend live can still access key information.
See More
Hillman Solutions Reports Record Earnings in 2025
- Significant Performance Growth: Hillman Solutions achieved net sales of $1.552 billion in 2025, reflecting a 5.4% increase, while adjusted EBITDA rose 13.9% to $275.3 million, marking the best performance in the company's 62-year history and showcasing its success in navigating tariff impacts.
- Optimistic 2026 Outlook: The company projects net sales for 2026 to range between $1.6 billion and $1.7 billion, with a midpoint of $1.65 billion representing a 6.3% growth over 2025, and expects adjusted EBITDA to be between $275 million and $285 million, indicating sustained growth potential.
- Steady Market Share Gains: Hardware and Protective Solutions (HPS) net sales grew 7.8% to $1.2 billion, with adjusted EBITDA up 26% to $196.3 million, demonstrating the company's increasing competitiveness in the market, particularly in new business development.
- Strategic Investments and Acquisitions: Hillman invested $70 million in capital expenditures and repurchased 1.4 million shares, reflecting confidence in future growth, while management indicated plans for 1 to 2 acquisition deals in 2026 to further strengthen market position.
See More
Hillman Solutions Q4 Earnings Report Analysis
- Earnings Overview: Hillman Solutions reported a Q4 Non-GAAP EPS of $0.10, aligning with market expectations, indicating stability in the company's profitability.
- Revenue Growth: The company achieved Q4 revenue of $365.1 million, reflecting a 4.4% year-over-year increase, although it fell short of analyst expectations by $6.69 million, highlighting pressures from increased market competition.
- Risks and Opportunities: Despite certain market risks, Seeking Alpha's quantitative rating on Hillman Solutions indicates attractiveness, suggesting investor confidence in the company's future growth potential.
- Historical Performance Review: Historical financial data for Hillman Solutions provides crucial context for analyzing its long-term performance, aiding investors in assessing its competitiveness in the current market environment.
See More
Hillman Solutions Corp. to Release 2026 Earnings and Guidance on February 17
- Earnings Call Schedule: Hillman Solutions Corp. plans to host a conference call on February 17, 2026, at 8:30 a.m. Eastern Time to discuss its financial results for the thirteen and fifty-two weeks ended December 27, 2025, ensuring timely access to critical information for investors.
- Executive Leadership: The call will be hosted by President and CEO Jon Michael Adinolfi and CFO Rocky Kraft, highlighting the company's commitment to transparency and investor communication, which is crucial for bolstering market confidence.
- Webcast and Replay: The conference will feature a listen-only webcast, allowing investors to participate via a designated link, with a replay available approximately one hour after the presentation, ensuring that those unable to attend live can still access the information.
- Company Overview: Hillman is a leading provider of hardware-related products and merchandising solutions with over 60 years of industry experience, dedicated to delivering quality service to home improvement and hardware retailers across North America, showcasing its competitive edge in the market.
See More
Anchor Capital Increases Hillman Solutions Stake by $8 Million
- Stake Increase: Anchor Capital Management acquired 717,772 shares of Hillman Solutions in Q3, representing an estimated $8 million investment increase, bringing its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, with adjusted EBITDA rising to $88 million from $64.8 million last year, reflecting robust performance in the hardware market.
- Financial Health: The company's net debt to EBITDA ratio improved to 2.5 times, enhancing financial flexibility at a time when many industrial firms are still deleveraging, showcasing its solid financial position.
- Market Performance: Despite a 9% decline in Hillman stock over the past year, its stable cash flow and improving leverage have attracted value-oriented funds, indicating long-term investors' confidence in its growth potential.
See More
Anchor Capital Increases Hillman Solutions Stake by 717,772 Shares
- Increased Stake: Anchor Capital Management disclosed a purchase of 717,772 shares of Hillman Solutions during Q3, raising its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Portfolio Optimization: This acquisition elevates Hillman Solutions to 11.2% of Anchor Capital's 13F assets under management, reflecting its significance in the investment portfolio and potentially influencing future investment decisions.
- Significant Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, and raised its full-year adjusted EBITDA guidance to between $270 million and $275 million, showcasing robust business performance.
- Enhanced Financial Flexibility: Hillman's net debt to EBITDA ratio improved to 2.5 times, reinforcing its financial flexibility at a time when many industrial firms are still deleveraging, highlighting its strong financial position.
See More
Hillman Solutions to Host Inaugural Investor Day
- Investor Day Announcement: Hillman Solutions Corp. will host its inaugural Investor Day on March 19, 2026, at its Customer Support Center in Cincinnati, starting at 8:30 AM Eastern Time, aimed at showcasing the company's positioning as a leading category player and its multi-channel expansion strategy.
- Executive Presentations: The event will feature presentations from CEO Jon Michael Adinolfi and other executive team members, covering the company's long-term financial outlook and competitive advantages in the industry, which is expected to attract significant investor interest.
- Interactive Q&A Sessions: Multiple Q&A sessions will be included to enhance interaction with investors, providing deeper insights into the company's strategies and market outlook, thereby boosting investor confidence and engagement.
- Live Webcast and Replay: The event will be available via live webcast on the company's investor relations website, allowing all interested parties to register for viewing, with a replay available post-event to ensure that those unable to attend live can still access key information.
See More
Hillman Solutions Reports Record Earnings in 2025
- Significant Performance Growth: Hillman Solutions achieved net sales of $1.552 billion in 2025, reflecting a 5.4% increase, while adjusted EBITDA rose 13.9% to $275.3 million, marking the best performance in the company's 62-year history and showcasing its success in navigating tariff impacts.
- Optimistic 2026 Outlook: The company projects net sales for 2026 to range between $1.6 billion and $1.7 billion, with a midpoint of $1.65 billion representing a 6.3% growth over 2025, and expects adjusted EBITDA to be between $275 million and $285 million, indicating sustained growth potential.
- Steady Market Share Gains: Hardware and Protective Solutions (HPS) net sales grew 7.8% to $1.2 billion, with adjusted EBITDA up 26% to $196.3 million, demonstrating the company's increasing competitiveness in the market, particularly in new business development.
- Strategic Investments and Acquisitions: Hillman invested $70 million in capital expenditures and repurchased 1.4 million shares, reflecting confidence in future growth, while management indicated plans for 1 to 2 acquisition deals in 2026 to further strengthen market position.
See More
Hillman Solutions Q4 Earnings Report Analysis
- Earnings Overview: Hillman Solutions reported a Q4 Non-GAAP EPS of $0.10, aligning with market expectations, indicating stability in the company's profitability.
- Revenue Growth: The company achieved Q4 revenue of $365.1 million, reflecting a 4.4% year-over-year increase, although it fell short of analyst expectations by $6.69 million, highlighting pressures from increased market competition.
- Risks and Opportunities: Despite certain market risks, Seeking Alpha's quantitative rating on Hillman Solutions indicates attractiveness, suggesting investor confidence in the company's future growth potential.
- Historical Performance Review: Historical financial data for Hillman Solutions provides crucial context for analyzing its long-term performance, aiding investors in assessing its competitiveness in the current market environment.
See More
Hillman Solutions Corp. to Release 2026 Earnings and Guidance on February 17
- Earnings Call Schedule: Hillman Solutions Corp. plans to host a conference call on February 17, 2026, at 8:30 a.m. Eastern Time to discuss its financial results for the thirteen and fifty-two weeks ended December 27, 2025, ensuring timely access to critical information for investors.
- Executive Leadership: The call will be hosted by President and CEO Jon Michael Adinolfi and CFO Rocky Kraft, highlighting the company's commitment to transparency and investor communication, which is crucial for bolstering market confidence.
- Webcast and Replay: The conference will feature a listen-only webcast, allowing investors to participate via a designated link, with a replay available approximately one hour after the presentation, ensuring that those unable to attend live can still access the information.
- Company Overview: Hillman is a leading provider of hardware-related products and merchandising solutions with over 60 years of industry experience, dedicated to delivering quality service to home improvement and hardware retailers across North America, showcasing its competitive edge in the market.
See More
Anchor Capital Increases Hillman Solutions Stake by $8 Million
- Stake Increase: Anchor Capital Management acquired 717,772 shares of Hillman Solutions in Q3, representing an estimated $8 million investment increase, bringing its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, with adjusted EBITDA rising to $88 million from $64.8 million last year, reflecting robust performance in the hardware market.
- Financial Health: The company's net debt to EBITDA ratio improved to 2.5 times, enhancing financial flexibility at a time when many industrial firms are still deleveraging, showcasing its solid financial position.
- Market Performance: Despite a 9% decline in Hillman stock over the past year, its stable cash flow and improving leverage have attracted value-oriented funds, indicating long-term investors' confidence in its growth potential.
See More
Anchor Capital Increases Hillman Solutions Stake by 717,772 Shares
- Increased Stake: Anchor Capital Management disclosed a purchase of 717,772 shares of Hillman Solutions during Q3, raising its total holdings to 1.42 million shares valued at $13 million, indicating strong confidence in the company.
- Portfolio Optimization: This acquisition elevates Hillman Solutions to 11.2% of Anchor Capital's 13F assets under management, reflecting its significance in the investment portfolio and potentially influencing future investment decisions.
- Significant Performance Growth: Hillman Solutions reported record net sales of $424.9 million in Q3, an 8% year-over-year increase, and raised its full-year adjusted EBITDA guidance to between $270 million and $275 million, showcasing robust business performance.
- Enhanced Financial Flexibility: Hillman's net debt to EBITDA ratio improved to 2.5 times, reinforcing its financial flexibility at a time when many industrial firms are still deleveraging, highlighting its strong financial position.
See More
