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Hillman Solutions (HLMN)
NASDAQ:HLMN
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a balanced but mildly positive outlook. Hillman delivered record net sales and adjusted EBITDA in 2025, with strong HPS performance, a progressing RDS MinuteKey 3.5 rollout, improved leverage, and a 2026 revenue guidance midpoint (+6.3%) and substantial free cash flow rebound targeted. Offsetting these positives are meaningful near-term headwinds: a pronounced tariff-related cash hit (~$65M) that depressed 2025 free cash flow, market volume weakness (~-5%) and housing softness, a planned normalization of margins in 2026 (adjusted gross margin guidance 46%–47% vs 48.7% in 2025), and short-term segment timing and customer-transition effects that pressure early‑2026 results. Management’s tone is confident and constructive, but execution around margin normalization, cash-flow recovery and M&A will determine whether the positive trajectory persists.Company Guidance
Record Net Sales and Adjusted EBITDA
Full-year 2025 net sales increased 5.4% to $1,552,000,000. Adjusted EBITDA rose 13.9% year-over-year to $275,300,000, driving an improved FY adjusted EBITDA margin of 17.7% (from 16.4% in 2024). Q4 adjusted EBITDA increased 2.3% to $57,500,000.
Strong Hardware & Protective Solutions (HPS) Performance
HPS (largest segment) delivered net sales growth of 7.8% to $1,200,000,000 and adjusted EBITDA growth of 26% to $196,300,000, driven by pricing, new business wins (e.g., PowerPro screws, rope & chain) and strong sales/service execution.
RDS Growth and MinuteKey 3.5 Rollout
Robotics & Digital Solutions (RDS) returned to growth with net sales up 1.6% to $220,200,000. Over 1,800 MinuteKey 3.5 kiosks were installed in 2025 and nearly 3,500 3.5 machines are now in the field; enhanced machine capabilities are producing comparable net sales gains versus older machines.
2026 Guidance: Revenue Growth and Material Free Cash Flow Recovery Expected
2026 guidance calls for net sales of $1.6B–$1.7B (midpoint $1.65B, +6.3% vs 2025) and adjusted EBITDA of $275M–$285M (midpoint $280M, +1.7% vs 2025). Free cash flow is guided to $100M–$120M (midpoint $110M), implying a >90% conversion of adjusted net income to free cash flow.
Improved Leverage and Strong Liquidity
Net debt at year-end 2025 was $665.8M, improved from $674.0M at the end of 2024. Net debt to trailing twelve-month adjusted EBITDA improved to 2.4x from 2.8x. Total liquidity available was $306M ( $279M revolver availability + $27M cash).
Operational Execution and Pricing Effectiveness
Price increases contributed ~5.5 percentage points of top-line growth in 2025; management highlighted strong fill rates, on-time-in-full shipping and supply-chain execution that supported record sales and outsized margins (benefit from price timing during tariff flows).
Active Capital Allocation and M&A Readiness
2025 CapEx was $70M (down from $85M in 2024 as MinuteKey build moderates). The company repurchased 1.4M shares for $12.4M (avg $9.07). Management reports a healthy M&A pipeline and expects to pursue bolt-on deals (targeting ~1–2 deals in 2026).
HLMN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HLMN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $10.06 | $9.04 | -10.14% |
Nov 04, 2025 | $9.28 | $9.02 | -2.80% |
Aug 05, 2025 | $8.13 | $9.68 | +19.07% |
Apr 29, 2025 | $7.57 | $7.01 | -7.40% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Hillman Solutions (HLMN) report earnings?
Hillman Solutions (HLMN) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Hillman Solutions (HLMN) earnings time?
Hillman Solutions (HLMN) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HLMN EPS forecast?
HLMN EPS forecast for the fiscal quarter 2026 (Q1) is 0.09.