Hillman Solutions (HLMN)
NASDAQ:HLMN
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.17Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: modest organic top-line growth (3% YoY) with clear pockets of strength (RDS momentum, Canada +15%, hardware growth, accretive M&A) and an upward revision to net sales guidance. Offsetting positives were near-term margin pressure and earnings impact from tariff-timed high-cost inventory, a meaningful PS segment decline (-17%), negative free cash flow in the quarter, and slightly higher leverage. Management reiterated full-year adjusted EBITDA and free cash flow targets and expects margins to improve sequentially, signaling confidence in operational recovery. Given the mixture of encouraging strategic progress and short-term financial headwinds, the overall tone was cautiously constructive but measured.Company Guidance
Modest Top-Line Growth
Net sales for Q1 2026 were $370.1 million, up 3% year-over-year, driven by nearly a 5% lift from new business wins despite a ~2% headwind from core performance.
Raised Full-Year Net Sales Guidance
Full-year 2026 net sales guidance increased by $30 million to a range of $1.63 billion to $1.73 billion (midpoint $1.68 billion), with the midpoint representing ~8% growth vs. prior year.
RDS (Robotics & Digital Solutions) Strong Performance
RDS net sales rose 6% year-over-year and adjusted EBITDA increased 11.4% to $16.2 million. RDS adjusted gross margin and adjusted EBITDA margin were 74.7% and 28.9%, respectively. Momentum driven by MinuteKey 3.5 rollout (≈3,900 machines in-field, +400 since February; >5,000 machines expected by year-end).
Hardware (HS) Segment Strength
Hardware (HS) performed well in the quarter, up 7% driven by a 3% lift from new business wins and a 4% lift in core performance (part of HPS results where HPS overall was reported +1.2% for the segment).
Canada Returns to Strong Growth
Canadian net sales increased 15.1% year-over-year, driven by a 15% increase in new business wins with flat core performance, including wins in specialty fasteners, builders hardware and Pro initiatives.
Accretive M&A and Contribution to Guidance
Closed two acquisitions after quarter-end: Campbell Chain & Fittings (expected >$20 million net sales contribution in 2026) and Delaney Hardware (expected >$10 million). Both deals are described as accretive and led to the $30 million uplift in full-year net sales guidance.
Reiterated Full-Year Profitability and Cash Targets
Reiterated full-year adjusted EBITDA guidance of $275 million to $285 million and free cash flow guidance of $100 million to $120 million. Full-year adjusted gross margin expected to be 46% to 47%, with Q1 called the low watermark for margins and improvement expected sequentially.
Share Repurchase Activity
Returned capital opportunistically: deployed $10.1 million to repurchase 1.2 million shares at an average price of $8.29 per share during the quarter.
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 |
|---|---|---|---|
Apr 27, 2026 | $8.78 | $8.33 | -5.13% |
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% |
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 Aug 11, 2026, After Close (Confirmed).
What is Hillman Solutions (HLMN) earnings time?
Hillman Solutions (HLMN) earnings time is at Aug 11, 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 (Q2) is 0.17.