Industrial equipment maker Hillenbrand's Q4 adjusted EPS beats estimates, helped by pricing strength

Hillenbrand

19/11/2025 21:28

Overview

Hillenbrand fiscal Q4 net revenue falls 22% yr/yr due to MIME divestiture

Adjusted EPS for fiscal Q4 beats consensus, despite a 18% yr/yr decline

Company in October had agreed to be acquired by Lone Star in $3.8 bln all-cash deal

Outlook

Hillenbrand will not provide fiscal year 2026 guidance due to pending acquisition

Company expects acquisition by Lone Star to close by Q1 2026

Result Drivers

MIME DIVESTITURE - Revenue and adjusted EBITDA decline primarily due to divestiture of MIME business

LOWER VOLUME - Decreased capital equipment and aftermarket parts volumes contributed to revenue decline

FAVORABLE PRICING - Pricing improvements helped offset some negative impacts from lower volume and cost inflation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$652 mln
Q4 Adjusted EPS
Beat
$0.83
$0.61 (3 Analysts)
Q4 Net Income
$76 mln
Q4 Adjusted EBITDA
Beat
$108 mln
$96.77 mln (3 Analysts)
Q4 Adjusted EBITDA Margin
18.60%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy."

Wall Street's median 12-month price target for Hillenbrand Inc is $32.00, about 1.2% above its November 18 closing price of $31.62

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn9J4gtca

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)