Hillman Solutions meets Q4 adj EPS expectations, sales rise

Hillman Solutions

17/02/2026 12:38

Overview

Hardware solutions provider's Q4 net sales rose 4.5% yr/yr but missed analyst expectations

Adjusted EPS for Q4 met analyst expectations

Adjusted EBITDA for Q4 slightly beat analyst estimates

Outlook

Hillman Solutions projects 2026 net sales between $1.6 bln and $1.7 bln

Company expects 2026 adjusted EBITDA between $275 mln and $285 mln

Hillman anticipates 2026 free cash flow between $100 mln and $120 mln

Result Drivers

TARIFF MANAGEMENT - CEO Jon Michael Adinolfi highlighted successful management of the dynamic tariff environment as a key driver for record results

GROWTH INVESTMENTS - Hillman invested in growth opportunities, including the MinuteKey 3.5 fleet, expected to yield returns in 2026 and beyond

PARTNER RELATIONSHIPS - Hillman focused on maintaining strong relationships with long-standing partners and acquiring new business

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$365.10 mln
$371.43 mln (8 Analysts)
Q4 Adjusted EPS
Meet
$0.10
$0.10 (7 Analysts)
Q4 Adjusted EBITDA
Slight Beat*
$57.50 mln
$57.11 mln (7 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "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 Hillman Solutions Corp is $11.75, about 16.8% above its February 13 closing price of $10.06

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nGNXmZ6nY

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(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.)