Hillman Solutions Q1 sales rise on hardware demand, raises FY net sales guidance

Hillman Solutions

27/04/2026 21:39

Overview

US hardware products provider's Q1 net sales rose 3%, slightly missing analyst expectations

Adjusted EPS and adjusted EBITDA for Q1 missed analyst estimates

Company repurchased 1.2 mln shares and closed two acquisitions after quarter end

Outlook

Hillman raises FY 2026 net sales guidance to $1.63-$1.73 bln from $1.6-$1.7 bln

Company maintains FY 2026 adj EBITDA guidance at $275-$285 mln

Company maintains FY 2026 free cash flow guidance at $100-$120 mln

Result Drivers

HARDWARE DEMAND - Co said consistent demand for hardware products, driven by repair, maintenance, and remodeling projects, supported Q1 sales

ROBOTICS AND DIGITAL SOLUTIONS - Mid-single digit growth in robotics and digital solutions business contributed to Q1 sales, per CEO Jon Michael Adinolfi

WEATHER AND MACRO IMPACT - Co said weather and broader macroeconomic conditions negatively affected Q1 results

Company press release: ID:nGNXWPG6n

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Slight Miss*
$370.10 mln
$372.82 mln (8 Analysts)
Q1 Adjusted EPS
Miss
$0.07
$0.08 (7 Analysts)
Q1 Adjusted EBITDA
Miss
$50.10 mln
$53.81 mln (8 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 $12.00, about 36.2% above its April 24 closing price of $8.81

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago

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