NASDAQ$HLMN

Hillman Solutions Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Hillman reported Q4 2025 net sales of $365.1M with adjusted diluted EPS of $0.10.

Fourth-quarter net sales rose 4.5% to $365.1 million. Net income was $1.6 million ($0.01 diluted EPS) versus a small loss a year ago; adjusted diluted EPS was $0.10. Full-year net sales reached a record $1.55 billion, and 2026 guidance calls for $1.60–$1.70 billion of sales and $275–$285 million of adjusted EBITDA.

  • Q4 net sales $365.1M (+4.5% YoY).
  • Adjusted EBITDA $57.5M (+2.3% YoY).
  • FY25 record sales $1.55B (+5.4%).
  • 2026 net sales guide $1.60B–$1.70B.

Headline financials

Total Revenue

$365M

Previous: $350M+4.4%
EPS (adj)

$0.10

Previous: $0.10+0.0%
Free Cash Flow

$35.1M

No prior period
Net Income

$1.6M

Previous: -$1.22M+231.0%
Operating Income

$16.7M

Previous: $14M+19.5%

Revenue & EPS history

Hillman Solutions · Revenue · Quarterly

$365M

Q4 2025+4.4%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Hillman guided FY26 net sales of $1.60–$1.70 billion, adjusted EBITDA of $275–$285 million, and free cash flow of $100–$120 million.

Tailwinds

  • Record FY25 sales and adjusted EBITDA growth.
  • Tariff management and MinuteKey fleet investment.

Headwinds

  • Housing starts softness may pressure organic volumes.
  • Interest expense on elevated leverage.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.0%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.6%

Avg return

30 days after

41%

9 / 22 earnings

Positive

+8.8%

Q4 2023

Best reaction

-10.1%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-10.5%-14.5%
Q4 2025-10.1%-11.0%-21.2%
Q3 2025-2.9%-5.6%-3.1%
Q1 2025-7.4%-5.7%-1.7%
Q4 2024-2.1%-3.3%-13.2%
Q3 2024+3.8%+4.1%+4.4%
Q2 2024+3.4%+3.0%+7.2%
Q1 2024-4.2%-4.3%-10.7%
Q4 2023+8.8%+8.8%+15.2%
Q3 2023-1.9%-0.7%+15.2%
Q2 2023-6.1%-5.1%-13.2%
Q1 2023+1.4%+0.5%+8.9%
Q4 2022+3.0%+0.0%-12.6%
Q3 2022+7.4%+3.5%+15.4%
Q2 2022-9.7%-6.1%-20.3%
Q1 2022+6.0%+6.6%+6.4%
Q4 2021+8.2%+17.7%+33.9%
Q3 2021-5.3%-1.7%-9.8%
Q2 2021+3.3%+4.2%-0.4%
Q1 2021-8.0%-5.9%+1.9%
Q4 2020-2.8%+1.1%-0.3%
Q4 2019-2.8%+1.1%-0.3%
Q3 2020
Q2 2020
Q1 2020

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