Hillman Solutions Corp. (HLMN)

Hillman Solutions Corp. reported record third-quarter 2025 results, with net sales reaching $424.9 million, an 8% increase year-over-year, and adjusted EBITDA climbing 35.8% to $88.0 million. In August 2025, Hillman reported strong second-quarter 2025 results, exceeding expectations, and announced a new $100 million share repurchase program, shares surged by 12.6%. For the first quarter of fiscal year 2025, Hillman Solutions reported net sales of $359.3 million, a 2.6% year-over-year increase, with adjusted EBITDA up 4.2% to $54.5 million. The company has been actively managing the estimated $250 million annualized impact of new 2025 tariffs, planning to mitigate these costs through price increases and supply chain diversification. As of December 31, 2025, the share price was $8.66, representing a decline of 7.68% from January 2, 2025, when it was $9.38. However, the stock saw a 6.4% jump on January 6, 2026, closing at $9.27.

Demand seasonality can affect Hillman Solutions Corp.'s financial results. Demand for its hardware and protective solutions may be influenced by seasonal trends in construction, home renovation, and outdoor projects. The company's products are essential for construction, manufacturing, and everyday use, implying a relatively consistent underlying demand, though potentially with peaks during warmer months for home improvement activities.

Hillman Solutions Corp. is a provider of hardware-related products and solutions, serving the home improvement, retail, industrial, and manufacturing markets. The company operates within the Industrials sector, offering hardware solutions like fasteners, protective solutions such as work gloves, and robotic and digital solutions including key duplication systems. Founded in 1964 and headquartered in Cincinnati, Ohio, Hillman has grown through acquisitions and investments, differentiating itself with direct-to-store shipping and a dedicated in-store sales team.

Hillman Solutions Corp. serves customers across North America and Europe. Its distribution network ensures product availability throughout the United States, Canada, and Mexico. The company operates multiple distribution centers and manufacturing facilities to support rapid order fulfillment.

Hillman Solutions Corp. maintained a positive brand reputation, publishing its annual Corporate Responsibility fact sheet in July 2025, detailing its ESG initiatives for 2024. The company received "Vendor of the Year" recognition from two customers and "Partner of the Year" in Canada during 2024, and also received the Pro Tool Innovation Award. Hillman's acquisition of Intex DIY in August 2024 expanded its Protective Solutions business, contributing to top-line growth in Q1 2025. Hillman is recognized for its commitment to customer service and its distribution network.

Hillman Solutions Corp. has significant institutional ownership, with 477 institutional owners holding a total of 250,717,268 shares. As of October 31, 2025, institutional investors held 61.82% of the company, while insiders held 1.76%, and public companies and individual investors held 36.42%. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc.