Hillman Solutions Corp. (HLMN) AI Stock Analysis

Headquartered in Cincinnati, Ohio, Hillman Solutions Corp. supplies hardware products and merchandising services across North America. Its product catalog includes fasteners such as bolts, screws, nuts, nails, rivets, and threaded inserts, alongside home hardware like door hinges, garage door components, safety hasps, corner braces, and storage solutions. The company also provides tools, wall hanging accessories, personal protective equipment, keys, and engraving services under brands including DECK PLUS, GORILLA GRIP, HILLMAN, HARDWARE Essentials, and OOK. Hillman distributes these offerings through hardware stores, home centers, mass merchants, pet supply retailers, and industrial original equipment manufacturers.

Hillman recorded a 5-year revenue CAGR of 2.6% between FY2020 and FY2025. Annual revenue grew 4.2% in FY2021 to $1.43B and 4.2% in FY2022 to $1.49B, followed by minor contractions of 0.7% in FY2023 to $1.48B and 0.3% in FY2024 to $1.47B. Revenue rebounded 5.4% in FY2025 to reach $1.55B. Operating margin steadily expanded from 0.7% in FY2021 to 7.6% in FY2025. Net income improved from -$38.3M in FY2021 to $40.3M in FY2025, producing EPS of $0.59. For the trailing twelve months ended June 30, 2026, revenue stood at $1.60B, with latest quarter revenue growing 9.8% and quarterly earnings up 34.8% year-over-year.

As of June 30, 2026, Hillman held $35.8M in cash and short-term investments alongside $801.0M in total debt, resulting in net debt of $765.2M. Shareholders' equity was $1.23B, reflecting a debt-to-equity ratio of 0.65 and a current ratio of 2.71. In FY2025, operating cash flow reached $105.2M and free cash flow was $35.1M. Capital allocation in FY2025 included $70.1M in capital expenditures and $12.4M dedicated to share buybacks, while the five-year share count increased by 3.7%.

Hillman trades at an enterprise value of $2.15B and a market capitalization of $1.43B. Its trailing P/E of 36.9x is higher than the 24.8x median of its US-listed Industrials peers, while its forward P/E of 9.4x sits below the peer median of 17.2x. The stock's EV/EBITDA of 8.4x compares to 13.9x for the peer group, and its price-to-sales of 0.9x is below the peer median of 1.5x. Over the past year, HLMN declined 21.8%, lagging the 16.8% return of the S&P 500.

Wall Street coverage consists of 4 Strong Buy, 2 Buy, and 2 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target of $12.00 implies upside of 62.8% above the last close of $7.37. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.68B and EPS of $0.59. Seven analysts projecting FY2027 anticipate revenue of $1.80B and EPS of $0.69. Hillman beat earnings estimates in 1 of the last 4 quarters, and its next earnings date is November 2, 2026.

This page is an AI-written research summary of Hillman Solutions Corp. (HLMN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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