HLMN · NASDAQ · Manufacturing - Tools & Accessories

Hillman Solutions (HLMN)

Supplies fasteners, protective gear, key systems, and merchandising service to retailers.

$7.20
vs last close+0.08 (+1.20%)
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Hillman Solutions Corp.HLMN
Industrials

Sells fasteners, builder's hardware, personal protective products, key duplication systems, and engraving products through retail and pro channels. Its edge is store-level merchandising and direct-to-store service across North America, with large home-improvement retailers anchoring demand.

Supplies fasteners, builder's hardware, rope and chain, cleaning textiles, protective gear, key duplication systems, and engraving products through Hardware and Protective Solutions, Robotics and Digital Solutions, and Canada.

The sales motion runs through home centers, hardware stores, mass merchants, farm and fleet retailers, pet stores, pro distributors, and industrial MRO customers. Operations are concentrated in North America, with the United States as the core market and Canada reported as its own segment.

Execution depends on shelf-level merchandising, field service, direct-to-store distribution, and sourcing depth. Home Depot and Lowe's are major customers, so retailer concentration and customer direct imports shape the business alongside category competitors in fasteners, protective gear, keys, and engraving.

Company facts

CEOJon Michael Adinolfi
ListedJul 15, 2021
ExchangeNASDAQ
HeadquartersCincinnati, OH
CountryUnited States
Employees3,986
CIK0001822492
ISINUS4316361090

Market cap$1.40B
EPS (ttm)$0.2180
P/E (ttm)32.61
ROE3.4%
P/B1.14
P/S0.8706
Dividend yieldDiv yield
Beta1.20vs XLI 0.96

Price target$13.00+82.8%Average of 7 analysts
ConsensusBuy4 of 7 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 1, 2026Canaccord GenuityReiterate
Rating: Target: $14
Rating: BuyTarget: $13
Feb 18, 2026Canaccord GenuityReiterate
Rating: Target:
Rating: BuyTarget: $14
Apr 16, 2025BairdDowngrade
Rating: Outperform
Rating: Neutral
Jan 2, 2025William BlairDowngrade
Rating: Outperform
Rating: Market Perform

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.22
Revenue estimate
$461.2M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Aug '25Nov '25Feb '26Apr '26Aug '26Nov '26
Reported$0.10$0.10$0.17$0.22$0.10$0.07$0.17Pending
Estimate$0.11$0.10$0.15$0.18$0.10$0.08$0.17$0.22
Surprise−9.1%0.0%+13.3%+22.2%0.0%−12.5%+1.4%

RevenueReportedEstimate

Feb '25Apr '25Aug '25Nov '25Feb '26Apr '26Aug '26Nov '26
Reported$349.6M$359.3M$402.8M$424.9M$365.1M$370.1M$442.3MPending
Estimate$362.7M$389.4M$427.1M$371.7M$371.8M$371.7M$433.7M$461.2M
Surprise−3.6%−7.7%−5.7%+14.3%−1.8%−0.4%+2.0%
Estimate$0.22
ReportedDue Nov 3, 2026
Estimate$461.2M
ReportedDue Nov 3, 2026
View details

Debt to equity65.40%
Current ratio271.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$393.3M$349.6M$359.3M$402.8M$424.9M$365.1M$370.1M$442.3M
Net income$7.4M−$1.2M−$317.0K$15.8M$23.2M$1.6M−$4.7M$21.1M
Net margin1.9%0.0%0.0%3.9%5.5%0.4%0.0%4.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$26.9M$14.0M$15.0M$36.3M$45.9M$18.2M$7.2M$40.9M
YoY growth−22.5%+225.5%−7.9%+15.0%+70.6%+30.1%−52.0%+12.7%

Balance sheet, Jun 27, 2026Cash & short-term investments $35.8M · Total debt $801.0M · Total assets $2.38B · Shareholders' equity $1.23B

Revenue
$442.3M
Operating income
$40.9M
Net income
$21.1M
View details

No dividends on record.

Institutions102.34%199.10M shares
232 holders · as of Jun 30, 2026
Insiders1.98%3.86M shares
20 holders · as of Sep 14, 2026
Strategic holders7.33%14.26M shares
1 holder · as of Jan 26, 2024
Adds to111.65%

194.54M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 111.65%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
FMR LLCInstitution
9.10%17.71Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.62%14.83Mas of Jun 30, 2026
BlackRock, Inc.Strategic
7.33%14.26Mfiled Jan 26, 2024
Kayne Anderson Rudnick Investment Management LLCInstitution
5.88%11.44Mas of Jun 30, 2026
Reinhart Partners, Inc.Institution
5.73%11.16Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 11, 2026Robert O. Kraftofficer: CFO and Treasurer+35,500$7.00
Sep 9, 2026Amanda Kitzbergerofficer: Chief Leg. Offic. & Secretary−13,750$7.25
Aug 19, 2026Aaron Jerrod Parkerofficer: Chief People Offic.−17,381$8.57
Mar 10, 2026Amanda Kitzbergerofficer: Chief Leg. Offic. & Secretary−11,804$8.29
Mar 10, 2026Scott Kelley Mooreofficer: Div. Pres. - Robo. and Digital−1,451$8.29
View details

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Compare

CompanyPriceChange
Hillman Solutions$7.20+1.20%$1.40B32.610.70.9+9.8%
Illinois Tool Works$269.27+0.65%$76.97B24.322.94.7+6.1%
Fastenal$49.87+0.44%$56.97B42.137.06.5+14.7%
W.W. Grainger$1,282.71+0.38%$60.33B32.626.43.2+10.3%
Median32.626.44.7+10.3%