Hillman Solutions
Supplies fasteners, protective gear, key systems, and merchandising service to retailers.
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Profile
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
Key statistics
Year to date −10.8% · Average volume (30d) 1.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Canaccord Genuity | Reiterate | Buy | $14 | $13 | |
| Feb 18, 2026 | Canaccord Genuity | Reiterate | Buy | $14 | ||
| Aug 29, 2025 | Stifel Nicolaus | Target | $16 | $12 | ||
| Apr 16, 2025 | Baird | Downgrade | Outperform | Neutral | ||
| Jan 2, 2025 | William Blair | Downgrade | Outperform | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026Q2 FY26 | $0.17 | $0.17 | +1.4% | $433.7M | $442.3M | +2.0% | +14.44% |
| Apr 27, 2026Q1 FY26 | $0.08 | $0.07 | −12.5% | $371.7M | $370.1M | −0.4% | −5.13% |
| Feb 17, 2026Q4 FY25 | $0.10 | $0.10 | 0.0% | $371.8M | $365.1M | −1.8% | −1.99% |
| Nov 4, 2025Q3 FY25 | $0.18 | $0.22 | +22.2% | $371.7M | $424.9M | +14.3% | +1.11% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $359.3M | $402.8M | $424.9M | $365.1M | $370.1M | $442.3M | |
| Gross profit | $168.6M | $194.5M | $219.6M | $137.9M | $168.6M | $208.1M | |
| Operating income | $15.0M | $36.3M | $45.9M | $18.2M | $7.2M | $40.9M | |
| Net income | −$317.0K | $15.8M | $23.2M | $1.6M | −$4.7M | $21.1M | |
| Diluted EPS | −$0.00 | $0.08 | $0.12 | $0.01 | −$0.02 | $0.11 | |
| Gross margin | 46.9% | 48.3% | 51.7% | 37.8% | 45.6% | 47.1% | |
| Operating margin | 4.2% | 9.0% | 10.8% | 5.0% | 1.9% | 9.3% |
Fiscal years (4-quarter sums)FY21 $1.43B · FY22 $1.49B · FY23 $1.48B · FY24 $1.47B · FY25 $1.55B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $35.8M · Total debt $801.0M · Total assets $2.38B · Shareholders' equity $1.23B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 196.21M · Float 192.45M · 98.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 17.71M | 9.03% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 14.83M | 7.56% | 13F | Aug 7, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 11.44M | 5.83% | 13F | Aug 13, 2026 |
| Reinhart Partners, Inc. | 11.16M | 5.69% | 13F | Jul 8, 2026 |
| Burgundy Asset Management Ltd. | 10.64M | 5.39% | 13G | Feb 27, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Aaron Jerrod Parker | officer: Chief People Offic. | −17,381 | $8.57 |
| Mar 10, 2026 | Amanda Kitzberger | officer: Chief Leg. Offic. & Secretary | −11,804 | $8.29 |
| Mar 10, 2026 | Scott Kelley Moore | officer: Div. Pres. - Robo. and Digital | −1,451 | $8.29 |
Peers
- Illinois Tool Works
Retail and construction fasteners with big-box packaged hardware
- Fastenal
Industrial fasteners, safety supplies, and inventory service
- W.W. Grainger
Broad-line MRO distribution and safety supply overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Hillman Solutions | $7.77 | +0.06% | $1.52B | 35.6 | 11.8 | 1.0 | +9.8% |
| Illinois Tool Works | $279.80 | −0.11% | $80.58B | 25.4 | 23.8 | 4.9 | +6.1% |
| Fastenal | $50.06 | +0.56% | $57.12B | 42.2 | 37.3 | 6.5 | +14.7% |
| W.W. Grainger | $1,306.30 | +0.02% | $61.67B | 33.3 | 26.9 | 3.3 | +10.3% |
| Median | 33.3 | 26.9 | 4.9 | +10.3% |