Overview

* Hillman Q2 net sales rise 6.2% to $402.8 mln, beating expectations

* Adjusted EPS of $0.17 beats analyst estimates, per LSEG data

* Adjusted EBITDA increases to $75.2 mln, surpassing forecasts

* Co announces $100 mln share repurchase program, indicating confidence

Outlook

* Hillman raises 2025 net sales guidance to $1.535-$1.575 bln

* Company increases 2025 adjusted EBITDA guidance to $265-$275 mln

* Hillman expects year-end leverage ratio of 2.4x

* Company cites strong execution and tariff clarity for guidance update

Result Drivers

* TARIFF MANAGEMENT - Successful management of tariff environment contributed to robust top and bottom-line results, per CEO Jon Michael Adinolfi

* CUSTOMER SERVICE - Strong customer service and on-time delivery supported sales growth, according to CEO Jon Michael Adinolfi

* GUIDANCE UPDATE - Improved clarity around tariffs and strong execution led to raised guidance for FY 2025, per CFO Rocky Kraft

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $402.80 $388.70

mln mln (9

Analysts

)

Q2 Beat $0.17 $0.14 (8

Adjusted Analysts

EPS )

Q2 Beat $75.20 $68.90

Adjusted mln mln (9

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

* Wall Street's median 12-month price target for Hillman Solutions Corp ( HLMN ) is $10.00, about 18.7% above its August 4 closing price of $8.13

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)