Overview

* Hillman Q3 2025 net sales rise 8% to record $424.9 mln, beating analyst expectations

* Adjusted EPS for Q3 2025 beats consensus, reaching $0.22 per share

* Company repurchased 325.6 thousand shares, totaling $3.2 mln

Outlook

* Hillman maintains FY 2025 net sales guidance at $1.535 to $1.575 bln

* Company raises FY 2025 adjusted EBITDA guidance to $270 to $275 mln

* Hillman expects year-end leverage to remain at 2.4x

Result Drivers

* RECORD SALES - Hillman achieved record net sales of $424.9 mln, driven by resilience in product demand despite market challenges

* MARKET RESILIENCE - Co attributes strong performance to resilience in everyday repair and maintenance product demand

* BALANCE SHEET IMPROVEMENT - Improved leverage and healthy balance sheet position Hillman for future growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $424.90 $423.18

mln mln (8

Analysts

)

Q3 Beat $0.22 $0.20 (7

Adjusted Analysts

EPS )

Q3 Beat $88 mln $79.68

Adjusted mln (8

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", 2 "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 $12.00, about 22.7% above its November 3 closing price of $9.28

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

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(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.)