Hillman Solutions Corp.

NasdaqGM:HLMN Rapport sur les actions

Capitalisation boursière : US$1.5b

Hillman Solutions Gestion

Gestion contrôle des critères 3/4

Le PDG Hillman Solutions est JMA Adinolfi, nommé en Jan2025, a un mandat de 1.42 ans. La rémunération annuelle totale est $ 3.72M, composée du salaire de 18.6% et des bonus 81.4%, y compris les actions et options de la société. détient directement 0.16% des actions de la société, d'une valeur de $ 2.38M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 5.4 ans.

Informations clés

JMA Adinolfi

Directeur général

US$3.7m

Rémunération totale

Pourcentage du salaire du PDG18.63%
Durée du mandat du directeur général1.4yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration5.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 01

HLMN: Fine Tuned Assumptions Will Support 2026 Earnings Rebound Potential

Analysts have trimmed their price target on Hillman Solutions by $0.20, reflecting updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary While the latest target move is modest at $0.20, bullish analysts see it as a fine tuning of assumptions around the discount rate, revenue trajectory, profit margins, and future P/E rather than a shift in overall stance on Hillman Solutions.
Mise à jour du récit May 16

HLMN: Conservative Outlook And Buybacks Will Support Upside After Recent Pullback

Analysts have trimmed their price targets on Hillman Solutions by about $1 to $14, reflecting slightly lower revenue and EBITDA expectations after mixed Q4 results and a guidance reset that many still view as conservative. Analyst Commentary Bearish analysts have been trimming their price targets on Hillman Solutions, reflecting a more cautious stance after the latest Q4 results and updated guidance.
Mise à jour du récit Apr 26

HLMN: Conservative Guidance And Pullback Will Support 2026 Earnings Rebound Potential

Analysts have trimmed their 12 month price target on Hillman Solutions to $14, a $1 reduction from prior views, citing slightly lower revenue and EBITDA expectations following mixed Q4 results and guidance they describe as conservative. Analyst Commentary Bullish analysts are trimming targets but still see upside potential in Hillman Solutions, even after the stock moved off more than 10% following Q4 results and updated guidance.
Mise à jour du récit Apr 12

HLMN: Conservative Guidance And Pullback Will Support Future Earnings Rebound Potential

Hillman Solutions' consensus analyst price target has eased to $14, as analysts factor in slightly lower revenue and EBITDA expectations alongside what they describe as solid Q4 results and conservative guidance. Analyst Commentary Bullish analysts are trimming price targets slightly to US$14 while maintaining a positive stance on Hillman Solutions, pointing to what they see as solid Q4 execution and guidance that they view as conservative rather than negative.
Seeking Alpha Mar 31

Hillman Solutions: Market Share Gains And Pricing Power To Navigate Uncertainty

Summary Hillman Solutions Corp. earns a Buy rating, trading at a 25% discount to peers, with strong supply chain diversification and market share initiatives. HLMN is reducing Chinese supplier exposure from 49% to a targeted 20%, enhancing supply chain resilience and earnings visibility. FY2026 revenue guidance is $1.6–$1.7 billion, driven by new business wins and pricing, though market volume remains a headwind. Margins are expected to normalize in FY2026 as higher input costs offset prior price/cost spread benefits; adjusted gross margin is guided to 46–47%. Read the full article on Seeking Alpha
Mise à jour du récit Mar 28

HLMN: Conservative Guidance Reset Will Support Future Upside From Recent Pullback

Analysts have trimmed their blended price target for Hillman Solutions by about $1 to $14, reflecting slightly lower Street expectations for revenue and EBITDA after recent Q4 results and a guidance update that is being characterized as conservative. Analyst Commentary Bearish analysts have been trimming price targets for Hillman Solutions, bringing them closer to the current fundamental outlook after Q4 results and updated guidance.
Mise à jour du récit Mar 12

HLMN: Conservative Guidance And Pullback Will Support Measured Future Upside

Analysts have trimmed their price target on Hillman Solutions to $14 from $15, citing slightly lower consensus revenue and EBITDA forecasts and a cautious outlook despite recent Q4 results that they describe as solid to mixed. Analyst Commentary Bearish analysts have trimmed their price targets on Hillman Solutions to US$14 from US$15, framing the stock’s recent pullback of more than 10% as a reaction to modestly lower consensus revenue and EBITDA estimates and an outlook they describe as conservative.
Mise à jour du récit Feb 26

HLMN: Conservative Guidance And Pullback Will Set Up Earnings Rebound Potential

Analysts have trimmed their price target on Hillman Solutions to $14 from $15, citing slightly lower consensus revenue and EBITDA estimates, along with what they view as conservative guidance following mixed but solid Q4 results. Analyst Commentary Bullish analysts are generally framing the post earnings pullback as a reaction to cautious guidance and small adjustments to estimates, rather than a shift in their longer term view on Hillman Solutions.
Article d’analyse Feb 16

Market Participants Recognise Hillman Solutions Corp.'s (NASDAQ:HLMN) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Mise à jour du récit Feb 11

HLMN: Steady Outlook And Refined Assumptions Will Support Measured Future Returns

Analysts have slightly adjusted their fair value view on Hillman Solutions to $10.00, reflecting modest tweaks to the discount rate, revenue growth, profit margin assumptions and a future P/E of about 27.5x that together support a largely unchanged price target rationale. Valuation Changes Fair Value: Modelled fair value remains unchanged at $10.00 per share.
Mise à jour du récit Jan 27

HLMN: Steady Outlook And Buybacks Will Support Measured Future Returns

Analysts have raised their price target for Hillman Solutions slightly, to US$10.00 from US$10.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior views.
Mise à jour du récit Jan 11

HLMN: Stable Sales Outlook And Margin Gains Will Support Measured Returns

Analysts have slightly reduced their price target on Hillman Solutions, making a small adjustment to account for somewhat softer revenue growth expectations and a marginally lower future P/E multiple, partially offset by modestly higher projected profit margins. What's in the News Hillman Solutions reiterated its full year 2025 net sales guidance at US$1.535b to US$1.575b, matching its prior range and providing a clear reference point for management's current expectations (Key Developments).
Mise à jour du récit Dec 14

HLMN: Revenue Outlook And Margins Will Support Measured Future Share Performance

Analysts have nudged their price target on Hillman Solutions modestly higher to reflect slightly faster expected revenue growth, improved profit margin assumptions, and a lower projected future P/E multiple, leaving their estimate of fair value at approximately $10.00 per share. What's in the News Company reiterated its 2025 full year net sales guidance, maintaining the expected range at $1.535 billion to $1.575 billion, reflecting its stated confidence in its current growth outlook (Key Developments) Hillman completed a share repurchase tranche between July 31, 2025 and September 27, 2025, buying back 325,584 shares, or about 0.16% of shares outstanding, for $3.16 million under its August 5, 2025 buyback authorization (Key Developments) Valuation Changes Fair Value: Unchanged at approximately $10.00 per share, indicating no revision to the analyst estimate of intrinsic value.
Article d’analyse Nov 26

Should You Think About Buying Hillman Solutions Corp. (NASDAQ:HLMN) Now?

Hillman Solutions Corp. ( NASDAQ:HLMN ), might not be a large cap stock, but it saw significant share price movement...
Article d’analyse Oct 09

We Think Hillman Solutions (NASDAQ:HLMN) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Sep 13

We Ran A Stock Scan For Earnings Growth And Hillman Solutions (NASDAQ:HLMN) Passed With Ease

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Aug 28

Are Investors Undervaluing Hillman Solutions Corp. (NASDAQ:HLMN) By 33%?

Key Insights Hillman Solutions' estimated fair value is US$14.94 based on 2 Stage Free Cash Flow to Equity Hillman...
Article d’analyse Aug 08

Results: Hillman Solutions Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates

NasdaqGM:HLMN 1 Year Share Price vs Fair Value Explore Hillman Solutions's Fair Values from the Community and select...
Mise à jour du récit Aug 07

US Housing And Omni Retail Expansion Will Foster Value

With both Net Profit Margin and Discount Rate remaining stable, analysts see no change in Hillman Solutions’ fair value, maintaining the consensus price target at $10.56. What's in the News Hillman Solutions raised full-year 2025 net sales guidance to $1.535–$1.575 billion from previous $1.495–$1.575 billion range.
Article d’analyse Aug 02

Hillman Solutions Corp.'s (NASDAQ:HLMN) Shares Not Telling The Full Story

You may think that with a price-to-sales (or "P/S") ratio of 1x Hillman Solutions Corp. ( NASDAQ:HLMN ) is a stock...
Article d’analyse Jun 27

At US$7.07, Is Hillman Solutions Corp. (NASDAQ:HLMN) Worth Looking At Closely?

Hillman Solutions Corp. ( NASDAQ:HLMN ), might not be a large cap stock, but it saw significant share price movement...
Article d’analyse Apr 30

Take Care Before Diving Into The Deep End On Hillman Solutions Corp. (NASDAQ:HLMN)

Hillman Solutions Corp.'s ( NASDAQ:HLMN ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right...
Article d’analyse Mar 29

Here's Why Hillman Solutions (NASDAQ:HLMN) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Jan 13

Why Investors Shouldn't Be Surprised By Hillman Solutions Corp.'s (NASDAQ:HLMN) P/S

With a median price-to-sales (or "P/S") ratio of close to 1.6x in the Machinery industry in the United States, you...
Article d’analyse Dec 09

Hillman Solutions (NASDAQ:HLMN) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Article d’analyse Sep 18

Hillman Solutions Corp. (NASDAQ:HLMN) Not Flying Under The Radar

There wouldn't be many who think Hillman Solutions Corp.'s ( NASDAQ:HLMN ) price-to-sales (or "P/S") ratio of 1.4x is...
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Nouveau récit Sep 12

Cost Controls And Decisive Acquisitions Set To Fuel Robust Earnings Growth

Hillman Solutions' focus on cost control and margin management is set to enhance bottom-line performance and adjusted EBITDA outlook.
Article d’analyse Aug 14

Shareholders Can Be Confident That Hillman Solutions' (NASDAQ:HLMN) Earnings Are High Quality

The subdued stock price reaction suggests that Hillman Solutions Corp.'s ( NASDAQ:HLMN ) strong earnings didn't offer...
Article d’analyse Jun 20

Revenues Tell The Story For Hillman Solutions Corp. (NASDAQ:HLMN)

It's not a stretch to say that Hillman Solutions Corp.'s ( NASDAQ:HLMN ) price-to-sales (or "P/S") ratio of 1.2x right...
Seeking Alpha May 08

Hillman Solutions: Ready For Tuck-In Acquisitions

Summary A much-improved balance sheet has created the opportunity for the company to pursue tuck-in acquisitions that fit Hillman's wide-moat strategy. Synergistic acquisitions supplement organic growth initiatives until existing home sales recover. Hillman Solutions reported 1Q'24 results with expected flat sales and improving margins and cash flows. HLMN stock is currently undervalued despite solid execution. Read the full article on Seeking Alpha
Article d’analyse Mar 27

Hillman Solutions Corp. (NASDAQ:HLMN) Shares Could Be 40% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Hillman Solutions is US$17.18 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Mar 01

Investors Appear Satisfied With Hillman Solutions Corp.'s (NASDAQ:HLMN) Prospects

With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Machinery industry in the United States, you...
Seeking Alpha Feb 26

Hillman Solutions: Buoyant In A Bad Housing Market

Summary Hillman Solutions' wide competitive moat allowed it to generate strong free cash flows, improve margins, and strengthen the balance sheet in 2023. Sales were relatively flat despite weak store traffic at customers' retail stores as the company won new business to offset the declines. While 2024 may be another challenging year for the industry, HLMN is expected to increase margins and use tuck-in acquisitions to counter expected price givebacks. The company is poised to benefit greatly from the eventual recovery in existing home sales. HLMN stock is undervalued, creating a margin of safety for investors. Read the full article on Seeking Alpha
Article d’analyse Jan 26

Should You Think About Buying Hillman Solutions Corp. (NASDAQ:HLMN) Now?

While Hillman Solutions Corp. ( NASDAQ:HLMN ) might not have the largest market cap around , it led the NASDAQGM...
Article d’analyse Oct 04

There's Been No Shortage Of Growth Recently For Hillman Solutions' (NASDAQ:HLMN) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Article d’analyse Sep 11

Hillman Solutions Corp. (NASDAQ:HLMN) Shares Could Be 45% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Hillman Solutions is US$15.75 based on 2 Stage Free Cash Flow to Equity...
Article d’analyse Jul 29

Why Hillman Solutions Corp. (NASDAQ:HLMN) Could Be Worth Watching

While Hillman Solutions Corp. ( NASDAQ:HLMN ) might not be the most widely known stock at the moment, it saw a...
Article d’analyse Jun 26

Hillman Solutions Corp.'s (NASDAQ:HLMN) Share Price Could Signal Some Risk

There wouldn't be many who think Hillman Solutions Corp.'s ( NASDAQ:HLMN ) price-to-sales (or "P/S") ratio of 1.1x is...
Article d’analyse Apr 08

Hillman Solutions Corp.'s (NASDAQ:HLMN) Intrinsic Value Is Potentially 93% Above Its Share Price

Key Insights Hillman Solutions' estimated fair value is US$15.17 based on 2 Stage Free Cash Flow to Equity Hillman...

Analyse de la rémunération des PDG

Comment la rémunération de JMA Adinolfi a-t-elle évolué par rapport aux bénéfices de Hillman Solutions?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 28 2026n/an/a

US$36m

Dec 27 2025US$4mUS$692k

US$40m

Sep 27 2025n/an/a

US$37m

Jun 28 2025n/an/a

US$22m

Mar 29 2025n/an/a

US$18m

Dec 28 2024US$2mUS$500k

US$17m

Sep 28 2024n/an/a

US$8m

Jun 29 2024n/an/a

US$6m

Mar 30 2024n/an/a

-US$2m

Dec 30 2023US$4mUS$446k

-US$10m

Sep 30 2023n/an/a

-US$13m

Jul 01 2023n/an/a

-US$28m

Apr 01 2023n/an/a

-US$24m

Dec 31 2022US$893kUS$400k

-US$16m

Sep 24 2022n/an/a

US$4m

Jun 25 2022n/an/a

-US$19m

Mar 26 2022n/an/a

-US$31m

Dec 25 2021US$1mUS$400k

-US$38m

Rémunération vs marché: La rémunération totale de JMA ($USD 3.72M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 5.25M ).

Rémunération et revenus: La rémunération de JMA a augmenté de plus de 20 % au cours de l'année écoulée.


PDG

JMA Adinolfi (50 yo)

1.4yrs
Titularisation
US$3,716,231
Compensation

Mr. Jon Michael Adinolfi, also known as JMA, has been the Director of Hillman Solutions Corp. since February 13, 2025. He serves as President and Chief Executive Officer at Hillman Solutions Corp. since Ja...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Douglas Cahill
Executive Chairman12.4yrsUS$3.37m0.25%
$ 3.6m
Jon Adinolfi
President1.4yrsUS$3.72m0.16%
$ 2.4m
Robert Kraft
CFO & Treasurer8.6yrsUS$1.81m0.20%
$ 2.9m
Amanda Kitzberger
Chief Legal Officer & Secretary3.3yrsUS$964.75k0.012%
$ 171.8k
Brett Hillman
Executive Vice President of Salesno dataUS$985.75k0.021%
$ 305.2k
Robert Davis Dale
Executive Vice President of Global Supply Chain2.3yrsUS$1.17mpas de données
Nick Spann
Chief Information Officerno datapas de donnéespas de données
Michael Koehler
VP of Investor Relations & Treasury4.2yrspas de donnéespas de données
Christopher Paterson
Senior Vice President of HPS Product & Marketingno datapas de donnéespas de données
Aaron Parker
Chief People Officer3.3yrspas de données0.012%
$ 168.2k
Scott Moore
Divisional President of Robotics and Digital Solutions2.1yrsUS$845.38k0.031%
$ 459.4k
James Daly
Senior Vice President of Pro1.4yrspas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi
52yo
Âge moyen

Gestion expérimentée: L'équipe de direction de HLMN est considérée comme expérimentée (ancienneté moyenne 2.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Douglas Cahill
Executive Chairman12.4yrsUS$3.37m0.25%
$ 3.6m
Jon Adinolfi
President1.3yrsUS$3.72m0.16%
$ 2.4m
Max Hillman
Emeritus Directorno dataUS$60.00kpas de données
Daniel O'Leary
Lead Independent Director5.4yrsUS$240.00k0.038%
$ 555.7k
Aaron Jagdfeld
Independent Director12.4yrsUS$232.00k0.12%
$ 1.7m
Philip Woodlief
Independent Director11.4yrsUS$235.00k0.053%
$ 776.5k
John Swygert
Independent Director5.4yrsUS$215.00k0.029%
$ 427.7k
Diane Honda
Independent Director3.1yrsUS$215.00k0.024%
$ 350.9k
Teresa Gendron
Independent Director5.4yrsUS$215.00k0.033%
$ 481.4k
David Owens
Independent Director8.4yrsUS$230.00k0.033%
$ 481.4k
Diana Dowling
Independent Director5.4yrsUS$215.00k0.033%
$ 481.4k
5.4yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de HLMN sont considérés comme expérimentés (ancienneté moyenne 5.4 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/11 07:24
Cours de l'action en fin de journée2026/06/11 00:00
Les revenus2026/03/28
Revenus annuels2025/12/27

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Hillman Solutions Corp. est couverte par 10 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David MantheyBaird
Matthew BouleyBarclays
Reuben GarnerBenchmark Company