Hillman Solutions Corp.

NasdaqGM:HLMN Stock Report

Market Cap: US$1.5b

Hillman Solutions Management

Management criteria checks 3/4

Hillman Solutions' CEO is JMA Adinolfi, appointed in Jan 2025, has a tenure of 1.5 years. total yearly compensation is $3.72M, comprised of 18.6% salary and 81.4% bonuses, including company stock and options. directly owns 0.21% of the company’s shares, worth $3.14M. The average tenure of the management team and the board of directors is 2.4 years and 5.5 years respectively.

Key information

JMA Adinolfi

Chief executive officer

US$3.7m

Total compensation

CEO salary percentage18.63%
CEO tenure1.5yrs
CEO ownership0.2%
Management average tenure2.4yrs
Board average tenure5.5yrs

Recent management updates

Recent updates

Seeking Alpha Jul 06

Hillman Solutions Is Getting Too Cheap To Ignore

Summary Hillman Solutions remains a compelling 'Buy' despite a 12.4% share price decline and recent bottom-line weakness. HLMN continues to post revenue growth across all segments, driven by new business wins and strategic acquisitions. Management guides for 2026 revenue of $1.63–$1.73 billion and targets $2.5 billion by 2030, with margin expansion and low double-digit EBITDA growth. The stock trades at attractive valuation multiples versus peers, offering potential for both operational and multiple-driven upside. Read the full article on Seeking Alpha
Analysis Article Jun 18

Hillman Solutions (HLMN) Stock Could Be 22.6% Undervalued After Ohio Facility Groundbreaking

Groundbreaking highlights Hillman Solutions stock after new Ohio facility plan Hillman Solutions (HLMN) drew fresh investor attention after a groundbreaking ceremony for a new multipurpose facility in Forest Park, Ohio, where the company plans to consolidate several Cincinnati area operations. See our latest analysis for Hillman Solutions. At a share price of $7.74, Hillman Solutions has recorded a 7.8% one-month share price return and a 4% seven-day gain. Year to date, the share price is...
Narrative Update Jun 16

HLMN: Ongoing Buybacks And Raised Sales Guidance Will Support Future Upside

Analysts have trimmed their price target on Hillman Solutions by $0.20, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that modestly adjust their valuation framework. What's in the News Hillman Solutions reported that from December 28, 2025 to March 28, 2026 it repurchased 1,200,000 shares, representing 0.61% of shares, for US$10.1 million under its existing buyback program.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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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New Narrative 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.
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

CEO Compensation Analysis

How has JMA Adinolfi's remuneration changed compared to Hillman Solutions's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: JMA's total compensation ($USD3.72M) is about average for companies of similar size in the US market ($USD5.19M).

Compensation vs Earnings: JMA's compensation has increased by more than 20% in the past year.


CEO

JMA Adinolfi (50 yo)

1.5yrs
Tenure
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...


Leadership Team

NamePositionTenureCompensationOwnership
Douglas Cahill
Executive Chairman12.5yrsUS$3.37m0.25%
$ 3.7m
Jon Adinolfi
President1.5yrsUS$3.72m0.21%
$ 3.1m
Robert Kraft
CFO & Treasurer8.7yrsUS$1.81m0.20%
$ 3.0m
Amanda Kitzberger
Chief Legal Officer & Secretary3.4yrsUS$964.75k0.012%
$ 178.5k
Brett Hillman
Executive Vice President of Salesno dataUS$985.75k0.021%
$ 317.1k
Robert Davis Dale
Executive Vice President of Global Supply Chain2.4yrsUS$1.17mno data
Nick Spann
Chief Information Officerno datano datano data
Michael Koehler
VP of Investor Relations & Treasury4.3yrsno datano data
Christopher Paterson
Senior Vice President of HPS Product & Marketingno datano datano data
Aaron Parker
Chief People Officer3.4yrsno data0.012%
$ 174.7k
Scott Moore
Divisional President of Robotics and Digital Solutions2.2yrsUS$845.38k0.031%
$ 477.3k
James Daly
Senior Vice President of Pro1.5yrsno datano data
2.4yrs
Average Tenure
52yo
Average Age

Experienced Management: HLMN's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Douglas Cahill
Executive Chairman12.5yrsUS$3.37m0.25%
$ 3.7m
Jon Adinolfi
President1.4yrsUS$3.72m0.21%
$ 3.1m
Max Hillman
Emeritus Directorno dataUS$60.00kno data
Daniel O'Leary
Lead Independent Director5.5yrsUS$240.00k0.038%
$ 577.4k
Aaron Jagdfeld
Independent Director12.5yrsUS$232.00k0.12%
$ 1.8m
Philip Woodlief
Independent Director11.5yrsUS$235.00k0.053%
$ 806.7k
John Swygert
Independent Director5.5yrsUS$215.00k0.029%
$ 444.4k
Diane Honda
Independent Director3.2yrsUS$215.00k0.024%
$ 364.6k
Teresa Gendron
Independent Director5.5yrsUS$215.00k0.033%
$ 500.2k
David Owens
Independent Director8.5yrsUS$230.00k0.033%
$ 500.2k
Diana Dowling
Independent Director5.5yrsUS$215.00k0.033%
$ 500.2k
5.5yrs
Average Tenure
61yo
Average Age

Experienced Board: HLMN's board of directors are considered experienced (5.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/12 01:33
End of Day Share Price 2026/07/10 00:00
Earnings2026/03/28
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Hillman Solutions Corp. is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David MantheyBaird
Matthew BouleyBarclays
Reuben GarnerBenchmark Company