Hillman Solutions Corp.

NasdaqGM:HLMN Stok Raporu

Piyasa değeri: US$1.5b

Hillman Solutions Yönetim

Yönetim kriter kontrolleri 3/4

Hillman Solutions CEO'su JMA Adinolfi, Jan2025 tarihinde atandı, in görev süresi 1.42 yıldır. in toplam yıllık tazminatı $ 3.72M olup, şirket hissesi ve opsiyonları dahil olmak üzere 18.6% maaş ve 81.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.16% ine doğrudan sahiptir ve bu hisseler $ 2.38M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 5.4 yıldır.

Anahtar bilgiler

JMA Adinolfi

İcra Kurulu Başkanı

US$3.7m

Toplam tazminat

CEO maaş yüzdesi18.63%
CEO görev süresi1.4yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi5.4yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

JMA Adinolfi'un ücretlendirmesi Hillman Solutions'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: JMA 'ın toplam tazminatı ($USD 3.72M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.30M ).

Tazminat ve Kazançlar: JMA 'in maaşı son bir yılda %20'den fazla arttı.


CEO

JMA Adinolfi (50 yo)

1.4yrs
Görev süresi
US$3,716,231
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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$1.17mVeri yok
Nick Spann
Chief Information Officerno dataVeri yokVeri yok
Michael Koehler
VP of Investor Relations & Treasury4.2yrsVeri yokVeri yok
Christopher Paterson
Senior Vice President of HPS Product & Marketingno dataVeri yokVeri yok
Aaron Parker
Chief People Officer3.3yrsVeri yok0.012%
$ 168.2k
Scott Moore
Divisional President of Robotics and Digital Solutions2.1yrsUS$845.38k0.031%
$ 459.4k
James Daly
Senior Vice President of Pro1.4yrsVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: HLMN 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Douglas Cahill
Executive Chairman12.4yrsUS$3.37m0.25%
$ 3.6m
Jon Adinolfi
President1.3yrsUS$3.72m0.16%
$ 2.4m
Max Hillman
Emeritus Directorno dataUS$60.00kVeri yok
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
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: HLMN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/10 02:09
Gün Sonu Hisse Fiyatı2026/06/10 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/27

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Hillman Solutions Corp. 10 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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Matthew BouleyBarclays
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