| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 73 | 33.2x | 17.8x | Top tier | |
Growth | 46 | 6.5% | 7.1% | Around median | |
Quality | 56 | 4.8% | 4.5% | Around median | |
Safety | 53 | 3.0x | 2.6x | Around median | |
Capital Return | 40 | — | 2.12% | Around median | |
Momentum | 25 | -7.9% | 2.9% | Bottom tier | |
Sentiment | 38 | 4 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Hillman Solutions Corp. operates as a leading specialty distributor of fasteners, hardware products, and protective solutions in North America, with a presence across home improvement and professional and industrial distribution channels. The value of its model rests on having its employees manage more than 111 thousand stock-keeping units across more than 29 thousand retail locations, alongside operating more than 31 thousand technology-enabled kiosks; this enables it to meet demand for specialized, hard-to-find fasteners and serve repair, maintenance, and renovation needs. Its higher-margin operations include the Robotics and Digital Solutions segment, which houses Minute Key kiosks, while Hardware and Protective Solutions represents its largest segment.
In Q2 of fiscal year 2026, revenue increased 10% year over year to $442.3 million, including two percentage points from core business performance, 4.5 points from new business wins, and 3.5 points from acquisitions. Net income according to EDGAR data was approximately $21.1 million, with earnings per share of $0.11, compared with a net loss of $4.7 million and negative earnings per share of $0.02 in Q1 of fiscal year 2026. Adjusted earnings before interest, taxes, depreciation, and amortization also increased 2.5% to $77.1 million, while free cash flow reached $70.2 million.
Sales in Hardware and Protective Solutions, the largest segment, increased 10% in Q2 of fiscal year 2026, while Robotics and Digital Solutions sales grew 11% and its adjusted earnings before interest, taxes, depreciation, and amortization rose 10.4% to $19.6 million. The technology segment generated an adjusted gross margin of 77.4% and an adjusted earnings before interest, taxes, depreciation, and amortization margin of 31.9%. At the company level, adjusted gross margin declined 120 basis points year over year to 47.1%, while the adjusted earnings before interest, taxes, depreciation, and amortization margin fell 130 basis points to 17.4%, despite improving from 13.5% in the previous quarter.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average price target of $13, and both the highest and lowest targets matching at $13; this target is approximately 20% above the 52-week range high of $10.85, while the range extends to a low of $6.96. No published price-to-earnings ratio is available in the provided data despite earnings per share of $0.20 in fiscal year 2025 and approximately $0.209 in the 2026 trailing twelve-month data, so the optimism implied by the target depends heavily on executing the Kanebridge transaction, restoring margins, and reducing leverage. The fact that all targets match at a single figure also does not provide a broad range of differing analyst estimates, while the 52-week range shows that the market has already priced margin, debt, and execution risks into the stock.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Revenue increased 10% to $442.3 million in Q2 of fiscal year 2026. Approximately two percentage points came from core business performance, 4.5 points from new business wins, and 3.5 points from acquisitions. The professional customer channel alone contributed approximately one point of growth, supported by wins in fasteners, cleaning products, and the bulk fastener program in Canada.
Hillman will acquire Kanebridge for $315 million, subject to regulatory approval and closing conditions, targeting completion near the beginning of the fourth quarter of fiscal year 2026. Kanebridge generated approximately $65 million in revenue and $30 million in adjusted earnings before interest, taxes, depreciation, and amortization during the twelve months ended June 30, 2026. The transaction will nearly double Hillman’s industrial business, currently valued at $65 million, and add the FasNet platform and an extensive assortment of specialized fasteners that can be shipped the same day.
Hillman had approximately 4,500 Minute Key 3.5 machines in service as of August 4, 2026, after adding more than 600 machines since the April 2026 call. The company is targeting more than 5,000 machines by the end of fiscal year 2026. The expansion helped the Robotics and Digital Solutions segment increase sales by 11% and achieve an adjusted gross margin of 77.4% and an adjusted earnings before interest, taxes, depreciation, and amortization margin of 31.9% in Q2 of fiscal year 2026.
Hillman expects revenue of between $1.67 and $1.72 billion in fiscal year 2026, with a midpoint of $1.695 billion and growth of approximately 9% over the previous year. It expects adjusted earnings before interest, taxes, depreciation, and amortization of approximately $285 million and free cash flow of between $105 and $115 million. The outlook includes an expected Kanebridge contribution of approximately $15 million in sales and $5 million in adjusted earnings, provided the transaction closes near the beginning of the fourth quarter.
Hillman ended Q2 of fiscal year 2026 with net debt of $665 million and a net debt-to-adjusted earnings before interest, taxes, depreciation, and amortization ratio of 2.4 times. It plans to finance Kanebridge using available cash, borrowings under a revolving credit facility, and an add-on issuance to its term loan, and expects leverage to increase by approximately one full turn following the transaction. Assuming no other major acquisitions are completed, management is targeting a return to approximately 2.5 times by the end of fiscal year 2027, while temporarily reducing share repurchases to support debt reduction.
