Hillman Q4 Revenue Rises 4.5% to $365.1M, EBITDA Beats by 1.7%
Hillman’s Q4 sales rose 4.5% year-on-year to $365.1 million, missing estimates by 2%, while adjusted EBITDA of $57.5 million beat forecasts by 1.7%. The company set 2026 EBITDA guidance at $280 million, below analysts’ $283.2 million midpoint, and full-year revenue guidance midpoint of $1.65 billion trailed expectations by 1.9%.
1. Q4 Financial Performance
Hillman reported Q4 revenue of $365.1 million, up 4.5% year-on-year but 2% below analysts’ $372.4 million forecast. Adjusted EPS was $0.10 per share in line with consensus, while adjusted EBITDA reached $57.5 million, a 15.8% margin that topped projections by 1.7%.
2. 2026 Guidance
The company set full-year 2026 EBITDA guidance at a $280 million midpoint, missing analyst expectations of $283.2 million by 1.1%. Full-year revenue guidance midpoint of $1.65 billion came in 1.9% below consensus estimates, signalling conservative near-term growth assumptions.
3. Profitability and Cash Flow Trends
Operating margin remained steady at 4.6%, matching the prior year quarter, while free cash flow margin declined to 4.4% from 6.3% year-on-year. Hillman’s five-year revenue CAGR stands at 2.6%, though margin improvements reflect growing operational leverage.