Q3 2025 Hillman Solutions Corp Earnings Call Transcript

Nov 4, 2025 / 01:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Hillman Solutions Corp (HLMN) achieved record net sales and adjusted EBITDA in Q3 2025, marking the highest in the company's 61-year history.
Net sales increased by 8% and adjusted EBITDA rose by 36%, with leverage improving to 2.5 times from 2.7 times the previous quarter.
The company successfully managed the current tariff environment, fully covering increased costs associated with higher tariffs.
Hillman Solutions Corp (HLMN) maintained excellent customer service with fill rates above 95% throughout the year.
The company reiterated its full-year 2025 net sales guidance and increased the midpoint of its adjusted EBITDA guidance, reflecting strong confidence in continued growth.

Negative

Market volume headwinds and tariff volatility posed challenges, although the company managed to navigate these effectively.
The Canadian business experienced nearly flat sales, with a 0.2% decline compared to the prior year quarter, impacted by soft market volumes and FX headwinds.
The price/cost timing dynamic, while beneficial in Q3, is expected to normalize in the next quarter, potentially impacting margins.
The company faces challenges in predicting market volumes for 2026, with expectations of flat market conditions.
SG&A expenses were elevated in Q3 due to a significant bonus accrual, impacting overall cost management.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HLMN.OQ - Hillman Solutions Corp
Q3 2025 Hillman Solutions Corp Earnings Call
Nov 04, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the 3rd quarter 2025 results presentation for Hillman Solutions Corp. My name is Tanya and I'll be your conference call operator today. Before we begin, I would like to remind our listeners that today's presentation is being recorded and simultaneously webcast. The company's earnings release presentation and 10Q were issued this morning. These documents in a replay of today's presentation can be accessed on Hillman's investor relations website at I.Hillmangroup.com. I would now like to turn the call over to Michael Kayler with Hillman.

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Unidentified_2 [2]
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