HLMN at a glance
Hillman Solutions Corp. (HLMN, SEC CIK 1822492) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 27, 2025 (FY2025), Hillman Solutions Corp. (HLMN) reported revenue of $1.6 billion (up 5.4% from FY2024) and net income of $40.3 million. Diluted EPS was $0.20.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Hillman Solutions Corp. (HLMN) shares worth $697.0 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Kraft Robert O. on September 11, 2026 of 35,500 shares at $7.00 per share.
- In the last 90 days, HLMN insiders reported 1 open-market purchase ($249K) and 2 open-market sales ($249K) on Form 4, a net sale of $142.67.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.6B
- +5.4% vs prior year
- Insiders · 90 days
- 1 buy · 2 sells
- Net −$142.67
- 13F holders
- 29 funds
- $697.0M · +1 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 1.01 · Item 2.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 27, 2025
Business Overview
- Core business: provider of hardware-related products and merchandising services to retail markets in North America with $1,552.2M net sales in 2025
- New emphasis on Robotics and Digital Solutions with proprietary MinuteKey and KeyKrafter® kiosks generating $220.2M revenue in 2025
- Strategic acquisition of Koch in Jan 2024 enlarged rope, twine, chain, and wire rope product offerings
- Employee count stable at 3,986 full-time and part-time with 1,263 in sales/service teams, highlighting strong customer engagement
- Noteworthy decline in Canada segment revenue to $138.1M in 2025 from $156.5M in 2023, indicating regional challenges
Risk Factors
- Trade tariff risk from U.S. tariffs on steel, aluminum, and goods from China, Mexico, Canada since Feb 1, 2025 increased product costs, forced price hikes
- FX risk from 2025 USD decline vs CNY (-4.0%) and TWD (-4.2%) pressures supplier margins, may drive price increases from vendors
- Supply chain risk due to reliance on ~33% sourcing from China and Taiwan exposed to tariffs and currency volatility
- Market risk from soft U.S. home improvement segment as existing home sales hit 30-year low at 4.1 million in 2025
- Financial risk: $100M authorized share repurchase program started in July 2025 with $12.4M spent, impacting liquidity and capital allocation
Management Discussion & Analysis
- Revenue not explicitly stated; adjusted EBITDA $275.3M in 2025, up 14% from $241.8M in 2024
- Operating margin Hardware & Protective Solutions 17.9% in 2025 ($90.6M/$506.6M est.), up from 11.4% in 2024 ($60.1M); Robotics margin down to 5.2% in 2025 ($17.3M/$336.6M est.) from 6.1% in 2024 ($20.5M)
- Best segment Hardware & Protective Solutions Adjusted EBITDA $196.3M in 2025, worst Robotics & Digital Solutions $65.9M, down from $70.3M in 2024
- Operating cash flow $105.2M in 2025, down $78.1M YoY; capex $70.1M in 2025; $12.4M stock repurchases and $8.5M term loan principal repayments
- Outlook highlights tariff cost impacts, sufficient liquidity with $279.1M available revolver; risks include market volatility, tariff-related inventory cost pressures
AI summary of the HLMN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Operating cash flow $68.5M, up $20.4M from $48.1M YoY
- Cash balance increased $8.6M vs $10.3M decline YoY
- Capital expenditures $32.6M vs $38.2M YoY, focused on kiosks and merchandising racks
- Acquisitions: Campbell $2.6M and Delaney $4.6M purchase prices
- $23.4M share repurchases and $10.0M net revolver draws funding acquisitions and capital expenditures
Risk Factors
- No material changes to Form 10-K risks filed February 17, 2026
- Carried-forward regulatory risk unchanged from prior annual filing
- Carried-forward operational risk unchanged from prior annual filing
- Carried-forward financial risk unchanged from prior annual filing
AI summary of the HLMN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $200.0M senior secured term loans added to finance Kanebridge acquisition, alongside cash and revolver borrowings
- Maturity July 22, 2033, matching existing senior secured term loans
Item 2.01: Completion of Acquisition or Disposition of Assets
- Hillman completed its Kanebridge acquisition on August 28, 2026, converting the previously announced transaction into an operating asset
- Approximately $315 million purchase price, subject to customary post-closing adjustments
Item 8.01: Other Events
- Acquisition of Kanebridge completed on September 3, 2026
- Transaction marks execution of Hillman’s announced strategic expansion
Item 1.01: Entry into a Material Definitive Agreement
- $315M acquisition of Kanebridge, subject to cash, debt, working-capital and expense adjustments
- Funding mix: cash on hand, revolver draw and committed $200M senior secured term loan
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 9.8% to $442.3M, while net income increased to $21.1M from $15.8M
- Adjusted EBITDA grew to $77.1M, but adjusted diluted EPS held at $0.17
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers 13 and 26 weeks ended June 27, 2026
- Selected summary financial results furnished in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Disclosure centers on the proposed Kanebridge transaction and related future-performance expectations
- Closing remains uncertain, subject to regulatory approvals, other conditions, timing, and potential termination
Item 1.01: Entry into a Material Definitive Agreement
- $735.0M senior secured term loan refinancing, replacing existing term loans and ABL borrowings
- $375.0M ABL revolving capacity, including $325.0M for U.S. operations and $50.0M for Canada
AI summaries of HLMN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HLMN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kraft Robert O. | Buy | Sep 11, 2026 | 35,500 | $7.00 |
| Kitzberger Amanda | Sell | Sep 9, 2026 | 13,750 | $7.25 |
| Spann Nicky Andre | F | Sep 7, 2026 | 1,656 | $7.68 |
| Parker Aaron Jerrod | Sell | Aug 19, 2026 | 17,381 | $8.57 |
| Adinolfi Jon Michael | F | Jun 7, 2026 | 67,253 | $7.30 |
| Honda Diane | A | Jun 4, 2026 | 19,257 | - |
| SWYGERT JOHN W | A | Jun 4, 2026 | 19,257 | - |
| O Leary Dan | A | Jun 4, 2026 | 19,257 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.5B | $1.5B | $1.6B |
| Operating Income | $60.9M | $88.8M | $114.0M |
| Net Income | -$9.6M | $17.3M | $40.3M |
| Op. Margin | 4.1% | 6.0% | 7.3% |
| Net Margin | -0.6% | 1.2% | 2.6% |
| Balance Sheet | |||
| Total Assets | $2.3B | $2.3B | $2.4B |
| Equity | $1.2B | $1.2B | $1.2B |
| ROE | -0.8% | 1.5% | 3.3% |
| Per Share | |||
| EPS | - | $0.09 | $0.20 |
| Cash Flow | |||
| Operating CF | $238.0M | $183.3M | $105.2M |
Source: XBRL data in Hillman Solutions Corp. (HLMN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HLMN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $697.0M |
| Q1 2026 | 28 | $644.8M |
| Q4 2025 | 28 | $666.0M |
| Q3 2025 | 30 | $766.4M |
| Q2 2025 | 30 | $542.5M |
| Q1 2025 | 27 | $508.5M |
| Q4 2024 | 22 | $420.0M |
| Q3 2024 | 20 | $220.0M |
- FMR LLC (Fidelity)+3.31M (+23%)
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- BlackRock+621.6K (+4%)
- Dimensional Fund Advisors+536.5K (+6%)
- State Street Corp+342.1K (+8%)
- Citadel Advisors LLC−1.28M (-70%)
- D.E. Shaw & Co−532.6K (-47%)
- JPMorgan Chase & Co−358.3K (-6%)
- Invesco Ltd−63.9K (-18%)
- Franklin Resources−48.6K (-30%)
- Renaissance Technologies LLC+108.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HLMN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 28, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 8-K | Mar 24, 2026 | - | - | - |
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HLMN SEC filings: frequently asked questions
Are HLMN insiders buying or selling?
In the last 90 days, Hillman Solutions Corp. (HLMN) officers, directors and 10% owners reported 1 open-market purchase worth $248,500 by 1 insider and 2 open-market sales worth $248,643 by 2 insiders on Form 4, a net sale of $143. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HLMN stock?
As of June 30, 2026, the largest Hillman Solutions Corp. (HLMN) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($149.5 million), BlackRock ($125.1 million), Dimensional Fund Advisors ($86.0 million), Vanguard Portfolio Management LLC ($75.5 million), Vanguard Capital Management LLC ($73.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HLMN's revenue in fiscal year 2025?
For the fiscal year ended December 27, 2025 (FY2025), Hillman Solutions Corp. (HLMN) reported revenue of $1.6 billion (up 5.4% from FY2024) and net income of $40.3 million. Diluted EPS was $0.20. The figures come from the XBRL data in the 10-K.
What are the main risks in HLMN's latest 10-K?
In the 10-K filed February 17, 2026, Hillman Solutions Corp. (HLMN) flagged: Trade tariff risk from U.S. tariffs on steel, aluminum, and goods from China, Mexico, Canada since Feb 1, 2025 increased product costs, forced price hikes. FX risk from 2025 USD decline vs CNY (-4.0%) and TWD (-4.2%) pressures supplier margins, may drive price increases from vendors. (AI summary of the Risk Factors section.)
What did HLMN report in its latest 8-K?
Hillman Solutions Corp. (HLMN) filed an 8-K on September 3, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets) and Item 8.01 (Other Events). $200.0M senior secured term loans added to finance Kanebridge acquisition, alongside cash and revolver borrowings.
What are the latest HLMN SEC filings?
Hillman Solutions Corp. (HLMN) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 14, 2026.
What is HLMN's SEC CIK number?
Hillman Solutions Corp. (HLMN)'s SEC Central Index Key (CIK) is 1822492. EDGAR lists every HLMN filing under that number.
Ask anything about HLMN
The research agent reads HLMN's filings, financials, insider trades and 13F holders, then answers with sources.