Hillman Solutions Corp. (HLMN)

Hillman Solutions beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported August 3, 2026, with revenue of $442.3 million topping the $433.7 million estimate (+2%) and adjusted EPS of $0.170 coming in above the $0.168 estimate (+1.4%). Revenue rose about 10% year over year to roughly $442 million (up from about $402.8 million a year ago), reflecting results across its hardware products portfolio for retail and industrial customers in North America. Profitability was supported by a gross margin of about 47% and an operating margin of roughly 9%, with operating income around $40.9 million. Net income increased about 33% year over year to roughly $21.1 million (up from about $15.8 million a year ago). The company generated operating cash flow of about $88 million and repurchased roughly $13.3 million of stock during the quarter. For the next period, consensus calls for EPS of $0.207 on revenue of $460.8 million.