Hillman Solns Q2 2026 Earnings Call: Complete Transcript

Hillman Solns (NASDAQ: HLMN ) held its second-quarter earnings conference call on Tuesday.

Below is the complete transcript from the call.

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The full earnings call is available at Summary Hillman Solns reported a 10% increase in net sales to $442 million for Q2 2026, driven by core performance, new business wins, and recent M&A, including contributions from Campbell Chain and Delaney Hardware.

The company announced the acquisition of Cambridge Corporation, doubling its industrial business and expanding its addressable market by 50%, with Cambridge expected to contribute $15 million in sales and $5 million in adjusted EBITDA for 2026.

Guidance for full-year 2026 net sales was increased to between $1.67 billion and $1.72 billion, with adjusted EBITDA expected to reach $285 million, reflecting confidence in continued growth and successful integration of recent acquisitions.

Operational highlights include significant growth in the Robotics and Digital Solutions segment, driven by the rollout of the Mini Key 3.5 platform, and a strong performance in the Canadian market with a 7.8% sales increase.

Management emphasized strategic initiatives focused on core business growth, expanding pro distribution channels, and leveraging M&A to enhance market presence and shareholder value, with a long-term sales target of $2.5 billion by 2030.

Full Transcript Amber, Operator Good morning and welcome to the second quarter 2026 results presentation for Hillman Solns Corp.

My name is Amber and I will 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 and presentation were issued yesterday and 10-Q was issued this morning.

These documents and a replay of today's presentation can be accessed on Hillman Solns' investor relations website at ir.hillmangroup.com.

I would now like to turn the call over to Michael Koehler with Hillman Solns.

Please go ahead.

Michael Koehler, Vice President - Corporate Development, Investor Relations & Treasury Thank you, operator.

Good morning everyone and thank you for joining us for Hillman Solns' second quarter 2026 results presentation.

I'm Michael Koehler, Vice President of Corporate Development, Investor Relations and Treasury.

Joining me on today's call are Hillman Solns' President and Chief Executive Officer Jon Michael Adinolfi, or JMA, and our Chief Financial Officer Rocky Craft.

I would like to remind our audience that certain statements made today may be considered forward-looking and are subject to the safe harbor provisions of applicable securities laws.

These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties, assumptions and other factors, many of which are beyond the company's control and may cause actual results to differ materially from those projected in such statements.

Some of the factors that could influence our results are contained in our periodic and annual reports filed with the SEC.

For more information regarding these risks and uncertainties, please see slide 2 in our earnings call slide presentation which is available on our website.

In addition, on today's call we will refer to certain non-GAAP financial measures.

Information regarding our use of and reconciliations of these measures to our GAAP results are available in our earnings call slide presentation.

JMA will begin today's call by discussing the recently announced agreement to acquire Cambridge Corporation, a master distributor serving the industrial channel.

Then he will provide commentary on our quarterly results and guidance followed by a discussion on our performance by business.

Rocky will then walk through our financial results, balance sheet and guidance before turning the call back over to JMA for some closing comments.

We will then open up the call for your questions.

It's now my pleasure to turn the call over to our President and CEO, Jon Michael Adinolfi, JMA.

Jon Michael Adinolfi, Chief Executive Officer Thanks, Michael.

Good morning everyone and thank you for joining us.

The second quarter was a great quarter for Hillman Solns, which I'll get to in a moment.

Yesterday after the market closed, we announced that we entered into a definitive agreement to acquire Cambridge Corporation, a leading master distributor of fasteners in the industrial channel.

Like Hillman Solns, Cambridge has a specialized business model with a moat built around SKU complexity and service.