Hillman Solutions Corp. Unveils Strategic Blueprint and Long-Term Financial Targets at Inaugural Investor Day

CINCINNATI, March 19, 2026 – Hillman Solutions Corp. (Nasdaq: HLMN), a leading provider of hardware-related products and merchandising solutions, has laid out a comprehensive blueprint for strategic growth and value creation during its inaugural Investor Day. The event took place at Hillman’s Customer Support Center, attracting significant attention from the investment community due to the company’s bold financial objectives and expansion strategy.

Key Highlights for Investors

• Revenue Ambition: Hillman is targeting \$2.5 billion in net sales by 2030, representing an 8–12% compound annual growth rate (CAGR) over the next five years.
• Profitability and Returns: The company projects a low-double-digit CAGR for Adjusted EBITDA, supported by disciplined margin expansion, and aims for a high-teen percentage Return on Invested Capital (ROIC).
• Market Opportunity: Hillman is positioning itself to capture a share of an \$18+ billion market opportunity across retail, professional (Pro) distribution, and industrial Maintenance, Repair & Operations (MRO) channels.
• 2026 Guidance Affirmed: The company reaffirmed its 2026 guidance of \$1.6–\$1.7 billion in net sales, \$275–\$285 million in Adjusted EBITDA, and \$100–\$120 million in Free Cash Flow.

Strategic Blueprint and Catalysts for Value Creation

CEO Jon Michael Adinolfi emphasized that since Hillman became a public company in 2021, it has consistently delivered profitable growth and strengthened its financial profile. The company’s “blueprint for value creation” is built on several pillars:

• Own the Core: Hillman’s core fastener and hardware-related business remains the foundation for growth, with an industry-leading category management team, integrated operations, and strong, long-term customer relationships.
• Expand Categories: Leveraging operational capabilities and deep customer relationships, Hillman plans to expand into new and existing product categories, unlocking incremental revenue streams.
• Win the Pro: The company is targeting accelerated growth in specialty distribution, lumber and building materials (LBM), and industrial MRO distribution channels, where its scale and supply chain advantages offer a significant edge.
• ROIC Focus: A disciplined approach to capital allocation, supported by strong free cash flow and a solid balance sheet, will enable targeted investments and bolt-on acquisitions to enhance returns on invested capital.

Detailed 5-Year Financial Objectives

• Revenue: 8%–12% annual growth, with a goal of reaching \$2.5 billion by 2030. Growth drivers include core business expansion, category diversification, increased penetration in pro channels, and mergers & acquisitions.
• Adjusted EBITDA: Low-double-digit CAGR, underpinned by global sourcing agility, operational leverage, and favorable product mix.
• Net Leverage: Target to keep net debt-to-Adjusted EBITDA below 2.5x, preserving flexibility for organic investments and additional acquisitions.
• ROIC: High-teen percentage, supported by a scalable business platform and approximately 100% average free cash flow conversion of Adjusted Net Income.

Company Overview and Differentiators

Founded in 1964 and headquartered in Cincinnati, Hillman serves retail, pro distribution, and industrial MRO customers across North America. The company’s competitive edge is driven by:

• A 1,200+ strong dedicated field sales team and direct-to-store distribution capabilities.
• World-class global sourcing and supply chain expertise.
• An extensive portfolio of over 111,000 SKUs, including fasteners, builder’s hardware, project gear & supplies, and key/engraving services.
• Regular recognition as vendor of the year by top customers, reflecting its commitment to service and innovation.

Investor Information and Forward-Looking Statements

A live webcast and presentation materials are available on the company’s investor relations website, with a replay accessible for those unable to attend the event live.

Hillman draws attention to the use of non-GAAP financial measures such as Adjusted EBITDA and Adjusted Diluted EPS, which are presented as supplemental information to reflect underlying business performance. The company notes that reconciliations to GAAP measures for forward-looking data are not provided due to the unavailability of certain information.

Important Considerations for Shareholders

• Ambitious Growth and Profitability Targets: The outlined targets, if achieved, would represent a major step-change in Hillman’s scale and profitability, and are likely to be viewed positively by investors seeking growth and margin expansion.
• Market Expansion: The strategy to move deeper into the Pro and industrial MRO channels could open up significant new pools of demand for Hillman and reduce reliance on traditional retail.
• Disciplined Capital Allocation: The focus on maintaining low leverage and strong cash generation positions Hillman to execute on both organic and inorganic growth, which could be a catalyst for future share price appreciation.
• Risks and Cautions: The company’s forward-looking statements are subject to risks including macroeconomic conditions, supply chain pressures, competitive intensity, customer concentration, currency fluctuations, regulatory changes, and other factors outside management’s control.

Potential Share Price Impact

The scale of Hillman’s growth ambitions, reaffirmation of near-term guidance, and detailed strategic plan are all potentially price-sensitive disclosures. Investors should closely monitor the company’s progress against these targets and any developments related to execution risks or market conditions. The company’s commitment to transparency and performance metrics, along with its willingness to pursue strategic acquisitions, could be catalysts for future share price movements.

Disclaimer: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. Forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially. Investors should review all company filings and perform their own due diligence before making investment decisions.

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