Hillman Sets Fourth Quarter 2025 Earnings Release And Results Presentation Date

What Happened?

A number of stocks jumped in the afternoon session after markets rotated out of tech names to position themselves for a massive injection of government spending. 

The sector was ignited by President Trump's call for a $1.5 trillion defense budget for 2027, a significant increase that sent defense contractors surging. Northrop Grumman jumped over 10% and Lockheed Martin gained nearly 8%, acting as the primary engine for the sector's outperformance.Beyond the immediate defense rally, the industrial sector benefited from a broader stabilization in energy costs, with crude prices rebounding. This combination of policy-driven demand and stabilizing input costs made heavy industry an attractive destination.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Engineered Components and Systems company Graham Corporation jumped 4%. Is now the time to buy Graham Corporation? Access our full analysis report here, it’s free.
• Professional Tools and Equipment company Hyster-Yale Materials Handling jumped 4.9%. Is now the time to buy Hyster-Yale Materials Handling? Access our full analysis report here, it’s free.
• Professional Tools and Equipment company Hillman jumped 4.9%. Is now the time to buy Hillman? Access our full analysis report here, it’s free.
• Engineered Components and Systems company Regal Rexnord jumped 3.5%. Is now the time to buy Regal Rexnord? Access our full analysis report here, it’s free.
• Professional Tools and Equipment company ESAB jumped 4.3%. Is now the time to buy ESAB? Access our full analysis report here, it’s free.

Zooming In On Hyster-Yale Materials Handling (HY)

Hyster-Yale Materials Handling’s shares are somewhat volatile and have had 14 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 10 days ago when the stock dropped 3.1% on the news that major indices pulled back from record highs reached the previous week. The S&P 500 and Nasdaq were under pressure as the dominant artificial intelligence trade cooled off. Notable names like Nvidia were down as traders locked in profits following a banner year where the Nasdaq surged over 20%. With the S&P 500 recently hitting intraday highs near 6,945, this dip reflected a shift in internal momentum rather than a response to major economic news.

Hyster-Yale Materials Handling is up 8.5% since the beginning of the year, but at $32.64 per share, it is still trading 40.4% below its 52-week high of $54.76 from January 2025. Investors who bought $1,000 worth of Hyster-Yale Materials Handling’s shares 5 years ago would now be looking at an investment worth $494.70.

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the professional tools and equipment stocks, including Hillman and its peers.

Automation that increases efficiency and connected equipment that collects analyzable data have been trending, creating new demand. Some professional tools and equipment companies also provide software to accompany measurement or automated machinery, adding a stream of recurring revenues to their businesses. On the other hand, professional tools and equipment companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings.

The 10 professional tools and equipment stocks we track reported a strong Q3. As a group, revenues beat analysts’ consensus estimates by 1.8% while next quarter’s revenue guidance was 0.5% below.

Thankfully, share prices of the companies have been resilient as they are up 7.1% on average since the latest earnings results.

Hillman

Established when Max Hillman purchased a franchise operation, Hillman designs, manufactures, and sells industrial equipment and systems for various sectors.

Hillman reported revenues of $424.9 million, up 8% year on year. This print was in line with analysts’ expectations, and overall, it was a strong quarter for the company with an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ adjusted operating income estimates.

"During the quarter, we generated the highest Net Sales and Adjusted EBITDA in the 61-year history of Hillman," commented Jon Michael Adinolfi, President and CEO of Hillman.

Unsurprisingly, the stock is down 3.7% since reporting and currently trades at $8.94.

Best Q3: Kennametal

Involved in manufacturing hard tips of anti-tank projectiles in World War II, Kennametal is a provider of industrial materials and tools for various sectors.

Kennametal reported revenues of $498 million, up 3.3% year on year, outperforming analysts’ expectations by 4.3%. The business had an incredible quarter with an impressive beat of analysts’ organic revenue estimates and EPS guidance for next quarter exceeding analysts’ expectations.

Kennametal achieved the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 30.2% since reporting. It currently trades at $28.79.

Slowest Q3: Stanley Black & Decker

With an iconic “STANLEY” logo which has remained virtually unchanged for over a century, Stanley Black & Decker is a manufacturer primarily catering to the tool and outdoor equipment industry.

Stanley Black & Decker reported revenues of $3.76 billion, flat year on year, in line with analysts’ expectations. It was a mixed quarter as it posted a beat of analysts’ EPS estimates but full-year EPS guidance slightly missing analysts’ expectations.

Interestingly, the stock is up 13% since the results and currently trades at $75.01.

Read our full analysis of Stanley Black & Decker’s results here.

Fortive

Taking its name from the Latin root of "strong", Fortive manufactures products and develops industrial software for numerous industries.

Fortive reported revenues of $1.03 billion, up 2.3% year on year. This print beat analysts’ expectations by 1.8%. It was a stunning quarter as it also recorded a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

The stock is up 14.3% since reporting and currently trades at $56.18.

Read our full, actionable report on Fortive here, it’s free for active Edge members.

ESAB

Having played a significant role in the construction of the iconic Sydney Opera House, ESAB manufactures and sells welding and cutting equipment for numerous industries.

ESAB reported revenues of $727.8 million, up 8.1% year on year. This result surpassed analysts’ expectations by 4.6%. Overall, it was a very strong quarter as it also logged a solid beat of analysts’ revenue estimates and a solid beat of analysts’ EBITDA estimates.

ESAB achieved the biggest analyst estimates beat and fastest revenue growth among its peers. The stock is down 7% since reporting and currently trades at $112.64.

Read our full, actionable report on ESAB here, it’s free for active Edge members.

Let’s dig into the relative performance of Middleby and its peers as we unravel the now-completed Q3 professional tools and equipment earnings season.

Automation that increases efficiency and connected equipment that collects analyzable data have been trending, creating new demand. Some professional tools and equipment companies also provide software to accompany measurement or automated machinery, adding a stream of recurring revenues to their businesses. On the other hand, professional tools and equipment companies are at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings.

The 9 professional tools and equipment stocks we track reported a strong Q3. As a group, revenues beat analysts’ consensus estimates by 2.1% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

Middleby

Holding a Guinness World Record for creating the world’s fastest conveyor pizza oven, Middleby (NYSE:MIDD) is a food service and equipment manufacturer.

Middleby reported revenues of $982.1 million, up 4.2% year on year. This print exceeded analysts’ expectations by 2.2%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

The stock is down 4% since reporting and currently trades at $118.60.

Is now the time to buy Middleby? Access our full analysis of the earnings results here, it’s free for active Edge members.

Best Q3: Kennametal

Involved in manufacturing hard tips of anti-tank projectiles in World War II, Kennametal is a provider of industrial materials and tools for various sectors.

Kennametal reported revenues of $498 million, up 3.3% year on year, outperforming analysts’ expectations by 4.3%. The business had an incredible quarter with a solid beat of analysts’ organic revenue estimates and EPS guidance for next quarter exceeding analysts’ expectations.

Kennametal delivered the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 24.2% since reporting. It currently trades at $27.46.

Is now the time to buy Kennametal? Access our full analysis of the earnings results here, it’s free for active Edge members.

Slowest Q3: Stanley Black & Decker

With an iconic “STANLEY” logo which has remained virtually unchanged for over a century, Stanley Black & Decker is a manufacturer primarily catering to the tool and outdoor equipment industry.

Stanley Black & Decker reported revenues of $3.76 billion, flat year on year, in line with analysts’ expectations. It was a mixed quarter as it posted a beat of analysts’ EPS estimates but full-year EPS guidance slightly missing analysts’ expectations.

Stanley Black & Decker delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 6.3% since the results and currently trades at $70.53.

Read our full analysis of Stanley Black & Decker’s results here.

Hillman

Established when Max Hillman purchased a franchise operation, Hillman designs, manufactures, and sells industrial equipment and systems for various sectors.

Hillman reported revenues of $424.9 million, up 8% year on year. This print met analysts’ expectations. It was a strong quarter as it also logged a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

Hillman had the weakest full-year guidance update among its peers. The stock is down 6% since reporting and currently trades at $8.73.

Read our full, actionable report on Hillman here, it’s free for active Edge members.

Lincoln Electric

Headquartered in Ohio, Lincoln Electric manufactures and sells welding equipment for various industries.

Lincoln Electric reported revenues of $1.06 billion, up 7.9% year on year. This result surpassed analysts’ expectations by 1.6%. More broadly, it was a satisfactory quarter as it also produced a solid beat of analysts’ organic revenue estimates but a slight miss of analysts’ EBITDA estimates.

The stock is flat since reporting and currently trades at $236.81.

Read our full, actionable report on Lincoln Electric here, it’s free for active Edge members.