Hillenbrand 2025 Q4 Earnings Strong Earnings Growth Despite Revenue Drop

Hillenbrand (HI) reported fiscal 2025 Q4 earnings on Nov 19, 2025, with adjusted EPS of $0.83 beating estimates by 36.1% and net income surging 354.4% year-over-year. The company will not provide FY2026 guidance due to its pending acquisition by Lone Star, expected to close by Q1 2026.

Revenue

Hillenbrand’s total revenue declined 22.1% to $652.10 million in 2025 Q4, driven by the divestiture of its Milacron injection molding and extrusion business. The Advanced Process Solutions segment saw revenue fall 6% to $557.3 million, while the Molding Technology Solutions segment reported pro forma revenue growth of 3% to $94.8 million, aided by favorable foreign currency impacts and pricing initiatives.

Earnings/Net Income

The company’s EPS surged 416.3% to $1.07 in 2025 Q4, while net income jumped 354.4% to $77.70 million. Adjusted EPS of $0.83, however, decreased 18% year-over-year, reflecting the impact of the MIME divestiture and lower volumes.

Price Action

Post-earnings, HI shares edged down 0.6% despite beating revenue and EPS estimates. The strategy of buying shares upon revenue announcements and holding for 30 days yielded a cumulative 17.5% return over three years, averaging 5.8% annually.

CEO Commentary

Kim Ryan, President and CEO, emphasized strategic execution and cost management amid macroeconomic challenges. The company’s transformation into a pure-play industrial entity has positioned it for long-term growth, with Ryan expressing confidence in the pending Lone Star acquisition.

Guidance

Hillenbrand will not issue FY2026 guidance or host a Q4 earnings call due to the pending acquisition. The transaction, valued at $3.8 billion, remains subject to regulatory approvals and shareholder votes.

Additional News

Hillenbrand finalized a $3.8 billion all-cash acquisition by Lone Star Funds, valuing the company at $32.00 per share. The deal, announced Oct 15, 2025, is expected to close by Q1 2026. Additionally, CFO Robert VanHimbergen will depart in June 2025, with Megan Walke serving as interim CFO. The company also completed a $245 million divestiture of its minority stake in TerraSource Holdings, using proceeds for debt reduction.