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Mar 31, 2025
Hillenbrand Q2 2025 Earnings Report
Reported results for the fiscal second quarter ended March 31, 2025
Key Takeaways
Hillenbrand reported a decrease in revenue and GAAP EPS for the second quarter of fiscal year 2025 compared to the prior year, primarily due to lower volume in the Advanced Process Solutions segment and a loss on the sale of a majority stake in the Milacron injection molding and extrusion business. Adjusted EPS also decreased.
Net revenue of $716 million decreased 9% year-over-year due to lower volume in the Advanced Process Solutions segment.
GAAP net loss was $41 million, or $(0.58) per share, compared to net income of $6.1 million, or $0.09 per share, in the prior year.
Adjusted diluted EPS was $0.60, a decrease of 21% compared to $0.76 in the prior year.
Completed the sale of a majority stake in the Milacron injection molding and extrusion business on March 31, 2025, for approximately $265 million in net proceeds used for debt reduction.
Revenue by Segment
Forward Guidance
Hillenbrand updated its fiscal year 2025 guidance to reflect the impact of tariffs and elevated macroeconomic uncertainty, lowering the expected full-year EPS range and providing guidance for the third quarter.
Positive Outlook
- Anticipates using net proceeds from the TerraSource Global sale for debt pay down, resulting in an approximate 0.2x favorable impact to net leverage.
- Teams are executing strategies to strengthen the supply chain and mitigate increased costs.
- Remains confident in the long-term growth prospects of their end markets.
- Believes the portfolio transformation positions them to drive profitable growth once macro conditions improve.
- Solid year-over-year order growth experienced in food, health, and nutrition portfolio, as well as separation products during Q2.
Challenges Ahead
- Updating annual guidance range due to backlog levels and the impact of tariffs, including indirect impact of further order delays.
- Expects direct tariff impact of approximately $15 million in EBITDA for the full year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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