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Sep 30, 2025
Hillenbrand Q4 2025 Earnings Report
Hillenbrand reported its fiscal fourth quarter and full year 2025 results, with Q4 net revenue decreasing 22% and GAAP EPS increasing significantly, while adjusted EPS saw an 18% decline.
Key Takeaways
Hillenbrand delivered strong results in the fourth quarter of fiscal year 2025, with net revenue of $652.1 million, a 22% decrease year-over-year primarily due to the MIME divestiture. GAAP diluted EPS increased significantly to $1.07 from $0.17 in the prior year, driven by a decrease in income taxes and a gain on the sale of a minority stake in TerraSource Holdings. However, adjusted diluted EPS decreased by 18% to $0.83, mainly due to lower volume, cost inflation, and unfavorable mix, partially offset by favorable pricing and productivity improvements.
Q4 net revenue was $652.1 million, a 22% decrease compared to the prior year, primarily due to the MIME divestiture.
GAAP diluted EPS for Q4 increased to $1.07 from $0.17 in the prior year, largely due to a decrease in income taxes and a gain on the sale of TerraSource Holdings.
Adjusted diluted EPS for Q4 decreased by 18% to $0.83, impacted by lower volume, cost inflation, and unfavorable mix.
The company announced a definitive agreement to be acquired by an affiliate of Lone Star Funds for approximately $3.8 billion, with the transaction expected to close by the end of Q1 calendar year 2026.
Revenue by Segment
Forward Guidance
Hillenbrand will not be conducting a fourth quarter and fiscal year 2025 conference call and webcast, nor will it issue financial guidance for fiscal year 2026, due to the pending acquisition by Lone Star Funds.
Positive Outlook
- The pending acquisition by Lone Star Funds in an all-cash transaction provides a clear exit strategy for shareholders.
- The transaction was unanimously approved by the Company's Board of Directors, indicating strong internal support.
- The acquisition is expected to close by the end of the first quarter of calendar year 2026, providing a relatively near-term resolution.
- The company's transformation into a pure-play global industrial company has positioned it for long-term success.
- Strategic investments and careful cost management have underpinned strong results amid macroeconomic changes.
Challenges Ahead
- No financial guidance will be issued for fiscal year 2026, creating uncertainty for future performance.
- The company will not hold a conference call, limiting direct communication with investors regarding Q4 and FY25 results.
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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