Hamilton Beach Brands Holding Company
- Open
- 31.23
- Day high
- 31.77
- Day low
- 30.79
- Prev close
- 31.45
- Volume
- 141K
- Mkt cap
- $422M
- P/E (TTM)
- 7.4
- EPS (TTM)
- $4.26
- P/B
- 1.9
- P/S
- 0.7
- Yield
- 1.54%
- Per share
- $0.48
- ▼Insiders net selling -$98K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions reducing (13F)
Hamilton Beach Brands Holding Company (HBB) is a Consumer Cyclical company listed on NYSE. The stock is up 108% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 3 published research articles covering HBB.
Hamilton Beach Brands Holding Company (HBB) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
HBB earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $0.16 | $2.49 | +1466.0% | $143M | +1.0% |
| May 6, 2026 | $0.16 | $0.26 | +62.5% | $122M | +0.5% |
| Feb 25, 2026 | — | $0.13 | — | $213M | — |
| Nov 5, 2025 | — | $0.12 | — | $133M | — |
| Jul 30, 2025 | — | $0.33 | — | $128M | — |
| Apr 30, 2025 | — | $0.13 | — | $133M | — |
| Feb 26, 2025 | — | $1.75 | — | $214M | — |
| Oct 30, 2024 | — | $0.14 | — | $157M | — |
| Jul 31, 2024 | — | $0.42 | — | $156M | +14.0% |
| Mar 6, 2024 | $0.81 | $1.40 | +72.8% | $207M | +48.0% |
| Nov 1, 2023 | $0.31 | $0.74 | +138.7% | $154M | +11.8% |
| Aug 2, 2023 | $0.22 | $0.01 | -95.5% | $137M | -0.1% |
HBB insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 28, 2026 | Cunningham Sarah Mofficer: Sr. VP Chief Financial Officer | Sell | 3,000 | $32.50 |
| Jul 1, 2026 | Miller Michael Sidneydirector | Grant | 1,431 | — |
| Jul 1, 2026 | Lane April L.director | Grant | 1,431 | — |
| Jul 1, 2026 | WILLIAMS DAVID Bother: Member of a Group | Grant | 1,431 | — |
| Jul 1, 2026 | BELGYA MARK Rdirector | Grant | 1,431 | — |
| Jul 1, 2026 | RANKIN VICTOIRE Gother: Member of a Group | Grant | 1,867 | — |
| Jul 1, 2026 | RATNER JAMES Adirector | Grant | 1,431 | — |
| Jul 1, 2026 | BUTLER HELEN RANKINother: Member of a Group | Grant | 1,431 | — |
| Jul 1, 2026 | RANKIN ALFRED M ET ALdirector, other: Member of a Group | Grant | 1,867 | — |
| Jul 1, 2026 | Mehta Bela Sdirector | Grant | 1,431 | — |
| Jul 1, 2026 | Furlow Paul Dwinelledirector | Grant | 1,431 | — |
| Jul 1, 2026 | RANKIN THOMAS Tdirector, other: Member of a Group | Grant | 1,431 | — |
| Jul 1, 2026 | BUTLER JOHN C JRdirector, other: Member of a Group | Grant | 1,431 | — |
| Jul 1, 2026 | WILLIAMS CLARA Rdirector, other: Member of a Group | Grant | 1,431 | — |
| Jul 1, 2026 | RANKIN CORBINother: Member of a Group | Grant | 1,431 | — |
Source: HBB SEC Form 4 filings, latest Aug 28, 2026. For informational purposes only — not investment advice.
See the full HBB insider & 13F page →HBB research & analysis
US 7.5% China Overcapacity Tariff: Why US Importers Pay, Not Chinese Platforms
A reported 7.5% US overcapacity duty on Chinese goods is collected from US importers, putting Hamilton Beach, Helen of Troy and Dorman gross margins in the chain.
DORMGSMHELEUS Plans a 7.5% China Overcapacity Tariff Before the September Summit
Bloomberg reported the US will add a 7.5% overcapacity duty on Chinese goods before the 24 September summit, taking the China rate to about 20% and raising costs for US importers.
DORMGSMHELELa-Z-Boy (LZB), Reliance Worldwide (RLLWF): Tariff Refunds Fail to Lift Margins
US importers collected IEEPA tariff refunds in June 2026, but Home Depot, Lowe's and Reliance Worldwide say fuel, freight and copper costs consumed the cash.
ARHSBSETCULP
Hamilton Beach Brands Holding Company company profile
Overview
Hamilton Beach Brands Holding Company (NYSE:HBB) is a consumer appliance manufacturer founded in 1904 and headquartered in Glen Allen, Virginia. The company went public in 2017 and has evolved from a traditional small appliance maker into a diversified household products company. Hamilton Beach designs, markets, and distributes small electric household appliances, specialty housewares, and commercial food service equipment across the United States and internationally. The company has recently expanded into healthcare technology through strategic acquisitions and partnerships, while maintaining its position as a leading brand in the small kitchen appliance market.
Business
Hamilton Beach operates in the consumer appliances and housewares industry, which encompasses small electric appliances used in kitchens, personal care, and home maintenance. The company's core business revolves around designing and marketing small electric appliances that make food preparation, cooking, and household tasks more convenient for consumers. The company's product portfolio spans several categories. Kitchen appliances form the core offering, including coffee makers, blenders, food processors, slow cookers, toasters, air fryers, indoor electric grills, juicers, and mixers. These products are sold under the flagship Hamilton Beach brand for mainstream consumers and Proctor Silex for value-oriented customers. Personal care products include garment steamers and irons under the CHI brand, while home environment products encompass air purifiers under the TrueAir brand and water filtration systems through partnerships. The business operates through several distinct segments: 1. **North American Consumer Markets** (approximately 75-80% of revenue): This segment includes the core Hamilton Beach and Proctor Silex brands selling through mass merchandisers, e-commerce platforms, department stores, and specialty retailers across the United States, Canada, and Mexico. 2. **Premium Products** (approximately 15% of revenue): This higher-margin segment includes Wolf Gourmet countertop appliances, CHI garment care products, Bartesian cocktail makers, and partnership products with brands like Clorox air purifiers and Brita water filtration systems. 3. **Global Commercial Markets** (approximately 8% of revenue): This segment serves restaurants, hotels, bars, and food service establishments with commercial-grade versions of consumer products under Hamilton Beach Commercial and Proctor Silex Commercial brands. 4. **Hamilton Beach Health** (emerging segment): The newest division focuses on home healthcare technology, primarily through the acquired HealthBeacon platform, which provides smart medication management devices with subscription-based monitoring services. The company also provides private label manufacturing services for other retailers and brands, leveraging its manufacturing capabilities and supply chain expertise.
Revenue model
Hamilton Beach generates revenue primarily through product sales to retailers, who then sell to end consumers. The company operates as a brand owner and product designer, typically outsourcing manufacturing to third-party facilities, particularly in Asia, while maintaining control over product development, marketing, and distribution. The primary revenue streams include direct sales to major retailers like Walmart, Target, Amazon, and other mass merchandisers, department stores, and specialty retailers. The company also sells through e-commerce platforms, which now represent approximately 39% of total revenue, with 48% of U.S. consumer product sales occurring through digital channels. The business model varies by segment. In consumer markets, Hamilton Beach earns margins through brand premiums and efficient supply chain management. The premium segment commands higher margins due to brand partnerships and specialized features. The commercial segment typically involves higher-volume, lower-margin sales but provides more predictable revenue streams. The newest Hamilton Beach Health segment operates on a subscription-based model, where customers pay recurring fees for medication management monitoring services, representing a shift toward recurring revenue. Several factors influence the company's profitability. Commodity costs for materials like steel, plastic, and electronic components directly impact gross margins. Trade policies and tariffs, particularly those affecting Chinese manufacturing, significantly influence cost structure - the company has been actively diversifying its supply chain to reduce China exposure from 65% to a target of one-third by 2025. Retail consolidation affects pricing power, as large retailers like Amazon and Walmart can negotiate lower wholesale prices. Consumer spending patterns impact demand, with small appliances being somewhat discretionary purchases that can decline during economic downturns. Seasonal factors also play a role, with stronger sales typically occurring in the fourth quarter due to holiday gifting and wedding seasons. The company's margin expansion efforts focus on premiumization - shifting toward higher-margin products and brands, improving operational efficiency, and reducing supply chain costs through geographic diversification.
Competitive moat
Hamilton Beach's competitive moat is moderate but not particularly strong. The company benefits from several defensive characteristics, but faces significant competitive pressures that limit its pricing power and market protection. The company's primary moat elements include brand recognition and retail relationships. Hamilton Beach has maintained its position as a leading small appliance brand for over a century, with strong brand awareness among consumers and established shelf space at major retailers. The company's relationships with mass merchandisers like Walmart and Target provide some stability, as these retailers prefer working with established suppliers who can deliver consistent quality and supply chain reliability. Operational scale and supply chain expertise provide another layer of defense. Hamilton Beach's experience in managing global manufacturing relationships, particularly in navigating complex trade regulations and quality control across multiple countries, creates barriers for smaller competitors. The company's distribution network and ability to launch products across thousands of retail locations simultaneously represents a meaningful advantage. However, the company faces substantial competitive threats that limit its moat strength. The small appliance market is highly competitive with numerous established players including Cuisinart, KitchenAid, Black & Decker, and Ninja, each with strong brand recognition and similar retail relationships. Private label competition from retailers continues to pressure margins, as stores develop their own branded appliances at lower price points. Low barriers to entry in many product categories mean that new competitors can enter with innovative features or aggressive pricing. The rise of direct-to-consumer brands selling through e-commerce platforms has intensified competition, particularly in premium segments where Hamilton Beach is trying to expand. The company's dependence on external manufacturing also limits its ability to create sustainable cost advantages, as competitors can often access similar manufacturing capabilities. While Hamilton Beach has some patent protection on specific product features, most small appliance technologies are not highly proprietary, making differentiation challenging over the long term.
Risks & safety
Hamilton Beach demonstrates reasonable financial stability with manageable debt levels and adequate liquidity, though profitability remains modest and somewhat cyclical. **Liquidity and Solvency:** - Cash position: $48.3 million as of Q1 2025 - Current ratio: 1.97, indicating adequate short-term liquidity - Total debt-to-equity ratio: 0.59, representing moderate leverage - Free cash flow: $6.1 million in Q1 2025, though this was $62.2 million for full year 2024 - No immediate solvency concerns given current cash position and credit facilities **Valuation Metrics:** - P/E ratio: 37.1 (Q1 2025), significantly elevated due to low quarterly earnings - Full-year 2024 P/E: 7.6, more reasonable based on annual results - EV/EBITDA: 34.0 (Q1), though this was 7.3 for full year 2024 - Price-to-book: 1.64, indicating modest premium to book value - Graham number suggests potential undervaluation at current levels **Other Considerations:** - Seasonal earnings volatility makes quarterly metrics less reliable - Tariff exposure creates earnings uncertainty despite mitigation efforts - Modest return on equity (18.5% in 2024) indicates reasonable but not exceptional profitability - Strong working capital management with improving inventory turns
Recent development
Over the past few years, Hamilton Beach has pursued a strategic transformation focused on diversification and premiumization. The company's most significant development has been its expansion into the healthcare technology sector through the acquisition of HealthBeacon in February 2024. This Irish company provides smart medication management devices with subscription-based monitoring services, representing Hamilton Beach's entry into recurring revenue models and the growing home healthcare market. The company has aggressively pursued premiumization strategies to improve margins and reduce dependence on commodity-like small appliances. This includes partnerships with established brands like Clorox for air purifiers, Brita for water filtration systems, and the expansion of the Bartesian cocktail maker line. The recent launch of the Lotus premium brand with seven professional-grade products demonstrates continued commitment to higher-margin segments. Supply chain diversification has become a critical strategic priority in response to trade tensions and tariff risks. The company has reduced its China manufacturing exposure from approximately 65% to targeting one-third by the end of 2025, establishing production relationships in countries like Vietnam, Thailand, and Mexico. Hamilton Beach has also certified its main distribution center as a foreign trade zone to mitigate tariff impacts. The company has significantly expanded its e-commerce capabilities, with digital sales now representing 39% of total revenue and 48% of U.S. consumer sales. This shift required substantial investments in digital marketing, online product optimization, and direct-to-consumer fulfillment capabilities. Commercial market expansion has been another key focus, with the company launching new products like the Summit Edge Blender and establishing partnerships such as the recent Sunkist agreement for commercial juicers. This segment now represents approximately 8% of total revenue and provides more predictable cash flows than consumer markets. Leadership transition occurred in 2024 with Scott Tidey being appointed as President and CEO, replacing Greg Trepp who retired after 28 years with the company. Under new leadership, the company continues to focus on innovation with over 40 new product platforms launched in recent years.
HBB company profile · for informational purposes only — not investment advice.
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