Hamilton Beach Brands (HBB)
Market Price (5/8/2026): $20.59 | Market Cap: $279.4 MilSector: Consumer Discretionary | Industry: Household Appliances
Hamilton Beach Brands (HBB)
Market Price (5/8/2026): $20.59Market Cap: $279.4 MilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 10%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.8% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Home & Kitchen Technology. Themes include Online Marketplaces, Direct-to-Consumer Brands, Show more. | Trading close to highsDist 52W High is -2.4% Weak multi-year price returns2Y Excs Rtn is -42% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -9.8%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.3%, Rev Chg QQuarterly Revenue Change % is -8.6% Key risksHBB key risks include [1] its exposure to tariffs and volatile trade policies on products imported from China and [2] a heavy reliance on the negotiating power of key retailers. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 10%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.8% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, and Home & Kitchen Technology. Themes include Online Marketplaces, Direct-to-Consumer Brands, Show more. |
| Trading close to highsDist 52W High is -2.4% |
| Weak multi-year price returns2Y Excs Rtn is -42% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -9.8%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.3%, Rev Chg QQuarterly Revenue Change % is -8.6% |
| Key risksHBB key risks include [1] its exposure to tariffs and volatile trade policies on products imported from China and [2] a heavy reliance on the negotiating power of key retailers. |
Qualitative Assessment
AI Analysis | Feedback
Hamilton Beach Brands (HBB) stock has gained about 10% since 1/31/2026 because of the following key factors:
1. Strong Profitability in Q1 2026 Driven by Margin Expansion: Hamilton Beach Brands reported Q1 2026 diluted earnings per share (EPS) of $0.26, surpassing analysts' consensus estimates of $0.16 by $0.10. This outperformance was largely due to a substantial 510 basis point expansion in gross margin, reaching 29.7%, and a 115% increase in operating profit to $5.0 million. While revenue declined by 8.6% year-over-year, the significant margin improvement, partly aided by a one-time 190 basis point benefit from the sell-through of inventory previously impacted by now-eliminated IEEPA tariffs, significantly boosted profitability.
2. Positive Q4 2025 Earnings Performance and Reaffirmed 2026 Outlook: The company's Q4 2025 results, announced on February 25, 2026, demonstrated an 8% increase in operating profit and a 220 basis point expansion in gross margin, which led to a 6.7% rise in HBB shares following the announcement. Management reinforced its 2026 guidance, expecting revenue growth to approach a mid-single-digit percentage and gross margins to be similar to or slightly better than 2025 levels, despite planned increases in advertising spend and accelerated ERP depreciation.
Show more
1. Strong Profitability in Q1 2026 Driven by Margin Expansion: Hamilton Beach Brands reported Q1 2026 diluted earnings per share (EPS) of $0.26, surpassing analysts' consensus estimates of $0.16 by $0.10. This outperformance was largely due to a substantial 510 basis point expansion in gross margin, reaching 29.7%, and a 115% increase in operating profit to $5.0 million. While revenue declined by 8.6% year-over-year, the significant margin improvement, partly aided by a one-time 190 basis point benefit from the sell-through of inventory previously impacted by now-eliminated IEEPA tariffs, significantly boosted profitability.
2. Positive Q4 2025 Earnings Performance and Reaffirmed 2026 Outlook: The company's Q4 2025 results, announced on February 25, 2026, demonstrated an 8% increase in operating profit and a 220 basis point expansion in gross margin, which led to a 6.7% rise in HBB shares following the announcement. Management reinforced its 2026 guidance, expecting revenue growth to approach a mid-single-digit percentage and gross margins to be similar to or slightly better than 2025 levels, despite planned increases in advertising spend and accelerated ERP depreciation.
Show more
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →
Stock Movement Drivers
Fundamental Drivers
The 8.6% change in HBB stock from 1/31/2026 to 5/7/2026 was primarily driven by a 23.7% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5072026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.97 | 20.61 | 8.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 607 | 595 | -2.0% |
| Net Income Margin (%) | 5.3% | 4.7% | -9.9% |
| P/E Multiple | 8.0 | 9.9 | 23.7% |
| Shares Outstanding (Mil) | 13 | 14 | -0.6% |
| Cumulative Contribution | 8.6% |
Market Drivers
1/31/2026 to 5/7/2026| Return | Correlation | |
|---|---|---|
| HBB | 8.6% | |
| Market (SPY) | 3.6% | 37.9% |
| Sector (XLY) | -0.9% | 43.5% |
Fundamental Drivers
The 48.5% change in HBB stock from 10/31/2025 to 5/7/2026 was primarily driven by a 70.3% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5072026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.88 | 20.61 | 48.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 631 | 595 | -5.7% |
| Net Income Margin (%) | 5.1% | 4.7% | -7.2% |
| P/E Multiple | 5.8 | 9.9 | 70.3% |
| Shares Outstanding (Mil) | 14 | 14 | -0.4% |
| Cumulative Contribution | 48.5% |
Market Drivers
10/31/2025 to 5/7/2026| Return | Correlation | |
|---|---|---|
| HBB | 48.5% | |
| Market (SPY) | 5.5% | 33.6% |
| Sector (XLY) | 0.3% | 44.1% |
Fundamental Drivers
The 7.1% change in HBB stock from 4/30/2025 to 5/7/2026 was primarily driven by a 26.3% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5072026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.24 | 20.61 | 7.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 660 | 595 | -9.8% |
| Net Income Margin (%) | 5.1% | 4.7% | -7.4% |
| P/E Multiple | 7.9 | 9.9 | 26.3% |
| Shares Outstanding (Mil) | 14 | 14 | 1.5% |
| Cumulative Contribution | 7.1% |
Market Drivers
4/30/2025 to 5/7/2026| Return | Correlation | |
|---|---|---|
| HBB | 7.1% | |
| Market (SPY) | 30.4% | 37.1% |
| Sector (XLY) | 22.5% | 42.0% |
Fundamental Drivers
The 124.2% change in HBB stock from 4/30/2023 to 5/7/2026 was primarily driven by a 96.4% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5072026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.19 | 20.61 | 124.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 641 | 595 | -7.1% |
| Net Income Margin (%) | 3.9% | 4.7% | 20.1% |
| P/E Multiple | 5.1 | 9.9 | 96.4% |
| Shares Outstanding (Mil) | 14 | 14 | 2.3% |
| Cumulative Contribution | 124.2% |
Market Drivers
4/30/2023 to 5/7/2026| Return | Correlation | |
|---|---|---|
| HBB | 124.2% | |
| Market (SPY) | 78.7% | 22.9% |
| Sector (XLY) | 66.2% | 25.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HBB Return | -16% | -11% | 46% | -2% | 1% | 24% | 34% |
| Peers Return | 31% | -36% | 6% | 22% | -19% | 9% | -5% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 96% |
Monthly Win Rates [3] | |||||||
| HBB Win Rate | 42% | 50% | 67% | 42% | 50% | 60% | |
| Peers Win Rate | 69% | 38% | 50% | 52% | 43% | 64% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| HBB Max Drawdown | -22% | -34% | -24% | -10% | -22% | -3% | |
| Peers Max Drawdown | -2% | -45% | -26% | -19% | -39% | -13% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NWL, SPB, SN, WHR, MIDD.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/7/2026 (YTD)
How Low Can It Go
| Event | HBB | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -19.0% | -18.8% |
| % Gain to Breakeven | 23.4% | 23.1% |
| Time to Breakeven | 5 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -26.3% | -6.7% |
| % Gain to Breakeven | 35.7% | 7.1% |
| Time to Breakeven | 83 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.8% | -24.5% |
| % Gain to Breakeven | 53.3% | 32.4% |
| Time to Breakeven | 200 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.3% | -33.7% |
| % Gain to Breakeven | 114.1% | 50.9% |
| Time to Breakeven | 127 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -12.9% | -19.2% |
| % Gain to Breakeven | 14.9% | 23.7% |
| Time to Breakeven | 7 days | 105 days |
In The Past
Hamilton Beach Brands's stock fell -19.0% during the 2025 US Tariff Shock. Such a loss loss requires a 23.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | HBB | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -26.3% | -6.7% |
| % Gain to Breakeven | 35.7% | 7.1% |
| Time to Breakeven | 83 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.8% | -24.5% |
| % Gain to Breakeven | 53.3% | 32.4% |
| Time to Breakeven | 200 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.3% | -33.7% |
| % Gain to Breakeven | 114.1% | 50.9% |
| Time to Breakeven | 127 days | 140 days |
In The Past
Hamilton Beach Brands's stock fell -19.0% during the 2025 US Tariff Shock. Such a loss loss requires a 23.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Hamilton Beach Brands (HBB)
Hamilton Beach Brands Holding Company, together with its subsidiaries, designs, markets, and distributes small electric household and specialty housewares appliances in the United States and internationally. It offers air fryers, blenders, food processors, coffee makers, indoor electric grills, irons, juicers, mixers, slow cookers, toasters, and toaster ovens. The company also provides air purifiers under the TrueAir brand; consumer products under the Hamilton Beach and Proctor Silex brands; commercial products for restaurants, fast food chains, bars, and hotels under the Hamilton Beach Commercial and Proctor Silex Commercial brands; and personal care products under the Brightline brand, as well as products under the Hamilton Beach Professional in the premium market. In addition, it offers countertop appliances under the Wolf Gourmet brand; garment care products under CHI brand; farm-to-table and field-to-table food processing equipment under the Weston brand; cocktail delivery system under the Bartesian brand; and supplies private label products. The company sells its products through a network of mass merchandisers, e-commerce retailers, national department stores, variety store and drug store chains, specialty home retailers, distributors, restaurants, bars, hotels, and other retail outlets. Hamilton Beach Brands Holding Company was founded in 1904 and is headquartered in Glen Allen, Virginia.
AI Analysis | Feedback
Hamilton Beach is like Whirlpool, but specializing in small kitchen and home appliances.
Hamilton Beach is like Newell Brands (think Crock-Pot and Oster), but exclusively for small household appliances.
Hamilton Beach is like Black+Decker, but focused solely on kitchen and home appliances instead of power tools.
AI Analysis | Feedback
```html- Small Electric Household Appliances: A broad category including blenders, food processors, coffee makers, slow cookers, and toaster ovens for general home use.
- Air Purifiers: Devices marketed under the TrueAir brand designed to improve air quality by removing contaminants.
- Commercial Appliances: Durable products, such as those under the Hamilton Beach Commercial brand, developed for use in restaurants, bars, and hotels.
- Personal Care Products: Items like those offered under the Brightline brand, typically for personal grooming and wellness.
- Premium Countertop Appliances: High-end kitchen appliances sold under brands such as Hamilton Beach Professional and Wolf Gourmet.
- Garment Care Products: Appliances, including those under the CHI brand, specifically designed for clothing care, such as irons.
- Farm-to-Table Food Processing Equipment: Specialized equipment under the Weston brand for processing food from agricultural sources for culinary use.
- Cocktail Delivery Systems: Innovative appliances like the Bartesian system that prepare and dispense cocktails.
- Private Label Products: Manufacturing and supplying various products for sale under other companies' brands.
AI Analysis | Feedback
Major Customers of Hamilton Beach Brands (HBB)
Hamilton Beach Brands (HBB) primarily sells its products to other companies, including a network of retailers and commercial establishments, rather than directly to individual consumers. Its major customers are therefore the large retail chains and e-commerce platforms that carry its various brands, as well as distributors and commercial clients for its professional lines.
Key categories of its major customers and prominent examples include:
- Mass Merchandisers and Superstores:
- Walmart Inc. (WMT)
- Target Corporation (TGT)
- The Kroger Co. (KR)
- Costco Wholesale Corporation (COST)
- E-commerce Retailers:
- Amazon.com, Inc. (AMZN)
- Wayfair Inc. (W)
- National Department Stores:
- Macy's, Inc. (M)
- Kohl's Corporation (KSS)
- Commercial and Hospitality Clients: While HBB sells through various distributors to this sector, major end-users include a wide range of independent and chain restaurants, bars, and hotels for its Hamilton Beach Commercial and Proctor Silex Commercial brands.
AI Analysis | Feedback
nullAI Analysis | Feedback
R. Scott Tidey, President and Chief Executive Officer
Mr. Tidey joined Hamilton Beach Brands in September 1993 and has held various leadership positions within the company, including President from February 2024 to September 2024, Senior Vice President of Global Sales from January 2023 to February 2024, and Senior Vice President, Consumer Sales and Marketing from March 2021 to January 2023. Prior to joining Hamilton Beach Brands, he spent six years with A.H. Robins, which is now a division of Pfizer.
Sally M. Cunningham, Senior Vice President, Chief Financial Officer and Treasurer
Ms. Cunningham was appointed Senior Vice President, Chief Financial Officer, effective March 17, 2023, and also serves as Treasurer. Before joining Hamilton Beach Brands, she served as a finance operating partner with the private equity firm One Rock Capital Partners from November 2021 to February 2023. Previously, she was Senior Vice President and CFO at Synalloy Corporation (now Ascent Industries Co.) from June 2020 to August 2021, and Vice President of Corporate Administration at Synalloy from October 2015 to June 2020.
Andrew C. Carington, Senior Vice President, General Counsel and Secretary
Mr. Carington serves as the Senior Vice President, General Counsel and Secretary for Hamilton Beach Brands.
Erin Israel, Senior Vice President - Strategy, Marketing & Global Commercial Business
Ms. Israel possesses over two decades of experience in the consumer goods industry. She has held various strategic and marketing positions at Hamilton Beach Brands, demonstrating expertise in managing retail product portfolios, leading business development initiatives, and launching new products across international markets.
Michael Bunge, Vice President, Global Supply Chain & Operations
Mr. Bunge has more than 20 years of dedication to organizational excellence through cost reduction, process improvement, and strategic planning and implementation. His expertise has enabled him to develop business internationally by providing overall strategic, tactical, and operational direction to implement cost-saving solutions and increase revenue.
AI Analysis | Feedback
Key Business Risks for Hamilton Beach Brands (HBB)
- Intense Competition and Pricing Pressure: Hamilton Beach Brands operates in a highly competitive market for small electric household and specialty housewares appliances, facing numerous established brands, private labels, and new entrants. This intense competition can lead to pricing pressure, reduced profit margins, and the need for continuous innovation and marketing investment to maintain market share.
- Supply Chain Disruptions and Cost Volatility: The company's business relies on global sourcing and manufacturing for its wide range of products. This exposes Hamilton Beach Brands to risks such as disruptions in the supply chain due to geopolitical events, natural disasters, trade policy changes (e.g., tariffs), logistics challenges, and fluctuations in raw material costs, which could impact production, inventory levels, and profitability.
- Reliance on Major Retail Channels and Evolving Retail Landscape: Hamilton Beach Brands distributes its products through a network of mass merchandisers, e-commerce retailers, national department stores, and other retail outlets. Significant reliance on these channels means that changes in retailer strategies, consolidation among retailers, shifts in consumer purchasing habits (e.g., accelerated move to online shopping), or increased bargaining power of major retailers could negatively impact sales volumes, distribution agreements, and profitability.
AI Analysis | Feedback
The rise of direct-to-consumer (DTC) brands and digitally-native niche competitors in the small appliance and housewares market. These agile brands leverage online channels, social media, and often a focus on design, specific product categories, or specialized features to bypass traditional retail distribution, directly engaging consumers and potentially eroding market share from established players like Hamilton Beach Brands, particularly in premium and specialty segments such as Wolf Gourmet, Hamilton Beach Professional, and Bartesian.
AI Analysis | Feedback
Hamilton Beach Brands (HBB) operates within several addressable markets for its diverse range of products. Below are the estimated market sizes for its main product categories:
-
Small Electric Household and Kitchen Appliances:
- The global kitchen appliances market was valued at approximately USD 242.30 billion in 2024 and is projected to reach USD 428.23 billion by 2034, growing at a compound annual growth rate (CAGR) of 5.9%.
- In the U.S., the household kitchen appliances market was valued at USD 63.21 billion in 2024 and is expected to reach USD 78.76 billion by 2033, growing at a CAGR of 2.5%. Another report estimates the U.S. small kitchen appliances market at USD 24.23 billion in 2025, expected to reach USD 30.44 billion by 2030.
- The global small domestic appliances market was valued at USD 212.3 billion in 2025 and is projected to grow to USD 342.13 billion by 2034, with a CAGR of 4.92%.
-
Air Purifiers (under the TrueAir brand):
- The global air purifier market size was valued at USD 18.28 billion in 2025 and is projected to grow to USD 32.72 billion by 2034, exhibiting a CAGR of 6.68%.
- The U.S. air purifier market size was estimated at USD 4,729.4 million in 2025 and is projected to reach USD 7,917.2 million by 2033, growing at a CAGR of 6.8%. Another estimate places the U.S. market at USD 3.51 billion in 2025, projected to reach USD 5.72 billion by 2033.
-
Commercial Products (Hamilton Beach Commercial and Proctor Silex Commercial brands):
- The global commercial kitchen appliances market size was valued at USD 109.2 billion in 2025 and is projected to reach USD 166.3 billion by 2034, growing at a CAGR of 4.78%. Another report estimates the global commercial cooking equipment market at USD 39.01 billion in 2025, projected to grow to USD 60.48 billion by 2034.
- For the U.S., the commercial cooking equipment manufacturing market size was estimated at $8.4 billion in 2025. The U.S. commercial kitchen appliances market is projected to reach USD 9.2 billion by 2026.
-
Garment Care Products (CHI brand, including irons):
- The global garment care appliances market size was valued at USD 70.92 billion in 2025 and is projected to reach USD 119.82 billion by 2034, exhibiting a CAGR of 4.78%.
- The global garment steamer market is projected to grow from USD 3.19 billion in 2025 to USD 4.52 billion by 2031, at a CAGR of 5.98%.
-
Cocktail Delivery System (Bartesian brand) / Beverage Appliances:
- The global smart home-based beverage machine market size was estimated at USD 1.9 billion in 2024 and is expected to reach USD 4.2 billion by 2034, growing at a CAGR of 8.5%.
- The global beverage fridge market size was estimated at USD 6.54 billion in 2023 and is expected to grow at a CAGR of 5.2% from 2024 to 2030.
AI Analysis | Feedback
Hamilton Beach Brands (HBB) is focusing on several key drivers to fuel its revenue growth over the next two to three years:
- Expansion into the Premium Market: Hamilton Beach Brands is actively seeking to increase its share in the premium small kitchen appliance market, a segment representing a significant portion of the U.S. appliance market. This strategy includes the launch of new premium brands such as Lotus Professional (introduced in 2025) and Lotus Signature (expected mid-2026). The company is backing these launches with substantial advertising investments.
- Growth in the Global Commercial Market: The company is accelerating its presence in the global commercial market, which contributed 8% of its revenue in 2024. This growth is being driven through strategic partnerships and the expansion of product offerings, including new agreements like the Sunkist branded commercial juicers.
- Acceleration of the Hamilton Beach Health Segment: Hamilton Beach Health, which includes the subscription-based Smart Sharps Bin, achieved positive operating profit in the third and fourth quarters of 2025. The company is focused on expanding partnerships and increasing its patient subscription base within this segment.
- Increased Investment in Digital Transformation and Advertising: To drive core business growth and enhance brand visibility, Hamilton Beach Brands plans to significantly increase its advertising investment in 2026, surpassing the combined total of the previous four years. This investment aims to accelerate digital transformation, improve AI shopping tactics, and boost brand discoverability.
- Launch of New Products in Core and Emerging Categories: The company continues to innovate and launch new products across its portfolio. This includes targeting market share gains with new blender systems, garment care products, and single-serve coffee platforms. Additionally, partnerships like the one with Numilk to manufacture appliances for non-dairy milk preparation indicate a focus on emerging consumer trends.
AI Analysis | Feedback
Capital Allocation Decisions for Hamilton Beach Brands (HBB)
Share Repurchases
- Hamilton Beach Brands Holding Company's Board of Directors approved a new stock repurchase program on November 20, 2025, authorizing the purchase of up to $25 million of its outstanding Class A Common Stock, effective from January 1, 2026, through December 31, 2027.
- Under a previous share buyback program that ran from January 1, 2024, to December 31, 2025, the company repurchased 1,034,446 shares for an aggregate price of $20.7 million through September 30, 2025.
- An earlier program, authorized on February 22, 2022, allowed for the purchase of up to $25 million of Class A common stock through December 31, 2023, during which 400,698 shares were repurchased for $4.5 million through September 30, 2023.
Outbound Investments
- Hamilton Beach Brands Holding completed a Merger/Acquisition with HealthBeacon on February 2, 2024.
- The company is expanding its presence in the home health and medical markets through connected medical devices, primarily via its Hamilton Beach Health subsidiary, which includes HealthBeacon.
Capital Expenditures
- Hamilton Beach Brands' primary use of funds includes capital expenditures.
- Operating profit for 2026 is expected to be impacted by increased ERP transition costs, indicating investment in enterprise resource planning systems.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Hamilton Beach Brands Earnings Notes | 12/16/2025 | |
| Hamilton Beach Brands Stock Jump Looks Great, But How Secure Is That Gain? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to HBB.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | FUN | Six Flags Entertainment | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04242026 | MGM | MGM Resorts International | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -1.5% | -1.5% | -1.5% |
| 04242026 | WEN | Wendy's | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | -2.5% | -2.5% | -5.3% |
| 04102026 | WHR | Whirlpool | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | -0.8% | -0.8% | -4.8% |
| 04022026 | SKY | Champion Homes | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 3.1% | 3.1% | -1.2% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 63.42 |
| Mkt Cap | 2.4 |
| Rev LTM | 4,895 |
| Op Inc LTM | 532 |
| FCF LTM | 161 |
| FCF 3Y Avg | 168 |
| CFO LTM | 354 |
| CFO 3Y Avg | 442 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -3.8% |
| Rev Chg 3Y Avg | -5.0% |
| Rev Chg Q | -2.2% |
| QoQ Delta Rev Chg LTM | -0.5% |
| Op Inc Chg LTM | -13.3% |
| Op Inc Chg 3Y Avg | 13.4% |
| Op Mgn LTM | 6.6% |
| Op Mgn 3Y Avg | 6.3% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 5.7% |
| CFO/Rev 3Y Avg | 6.5% |
| FCF/Rev LTM | 3.5% |
| FCF/Rev 3Y Avg | 3.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.4 |
| P/S | 0.6 |
| P/Op Inc | 10.3 |
| P/EBIT | 15.3 |
| P/E | 13.7 |
| P/CFO | 10.2 |
| Total Yield | 5.7% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | 5.4% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 9.4% |
| 3M Rtn | 0.5% |
| 6M Rtn | 38.7% |
| 12M Rtn | 25.6% |
| 3Y Rtn | 11.8% |
| 1M Excs Rtn | -7.6% |
| 3M Excs Rtn | -7.5% |
| 6M Excs Rtn | 31.8% |
| 12M Excs Rtn | -8.1% |
| 3Y Excs Rtn | -59.4% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Home and Commercial Products | 650 | ||||
| Health | 4 | ||||
| Single Segment | 626 | ||||
| Commercial products | 61 | 41 | 30 | ||
| Consumer products | 574 | 613 | 569 | ||
| Licensing | 6 | 5 | 5 | ||
| Total | 655 | 626 | 641 | 658 | 604 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Home and Commercial Products | 48 | ||||
| Health | -5 | ||||
| Total | 43 |
Price Behavior
Price Behavior
| Market Price | $20.61 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 09/26/2017 | |
| Distance from 52W High | -2.4% | |
| 50 Days | 200 Days | |
| DMA Price | $18.82 | $16.49 |
| DMA Trend | up | up |
| Distance from DMA | 9.5% | 25.0% |
| 3M | 1YR | |
| Volatility | 57.4% | 57.9% |
| Downside Capture | 0.84 | 0.80 |
| Upside Capture | 145.93 | 159.38 |
| Correlation (SPY) | 37.2% | 43.1% |
HBB Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.07 | 1.68 | 1.44 | 1.35 | 1.86 | 0.88 |
| Up Beta | 2.79 | 3.17 | 2.68 | 2.30 | 3.66 | 1.41 |
| Down Beta | -5.63 | -0.96 | -0.58 | 0.12 | 0.92 | 0.26 |
| Up Capture | 113% | 187% | 168% | 217% | 125% | 83% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 22 | 32 | 64 | 126 | 378 |
| Down Capture | 55% | 146% | 125% | 95% | 132% | 92% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 21 | 32 | 59 | 120 | 362 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HBB | |
|---|---|---|---|---|
| HBB | 46.9% | 57.9% | 0.87 | - |
| Sector ETF (XLY) | 22.4% | 18.7% | 0.95 | 47.0% |
| Equity (SPY) | 29.6% | 12.5% | 1.86 | 43.2% |
| Gold (GLD) | 37.0% | 27.1% | 1.14 | -5.6% |
| Commodities (DBC) | 48.7% | 18.0% | 2.12 | -15.1% |
| Real Estate (VNQ) | 12.9% | 13.5% | 0.65 | 27.9% |
| Bitcoin (BTCUSD) | -16.3% | 42.1% | -0.31 | 14.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HBB | |
|---|---|---|---|---|
| HBB | 4.0% | 54.0% | 0.28 | - |
| Sector ETF (XLY) | 6.9% | 23.8% | 0.25 | 25.6% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 24.9% |
| Gold (GLD) | 21.1% | 17.9% | 0.96 | 0.9% |
| Commodities (DBC) | 14.1% | 19.1% | 0.60 | 1.1% |
| Real Estate (VNQ) | 3.3% | 18.8% | 0.08 | 17.6% |
| Bitcoin (BTCUSD) | 7.0% | 56.0% | 0.34 | 9.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HBB | |
|---|---|---|---|---|
| HBB | -2.0% | 58.2% | 0.19 | - |
| Sector ETF (XLY) | 13.0% | 22.0% | 0.54 | 29.2% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 28.0% |
| Gold (GLD) | 13.5% | 16.0% | 0.70 | 0.8% |
| Commodities (DBC) | 9.4% | 17.8% | 0.44 | 7.5% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 26.2% |
| Bitcoin (BTCUSD) | 68.2% | 66.9% | 1.07 | 7.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | 1.6% | ||
| 2/25/2026 | 3.7% | -4.5% | -11.6% |
| 11/5/2025 | -4.5% | -4.4% | 8.5% |
| 7/30/2025 | -0.8% | -10.8% | -7.2% |
| 2/26/2025 | 12.5% | 10.7% | 10.9% |
| 10/30/2024 | -10.8% | -27.2% | -37.5% |
| 7/31/2024 | 1.2% | 26.5% | 46.8% |
| 3/6/2024 | 6.5% | 16.4% | 34.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 9 | 10 |
| # Negative | 7 | 8 | 7 |
| Median Positive | 3.7% | 10.7% | 17.9% |
| Median Negative | -7.3% | -10.4% | -11.6% |
| Max Positive | 12.5% | 26.5% | 46.8% |
| Max Negative | -10.9% | -27.2% | -37.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/25/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 03/06/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 03/09/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 5.0% | 0 | 0 | Affirmed | Guidance: 5.0% for 2026 | ||
| 2026 Operating Profit Change | -0.13 | 13.0% | -1.5% | Lowered | Guidance: -0.12 for 2026 | ||
| 2026 Free Cash Flow | 35.00 Mil | 40.00 Mil | 45.00 Mil | 0 | Affirmed | Guidance: 40.00 Mil for 2026 | |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.