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Side-by-side financial comparison of Hillman Solutions Corp. (HLMN) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Hillman Solutions Corp. is the larger business by last-quarter revenue ($370.1M vs $253.4M, roughly 1.5× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 3.0%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $-34.3M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% CAGR vs -1.2%).
Hillman Solutions is an American hardware manufacturing, distribution and consumer fabrication services company.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
HLMN vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $370.1M | $253.4M |
| Net Profit | $-4.7M | — |
| Gross Margin | — | — |
| Operating Margin | 1.9% | 28.7% |
| Net Margin | -1.3% | — |
| Revenue YoY | 3.0% | 62.7% |
| Net Profit YoY | — | — |
| EPS (diluted) | $-0.02 | $2.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $370.1M | — | ||
| Q4 25 | $365.1M | $253.4M | ||
| Q3 25 | $424.9M | $244.7M | ||
| Q2 25 | $402.8M | $203.3M | ||
| Q1 25 | $359.3M | $174.6M | ||
| Q4 24 | $349.6M | $155.8M | ||
| Q3 24 | $393.3M | $148.5M | ||
| Q2 24 | $379.4M | $131.1M |
| Q1 26 | $-4.7M | — | ||
| Q4 25 | $1.6M | — | ||
| Q3 25 | $23.2M | $51.5M | ||
| Q2 25 | $15.8M | $46.5M | ||
| Q1 25 | $-317.0K | $42.9M | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $7.4M | $30.5M | ||
| Q2 24 | $12.5M | $25.7M |
| Q1 26 | 1.9% | — | ||
| Q4 25 | 4.6% | 28.7% | ||
| Q3 25 | 10.8% | 27.4% | ||
| Q2 25 | 9.0% | 29.5% | ||
| Q1 25 | 4.2% | 30.8% | ||
| Q4 24 | 4.0% | 28.9% | ||
| Q3 24 | 6.8% | 25.9% | ||
| Q2 24 | 8.3% | 25.5% |
| Q1 26 | -1.3% | — | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | 5.5% | 21.0% | ||
| Q2 25 | 3.9% | 22.9% | ||
| Q1 25 | -0.1% | 24.6% | ||
| Q4 24 | -0.3% | — | ||
| Q3 24 | 1.9% | 20.5% | ||
| Q2 24 | 3.3% | 19.6% |
| Q1 26 | $-0.02 | — | ||
| Q4 25 | $0.00 | $2.05 | ||
| Q3 25 | $0.12 | $1.87 | ||
| Q2 25 | $0.08 | $1.68 | ||
| Q1 25 | $0.00 | $1.57 | ||
| Q4 24 | $-0.00 | $1.29 | ||
| Q3 24 | $0.04 | $1.15 | ||
| Q2 24 | $0.06 | $1.00 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $27.7M | $106.9M |
| Total DebtLower is stronger | $714.1M | — |
| Stockholders' EquityBook value | $1.2B | $942.7M |
| Total Assets | $2.4B | $3.1B |
| Debt / EquityLower = less leverage | 0.59× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $27.7M | — | ||
| Q4 25 | $27.3M | $106.9M | ||
| Q3 25 | $37.7M | $111.7M | ||
| Q2 25 | $34.2M | $81.3M | ||
| Q1 25 | $36.3M | $119.3M | ||
| Q4 24 | $44.5M | $80.4M | ||
| Q3 24 | $59.8M | $86.5M | ||
| Q2 24 | $54.0M | $47.8M |
| Q1 26 | $714.1M | — | ||
| Q4 25 | $668.3M | — | ||
| Q3 25 | $683.2M | — | ||
| Q2 25 | $683.1M | — | ||
| Q1 25 | $713.5M | — | ||
| Q4 24 | $691.7M | — | ||
| Q3 24 | $730.7M | — | ||
| Q2 24 | $732.1M | — |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $942.7M | ||
| Q3 25 | $1.2B | $878.1M | ||
| Q2 25 | $1.2B | $847.2M | ||
| Q1 25 | $1.2B | $790.4M | ||
| Q4 24 | $1.2B | $729.0M | ||
| Q3 24 | $1.2B | $703.3M | ||
| Q2 24 | $1.2B | $532.6M |
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $3.1B | ||
| Q3 25 | $2.4B | $2.9B | ||
| Q2 25 | $2.4B | $2.8B | ||
| Q1 25 | $2.3B | $2.4B | ||
| Q4 24 | $2.3B | $2.3B | ||
| Q3 24 | $2.4B | $2.3B | ||
| Q2 24 | $2.4B | $2.0B |
| Q1 26 | 0.59× | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 0.57× | — | ||
| Q1 25 | 0.60× | — | ||
| Q4 24 | 0.59× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $409.1M |
| Free Cash FlowOCF − Capex | $-34.3M | $409.0M |
| FCF MarginFCF / Revenue | -9.3% | 161.4% |
| Capex IntensityCapex / Revenue | 4.0% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $22.1M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $30.9M | $409.1M | ||
| Q3 25 | $26.2M | $83.6M | ||
| Q2 25 | $48.7M | $120.9M | ||
| Q1 25 | $-655.0K | $87.2M | ||
| Q4 24 | $43.1M | $261.2M | ||
| Q3 24 | $63.7M | $100.3M | ||
| Q2 24 | $64.8M | $55.1M |
| Q1 26 | $-34.3M | — | ||
| Q4 25 | $16.1M | $409.0M | ||
| Q3 25 | $9.1M | $83.6M | ||
| Q2 25 | $31.2M | $120.8M | ||
| Q1 25 | $-21.3M | $87.1M | ||
| Q4 24 | $22.1M | $260.9M | ||
| Q3 24 | $39.6M | $100.1M | ||
| Q2 24 | $42.5M | — |
| Q1 26 | -9.3% | — | ||
| Q4 25 | 4.4% | 161.4% | ||
| Q3 25 | 2.1% | 34.2% | ||
| Q2 25 | 7.7% | 59.4% | ||
| Q1 25 | -5.9% | 49.9% | ||
| Q4 24 | 6.3% | 167.5% | ||
| Q3 24 | 10.1% | 67.4% | ||
| Q2 24 | 11.2% | — |
| Q1 26 | 4.0% | — | ||
| Q4 25 | 4.0% | 0.1% | ||
| Q3 25 | 4.0% | 0.0% | ||
| Q2 25 | 4.3% | 0.0% | ||
| Q1 25 | 5.7% | 0.0% | ||
| Q4 24 | 6.0% | 0.2% | ||
| Q3 24 | 6.1% | 0.1% | ||
| Q2 24 | 5.9% | 0.0% |
| Q1 26 | — | — | ||
| Q4 25 | 19.33× | — | ||
| Q3 25 | 1.13× | 1.63× | ||
| Q2 25 | 3.08× | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.57× | 3.29× | ||
| Q2 24 | 5.17× | 2.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
