HBB

Hamilton Beach Brands Holding Co

7 filings tracked

consumer discretionaryconsumer electronicsSMALL ($300M-2B)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

bullishMay 6

Gross margin surged 510 basis points to 29.7%.

margin expansion

90%

bullishMay 6

Net income nearly doubled year-over-year to $3.5 million.

earnings beat

80%

bullishMay 6

Active repurchase program with $24 million remaining.

buyback

60%

bearishMay 6

Revenue declined 8.6% due to lower U.S. consumer volumes.

earnings miss

40%

Filing History

10-QMay 6, 2026

The Q1 2026 filing presents a company at a crossroads between operational optimization and fundamental demand headwinds. On one hand, the ability to expand margins and double net income during a revenue contraction suggests a high level of management discipline and pricing power. On the other, the quality of these earnings is questioned by a sharp drop in operating cash flow and the non-recurring nature of the tariff-related gains. Investors are essentially betting on whether the 'margin-driven' recovery is sustainable or merely a byproduct of a unique regulatory window. The upcoming second half of the year, which typically sees peak seasonal demand, will be the ultimate test. If Hamilton Beach can maintain its improved margin profile without the crutch of one-time tariff benefits, it may justify a significant valuation re-rating. However, the current reliance on uncertain refunds and a deteriorating cash conversion cycle remains a primary risk factor.