Welcome to our dedicated page for Hillenbrand SEC filings (Ticker: HI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Hillenbrand, Inc. (HI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Hillenbrand’s Form 8-K filings, earnings releases, and proxy-related documents describe its activities as a global industrial company that provides highly engineered, mission-critical processing equipment and solutions for end markets such as durable plastics, food, and recycling.
Through these filings, investors can review current reports on Form 8-K that cover material events, including the entry into an Agreement and Plan of Merger with LSF12 Helix Parent, LLC and LSF12 Helix Merger Sub, Inc., affiliates of Lone Star Funds. The filings explain that, under this agreement, Merger Sub will merge with and into Hillenbrand, with Hillenbrand surviving as a wholly owned subsidiary of Parent, and that the transaction is structured as an all-cash acquisition at a specified per-share price, subject to customary closing conditions.
Other 8-K filings document shareholder actions and governance matters, such as the special meeting at which Hillenbrand shareholders voted to approve the merger agreement, advisory votes on compensation related to the merger, and adjournment proposals. Additional filings describe litigation and shareholder demands relating to proxy disclosures and provide supplemental information incorporated into the definitive proxy statement.
Hillenbrand’s SEC reports also address capital structure and financing arrangements. Filings outline amendments and restatements of credit agreements, including revolving credit facilities and term loans, as well as amendments to a syndicated L/G facility. They also describe the redemption of senior notes and the terms of new debt commitments associated with the pending merger. A Form 8-K dated January 9, 2026 discusses change of control offers for Hillenbrand’s senior notes due 2029 and 2031, including pricing and conditions tied to the merger and ratings events.
In connection with its earnings releases, Hillenbrand files 8-Ks that furnish financial results and discuss the use of non-GAAP measures such as adjusted EBITDA, adjusted net income, and pro forma adjusted EBITDA. These filings explain the items excluded from these measures and reference reconciliations to GAAP metrics. On Stock Titan, AI-powered tools can help summarize and interpret these disclosures, highlight key terms of the merger agreement and financing covenants, and surface relevant information about leverage ratios, dividend restrictions, and other conditions that may affect shareholders and noteholders.
Hillenbrand, Inc. director Gary L. Collar reported the cancellation of 36,501 restricted stock units on February 10, 2026 in connection with the closing of a cash merger. After this transaction, he held 0 derivative securities directly.
Under the merger, an affiliate of LSF12 Helix Parent, LLC combined with Hillenbrand, which continued as a wholly owned subsidiary. Each Hillenbrand common share outstanding immediately before the effective time was converted into the right to receive $32.00 in cash, and each company restricted stock unit, whether vested or unvested, was cancelled for a cash payment based on the $32.00 merger consideration per underlying share, less applicable taxes.
Hillenbrand, Inc. director Daniel C. Hillenbrand reported the automatic disposition of his equity holdings in connection with the company’s merger with LSF12 Helix Parent, LLC. At the merger’s effective time, each share of common stock was converted into the right to receive $32.00 in cash.
The filing shows 3,448 shares of common stock held directly and several indirect positions, including 135,863 shares held by Clear Water Capital Partners, LP, all disposed of in the transaction. In addition, 24,786 restricted stock units were cancelled and cashed out based on the $32.00 merger consideration, subject to applicable tax withholding.
Hillenbrand, Inc. completed a merger in which LSF12 Helix Merger Sub, Inc. combined with the company, making Hillenbrand a wholly owned subsidiary of LSF12 Helix Parent, LLC. At the merger’s effective time, each share of common stock was converted into the right to receive $32.00 in cash.
For Sr. VP & Chief Information Officer Bhavik N. Soni, 15,597 shares of common stock, 18,683 restricted stock units, and 7,540 stock options were reported as disposed or cancelled on February 10, 2026. These equity awards were converted into cash payments based on the merger consideration, subject to applicable withholding taxes.
Hillenbrand, Inc. has had its common stock removed from listing and registration on the New York Stock Exchange LLC under Section 12(b) of the Securities Exchange Act of 1934. The notification on Form 25 states that the Exchange has complied with its rules and the requirements of Rule 12d2-2 for striking this class of securities.
Hillenbrand, Inc. has completed its merger with LSF12 Helix Merger Sub, an affiliate of Lone Star Funds, becoming a wholly owned subsidiary of Lone Star. Each outstanding share of Hillenbrand common stock (other than certain affiliated and treasury shares) was converted into the right to receive $32.00 in cash, without interest and subject to tax withholding.
The aggregate cash merger consideration was approximately $2.25 billion, funded by cash on hand, equity from Lone Star–associated funds, and new debt financing, including a $1.8 billion term loan, a $430 million revolving credit facility, a $350 million letter-of-credit facility, and $500 million of 7.125% senior secured notes due 2033. Hillenbrand repurchased portions of its 2029 and 2031 notes via change of control offers, repaid and terminated its prior credit facilities, and granted first‑lien security and guarantees on substantially all assets to support the new capital structure.
Following the merger, Hillenbrand’s board largely resigned, Kimberly K. Ryan became director, its articles and bylaws were restated, its stock ceased trading and will be delisted from the NYSE, and the company plans to deregister and suspend SEC reporting obligations as a public issuer.
Hillenbrand, Inc. reported weaker results for the three months ended December 31, 2025, as it reshapes the portfolio and prepares to go private. Net revenue fell to $550.2 million from $706.9 million, mainly due to lower capital equipment demand and the divestiture of the Milacron injection molding and extrusion business.
Consolidated net income was $1.0 million, with a net loss attributable to Hillenbrand of $2.2 million, or $(0.03) per share, versus earnings of $0.09 a year earlier. Adjusted EBITDA declined to $62.1 million from $97.1 million, driven by lower volume and cost inflation, partly offset by pricing and productivity gains.
Advanced Process Solutions revenue decreased 9% to $463.6 million, while Molding Technology Solutions revenue dropped 56% to $86.6 million, largely from the Milacron sale. Debt totaled $1.58 billion and cash and cash equivalents $173.1 million, with $400.7 million of revolver capacity, of which $34.5 million was available under the tightest covenant.
The company is being acquired by an affiliate of Lone Star Funds XII, L.P. Each share of common stock will be converted into $32.00 in cash, following shareholder approval on January 8, 2026. The merger is expected to close by the end of the first quarter of calendar 2026, subject to customary conditions.
Hillenbrand, Inc. filed Amendment No. 1 to its Form 10-K for the year ended September 30, 2025 to add the Part III information that would normally appear in the proxy, since the proxy will not be filed within 120 days.
The amendment describes the board’s classified structure, committee memberships, and independence, and confirms a Code of Ethical Business Conduct and insider trading policy covering directors and employees. It details non-employee director pay for 2025, combining cash retainers with RSU grants, and notes a shareholder-approved $600,000 annual director pay cap and stock ownership guidelines.
The filing also explains the executive pay philosophy, heavy use of performance-based incentives, and 2025 short-term bonus metrics based on Adjusted EBITDA, Net Revenue, and cash conversion cycle, which produced a 73.9% company performance factor. It outlines long-term RSU programs tied to shareholder value and relative TSR, describes one-time retention awards for key executives, and references the treatment of incentive awards in the pending merger with affiliates of Lone Star Fund XII, L.P.
Hillenbrand, Inc. released unaudited preliminary results for the three months ended December 31, 2025, in connection with financing for its pending acquisition by Lone Star Funds. The company estimates net revenue between $540.0 million and $560.0 million, compared with $706.9 million in the prior-year quarter.
Consolidated EBITDA is expected to range from $36.5 million to $46.5 million, with Consolidated Adjusted EBITDA projected between $57.1 million and $67.1 million, versus $97.1 million a year earlier. Hillenbrand also expects interest expense, net, of $20.2 million and depreciation and amortization of $33.1 million for the quarter. Management stresses that these figures are estimates, subject to completion of closing procedures, and plans to report final results no later than February 9, 2026.
Hillenbrand, Inc. reported that LSF12 Helix Parent, LLC, the Lone Star affiliate that agreed to acquire Hillenbrand, has begun change of control offers for Hillenbrand’s outstanding notes in connection with the pending merger. Parent is offering to purchase any and all of the Company’s 6.2500% Senior Notes due 2029 and 3.7500% Senior Notes due 2031 at a cash price equal to 101% of the principal amount tendered, plus accrued and unpaid interest to, but not including, the repurchase date.
The offers will expire at 5:00 p.m., New York City time, on the later of February 9, 2026 or one business day before the merger closes, provided that date is no later than March 9, 2026, unless the offers are amended, extended, terminated or withdrawn. The offers are conditioned on the merger closing and a ratings event that, together with the merger, creates a change of control triggering event under the note indentures, and these conditions cannot be waived by Parent.
Hillenbrand, Inc. reported the results of a special shareholder meeting held on January 8, 2026 to vote on its previously announced merger with affiliates of Lone Star Fund XII. Shareholders approved the Agreement and Plan of Merger among Hillenbrand, LSF12 Helix Parent, LLC, and LSF12 Helix Merger Sub, Inc., with 58,533,478 votes for, 353,769 against, and 47,809 abstentions.
Shareholders also approved, on an advisory basis, the merger-related compensation for Hillenbrand’s named executive officers, with 52,525,941 votes for, 6,165,726 against, and 243,389 abstentions. A proposal to permit adjournment of the meeting, if needed to solicit additional proxies, received 54,819,736 votes for, 3,051,176 against, and 1,064,144 abstentions. The company noted that completing the merger still depends on satisfying or waiving customary closing conditions, including required regulatory approvals.