Filing Analysis
Hamilton Beach Brands Holding Co issued an 8-K to announce its unaudited financial results for the second quarter ended June 30, 2026.
📋 Key Facts
- The filing is a standard earnings release under Item 2.02.
- Reporting period: Second Quarter ended June 30, 2026.
- Filing date: August 5, 2026.
- The company's press release containing the results is attached as Exhibit 99.
Hamilton Beach Brands Holding Company announced the immediate departure of Andrew C. Carington from his roles as Senior Vice President, General Counsel, and Secretary on June 18, 2026.
🚩 Red Flags
- Immediate departure of a key legal and corporate officer (General Counsel/Secretary) without a named successor or transition period can indicate internal friction or sudden legal/compliance issues.
📋 Key Facts
- Andrew C. Carington departed the company effective June 18, 2026.
- Carington held three key roles: Senior Vice President, General Counsel, and Secretary.
- The departure was effective immediately.
Hamilton Beach Brands Holding Company reported the results of its 2026 Annual Meeting of stockholders held on May 7, 2026. Shareholders elected twelve directors, approved executive compensation on an advisory basis, and ratified the appointment of Ernst & Young LLP as the independent auditor for the 2026 fiscal year.
📋 Key Facts
- Twelve director nominees were elected to the Board, including J.C. Butler, Jr., Alfred M. Rankin, Jr., and R. Scott Tidey.
- The advisory vote on executive compensation passed with 41,419,189 votes for and 206,237 votes against.
- Ernst & Young LLP was ratified as the independent registered public accounting firm for 2026 with 42,592,210 votes in favor.
- The meeting was held on May 7, 2026, and the results were filed on May 11, 2026.
Hamilton Beach Brands Holding Company (HBB) furnished its unaudited financial results for the first quarter ended March 31, 2026. The disclosure was made via a press release attached as Exhibit 99 to the filing.
📋 Key Facts
- The filing reports financial results for the first quarter ended March 31, 2026.
- The report was filed on May 6, 2026, under Item 2.02 (Results of Operations and Financial Condition).
- The financial information is furnished and not deemed 'filed' for purposes of Section 18 of the Exchange Act.
- The filing was signed by Sally M. Cunningham, Senior Vice President, Chief Financial Officer and Treasurer.
Hamilton Beach Brands Holding Company announced its financial results for the fourth quarter and fiscal year ended December 31, 2025. The information was furnished via a press release attached as Exhibit 99.
📋 Key Facts
- The filing reports financial results for the fourth quarter and fiscal year ended December 31, 2025.
- The report was filed on February 25, 2026.
- The disclosure was made under Item 2.02 (Results of Operations and Financial Condition).
- The filing was signed by Sally M. Cunningham, Senior Vice President, CFO, and Treasurer.
Hamilton Beach Brands Holding Co. announced that its CEO and CFO will present at the 2026 ICR Investor Conference on January 12, 2026. The filing includes an investor presentation as Exhibit 99.
📋 Key Facts
- R. Scott Tidey (CEO) and Sally M. Cunningham (CFO) to present at the 2026 ICR Investor Conference.
- Presentation date: January 12, 2026.
- The filing includes an investor presentation as Exhibit 99.
Hamilton Beach Brands Holding Co announced its unaudited financial results for the third quarter ended September 30, 2025. The filing serves as a formal announcement of quarterly earnings via an attached press release.
📋 Key Facts
- Reporting period: Third Quarter ended September 30, 2025
- Filing date: November 5, 2025
- The company issued unaudited financial results as part of Item 2.02.
- Signed by Sally M. Cunningham, CFO and Treasurer.
Hamilton Beach Brands Holding Co issued an 8-K to announce its unaudited financial results for the second quarter ended June 30, 2025. The filing serves as a formal vehicle to release the company's quarterly earnings press release.
📋 Key Facts
- Report date: July 30, 2025
- Reporting period: Second Quarter ended June 30, 2025
- The filing includes unaudited financial results via Exhibit 99
- Signed by Sally M. Cunningham, CFO and Treasurer
Hamilton Beach Brands Holding Co held its 2025 Annual Meeting of stockholders on May 8, 2025. The filing reports the election of twelve directors and the ratification of Ernst & Young LLP as independent auditors.
📋 Key Facts
- Annual Meeting held on May 8, 2025.
- Twelve nominees elected to the Board of Directors, including Mark R. Belgya and J.C. Butler, Jr.
- Stockholders approved Named Executive Officer compensation on an advisory basis (Say-on-Pay).
- Stockholders ratified the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2025.
Hamilton Beach Brands Holding Co issued an 8-K to announce its unaudited financial results for the first quarter ended March 31, 2025. The filing serves as a formal announcement of the earnings release dated April 30, 2025.
📋 Key Facts
- Report date: April 30, 2025
- Reporting period: First quarter ended March 31, 2025
- Nature of filing: Announcement of unaudited financial results (Item 2.02)
- Exhibits included: Earnings release dated April 30, 2025 (Exhibit 99)
Hamilton Beach Brands Holding Co announced that Director John P. Jumper will not stand for re-election at the upcoming Annual Meeting of Stockholders scheduled for May 8, 2025.
📋 Key Facts
- John P. Jumper informed the Board he will not seek re-election.
- The decision is expected to take effect at the Annual Meeting of Stockholders on or around May 8, 2025.
- The company explicitly stated there were no known disagreements between Mr. Jumper and the Company regarding his departure.
Hamilton Beach Brands Holding Co issued an 8-K to announce its financial results for the fourth quarter and fiscal year ended December 31, 2024.
📋 Key Facts
- Report date: February 26, 2025
- Reporting period: Fourth quarter and fiscal year ended December 31, 2024
- The filing includes an earnings release as Exhibit 99
- Information is furnished pursuant to Item 2.02 of Form 8-K regarding historical results of operations
Hamilton Beach Brands Holding Co. is reaffirming its full-year 2024 financial outlook during an upcoming investor presentation at the 2025 ICR Investor Conference.
🚩 Red Flags
- Forward-looking statements include risks regarding global economic conditions, supply chain constraints, and potential tariffs/monetary policy changes.
📋 Key Facts
- Reaffirming October 30, 2024, guidance for FY 2024.
- Revenue expected to increase modestly compared to FY 2023.
- Operating profit expected to increase significantly due to gross profit margin expansion.
- Free Cash Flow (operating cash flow less investing activities) expected at the high end of $25 million to $35 million range.
Hamilton Beach Brands Holding Co entered into a Second Amended and Restated Credit Agreement with Wells Fargo on December 13, 2024. The agreement establishes a $125 million senior secured asset-based revolving credit facility maturing in December 2029.
🚩 Red Flags
- The facility is secured by 'substantially all of the assets of HBB', which is standard for asset-based lending but increases creditor priority over equity holders.
📋 Key Facts
- Entered into Second Amended and Restated Credit Agreement on December 13, 2024.
- Lender: Wells Fargo Bank, National Association.
- Facility Type: Senior secured asset-based revolving credit facility.
- Aggregate Principal Amount: $125,000,000.
- Subfacility: $5,000,000 for letters of credit.
- Interest Rate: Term SOFR + 1.65% or Base Rate + 0.00%.
- Maturity Date: December 13, 2029.
- Security: Secured by substantially all assets of HBB.
Hamilton Beach Brands Holding Co announced the immediate departure of its Senior Vice President, General Counsel, and Secretary, Lawrence K. Workman, Jr., effective November 21, 2024.
🚩 Red Flags
- Immediate departure of a key executive (General Counsel) can sometimes indicate internal friction or unforeseen legal/compliance issues, though no specific reason was provided in the filing.
📋 Key Facts
- Lawrence K. Workman, Jr. ceased serving as SVP, General Counsel, and Secretary effective November 21, 2024.
- The departure includes cessation of employment with the Company and its affiliates.
- The resignation/departure is effective immediately.
This 8-K/A filing is an amendment to a previous disclosure regarding the appointment of R. Scott Tidey as CEO. It specifically details retroactive compensation adjustments effective October 1, 2024.
📋 Key Facts
- R. Scott Tidey's base salary increased from $625,480 to $775,000 per year, retroactive to Oct 1, 2024.
- Target short-term incentive compensation for 2024 increased from $475,300 to $794,790 (range 0% to 150%).
- Target long-term incentive compensation for 2024 increased from $897,978 to $1,624,904 (range 0% to 150%).
- The increase in long-term incentive targets includes a 15% adjustment due to the immediately taxable nature of the awards.
Hamilton Beach Brands Holding Company announced an expansion of its Board of Directors from eleven to thirteen members. The company appointed April L. Lane and Bela S. Mehta to the Board, effective November 20, 2024.
📋 Key Facts
- Board size increased from 11 to 13 directors.
- April L. Lane appointed to the Board and the Compensation and Human Capital Committee.
- Bela S. Mehta appointed to the Board and the Planning Advisory Committee.
- New directors will receive compensation consistent with existing non-employee directors as per the April 4, 2024 proxy statement.
Hamilton Beach Brands Holding Co issued an 8-K to announce its unaudited financial results for the third quarter ended September 30, 2024. The filing serves as a formal announcement of the earnings release.
📋 Key Facts
- Report date: October 30, 2024
- Reporting period: Third Quarter ended September 30, 2024
- The company issued an earnings press release (Exhibit 99) containing unaudited financial results.
- Information is furnished pursuant to Item 2.02 of Form 8-K.
Hamilton Beach Brands Holding Co announced the retirement of CEO Gregory H. Trepp effective December 31, 2024, and the appointment of current President R. Scott Tidey as his successor, effective October 1, 2024.
🚩 Red Flags
- Leadership change in a micro/small-cap context can introduce execution risk during the transition period.
📋 Key Facts
- CEO Gregory H. Trepp to retire on December 31, 2024; resigning from Board effective September 30, 2024.
- R. Scott Tidey appointed as CEO and Board member effective October 1, 2024.
- Mr. Trepp will remain an employee through year-end to facilitate a smooth transition.
- No disagreements between Mr. Trepp and the Company were reported regarding his resignation.
Hamilton Beach Brands Holding Co. filed an 8-K to announce management's participation in the 2024 Midwest IDEAS Investor Conference and provided an investor presentation as Exhibit 99.
📋 Key Facts
- Management is presenting at the 2024 Midwest IDEAS Investor Conference on August 28, 2024.
- An investor presentation was released alongside this filing (Exhibit 99).
- The disclosure is made under Item 7.01 (Regulation FD Disclosure).
Hamilton Beach Brands Holding Co issued an 8-K to announce its unaudited financial results for the second quarter ended June 30, 2024. The filing serves as a formal announcement of the earnings release dated July 31, 2024.
📋 Key Facts
- Report date: July 31, 2024
- Reporting period: Second quarter ended June 30, 2024
- The filing contains unaudited financial results provided via a press release (Exhibit 99).
- The information is furnished pursuant to Item 2.02 and is not considered 'filed' for purposes of Section 18 liability.
Hamilton Beach Brands Holding Co. reported the results of its 2024 Annual Meeting of Stockholders held on May 9, 2024. Key outcomes included the election of eleven directors and approval of several shareholder proposals regarding executive compensation and equity plans.
🚩 Red Flags
- Expansion of officer exculpation provisions (Proposal 3) can sometimes be viewed as a reduction in accountability, though common in many corporate charters.
📋 Key Facts
- Stockholders approved the amendment and restatement of the Executive Long-Term Equity Incentive Plan, effective March 1, 2024.
- The total share pool for the Equity Plan is now 1,950,000 shares (including a new addition of 700,000 shares approved at this meeting).
- The term for issuances under the Equity Plan was extended to March 1, 2034.
- Stockholders approved an amendment to the Certificate of Incorporation to exculpate certain officers from liability in specific circumstances.
- Ernst & Young LLP was ratified as the Independent Registered Public Accounting Firm for 2024.
- All eleven nominees for the Board of Directors were elected.
Hamilton Beach Brands Holding Co issued an 8-K to announce its unaudited financial results for the first quarter ended March 31, 2024. The filing serves as a formal announcement of the earnings release.
📋 Key Facts
- Report date: May 7, 2024
- Reporting period: First Quarter ended March 31, 2024
- The filing includes unaudited financial results via Exhibit 99
- Information is furnished pursuant to Item 2.02 of Form 8-K
This 8-K/A amendment provides supplemental disclosure regarding the compensation package for R. Scott Tidey following his appointment as President of the Company.
🚩 Red Flags
- Significant increase in executive compensation (nearly doubling long-term incentive target) shortly after appointment.
📋 Key Facts
- R. Scott Tidey appointed as President, effective February 19, 2024.
- Base salary increased from $543,896 to $625,480 per year.
- Target short-term incentive compensation (annual plan) increased from $298,870 to $475,300 for 2024.
- Target long-term incentive compensation increased from $468,683 to $897,978 for 2024.
- Incentive amounts are subject to pro-rated adjustments based on the February 19 effective date.
Hamilton Beach Brands Holding Co issued an 8-K to announce its financial results for the fourth quarter and full fiscal year ended December 31, 2023.
📋 Key Facts
- Report date: March 6, 2024
- Reporting period: Fourth quarter and fiscal year ended December 31, 2023
- The filing includes the company's earnings release as Exhibit 99
- Information is furnished pursuant to Item 2.02 of Form 8-K regarding historical financial results
Hamilton Beach Brands Holding Co announced a leadership restructuring where R. Scott Tidey was appointed President, succeeding Gregory H. Trepp. Mr. Trepp will continue to serve as the Company's Chief Executive Officer.
📋 Key Facts
- R. Scott Tidey appointed as President effective February 19, 2024.
- Gregory H. Trepp transitioned from President and CEO to solely Chief Executive Officer (CEO).
- Mr. Tidey previously served as Senior Vice President, Global Sales of Hamilton Beach Brands, Inc.
- No changes were made to Mr. Tidey's existing compensatory arrangements regarding this appointment.