Event-Driven Stocks

Formerly Batesville Holdings, Inc.

Spin-offSpun off from Hillenbrand Industries

The two companies

Parent
Surgical & Medical Instruments & Apparatus
↓ spun off ↓
Spin-off
Consumer Discretionary

Open either company's hub for its full SEC financials, ratios, ownership, filings, and every other event it's been part of.

Sector
Consumer Discretionary
Industry
Miscellaneous Manufacturing Industries
Exchange
State of incorporation
IN
Record date
Distribution date
Ratio
1:1
Parent sector
Surgical & Medical Instruments & Apparatus
Form
10-12B/A
Filed
March 14, 2008

Financials — parent vs spin-off

SEC XBRL · latest year
Hillenbrand IndustriesFY21
Revenue
$3.02B
Operating income
$400M
Net income
$249M
Total assets
$4,999.1
Equity
$1,879.7
Hillenbrand, Inc.FY25
Revenue
$2.67B
Operating income
Net income
$43M
Total assets
$4.47B
Equity
$1.39B

Latest reported figures from each company's own SEC filings — the parent after the separation and the spin-off as a standalone. Full multi-year history on each company hub.

Spin-off signals

score 1/6 favorable · factors, not advice
  • Focus-increasingYes — Healthcare → Consumer Discretionary

    Spin-offs into a different sector than the parent (pure-plays) have historically outperformed diversifying ones.

  • Size vs parent (revenue)~89% of parent

    Smaller spin-offs draw more forced selling from holders who can't keep them — the classic mispricing edge.

  • Leverage (liabilities/assets)68%

    A heavy debt load loaded onto the spin-off is a known risk; a clean balance sheet is favorable.

  • Tax-basis reportNone found

    A Form 8937 (basis allocation) accompanies tax-free §355 spin-offs — favorable for taxable holders.

  • Insider buying (post-spin)None recorded

    Officers/directors buying their own newly independent shares (Form 4) has historically preceded outperformance.

  • Time since spin-off18.3 years

    Studies find the spin-off return premium concentrates in roughly the first one to three years.

Factors the spin-off research literature (Greenblatt; Cusatis-Miles-Woolridge; Desai-Jain) associates with outcomes — computed from this company's own SEC filings, shown as factors, not a recommendation. The premium is debated and not guaranteed. How we compute these ↗

Filings & documents

Every entry traces to SEC EDGAR. The Information Statement is the primary source; the links below open the full filing and each company's complete filing history.