Q2 2025 Earnings Summary
Metric | YoY Change | Reason |
---|---|---|
Total Revenue | –2% (from $917.1M to $898.1M) | Total Revenue fell slightly by 2% YoY because the significant 26% drop in Engineering Adhesives revenue outweighed the gains from a 49% surge in Construction Adhesives and the modest growth in the Hygiene, Health and Consumable segment. |
Engineering Adhesives Revenue | –26% (from $373.5M to $276.4M) | Despite a 4.7% revenue boost in Q1 2025 driven by acquisitions such as ND Industries, the Q2 performance shows a dramatic 26% decline, likely due to reduced organic demand, diminished favorable currency effects, or the nonrecurrence of one-off M&A benefits. |
Construction Adhesives Revenue | +49% (from $150.5M to $224.2M) | The impressive 49% surge is likely attributable to the reorganization into the Building Adhesive Solutions segment, which combined previously separate business lines and captured growth from strong organic sales in Roofing, Infrastructure, and related markets. |
Hygiene, Health and Consumable Revenue | +1.1% (from $393.1M to $397.5M) | This segment's modest growth indicates stable organic performance, where slight improvements in volume and pricing almost offset negative currency impacts, a trend consistent with the stability observed in the previous period. |
Research analysts covering FULLER H B.