Earnings summaries and quarterly performance for FULLER H B.
Executive leadership at FULLER H B.
Celeste Mastin
Detailed
President and Chief Executive Officer
CEO
GO
Gregory Ogunsanya
Detailed
Senior Vice President, General Counsel and Corporate Secretary
HC
Heather Campe
Detailed
Senior Vice President, International Growth
JE
James East
Detailed
Executive Vice President, Hygiene, Health and Consumable Adhesives
JC
John Corkrean
Detailed
Executive Vice President and Chief Financial Officer
NW
Nathaniel Weaver
Detailed
Senior Vice President, Human Resources
SM
Shahbaz Malik
Detailed
Senior Vice President, Business Adhesive Solutions
Board of directors at FULLER H B.
CM
Celine Martin
Detailed
Director (effective December 1, 2025)
CL
Charles Lauber
Detailed
Director
DF
Daniel Florness
Detailed
Director
MH
Michael Happe
Detailed
Director
RK
Ruth Kimmelshue
Detailed
Director
SZ
Srilata Zaheer
Detailed
Director
TR
Teresa Rasmussen
Detailed
Independent Chair of the Board
TH
Thomas Handley
Detailed
Director
Research analysts who have asked questions during FULLER H B earnings calls.
Ghansham Panjabi
Robert W. Baird & Co.
8 questions for FUL
Also covers: AMCR, ATR, AVNT +20 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
6 questions for FUL
Also covers: ALB, AMCR, APD +31 more
Kevin McCarthy
Vertical Research Partners
6 questions for FUL
Also covers: ALB, ALTM, APD +17 more
MH
Mike Harrison
Seaport Research Partners
6 questions for FUL
Also covers: ASH, AVD, AVNT +14 more
DB
David Begleiter
Deutsche Bank
5 questions for FUL
Also covers: ALB, APD, ASH +24 more
Patrick Cunningham
Citigroup
5 questions for FUL
Also covers: ALB, APD, AXTA +17 more
Emily Fusco
Deutsche Bank
3 questions for FUL
Also covers: APD, CBT, CTVA +3 more
LH
Lydia Huang
JPMorgan Chase & Co.
3 questions for FUL
Also covers: CBT, EMN
MH
Michael Harrison
Seaport Research Partners
3 questions for FUL
Also covers: APD, ASH, AVNT +17 more
RM
Rosemarie Morbelli
Gabelli Funds
3 questions for FUL
Also covers: AVD, BERY
Alex Craddock
Citi
2 questions for FUL
LB
Lucas Beaumont
UBS Group AG
2 questions for FUL
Also covers: AXTA, CF, IPI +5 more
Matt Hettwer
Vertical Research Partners
2 questions for FUL
Also covers: IFF
Alex
Citigroup
1 question for FUL
Also covers: DUK, IFF, KARO +1 more
Matthew Hettwer
Vertical Research Partners, LLC
1 question for FUL
Also covers: ALB
Matthew Krueger
Baird
1 question for FUL
Also covers: AMCR, AXTA, AZZ +2 more
RL
Rachael Lee
Citigroup
1 question for FUL
Also covers: ALB, DD
Recent press releases and 8-K filings for FUL.
H.B. Fuller Reports Q4 2025 Results and Provides FY 2026 Guidance
FUL
Earnings
Guidance Update
Demand Weakening
- H.B. Fuller reported strong Q4 2025 adjusted EBITDA of $170 million, a 14.6% increase year-over-year, and adjusted EPS of $1.28, up 39%.
- For fiscal year 2026, the company guided to adjusted EBITDA between $630 million and $660 million and adjusted EPS of $4.35 to $4.70, with organic revenue expected to be approximately flat.
- Q1 2026 revenue is projected to be down low single digits, and adjusted EBITDA between $110 million and $120 million, primarily due to the timing of Chinese New Year shifting revenue to Q2.
- Profit growth in 2026 is expected to be driven by a $35 million year-over-year benefit from pricing and raw material cost actions and $10 million in incremental savings from the Quantum Leap initiative, despite an anticipated challenging economic environment and no expected macro help.
Jan 15, 2026, 3:30 PM
H.B. Fuller Reports Q4 and Full-Year 2025 Results, Issues 2026 Guidance
FUL
Earnings
Guidance Update
M&A
- H.B. Fuller reported strong Q4 2025 Adjusted EPS of $1.28, an increase of 39% year-over-year, and Adjusted EBITDA of $170 million, up 15% year-over-year, achieving an Adjusted EBITDA Margin of 19%. Organic revenue for the quarter declined 1.3%.
- For the full year 2025, the company delivered Adjusted EPS of $4.24, up 10% year-over-year, and Adjusted EBITDA of $621 million, up 5% year-over-year, with an Adjusted EBITDA Margin of 17.9%.
- The company provided 2026 financial guidance, expecting Adjusted EBITDA between $630 million and $660 million and Adjusted EPS between $4.35 and $4.70. H.B. Fuller also reiterated its target of achieving greater than 20% EBITDA margin.
- In 2025, H.B. Fuller completed strategic acquisitions, including Gem and Medifill in Medical Adhesives, and three Fastener Coating Systems companies, as part of its portfolio advancement strategy.
Jan 15, 2026, 3:30 PM
H.B. Fuller Reports Q4 2025 Results and Provides 2026 Guidance
FUL
Earnings
Guidance Update
Demand Weakening
- H.B. Fuller reported Q4 2025 net revenue down 3.1% and organic revenue down 1.3%, while Adjusted EBITDA increased 15% to $170 million and Adjusted EPS rose 39% to $1.28.
- For fiscal year 2026, the company anticipates net revenue to be flat to up 2% (with organic revenue approximately flat), Adjusted EBITDA between $630 million and $660 million, and Adjusted EPS in the range of $4.35 to $4.70.
- Q1 2026 is expected to see low single-digit revenue decline and Adjusted EBITDA between $110 million and $120 million, largely due to the timing of Chinese New Year shifting revenue and EBITDA into Q2.
- The company plans to achieve 2026 profit growth and margin expansion through self-help measures, including pricing, raw material cost actions, and $10 million in incremental savings from the Quantum Leap initiative, without expecting macro improvements.
Jan 15, 2026, 3:30 PM
FUL Reports Strong Q4 2025 Results and Provides 2026 Guidance
FUL
Earnings
Guidance Update
M&A
- H.B. Fuller reported strong Q4 2025 Adjusted EBITDA of $170 million, a 15% year-on-year increase, with an EBITDA margin of 19% (up 290 basis points), and Adjusted EPS of $1.28, up 39%.
- For fiscal year 2026, the company projects net revenue to be flat to up 2% (with organic revenue approximately flat), Adjusted EBITDA between $630 million and $660 million, and Adjusted EPS in the range of $4.35 to $4.70.
- Profit growth and margin expansion in 2026 are expected to be driven by a $35 million benefit from pricing and raw material actions and $10 million in incremental savings from the Quantum Leap initiative, despite an anticipated challenging economic environment.
- The company ended 2025 with net debt to Adjusted EBITDA at 3.1 times and anticipates a more typical acquisition cadence in 2026, with a full pipeline and expected purchase price spend of roughly $200-$250 million.
Jan 15, 2026, 3:30 PM
H.B. Fuller Reports Fourth Quarter and Fiscal Year 2025 Results
FUL
Earnings
Guidance Update
Demand Weakening
- H.B. Fuller reported Q4 2025 net income of $30 million and adjusted EBITDA of $170 million, a 14.6% increase year-on-year, resulting in an adjusted EBITDA margin of 19.0%.
- For fiscal year 2025, net income was $152 million, adjusted EBITDA reached $621 million, and adjusted EPS (diluted) grew by 10.4% year-on-year to $4.24.
- Net revenue for Q4 2025 was $895 million, down 3.1% year-on-year, and full-year 2025 net revenue was $3.47 billion, a 2.7% decrease year-on-year.
- The company projects fiscal year 2026 adjusted EBITDA to be between $630 million and $660 million, with adjusted EPS (diluted) expected in the range of $4.35 to $4.70.
Jan 15, 2026, 1:01 PM
H.B. Fuller Reports Q4 and Fiscal Year 2025 Results, Provides 2026 Outlook
FUL
Earnings
Guidance Update
Demand Weakening
- H.B. Fuller reported Q4 2025 net revenue of $895 million and adjusted EBITDA of $170 million, marking a 14.6% year-on-year increase.
- For the full fiscal year 2025, the company achieved net revenue of $3.47 billion and adjusted EBITDA of $621 million, up 4.5% year-on-year.
- Adjusted diluted EPS for Q4 2025 was $1.28, a 39.1% increase year-on-year, and for FY 2025, it was $4.24, up 10.4% year-on-year.
- H.B. Fuller provided fiscal year 2026 guidance, expecting adjusted EBITDA in the range of $630 million to $660 million and adjusted EPS (diluted) between $4.35 and $4.70.
Jan 14, 2026, 9:05 PM
H.B. Fuller Outlines Strategic Growth and Financial Targets at Investor Day 2025
FUL
M&A
Guidance Update
New Projects/Investments
- H.B. Fuller, the world's largest pure-play adhesives company, is strategically focusing on higher-value, faster-growing segments, expanding its technology-dependent Total Addressable Market (TAM) to $74 billion.
- The company reported Q3 2025 EBITDA growth of 3% year-on-year to $171 million, with an EBITDA margin of 19.1%. For full-year 2025, guidance projects 4% growth in EBITDA and 9% growth in EPS compared to fiscal 2024.
- H.B. Fuller targets constant currency revenue growth of 5% or greater and EBITDA growth greater than double revenue growth, aiming for an EBITDA margin exceeding 20%.
- The company's M&A strategy, which has involved 11 acquisitions since 2023, aims to compound EBITDA by reducing post-synergy multiples by three to six turns and has increased acquired EBITDA by 60%.
- Project Quantum Leap, an operational efficiency initiative, plans to reduce the manufacturing footprint from 82 sites in 2024 to 55 sites by 2030 and is expected to deliver $75 million in cost savings by 2030.
Oct 20, 2025, 5:00 PM
H.B. Fuller Outlines Strategic Initiatives and Financial Targets at 2025 Investor Day
FUL
New Projects/Investments
M&A
Guidance Update
- H.B. Fuller announced Project Quantum Leap, a global footprint optimization plan to close 27 of its 82 plants from 2025 through 2030, aiming for $75 million in run-rate conversion cost savings by 2030. The plan also includes optimizing North American warehouses from 55 to 10 distribution centers.
- The company targets achieving greater than 20% EBITDA margins, constant currency revenue growth of 5% or greater, and EBITDA growth greater than double its revenue growth.
- For Q3 2025, H.B. Fuller reported EBITDA growth of 3% year-on-year to $171 million, with an EBITDA margin of 19.1%, and adjusted EPS of $1.26. The company also raised its full-year 2025 guidance, projecting 4% growth in EBITDA and 9% growth in EPS compared to fiscal 2024.
- Since the start of 2023, H.B. Fuller has acquired and fully integrated 11 companies, with an M&A strategy focused on highly synergistic opportunities that reduce the acquisition multiple by three to six turns after synergies.
Oct 20, 2025, 5:00 PM
H.B. Fuller Company Reports Strong Q3 2025 EPS Growth and Updates Full-Year Guidance
FUL
Earnings
Guidance Update
Demand Weakening
- H.B. Fuller Company reported adjusted earnings per share (EPS) of $1.26 in Q3 2025, marking a 12% increase year-on-year, with adjusted EBITDA growing 3% to $171 million and EBITDA margin expanding to 19.1%.
- Organic sales for Q3 2025 decreased 0.9%, as positive pricing of 1% was offset by a 1.9% decline in volume, reflecting a globally subdued economic backdrop.
- The company updated its full-year 2025 guidance, tightening the adjusted EBITDA range to $615 million to $625 million (equating to 4% to 5% year-on-year growth) and adjusted diluted EPS to $4.10 to $4.25 (representing 7% to 11% year-on-year growth).
- Full-year operating cash flow guidance was reduced to between $275 million and $300 million, primarily due to higher inventory levels in preparation for manufacturing footprint optimization.
- Performance varied by segment, with Engineering Adhesives (EA) organic revenue increasing 2.2% driven by automotive and electronics, while HHC organic revenue decreased 3.1% due to weaker consumer demand, and Building Adhesive Solutions (BAS) organic sales decreased 1%.
Sep 25, 2025, 2:30 PM
H.B. Fuller Reports Q3 2025 Earnings and Updates Full-Year Guidance
FUL
Earnings
Guidance Update
Demand Weakening
- H.B. Fuller reported Adjusted EPS of $1.26 for Q3 2025, marking a 12% increase year-over-year, and Adjusted EBITDA of $171 million, up 3% year-over-year.
- Organic revenue for Q3 2025 was down 0.9% year-over-year , but the company achieved margin expansion with Adjusted EBITDA Margin increasing 110 bps to 19.1% and Adjusted gross profit margin up 190 bps to 32.3%.
- The company tightened its full-year guidance, expecting Adjusted EBITDA to be between $615 million and $625 million (a 4% - 5% year-over-year increase) and Adjusted EPS between $4.10 and $4.25 (a 7% - 11% year-over-year growth).
- Net-debt-to-EBITDA decreased sequentially from 3.4X to 3.3X.
Sep 25, 2025, 2:30 PM
Quarterly earnings call transcripts for FULLER H B.
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