H. B. Fuller Company: Mixed — EPS $1.52, Revenue $938.18M
Earnings Report· 2026-09-23
FUL
Q3 · 2026After-MarketH. B. Fuller Company
@trystockwhiz
EARNING PER SHARE
Actual ($)
1.52
21.00% YoY
Expected
1.46
Beat
+4.11%
REVENUE
Actual ($)
938.17M
5.20% YoY
Expected
945.53M
Miss
-0.78%
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Net revenue | $938.17M | $892.04M | +5.2% |
| └─Hygiene, Health and Consumable Adhesives | $412.96M | $386.07M | +7.0% |
| └─Engineering Adhesives | $278.70M | $272.30M | +2.4% |
| └─Building Adhesive Solutions | $246.51M | $233.68M | +5.5% |
| Basic EPS | $1.46 | $1.23 | +18.7% |
| Diluted EPS | $1.44 | $1.22 | +18.0% |
| Adjusted Diluted EPS | $1.52 | $1.26 | +21.0% |
| Net income | $79.18M | $67.16M | +17.9% |
Financial Outlook / Guidance
| Metric | Next Quarter Outlook | Fiscal 2026 Outlook |
|---|---|---|
| Net revenue | — | up mid-single digits |
| Organic revenue | — | up low-single digits |
| Pricing | — | up mid-single digits |
| Volume | — | down low-single digits |
| Foreign exchange | — | approximately 2% |
| Adjusted EBITDA | — | $655M-$670M |
| Adjusted EPS (diluted) | — | $4.70-$4.85 |
| Cash flow from operations | — | $300M-$325M |
Business Highlights
- ➤Anticipates closing the AMS acquisition before year-end.
- ➤Continued executing the Quantum Leap program.
- ➤Made strategic inventory investments to support Quantum Leap and supply continuity.
- ➤Upgraded and standardized information systems through SAP S/4HANA® implementation.
- ➤Serves customers across more than 30 market segments in 150 countries.
Management Commentary
Celeste Mastin, president and chief executive officer
“Through disciplined execution, we delivered strong revenue, EBITDA, and EPS growth in the quarter and continued to improve profitability and advance toward our EBITDA margin target of greater than 20 percent.”
Celeste Mastin, president and chief executive officer
“Pricing actions are offsetting higher raw material costs, and our restructuring efforts continue to enhance operating leverage. With the anticipated closing of the AMS acquisition before year-end, we remain focused on strengthening our portfolio, executing our Quantum Leap program, and creating long-term value for shareholders.”