H B Fuller Company Earnings Calls
| Release date | Jun 24, 2026 |
| EPS estimate | $1.37 |
| EPS actual | $1.41 |
| EPS Surprise | 2.92% |
| Revenue estimate | 924.834M |
| Revenue actual | 950.271M |
| Revenue Surprise | 2.75% |
| Release date | Mar 25, 2026 |
| EPS estimate | $0.555 |
| EPS actual | $0.570 |
| EPS Surprise | 2.70% |
| Revenue estimate | 784.972M |
| Revenue actual | 770.844M |
| Revenue Surprise | -1.80% |
| Release date | Jan 14, 2026 |
| EPS estimate | $1.24 |
| EPS actual | $1.28 |
| EPS Surprise | 3.23% |
| Revenue estimate | 902.509M |
| Revenue actual | 894.788M |
| Revenue Surprise | -0.86% |
| Release date | Sep 24, 2025 |
| EPS estimate | $1.24 |
| EPS actual | $1.26 |
| EPS Surprise | 1.61% |
| Revenue estimate | 895.843M |
| Revenue actual | 892.043M |
| Revenue Surprise | -0.424% |
Last 4 Quarters for H B Fuller Company
Below you can see how FUL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 24, 2025 |
| Price on release | $59.27 |
| EPS estimate | $1.24 |
| EPS actual | $1.26 |
| EPS surprise | 1.61% |
| Date | Price |
|---|---|
| Sep 18, 2025 | $61.61 |
| Sep 19, 2025 | $60.81 |
| Sep 22, 2025 | $60.66 |
| Sep 23, 2025 | $59.62 |
| Sep 24, 2025 | $59.27 |
| Sep 25, 2025 | $56.97 |
| Sep 26, 2025 | $58.14 |
| Sep 29, 2025 | $58.47 |
| Sep 30, 2025 | $59.28 |
| 4 days before | -3.80% |
| 4 days after | 0.0169% |
| On release day | -3.88% |
| Change in period | -3.78% |
| Release date | Jan 14, 2026 |
| Price on release | $64.72 |
| EPS estimate | $1.24 |
| EPS actual | $1.28 |
| EPS surprise | 3.23% |
| Date | Price |
|---|---|
| Jan 08, 2026 | $63.26 |
| Jan 09, 2026 | $65.48 |
| Jan 12, 2026 | $66.11 |
| Jan 13, 2026 | $66.30 |
| Jan 14, 2026 | $64.72 |
| Jan 15, 2026 | $63.49 |
| Jan 16, 2026 | $60.54 |
| Jan 20, 2026 | $57.91 |
| Jan 21, 2026 | $59.49 |
| 4 days before | 2.31% |
| 4 days after | -8.08% |
| On release day | -1.90% |
| Change in period | -5.96% |
| Release date | Mar 25, 2026 |
| Price on release | $56.71 |
| EPS estimate | $0.555 |
| EPS actual | $0.570 |
| EPS surprise | 2.70% |
| Date | Price |
|---|---|
| Mar 19, 2026 | $50.31 |
| Mar 20, 2026 | $49.29 |
| Mar 23, 2026 | $52.03 |
| Mar 24, 2026 | $53.23 |
| Mar 25, 2026 | $56.71 |
| Mar 26, 2026 | $56.99 |
| Mar 27, 2026 | $59.17 |
| Mar 30, 2026 | $59.44 |
| Mar 31, 2026 | $61.68 |
| 4 days before | 12.72% |
| 4 days after | 8.76% |
| On release day | 0.494% |
| Change in period | 22.60% |
| Release date | Jun 24, 2026 |
| Price on release | $64.60 |
| EPS estimate | $1.37 |
| EPS actual | $1.41 |
| EPS surprise | 2.92% |
| Date | Price |
|---|---|
| Jun 17, 2026 | $64.77 |
| Jun 18, 2026 | $64.86 |
| Jun 22, 2026 | $64.31 |
| Jun 23, 2026 | $63.12 |
| Jun 24, 2026 | $64.60 |
| Jun 25, 2026 | $61.95 |
| Jun 26, 2026 | $63.25 |
| Jun 29, 2026 | $59.14 |
| Jun 30, 2026 | $58.29 |
| 4 days before | -0.262% |
| 4 days after | -9.77% |
| On release day | -4.10% |
| Change in period | -10.00% |
H B Fuller Company Earnings Call Transcript Summary of Q2 2026
H.B. Fuller delivered a strong Q2 2026: consolidated revenue +5.8% year-over-year, organic revenue +2.6% (pricing +3%, slight volume decline), adjusted EBITDA $181M (+9%), EBITDA margin 19.1% (+70 bps) and adjusted EPS $1.41 (+19%). Pricing initiatives and global sourcing mitigated petrochemical supply disruptions; management expects continued elevated raw material costs and intermittent shortages. Segment highlights: HHC organic +3% with materially improved margins (17.9%, +230 bps) driven by pricing and supply reliability; Engineering Adhesives (EA) +5% ex-solar (solar exit depresses headline EA), strong aerospace and electronics, automotive softer; BAS organic +6% with positive price and volume. Geographic strength in EIMEA (+8% organic) and APAC (+10% ex-solar). Cash flow from operations improved to $121M in the quarter; net working capital improved to 16.4% of annualized revenue; net debt/EBITDA was 3.1x. Full-year 2026 guidance updated: net revenue mid-single-digit growth, organic low single-digit growth, adjusted EBITDA $650–$675M, adjusted EPS $4.60–$4.90, operating cash flow $300–$325M. Management announced an all-cash offer for Advanced Medical Solutions (AMS) at GBP 2.85/share (~GBP 715M EV). AMS FY25 revenue ~$302M, adjusted EBITDA ~$54M (18% margin). Estimated run-rate synergies ~$55M (commercial ~$20M, cost ~$35M), with ~50% realized by 2028 and full run rate by 2030. Transaction expected to add ~100 bps to consolidated EBITDA margin within 24 months and materially scale the medical platform (medical revenue pro forma ~ $370M). Financing: committed $1B acquisition financing; pro forma leverage at close ~4.0x (ex-synergies) with a target to return to 2.5–3.0x within ~2 years driven by cash flow and Quantum Leap cost/cash initiatives. Key investor considerations: durable pricing traction and supply advantage, meaningful margin expansion opportunity from AMS and restructurings, temporary leverage increase at close and reliance on achieving synergies and deleveraging timeline, ongoing macro/volume risk in consumer-facing HHC and auto.
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