{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-009854","form_type":"8-K","ticker":"FUL","cik":"0000039368","company_name":"FULLER H B CO","filed_at":"2026-03-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.403598+00:00","generated_at":"2026-05-15T08:55:32.643785+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"H.B. Fuller Q1 adj EPS $0.57 (+6% YoY); raises FY adj EBITDA and EPS guidance","bullets":["Adj EPS $0.57, up 6% YoY; reported EPS $0.38. Net income $21M.","Net revenue $771M (-2.3% overall, organic -6.6% YoY); adjusted gross margin 31.3% (+170bps).","Adjusted EBITDA $119M (+4% YoY); margin 15.4% (+90bps).","Raises FY 2026 guidance: adj EBITDA $645M-$675M, adj EPS $4.55-$4.90 (from prior).","CEO cites disciplined execution, strategic pricing initiative amid Middle East supply chain disruption."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-009854","json":"https://secwatch.observer/filing/0001437749-26-009854.json","markdown":"https://secwatch.observer/filing/0001437749-26-009854.md","text":"https://secwatch.observer/filing/0001437749-26-009854.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/39368/000143774926009854/0001437749-26-009854-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/39368/000143774926009854/ful20260325_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T08:55:32.643785+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"583ccc4cbf893d45f7c4b4e2ec11ce4d454e1631","claim":"FULLER H B CO reported the first quarter ended February 28, 2026 results: revenue $771 million, net income $21 million, EPS $0.38. Guidance raised.","evidence_excerpt":"– H.B. Fuller Company (NYSE: FUL) today reported financial results for its first quarter that ended February 28, 2026. First Quarter 2026 Noteworthy Items: ■ Net revenue was $771 million; organic revenue was down 6.6% year-on-year; ■ Gross margin was 30.6%; adjusted gross margin of 31.3% increased 170 basis points year-on-year driven by restructuring savings from","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/39368/000143774926009854/0001437749-26-009854-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended February 28, 2026"},{"label":"Revenue","value":"$771 million"},{"label":"Net income","value":"$21 million"},{"label":"EPS","value":"$0.38"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"7a586b712f0cf994888884b8e94b9dc34faec734","claim":"FULLER H B CO reported fiscal 2026 results: EPS $4.55 to $4.90. Guidance raised.","evidence_excerpt":"As a result of our year-to-date performance and current macroeconomic conditions, we are updating our previously communicated financial guidance for the following items for fiscal 2026: ■ Net revenue for fiscal 2026 is now expected to be up mid-single digits; organic revenue is now expected to be up low-single digits and the impact from foreign exchange is now expected to be positive 1% to 2%; ■ Adjusted EBITDA for fiscal 2026 is now expected to be in the range of $645 million to $675 million; ■ Adjusted EPS (diluted) is now expected to be in the range of $4.55 to $4.90;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/39368/000143774926009854/0001437749-26-009854-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2026"},{"label":"EPS","value":"$4.55 to $4.90"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}