earnings
confidence high
sentiment positive
materiality 0.75
H.B. Fuller Q3 revenue $938M +5.2%, adj EPS $1.52 +21%, EBITDA outlook raised
FULLER H B CO
- Net revenue $938M, up 5.2% YoY; organic revenue +4.4% with growth in all three GBUs.
- Adjusted EPS diluted $1.52, up 21% YoY; reported EPS $1.44 (net income $79M).
- Adjusted EBITDA $187M, up 9% YoY; record margin 19.9%, +80bps YoY.
- FY2026 guidance: adj EBITDA $655-670M, adj EPS $4.70-4.85; FX impact now ~2%.
- Net debt-to-EBITDA 3.0X (down from 3.3X); YTD cash flow $183M, up 17%.