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H.B. Fuller Company

H.B. Fuller Company

NYSE•FUL
CEO: Ms. Celeste Beeks Mastin
Sector: Basic Materials
Industry: Chemicals - Specialty
Listing Date: 1968-04-25
H.B. Fuller Company, together with its subsidiaries, formulates, manufactures, and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives, and other specialty chemical products. It operates through three segments: Hygiene, Health and Consumable Adhesives; Engineering Adhesives; and Construction Adhesives. The Hygiene, Health and Consumable Adhesives segment produces and supplies specialty industrial adhesives, such as thermoplastic, thermoset, reactive, water-based, and solvent-based products for applications in various markets, including packaging, converting, nonwoven and hygiene, and health and beauty. The Engineering Adhesives segment produces and supplies high performance industrial adhesives comprising reactive, light cure, two-part liquids, polyurethane, silicone, film, and fast cure products to the durable assembly, performance wood and textile, transportation, electronics, clean energy, aerospace and defense, appliance, heavy machinery, and insulating glass markets. The Construction Adhesives segment provides products used for tile setting, commercial roofing, heating, ventilation, and air conditioning and insulation applications, as well as caulks and sealants for the consumer market and professional trade. The company sells its products directly to customers, as well as through distributors and retailers in the Americas, Europe, India, the Middle East, Africa, and the Asia Pacific. H.B. Fuller Company was founded in 1887 and is headquartered in Saint Paul, Minnesota.
Contact Information
1200 Willow Lake Boulevard, PO Box 64683, Saint Paul, MN, 55164-0683, United States
651-236-5900
www.hbfuller.com
Market Cap
$3.10B
P/E (TTM)
27.3
66.4
Dividend Yield
1.6%
52W High
$80.15
52W Low
$47.56
52W Range
30%
2.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$892.04M-2.82%
4-Quarter Trend

EPS

$1.23+21.78%
4-Quarter Trend

FCF

$68.93M+5.73%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Revenue Decline Net revenue for nine months totaled $2,578.8M, reflecting a 2.5% decrease versus prior year period results.
Gross Margin Expansion Gross profit margin improved 90 basis points to 31.0% for the nine months ended August 30, 2025.
Net Income Contraction Net income attributable to H.B. Fuller was $122.2M, down 11.2% for the nine months ended August 30, 2025.
Operating Cash Flow Drop Net cash provided by operating activities decreased to $156.8M for nine months, down from $216.8M last year.

Risk Factors

Restructuring Cost Exposure Expecting $70.0M to $75.0M pre-tax costs for ongoing organizational restructuring plans through fiscal year 2026.
Currency Translation Headwinds Negative 1.1% currency impact on nine months revenue driven by weaker Brazilian real and Egyptian pound.
Acquisition Integration Challenges Successfully integrating recent acquisitions like ND Industries Taiwan and GEM/Medifill presents execution risk.
Asbestos Litigation Uncertainty Ongoing asbestos litigation remains, though resolution is not expected to materially affect current financial results.

Outlook

Strategic Acquisition Focus Acquisitions accelerate portfolio shift toward highly profitable, higher growth Medical Adhesives technologies business.
Restructuring Completion Timeline Approved restructuring plans are currently expected to be completed during fiscal year 2026 implementation phase.
Adequate Liquidity Position Management believes cash flows from operating activities are adequate for short and long-term capital expenditure needs.
Segment Realignment Complete Operating segments realigned to focus on Hygiene, Engineering, and Building Adhesive Solutions growth areas.

Peer Comparison

Revenue (TTM)

Sasol LimitedSSL
$29.13B
+0.5%
Olin CorporationOLN
$6.79B
+4.7%
Cabot CorporationCBT
$3.82B
-3.6%

Gross Margin (Latest Quarter)

Perimeter Solutions, Inc.PRM
58.3%
-4.5 pp
WD-40 CompanyWDFC
54.7%
+0.6 pp
Tecnoglass Inc.TGLS
44.7%
+4.1 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SSL$4.07B10.54.5%33.6%
SXT$3.90B27.910.1%32.2%
CBT$3.51B8.329.5%31.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-1.1%
Flat Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Aug 30, 2025|Filed: Sep 25, 2025|
    Revenue: $892.04M-2.8%
    |
    EPS: $1.23+21.8%
    Meet
  • Form 10-Q - Q2 2025

    Period End: May 31, 2025|Filed: Jun 26, 2025|
    Revenue: $898.10M-2.1%
    |
    EPS: $0.77-17.2%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 1, 2025|Filed: Mar 27, 2025|
    Revenue: $788.66M-2.7%
    |
    EPS: $0.24-57.9%
    Miss
  • Form 10-K - FY 2024

    Period End: Nov 30, 2024|Filed: Jan 23, 2025|
    Revenue: $3.57B+1.6%
    |
    EPS: $2.37-11.2%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Aug 31, 2024|Filed: Sep 26, 2024|
    Revenue: $917.93M+1.9%
    |
    EPS: $1.01+46.4%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 1, 2024|Filed: Jun 27, 2024|
    Revenue: $917.11M+2.1%
    |
    EPS: $0.93+25.7%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 2, 2024|Filed: Mar 28, 2024|
    Revenue: $810.42M+0.2%
    |
    EPS: $0.57+42.5%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 2, 2023|Filed: Jan 24, 2024|
    Revenue: $3.51B-6.4%
    |
    EPS: $2.67-20.8%
    Miss