What is the revenue and EPS growth rate for H.B. Fuller year over year?

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What is H.B. Fuller's latest dividend and current dividend yield?

What is H.B. Fuller's gross profit margin?

What does H.B. Fuller do and what are its main business segments?

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What were the key takeaways from H.B. Fuller's earnings call?

What were the key takeaways from H.B. Fuller’s earnings call?

- **Profit Resilience**: EBITDA up 4% to $119M despite 6.6% organic revenue decline, driven by pricing and restructuring.
- **Strategic Pricing**: 10%+ price increase announced; 2/3 of guidance improvement from pricing actions.
- **Updated Growth Outlook**: FY2026 EBITDA $645-675M (+17-22% YoY), EPS $4.55-4.90 (+13-20%).
- **Supply Chain Risk**: Over 40 force majeure notices; VAM spot price up 300% in Europe.
- **Market Share Gain**: Gained 3 large customers in Q1; targeting durable share via long-term contracts.

**【CEO Summary Section】**
- Organic revenue decreased 6.6% YoY due to lower volume, but EBITDA rose 4% to $119 million, with margin expanding 90 bps to 15.4%. 
- **EA Segment**: +3% organic growth (excluding solar), EBITDA margin up 120 bps to 19.9%.
- **HHC Segment**: -10% organic decline, but EBITDA margin improved 120 bps to 13.9%.
- **BAS Segment**: -5.1% organic sales, EBITDA flat YoY.
- **Geographic Impact**: Americas down 4%, EIMEA -11%, AP up 2% (excl. solar).
- **Middle East Conflict Impact**: Over 40 force majeure notices received; announced 10%+ price increase across all products, with higher adjustments in impacted regions.
- **Market Share Opportunity**: Competitors facing supply shortages; gained 3 large customers in Q1 for new applications.

**【CFO Financial Commentary】**
- Q1 2026: Organic revenue -6.6% YoY, adjusted EBITDA $119M (+4%), adj. EPS $0.57 (+6%).
- **Updated FY2026 Guidance**: 
  - Net revenue: +mid-single digits (vs. prior +low-single)
  - Organic revenue: +low-single digits (vs. prior -mid-single)
  - EBITDA: $645-675M (prev $600-630M)
  - EPS: $4.55-4.90 (prev $4.20-4.50)
- **Cash Flow**: Q1 cash flow +$49M YoY; FY2026 weighted to H2.
- **Capital Allocation**: Pausing M&A closures; prioritizing share buybacks to maintain 2.5-3.0x net debt/EBITDA.

**【Q&A Key Highlights】**
- **Pricing & Volume Cadence**: 
  - 10%+ price increase for rest of year; volume assumed -5% YoY due to demand destruction.
  - 2/3 of guidance improvement from pricing/raws, 1/3 from market share gains.
- **China Lunar New Year Impact**: Q1 revenue loss $15-20M; Q2 expected to recover.
- **Raw Material Availability**: VAM spot price up 300% in Europe; specialty chemicals 87% of raws.
- **Market Share Durability**: Long-term contracts with new customers; 97%+ regional production self-sufficiency.
- **Solar Business Exit**: Q1 revenue $12.5M (-40% YoY); to be fully exited by Q3.
- **Medical Adhesives Growth**: Europe +20% organic Q1; minimal oil price sensitivity.


H.B. Fuller Company(FUL)-20260326-2026 Q1 Earnings call transcript

- **Profit resilience in tough environment**: 15% YoY EBITDA growth to $170M, margin +290bps to 19%, despite 3.1% revenue decline.
- **Segment standout**: Engineering Adhesives EBITDA +17% YoY to $170M, margin 23.5%, driven by aerospace and electronics growth.
- **2026 guidance**: EBITDA $630M-$660M, targeting >20% margin by year-end, with pricing and cost savings offsetting volume headwinds.
- **Key risks**: Economic uncertainty, $30M solar market exit, and $20M wage inflation.
- **M&A momentum**: 2025 acquisitions delivered $73M EBITDA, 2026 pipeline active with ~$200M potential spend.

**【CEO Summary Section】**
- Delivered double-digit EPS growth (39% YoY) and EBITDA at the top of full-year guidance ($170M, +15% YoY), despite a weak economic backdrop.
- Organic revenue down 1.3% YoY, driven by Flooring divestiture and weak end markets, but EBITDA margin expanded 290bps to 19% due to pricing, raw material savings, and restructuring.
- Segment performance:
  - **HHC**: Organic revenue down 1.8% YoY, but EBITDA up 30% YoY to $170M, margin +380bps to 17.5%.
  - **Engineering Adhesives (EA)**: Organic revenue +2.2% YoY (ex-solar: +7%), EBITDA +17% YoY to $170M, margin +260bps to 23.5%.
  - **Building & Construction (BAS)**: Organic revenue down 4.8% YoY, EBITDA down 7% YoY due to lower volume despite pricing gains.
- 2026 outlook: Flat to +2% net revenue, EBITDA $630M-$660M, targeting >20% EBITDA margin by end of year.

**【CFO Financial Commentary】**
- Q4 2025: Revenue $1.03B (-3.1% YoY), adjusted EBITDA $170M (+14.6% YoY), EPS $1.28 (+39% YoY).
- 2026 guidance: EBITDA $630M-$660M, EPS $4.35-$4.70, free cash flow $275M-$300M.
- Key drivers: Pricing (+1.2% YoY), raw material savings ($35M YoY), and Quantum Leap cost reductions ($10M YoY).
- Risks: Economic uncertainty, wage inflation ($20M YoY), and solar market exit ($30M revenue decline).

**【Q&A Highlights】**
- **Q1 2026 Guidance**: Revenue down low single digits, EBITDA $110M-$120M, due to Chinese New Year timing (1-2 weeks of revenue shift to Q2).
- **Raw Materials & Pricing**: 2026 pricing benefit of $35M YoY, with carryover from 2025 ($25M) and new initiatives.
- **M&A Strategy**: 2025 acquisitions (GEM, Medifill, fastener coating businesses) delivered $73M EBITDA, 2026 pipeline remains active (~$200M-$250M potential spend).
- **Free Cash Flow**: 2026 operating cash flow +25% YoY, offset by CapEx ($160M, incl. $50M for Quantum Leap) and working capital build.
- **Solar Market**: 2026 revenue to decline from $80M to $50M, but EA ex-solar growth expected to offset.


H.B. Fuller Company (FUL) Q4 2025 Earnings Call Transcript

- **Q3 EBITDA Beats Expectations**: $171 million (+3% YoY), margin expands to 19.1%, driven by pricing and cost control.
- **EA Outperforms**: 14% EBITDA growth, 23.3% margin, led by automotive and electronics. Solar headwinds persist but strategic focus on high-margin products.
- **Guidance Tightened**: 2025 EBITDA $615-625 million (4-5% growth), EPS $4.10-4.25. Cautious on volume growth amid global economic weakness.
- **Solar Strategy Shift**: Exiting low-margin business, targeting 2026 EBITDA margin expansion despite ongoing revenue headwinds.
- **Cash Flow Management**: Inventory build for manufacturing optimization temporary; 2026 price/cost benefits expected to accelerate.

**【CEO Summary Section】**
- **Strong Q3 Results**: Delivered 12% EPS growth to $1.26, with EBITDA up 3% to $171 million. EBITDA margin expanded 110 bps to 19.1%, driven by pricing, cost management, and portfolio shifts.
- **Segment Performance**: 
  - **Engineering Adhesives (EA)**: Organic growth of 2.2% (mid-single digits excluding solar), EBITDA up 14% with margin expansion to 23.3%. Electronics and automotive segments led growth.
  - **Building Adhesive Solutions (BAS)**: Organic sales down 1%, but EBITDA up 3% to $41 million. Construction slowdown offset by pricing and cost control.
  - **Health, Hygiene & Cleaning (HHC)**: Organic sales down 3.1%, but EBITDA margin expanded 50 bps to 16.9% due to pricing and acquisitions.
- **Guidance Update**: Tightened 2025 EBITDA range to $615-625 million (4-5% growth), with EPS $4.10-4.25 (7-11% growth). Cautious on volume growth amid global economic weakness.

**【CFO Financial Commentary】**
- **Revenue**: Down 2.8% YoY, with organic sales flat to down 1% (pricing +1%, volume -1.9%).
- **Profitability**: Adjusted gross margin 32.3% (+190 bps YoY). Operating cash flow up 13% to $171 million, net debt/EBITDA ratio improved to 3.3x.
- **Cash Flow**: Reduced 2025 operating cash flow guidance to $275-300 million due to higher inventory for manufacturing footprint optimization.
- **Leverage**: Capital spending reduced to $140 million, reflecting disciplined allocation.

**【Q&A Highlights】**
- **EA Momentum**: Electronics segment returned to double-digit growth, U.S. EA organic growth turned positive mid-single digits. Solar remains headwind but strategic focus on high-margin products.
- **HHC Challenges**: Global consumer weakness drove mid-single-digit volume declines, but pricing offset部分影响.
- **Solar Strategy**: Exiting low-margin silicon sealant business, focusing on high-margin specialty products. 2026 outlook includes ongoing solar revenue headwinds but EBITDA margin improvement.
- **Cash Flow Cadence**: $15 million of $55 million price/cost benefit realized in Q3, $15 million expected in Q4, with余下 in 2026. Inventory build for footprint optimization is temporary.
- **BAS Growth**: Data center business growing 40% YoY, targeting 30%+ growth. Middle East expansion and 4SG sealant adoption in Japan support long-term potential.

H.B. Fuller Company (FUL) Q3 2025 Earnings Call Transcript

- **Strong Margin Expansion**: EBITDA margin +130bps YoY to 18.4%, driven by cost savings and higher-margin acquisitions.
- **Engineering Adhesives Standout**: 310bps margin improvement to 22.9% despite solar weakness.
- **Guidance Uptick**: Full-year EBITDA $615-630M (+4-6% YoY), EPS $4.10-4.30 (+7-12% YoY).
- **China Recovery Signal**: Electronics exports pause temporary; new product wins poised to drive H2 rebound.
- **Sustainability Milestone**: Named 2025's greenest company, advancing toward >20% EBITDA margin target.

**【CEO Opening Remarks】**
- Q2 organic revenue grew 0.4% YoY, driven by 0.7% pricing growth offset by 0.3% volume decline.
- EBITDA expanded 5% YoY to $166M, with margin improving 130bps to 18.4% due to cost savings and portfolio shifts.
- Engineering Adhesives (EA) EBITDA margin surged 310bps YoY to 22.9%, fueled by pricing actions and acquisitions.
- Americas region returned to positive organic growth (+2% YoY) led by roofing and medical segments.
- Full-year guidance updated: EBITDA $615-630M (+4-6% YoY), EPS $4.10-4.30 (+7-12% YoY). Focus on margin expansion despite volume headwinds.

**【CFO Financial Details】**
- Q2 GAAP net income: $420M; Non-GAAP EPS: $1.18 (+5% YoY). Operating cash flow: $111M (+36% YoY). Net debt/EBITDA ratio improved to 3.4x.
- Cost management: Flat SG&A after adjusting for M&A/divestitures. Raw material cost reductions expected to benefit H2.
- Share buybacks: 1M shares repurchased YTD, reducing diluted shares by ~1%.

**【Q&A Key Takeaways】**
- **Engineering Adhesives Strength**: India Industries acquisition outperformed, driving 24% EBITDA growth. Solar segment EBITDA impact reduced from -120bps to -80bps YoY.
- **Volume Trends**: Half of end markets showed acceleration, half deceleration. U.S. automotive and medical electronics offset residential construction weakness.
- **China Dynamics**: Electronics exports paused in Q2 due to trade uncertainty, but new product wins expected to recover in H2.
- **Tariff Mitigation**: 97%+ regional sourcing reduces direct tariff impact; focus on cost savings and pricing to offset volume risks.
- **Sustainability Recognition**: Named one of 2025's greenest companies by Newsweek, with EBITDA margin target >20% by 2030.

H.B. Fuller Company (FUL) Q2 2025 Earnings Call Transcript

- **Q1 Growth Drivers**: Organic revenue +1.9% YoY, HHC (+4%), BAS (+8%) lead.
- **Margin Challenges**: EBITDA $114M (-14% YoY), raw materials offset pricing gains.
- **Segment Strengths**: EA EBITDA +16%, BAS roofing resilience.
- **China Momentum**: 7% YoY growth, HHC hygiene wins.
- **Solar Restructuring**: Revenue down 20% YoY, but margin improving.
- **2025 Outlook**: EBITDA $600-625M, EPS $3.90-4.20, cash flow $300-325M.

**【CEO Summary Section】**
- Organic revenue increased 1.9% YoY, driven by volume growth in HHC (+4%) and BAS (+2%).
- EBITDA of $114M (14.5% margin) impacted by higher raw material costs, expected to improve sequentially.
- HHC EBITDA margin 12.7% vs. prior year, with pricing gains offsetting raw material headwinds.
- EA EBITDA up 16% YoY to $18.7M, benefiting from restructuring and ND Industries acquisition.
- BAS EBITDA up 2% YoY, driven by roofing strength despite seasonal lows.
- Americas organic revenue down 1% YoY, offset by BAS growth (+8%).
- EIMEA organic growth 4% YoY, led by HHC in hygiene segment.
- Asia-Pacific organic growth 7% YoY, driven by China strength.

**【CFO Financial Commentary】**
- Q1 2025: Organic revenue +1.9% (volume +1.7%, price +0.2%).
- Adjusted EBITDA $114M (-14% YoY), impacted by raw materials, variable comp, FX.
- Adjusted EPS $0.54 (-20% YoY), below prior year due to lower operating income.
- Full-year guidance: Organic revenue flat to +2%, EBITDA $600-625M (+1-5%), EPS $3.90-4.20.
- 2025 cash flow: $300-325M, weighted to H2.
- Net debt/EBITDA 3.5x, target <3.0x. Share buybacks prioritized over M&A.

**【Q&A Key Takeaways】**
- No evidence of prebuying ahead of tariffs; cautious on U.S. consumer demand.
- Solar business revenue down 20% YoY but EBITDA margin improving.
- China growth mid-single digits, driven by HHC and EA innovation.
- PFAS-free alternatives gaining traction in electronics.
- Working capital management challenge, but improving sequentially.
- Leverage at 3.5x limiting M&A; buybacks opportunistic.
- 2025 EBITDA price/cost net benefit guidance of $55M remains intact.

H.B. Fuller (FUL)-27 Mar 25-2025 Q1 Earnings call transcript

- **Record Margin Achievement**: Fiscal 2024 adjusted EBITDA margin of 16.6%, up from 15.8% in 2023, despite Q4 challenges.
- **Strategic Restructuring**: $75M annual savings target by 2030 through manufacturing footprint reduction, with $5M savings in 2025.
- **Medical Adhesive Expansion**: Acquisitions of GEM and Medifill add $24M in 2024 revenue, targeting 20%+ EBITDA margin by 2026.
- **2025 Outlook**: Flat to +2% organic revenue growth, +1% to +5% EBITDA growth, driven by pricing actions and restructuring savings.
- **Risk Management**: 2025 guidance reflects cautious macro assumptions, with levers to adjust cost and pricing if needed.


**【CEO Opening Remarks】**
- Fiscal 2024 adjusted EBITDA margin reached 16.6%, up from 15.8% in 2023, with a record Q4 margin of 16.1% despite challenging market conditions.
- Fourth quarter organic sales declined 0.2% due to lower pricing, with volume up 1.3% but offset by delayed price realization in HHC.
- Key strategic initiatives include:
  - Global manufacturing footprint reduction from 82 to 55 facilities by 2030, targeting $75M annual savings.
  - Acquisition of medical adhesive companies GEM S.r.l. and Medifill Ltd., adding $24M in 2024 revenue.
  - Divestiture of flooring business to focus on higher-margin segments.
  - Restructuring into Building Adhesive Solutions (BAS) GBU combining roofing, woodworking, and insulated glass businesses.

**【Segment Performance】**
- **HHC**: Organic revenue down 2.2% YoY due to lower pricing and volume. Adjusted EBITDA margin contracted to 13.9% from 15.1% YoY, driven by raw material costs and delayed pricing.
- **Engineering Adhesives (EA)**: Organic revenue down 1.9% YoY, but Solar weakness offset by 6% growth in other EA segments. Adjusted EBITDA margin expanded to 19.7%.
- **Construction Adhesives (CA)**: Organic sales up 10.5% YoY, driven by 30% growth in roofing. Adjusted EBITDA up 12% YoY, though margin declined 30bps to 12.3% due to variable compensation.

**【CFO Financial Review】**
- Q4 2024 revenue: $1.1B (2.3% YoY growth), with organic revenue down 0.2%.
- Adjusted EBITDA: $148M (-14% YoY), margin 16.1% (-170bps YoY) due to raw material costs and higher variable compensation.
- Full year cash flow: $301M (-15% YoY) due to lower operating profit, but net working capital improved 160bps to 14.5%.
- 2025 Outlook:
  - Net revenue: -2% to -4% YoY (flat to +2% organic).
  - Adjusted EBITDA: $600M-$625M (+1% to +5% YoY).
  - EPS: $3.90-$4.20 (+2% to +9% YoY).
  - Operating cash flow: $300M-$325M.

**【Q&A Highlights】**
- **Manufacturing Restructuring**: $75M annual savings by 2030, with $5M savings in 2025 ramping to $20M+ in 2026. Capital spend: $150M over 5 years, $40M in 2025.
- **Pricing Strategy**: 2025 organic price increase of 0%-2%, with HHC pricing actions offsetting 2024 raw material headwinds.
- **HHC Challenges**: Q4 raw material costs up $20M, delayed pricing realization. 2025 focus on cost reduction and pricing to stabilize margins.
- **Construction Growth**: Roofing innovation and data center expansion driving 30% YoY growth, but 2025 comps tougher after 2024 outperformance.


Actual										0.34	0.68	0.76	1.06	0.66	0.94	0.79	1.09	0.8	1.11	1.06	1.04	0.55	0.93	1.06	1.32	0.67	1.12	1.13	0.92	0.54	1.18	1.26	1.28	0.57
Forecast										0.326	0.5541	0.704	0.8575	0.4691	0.9207	0.7885	1.0805	0.7338	1.0665	1.0446	1.2356	0.59	1.04	1.1417	1.2724	0.6419	1.0291	1.19	0.9971	0.4937	1.0792	1.2428	1.2278	0.5549
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+4.29%	+22.72%	+7.95%	+23.62%	+40.69%	+2.10%	+0.19%	+0.88%	+9.02%	+4.08%	+1.47%	-15.83%	-6.78%	-10.58%	-7.16%	+3.74%	+4.38%	+8.83%	-5.04%	-7.73%	+9.38%	+9.34%	+1.38%	+4.25%	+2.72%

FUL

FUL fundamentals

FUL Q1 2026 Earnings

Earnings Call

You can ask Aime

FUL

FUL fundamentals

FUL Q1 2026 Earnings

Earnings Call

FUL Earnings Call Summary for Q1/202610:30 AM on Mar 26, 2026

FUL Earnings Call Summary for Q4/202510:30 AM on Jan 15, 2026

FUL Earnings Call Summary for Q3/202510:30 AM on Sep 25, 2025

FUL Earnings Call Summary for Q2/202510:30 AM on Jun 26, 2025

FUL Earnings Call Summary for Q1/202510:30 AM on Mar 27, 2025

You can ask Aime