The earnings call reflected both strategic advancements in portfolio management and operational challenges, particularly in the HHC segment and consumer markets. While strategic acquisitions and cost-saving initiatives are positive, the significant margin pressures and unexpected volume declines weigh down the overall outlook.
Company Guidance
During H.B. Fuller's Q4 2024 earnings call, the management provided guidance for fiscal year 2025, indicating a focus on strategic adjustments in response to market challenges. They projected a full-year net revenue decline of 2% to 4% compared to 2024, but an increase of 1% to 2% when adjusted for the divestiture of the flooring business. Organic revenue is expected to be flat to up 2%, with a 1% to 2% increase in prices projected. Adjusted EBITDA is anticipated to grow between 1% and 5%, ranging from $600 million to $625 million, driven by pricing actions, restructuring savings, and acquisitions, despite a challenging growth environment. The company plans to cut its global manufacturing footprint from 82 to 55 facilities by 2030, expecting $75 million in annualized cost savings upon completion. Additionally, H.B. Fuller anticipates achieving an adjusted EBITDA margin uplift of approximately 70 basis points in 2025 from recent acquisitions and divestitures.
Strategic Acquisitions and Portfolio Enhancement
Completed acquisitions of GEM S.r.l. and Medifill Ltd. to enhance market position in medical adhesives. The acquisitions are expected to deliver a 70 basis point adjusted EBITDA margin uplift in 2025.
Construction Adhesives Segment Growth
Organic sales increased 10.5% year-on-year with strong performance in roofing, growing over 30%. Adjusted EBITDA for Construction Adhesives increased 12% versus the prior year.
Manufacturing and Logistics Optimization Plan
Plan to reduce global manufacturing footprint from 82 to 55 facilities by 2030 and reduce North American warehouses from 55 to 10 by 2027, aiming for $75 million in annualized cost savings.
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H.B. Fuller Company (FUL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FUL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 15, 2025
$64.14
$62.22
-2.99%
Sep 25, 2024
$80.41
$80.52
+0.14%
Jun 26, 2024
$75.89
$75.94
+0.07%
Mar 27, 2024
$81.90
$79.08
-3.44%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does H.B. Fuller Company (FUL) report earnings?
H.B. Fuller Company (FUL) is schdueled to report earning on Mar 26, 2025, TBA Not Confirmed.
What is H.B. Fuller Company (FUL) earnings time?
H.B. Fuller Company (FUL) earnings time is at Mar 26, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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