The earnings call reflects a mixed performance with strong financial metrics in profitability and cost management, highlighted by EBITDA growth and margin expansion. However, there are notable challenges in revenue growth, particularly in the solar and residential construction markets, and regional weaknesses in EIMEA and Asia Pacific. Positive steps in sustainability and innovation offer optimism, but the overall sentiment is balanced between achievements and challenges.

Company Guidance -

Q3 2025

During H.B. Fuller's second quarter 2025 investor call, the company provided updated guidance reflecting strong financial performance. The full-year outlook for adjusted EBITDA was raised to a range of $615 million to $630 million, representing an increase of 4% to 6% year on year. The adjusted EPS guidance was also increased to a range of $4.10 to $4.30, indicating growth of between 7-12% year on year. Organic revenue is expected to be flat to up 2%, with net revenue expected to decline by 2% to 3% year on year due to foreign exchange impacts. The company reported a second-quarter EBITDA margin expansion of 130 basis points year on year to 18.4%, driven by a 5% increase in EBITDA to $166 million. The margin expansion was supported by strategic pricing actions, cost savings, and portfolio shifts towards higher-margin markets. H.B. Fuller also noted ongoing challenges and uncertainties in the operating environment, including foreign exchange volatility and constrained demand, but expressed confidence in continuing margin expansion and profit growth in the second half of the year.

EBITDA Margin Expansion

EBITDA grew 5% year on year to $166 million, with a margin expansion of 130 basis points to 18.4%.

Engineering Adhesives Segment Performance

EBITDA in Engineering Adhesives increased 24%, with a margin increase of 310 basis points year on year to 22.9%.

Positive Organic Revenue Growth

Organic revenue increased by 0.4%, driven by pricing growth of 0.7% despite a slight volume decrease.

Cash Flow Improvement

Operating cash flow for the second quarter increased by $29 million (36%) year on year.

Recognition for Sustainability

H.B. Fuller was named one of the world's greenest companies in 2025 by Newsweek.

Customer Innovation Awards

Awards were given to companies like CMC Packaging Automation and Chengdu Xinyu for innovations using adhesive technologies.

H.B. Fuller Company (FUL) Earnings, Revenues Date & History

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FUL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 17, 2025	2025 (Q3)	1.25 / -	1.13	―	―	―
Jun 25, 2025	2025 (Q2)	1.08 / 1.18	1.12	5.36% (+0.06)
Mar 26, 2025	2025 (Q1)	0.49 / 0.54	0.67	-19.40% (-0.13)
Jan 15, 2025	2024 (Q4)	1.00 / 0.92	1.32	-30.30% (-0.40)
Sep 25, 2024	2024 (Q3)	1.19 / 1.13	1.06	6.60% (+0.07)
Jun 26, 2024	2024 (Q2)	1.03 / 1.12	0.93	20.43% (+0.19)
Mar 27, 2024	2024 (Q1)	0.64 / 0.67	0.55	21.82% (+0.12)
Jan 17, 2024	2023 (Q4)	1.27 / 1.32	1.04	26.92% (+0.28)
Sep 27, 2023	2023 (Q3)	1.14 / 1.06	1.06	0.00% (0.00)
Jun 28, 2023	2023 (Q2)	1.04 / 0.93	1.11	-16.22% (-0.18)

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

FUL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 25, 2025	$55.96	$61.99	+10.78%
Mar 26, 2025	$54.08	$57.36	+6.07%
Jan 15, 2025	$63.63	$61.72	-3.00%
Sep 25, 2024	$79.77	$79.88	+0.14%

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.