H. B. Fuller Q1 Earnings Call Highlights

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Thu, March 26, 2026 astatine 11:21 AM CDT 8 min read

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H.B. Fuller posted Q1 integrated gross down 6.6% (volume -7.2%, pricing +0.6%) but delivered adjusted EBITDA of $119 million (+4%) with margins up 90 bps to 15.4% and adjusted EPS of $0.57 (+6%), portion operating currency travel improved by $49 million and leverage was 3.1x.
Executives warned the Middle East struggle has caused important proviso disruption—receiving much than 40 unit majeure notices—and implemented a planetary minimum 10% terms increase (with immoderate finished-goods hikes of 40–50% successful circumstantial cases) portion securing materials and reallocating volumes.
Management raised full-year nett targets to adjusted EBITDA of $645M–$675M and EPS of $4.55–$4.90, but lowered measurement expectations to astir -5% for fiscal 2026 and volition intermission M&A to prioritize stock repurchases portion targeting 2.5x–3.0x nett debt/EBITDA leverage.
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H. B. Fuller (NYSE:FUL) executives said the institution delivered connected its first-quarter nett commitments contempt a challenging request environment, portion besides outlining actions to negociate proviso concatenation disruption tied to the struggle successful the Middle East.

For the archetypal 4th of fiscal 2026, H.B. Fuller reported organic gross down 6.6% twelvemonth implicit year, arsenic pricing accrued 0.6% but volume declined 7.2%. CFO John Corkrean said overseas currency translation provided a 3.6% payment and acquisitions added 0.7% to revenue.

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Profitability improved contempt the measurement decline. The institution posted adjusted EBITDA of $119 million, up 4% twelvemonth implicit twelvemonth and astatine the higher extremity of management’s guidance range, with EBITDA borderline expanding 90 ground points to 15.4%. Corkrean said adjusted gross borderline roseate 170 ground points to 31.3%, supported by pricing and earthy worldly outgo actions arsenic good arsenic restructuring savings, which much than offset little volume.

Adjusted SG&A disbursal roseate 4% twelvemonth implicit year, but Corkrean noted that excluding acquisitions and overseas exchange, SG&A was down somewhat owed to disbursal discipline. Adjusted EPS was $0.57, up 6% from the prior-year quarter, which absorption attributed to higher operating income and less shares outstanding.

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Operating currency travel improved by $49 million twelvemonth implicit year. Corkrean reiterated that operating currency travel successful fiscal 2026 is expected to beryllium weighted to the 2nd half. Leverage stood astatine 3.1x nett indebtedness to adjusted EBITDA, unchanged from fiscal year-end 2025 and down from 3.5x a twelvemonth earlier.

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