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May 31
H.B. Fuller Q2 2025 Earnings Report
H.B. Fuller reported a rise in adjusted earnings and EBITDA margin, despite a decline in revenue.
Key Takeaways
The company delivered solid margin expansion and increased its full-year guidance, although net revenue declined slightly due to FX and divestitures.
Adjusted EPS rose to $1.18, driven by higher net income and fewer shares outstanding.
Net income for the quarter was $42 million on $898 million in revenue.
Adjusted EBITDA margin expanded to 18.4%, up 130 basis points YoY.
The company raised full-year guidance for adjusted EBITDA and EPS.
H.B. Fuller
H.B. Fuller
H.B. Fuller Revenue by Segment
Revenue by Segment
Hygiene, Health and Consumable Adhesives Revenue
CapyFin.comEngineering Adhesives Revenue
CapyFin.comBuilding Adhesive Solutions Revenue
CapyFin.com Forward Guidance
H.B. Fuller raised its full-year guidance for adjusted EBITDA and adjusted EPS due to stronger-than-expected performance in Q2.
Positive Outlook
- Adjusted EBITDA for FY25 now expected between $615M and $630M.
- Adjusted EPS now expected between $4.10 and $4.30.
- Q3 Adjusted EBITDA expected between $165M and $175M.
- Strong execution cited amid subdued global economic activity.
- Full-year foreign exchange impact expected to be lower than prior estimate.
Challenges Ahead
- Total net revenue still projected to decline 2–3% for FY25.
- Foreign exchange expected to negatively impact revenue by 1.0–1.5%.
- Volume slightly down in Q2 despite pricing gains.
- Net debt remains high at over $2 billion.
- Revenue declines continue in comparison to prior year, even if adjusted for divestitures.
Revenue & Expenses
Visualization of income flow from segment revenue to net income