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May 31, 2025
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.
Revenue by Segment
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 & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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