Loading...
•
Nov 29, 2025
H.B. Fuller Q4 2025 Earnings Report
H.B. Fuller reported Q4 results with higher profitability despite a slight decline in revenue.
Key Takeaways
H.B. Fuller delivered strong margin expansion in Q4 2025, with adjusted EPS up significantly and EBITDA reaching the top end of guidance. Revenue declined slightly, but operational efficiency and pricing actions drove profitability improvements.
Revenue by Segment
Forward Guidance
H.B. Fuller expects flat to slightly positive revenue growth in FY26, with higher adjusted EBITDA and continued margin expansion.
Positive Outlook
- Adjusted EBITDA expected to grow to $630M–$660M in FY26
- Adjusted EPS expected to increase to $4.35–$4.70
- Operating cash flow forecasted between $275M–$300M
- Continued margin expansion anticipated
- Capital investments aligned with manufacturing optimization
Challenges Ahead
- Q1 2026 revenue expected to decline low single digits
- Volume trends remain soft across segments
- Working capital as % of revenue increased YoY
- Macroeconomic uncertainties may impact demand
- Some headwinds from flooring divestiture still impacting comps
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
Loading earnings performance data...
Loading earnings reaction data...