H.B. Fuller EPS Beats, Shares Slip 1.2%

H.B. Fuller Q2 2026 Financial Results

H.B. Fuller Company (NYSE:FUL) posted adjusted earnings per share of $1.41 for the quarter ended May 30, 2026, surpassing the analyst consensus of $1.38. Revenue for the quarter increased 5.8% year‑on‑year to $950.3 million, exceeding the consensus estimate of $923.67 million.

Adjusted EBITDA for the quarter was $181 million, representing a 9% YoY increase, driven by pricing execution and restructuring savings. The adjusted gross margin expanded by 200 basis points YoY to 34.2%. Operating cash flow reached a record $121 million, up roughly 10% YoY. During the period the company repurchased 750,000 shares.

The firm raised the midpoint of its full‑year adjusted EBITDA guidance to a range of $650 million to $675 million, while maintaining adjusted EPS guidance of $4.60 to $4.90, with the midpoint of $4.75 aligning with analyst expectations.

CEO and President Celeste Mastin said, "We executed very well in the second quarter, delivering strong year‑on‑year revenue, EBITDA, and EPS growth, with results above the midpoint of our EBITDA guidance range."

Despite the earnings beat, the stock declined 1.2% as investors assessed the full‑year outlook. For the third quarter of 2026, the company expects revenue to be up mid‑single digits and adjusted EBITDA to fall within $180 million to $190 million.