FULLER H B CO — Form 8-K
Filed September 24, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
H.B. Fuller reported Q3 2026 revenue of $938M (+5.2% YoY), with organic growth of 4.4% driven by pricing (+7.4%) offsetting volume declines. Adjusted EBITDA reached $187M (+9% YoY) with margin expanding 80 bps to a record 19.9%; adjusted EPS grew 21% to $1.52. The company raised FY 2026 adjusted EBITDA guidance to $655–$670M (from prior range) and adjusted EPS to $4.70–$4.85, citing strength in pricing execution and restructuring savings. Net debt remained flat at ~$1.96B (3.0x adjusted EBITDA, down from 3.3x). The company anticipates closing a pending acquisition (AMS) before year-end.
Why this rating
Solid organic growth, margin expansion, and guidance raise offset by modest volume declines and elevated working capital. Business-as-usual execution at ~$3B market cap.
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