Adhesives maker H.B. Fuller's Q4 revenue slightly misses expectations

H.B. Fuller

14/01/2026 21:15

Overview

Adhesives firm's Q4 revenue slightly missed analysts' expectations

Adjusted EPS for Q4 beat analysts' expectations

Adjusted net income for Q4 beat analyst expectations

Outlook

H.B. Fuller expects fiscal 2026 net revenue to be flat to up 2%

Company anticipates fiscal 2026 adjusted EBITDA between $630 mln and $660 mln

H.B. Fuller projects fiscal 2026 adjusted EPS between $4.35 and $4.70

Result Drivers

PRICING AND COST ACTIONS - Adjusted gross margin increased 290 basis points year-on-year due to favorable pricing and raw material cost actions

COST SAVINGS - SG&A expenses decreased modestly year-on-year due to continued cost-saving efforts and lower variable compensation

REVENUE IMPACT OF DIVESTITURE - Net revenue was down 3.1% year-on-year, but adjusting for the flooring divestiture, net revenue was up 0.9% year-on-year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$895 mln
$902.51 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$1.28
$1.23 (7 Analysts)
Q4 Adjusted Net Income
Beat
$71 mln
$67.52 mln (6 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for H.B. Fuller Company is $70.50, about 6.3% above its January 13 closing price of $66.30

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBw3RMzkJa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)