H.B. Fuller Q1 revenue misses estimates

H.B. Fuller

25/03/2026 20:39

Overview

Adhesives maker's Q1 net revenue fell 2% yr/yr, missing analyst expectations

Adjusted EPS for Q1 rose 6% yr/yr, beating analyst expectations

Outlook

H.B. Fuller raises full-year net revenue guidance to up mid-single digits

Company expects fiscal 2026 adjusted EBITDA of $645 mln to $675 mln

H.B. Fuller sees fiscal 2026 adjusted EPS of $4.55 to $4.90

Result Drivers

LOWER VOLUMES - Organic revenue fell 6.6% yr/yrs

MARGIN EXPANSION - Adjusted gross margin rose 170 bps yr/yr, driven by restructuring savings from Quantum Leap, acquisitions, and targeted price and raw material cost actions

Company press release: ID:nBw3XNr7Pa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Net Revenue
Miss
$771 mln
$781.51 mln (7 Analysts)
Q1 Adjusted EPS
Beat
$0.57
$0.56 (7 Analysts)
Q1 Adjusted Net Income
Beat
$32 mln
$30.51 mln (6 Analysts)

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 $71.50, about 34.3% above its March 24 closing price of $53.23

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 13 three months ago

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