H.B. Fuller
Formulator of industrial adhesives and sealants for consumer, engineering and building applications.
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Profile
Formulates and sells industrial adhesives, sealants and coatings for packaging, hygiene, medical, transportation, electronics and construction applications through three global segments. A largely regional manufacturing network serves a diversified customer base, while margins remain sensitive to petroleum- and natural-gas-derived feedstocks.
Formulates adhesives, sealants, coatings and other specialty chemicals through Hygiene, Health and Consumable Adhesives, Engineering Adhesives, and Building Adhesive Solutions. The portfolio serves packaging and converting, hygiene and medical products, electronics, transportation, aerospace, clean energy, roofing, building-envelope, insulated-glass, woodworking and composite applications. Sales operations span North America, Europe, Latin America, Asia-Pacific, India, the Middle East and Africa, with most products made within the region where they are sold.
Competes through formulation breadth, consistent supply, technical support and customer-specific product development. The business sells mainly from its own manufacturing and distribution sites, supplemented by distributors, and no single customer dominates revenue. Profitability depends heavily on petroleum- and natural-gas-derived raw materials, while chemical, environmental and workplace-safety rules shape product development and manufacturing.
Company facts
Key statistics
Year to date −6.6% · Average volume (30d) 601.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 26, 2026 | UBS | Target | $71 | $69 | ||
| Jun 26, 2026 | Raymond James | Target | $67 | |||
| Jun 26, 2026 | Goldman Sachs | Target | $67 | |||
| Jun 26, 2026 | JP Morgan | Upgrade | Neutral | Overweight | ||
| Jun 17, 2026 | UBS | Reiterate | Neutral | $58 | $71 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 24, 2026Q2 FY26 | $1.37 | $1.41 | +2.9% | $924.8M | $950.3M | +2.8% | −4.10% |
| Mar 25, 2026Q1 FY26 | $0.56 | $0.57 | +2.7% | $785.0M | $770.8M | −1.8% | +0.49% |
| Jan 14, 2026Q4 FY25 | $1.24 | $1.28 | +3.2% | $902.5M | $894.8M | −0.9% | −1.90% |
| Sep 24, 2025Q3 FY25 | $1.24 | $1.26 | +1.6% | $895.8M | $892.0M | −0.4% | −3.88% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $788.7M | $898.1M | $892.0M | $894.8M | $770.8M | $950.3M | |
| Gross profit | $230.0M | $286.4M | $287.5M | $290.4M | $241.0M | $322.2M | |
| Operating income | $50.0M | $102.2M | $113.2M | $112.8M | $60.9M | $122.8M | |
| Net income | $13.2M | $41.8M | $67.2M | $29.7M | $21.0M | $67.8M | |
| Diluted EPS | $0.24 | $0.76 | $1.22 | $0.54 | $0.38 | $1.23 | |
| Gross margin | 29.2% | 31.9% | 32.2% | 32.5% | 31.3% | 33.9% | |
| Operating margin | 6.3% | 11.4% | 12.7% | 12.6% | 7.9% | 12.9% |
Fiscal years (4-quarter sums)FY21 $3.28B · FY22 $3.75B · FY23 $3.51B · FY24 $3.57B · FY25 $3.47B
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, May 30, 2026Cash & short-term investments $114.1M · Total debt $2.07B · Total assets $5.33B · Shareholders' equity $2.08B
Dividends
Raised for 38 straight years — most recently to $0.245 from $0.235 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 30, 2026 | Jul 30 | Aug 13 | $0.245 | |
| Apr 30, 2026 | Apr 30 | May 14 | $0.245 | raised from $0.235 |
| Feb 5, 2026 | Feb 5 | Feb 19 | $0.235 | |
| Oct 16, 2025 | Oct 16 | Oct 30 | $0.235 | |
| Jul 31, 2025 | Jul 31 | Aug 14 | $0.235 | |
| Apr 29, 2025 | Apr 29 | May 13 | $0.235 | raised from $0.2225 |
| Feb 6, 2025 | Feb 6 | Feb 20 | $0.2225 | |
| Oct 17, 2024 | Oct 17 | Oct 31 | $0.2225 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 53.79M · Float 53.59M · 99.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 8.31M | 15.45% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.85M | 7.15% | 13F | Aug 13, 2026 |
| State Street Corp | 2.86M | 5.31% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 2.86M | 5.30% | 13G | Jul 14, 2026 |
| Vanguard Capital Management LLC | 2.45M | 4.56% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 17, 2026 | Trangsrud Teresa J. Rasmussen | director | +1,000 | $65.83 |
| Aug 11, 2026 | Nathan D. Weaver | officer: Exec VP, Business Transform. | −9,561 | $62.06 |
| Apr 7, 2026 | Celeste Beeks Mastin | director, officer: President and CEO | +5,170 | $57.08 |
| Nov 13, 2025 | Nathan D. Weaver | officer: Exec VP, Business Transform. | −7,075 | $58.38 |
| Oct 27, 2025 | John J. Corkrean | officer: Executive VP and CFO | −14,222 | $60.31 |
Peers
- RPM
Specialty coatings-and-sealants group; Tremco leads in roofing and IG sealants
- 3M
Diversified industrial giant with $2.1B industrial adhesives-and-tapes (FY2024)
- Dow
Silicone sealants and PU adhesives spanning insulating glass and construction
- Illinois Tool Works
Multi-industrial conglomerate; Plexus MMA and Devcon epoxy compete in EA/BAS
- Avery Dennison
World's largest PSA label stock supplier; adhesive coatings for labels & hygiene
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| H.B. Fuller | $56.35 | −0.02% | $3.03B | 16.7 | 11.0 | 0.9 | +5.8% |
| RPM | $106.65 | +0.03% | $13.62B | 20.6 | 17.7 | 1.7 | +7.2% |
| 3M | $174.82 | +0.27% | $89.91B | 31.0 | 18.8 | 3.6 | +2.5% |
| Dow | $30.50 | −0.02% | $22.04B | — | 12.2 | 0.5 | +19.7% |
| Illinois Tool Works | $279.80 | −0.11% | $80.58B | 25.4 | 23.8 | 4.9 | +6.1% |
| Avery Dennison | $176.75 | −0.53% | $13.60B | 19.5 | 17.0 | 1.5 | +10.9% |
| Median | 23.0 | 17.7 | 1.7 | +7.2% |