Inferra AI / Company / FUL

Fuller H B Co

FUL · Materials

Last earnings Oct 6, 2026

Key results

Net incomequarter

$68 million

Net income of $68 million

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Net revenuequarter

$950 million

Net revenue was $950 million, up 5.8% year-on-year

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Growthquarter

up 5.8%

Net revenue was $950 million, up 5.8% year-on-year

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Revenuequarter

2.6%

revenue was up 2.6% year-on-year

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Gross marginquarter

34.2%

gross margin of 34.2% increased 200 basis points year-on-year driven mainly by pricing execution and restructuring savings

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Net income was $68 million

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Summary of Second Quarter 2026 Results: The Company s net revenue for the second quarter of fiscal 2026 was $950 million, up 5.8% versus the second quarter of fiscal 2025.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Pricing increased net revenue by 3.0%, which more than offset slightly lower volume, resulting in a 2.6% organic revenue increase year-on-year.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Foreign currency translation and the impact of acquisitions increased net revenue by 3.1% and 0.1%, respectively.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

AI analysis

Q2 2026 · reported Jun 25, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net revenue · Q2 2026
$950M
EX-99 · Jun 25, 2026
Gross margin · Q2 2026
34.2%
EX-99 · Jun 25, 2026
Net income · Q2 2026
$68M
EX-99 · Jun 25, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Net income$68 million——
Net revenue$950 million——
Growthup 5.8%——
Revenue2.6%——
Gross margin34.2%——

EX-99 · Jun 25, 2026

Guidance · company-stated

Direction: Raised

EPS

“Fuller Reports Second Quarter 2026 Results Reported EPS (diluted) of $1.23; Adjusted EPS (diluted) of $1.41, up 19% year-on-year Net income of $68 million; Adjusted EBITDA of $181 million, up 9% year-on-year Record second quarter operating cash flow; Repurchased 750 thousand shares in the quarter Increases midpoint of full-year adjusted EBITDA and adjusted EPS guidance ST.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin34.2%

Capital allocation

Net income$68M
Growthup 9%

Net income of $68 million; Adjusted EBITDA of $181 million, up 9% year-on-year Record second quarter operating cash flow; Repurchased 750 thousand shares in the quarter Increases midpoint of full-year adjusted EBITDA and adjusted EPS guidance ST.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Summary of Second Quarter 2026 Results: The Company s net revenue for the second quarter of fiscal 2026 was $950 million, up 5.8% versus the second quarter of fiscal 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

EPS: “Fuller Reports Second Quarter 2026 Results Reported EPS (diluted) of $1.23; Adjusted EPS (diluted) of $1.41, up 19% year-on-year Net income of $68 million; Adjusted EBITDA of $181 million, up 9% year-on-year Record second quarter operating cash flow; Repurchased 750 thousand shares in the quarter Increases midpoint of full-year adjusted EBITDA and adjusted EPS guidance ST.”

EPS — Raised (“Increases”)
“Fuller Reports Second Quarter 2026 Results Reported EPS (diluted) of $1.23; Adjusted EPS (diluted) of $1.41, up 19% year-on-year Net income of $68 million; Adjusted EBITDA of $181 million, up 9% year-on-year Record second quarter operating cash flow; Repurchased 750 thousand shares in the quarter Increases midpoint of full-year adjusted EBITDA and adjusted EPS guidance ST.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Net income of $68 million; Adjusted EBITDA of $181 million, up 9% year-on-year Record second quarter operating cash flow; Repurchased 750 thousand shares in the quarter Increases midpoint of full-year adjusted EBITDA and adjusted EPS guidance ST.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Balance Sheet and Working Capital: Net debt at the end of the second quarter of fiscal 2026 was $1,958 million, down $58 million year-on-year.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Net debt-to-adjusted EBITDA was 3.1X, down from 3.4X at the end of the second quarter of fiscal 2025.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Net debt is defined as total debt less cash and cash equivalents.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Net debt-to-adjusted EBITDA is defined as net debt divided by trailing twelve months adjusted EBITDA.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

The table above provides a reconciliation of each of these non-GAAP financial measures to total debt, the most directly comparable financial measure determined and reported in accordance with U.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Strategy & priorities

These efforts, combined with our Quantum Leap restructuring initiative, have strengthened our competitive position and we remain confident in our ability to deliver strong financial results.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Such statements often address expected future business and financial performance, financial condition, and other matters, and often contain words or phrases such as anticipate, believe, estimate, expect, intend, may, opportunity, outlook, plan, project, seek, should, strategy, target, will, will be, will continue, will likely result, would and similar expressions, and variations or negatives of these words or phrases.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

The acquisition of Dongguan Nako is expected to accelerate the realization of our top growth priorities in China, consistent with our strategy to proactively drive capital allocation to the highest margin, highest growth market segments within the functional coatings, adhesives, sealants and elastomer industry.

SEC original ↗Fuller H B Co — 10-Q Quarterly report10-QSep 24, 2026

The acquisition of ND Industries Turkey is expected to accelerate the realization of our top growth priorities in EIMEA, consistent with our strategy to proactively drive capital allocation to the highest margin, highest growth market segments within the functional coatings, adhesives, sealants and elastomer industry.

SEC original ↗Fuller H B Co — 10-Q Quarterly report10-QSep 24, 2026

The acquisition of ND Industries Taiwan is expected to accelerate the realization of our top growth priorities in Greater Asia, consistent with our strategy to proactively drive capital allocation to the highest margin, highest growth market segments within the functional coatings, adhesives, sealants and elastomer industry.

SEC original ↗Fuller H B Co — 10-Q Quarterly report10-QSep 24, 2026

Risks & headwinds

Additional information about these various risks and uncertainties can be found in the Risk Factors section of our Form 10-K filings, and any updates to the risk factors in our Form 10-Q and 8-K filings with the SEC, but there may be other risks and uncertainties that we are unable to identify at this time or that we do not currently expect to have a material impact on the business.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

4 Other for the three and six months ended May 30, 2026 includes acquired environmental liabilities and ongoing litigation and product claims related to a divested business.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

15 Other for the three months ended November 29, 2025 includes losses associated with ongoing litigation and product claims related to a divested business and costs associated with the exit of a product line.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

Other for the three months ended May 30, 2026 includes acquired environmental liabilities and ongoing litigation and product claims related to a divested business.

SEC original ↗Fuller H B Co — Earnings release (8-K exhibit)EX-99Jun 25, 2026

LEGAL PROCEEDINGS 32 ITEM 1A.

SEC original ↗Fuller H B Co — 10-Q Quarterly report10-QSep 24, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Fuller H B Co are held in this edition of the library.

Transcripts

0 documents

No transcripts for Fuller H B Co are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.