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
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Net income | $68 million | — | — |
| Net revenue | $950 million | — | — |
| Growth | up 5.8% | — | — |
| Revenue | 2.6% | — | — |
| Gross margin | 34.2% | — | — |
Guidance · company-stated
Direction: Raised
“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.
Margin
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.
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
Filings
30 documents- Q3 2026
- 8-KFUL
Oct 22, 2026
- 8-KFUL
Oct 19, 2026
- 8-KFUL
Oct 9, 2026
- 8-KFUL
Oct 6, 2026
- Q2 2026
- 8-KFUL
Sep 28, 2026
- 8-KFUL
Sep 24, 2026
- 10-QFUL
Sep 24, 2026
- 8-KFUL
Jul 20, 2026
- Q1 2026
- 8-KFUL
Jun 26, 2026
- 8-KFUL
Jun 25, 2026
- 10-QFUL
Jun 25, 2026
- 8-KFUL
Apr 17, 2026
- Q4 2025
- 8-KFUL
Mar 26, 2026
- 10-QFUL
Mar 26, 2026
- 10-KFUL
Jan 22, 2026
- 8-KFUL
Jan 15, 2026
- Q3 2025
- 8-KFUL
Oct 8, 2025
- Q2 2025
- 8-KFUL
Sep 25, 2025
- 10-QFUL
Sep 25, 2025
- Q1 2025
- 8-KFUL
Jun 26, 2025
- 10-QFUL
Jun 26, 2025
- 8-KFUL
Apr 16, 2025
- Q4 2024
- 8-KFUL
Mar 27, 2025
- 10-QFUL
Mar 27, 2025
- 8-KFUL
Mar 19, 2025
- 10-KFUL
Jan 23, 2025
- 8-KFUL
Jan 16, 2025
- 8-KFUL
Jan 2, 2025
- Q3 2024
- 8-KFUL
Dec 16, 2024
- 8-KFUL
Oct 21, 2024
Earnings releases
13 documentsPresentations
0 documentsNo presentations for Fuller H B Co are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Fuller H B Co are held in this edition of the library.
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