H.B. Fuller to Announce Q1 Earnings with Mixed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2024
0mins
Should l Buy FUL?
H.B. Fuller (FUL) has seen its stock price increase by 6.18%, reaching a 5-day high amid positive market conditions with the Nasdaq-100 and S&P 500 both up.
The company is set to release its Q1 2023 earnings report on March 25, with a consensus EPS estimate of $0.55, reflecting a 1.9% year-over-year increase. However, revenue is expected to decline slightly by 0.5% year-over-year to $785.01 million. Despite a history of exceeding EPS estimates 63% of the time, recent downward revisions to estimates suggest market caution regarding future performance.
Investors are closely watching the upcoming earnings report, as it will provide insights into the company's ability to navigate current market challenges and execute its margin expansion strategy.
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Analyst Views on FUL
Wall Street analysts forecast FUL stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 56.990
Low
60.00
Averages
70.00
High
80.00
Current: 56.990
Low
60.00
Averages
70.00
High
80.00
About FUL
H.B. Fuller Company is a pureplay adhesives company. It operates as a formulator, manufacturer and marketer of adhesives, sealants and other specialty chemical products. Its Hygiene, Health and Consumable Adhesives segment manufactures and supplies adhesive products in the assembly, packaging, converting, nonwoven and hygiene, health and beauty, graphic arts and envelope markets. Its Engineering Adhesives segment produces and supplies industrial adhesives, such as reactive, light cure, two-part liquids, polyurethane, silicone, film and fast cure products. The Company's Construction Adhesives segment manufactures and provides specialty adhesives, sealants, mortars, grouts, and application devices for commercial building roofing systems, heavy infrastructure projects, road/highway/airport transportation applications, building envelope applications, heating, ventilation, and air conditioning (HVAC) insulation systems for both residential and commercial flooring underlayment solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
H.B. FULLER Q1 ADJUSTED EPS REACHES USD 0.57, BEATING IBES ESTIMATE OF USD 0.56
Economic Indicators: The adjusted Depersonalized Economic Performance (DEP) for Q1 is reported at 0.57, indicating a slight improvement in economic conditions.
Comparison with Estimates: This figure is compared to the Ibes estimate, which stands at 0.56, suggesting that the actual performance slightly exceeded expectations.
See More
H.B. FULLER ANNOUNCES FIRST QUARTER 2026 FINANCIAL RESULTS
Financial Performance: The Fuller Report for the first quarter of 2026 indicates significant financial results, showcasing growth and profitability metrics.
Market Trends: Analysis of market trends reveals shifts in consumer behavior and emerging opportunities for businesses in various sectors.
Operational Highlights: Key operational achievements are noted, including improvements in efficiency and productivity across departments.
Future Outlook: The report provides a forward-looking perspective, outlining strategic initiatives and anticipated challenges for the upcoming quarters.
See More
Meta Found Liable in Child Safety Lawsuit, Shares Drop 8%
- Meta Stock Decline: A Los Angeles jury found Meta liable in a child safety lawsuit, resulting in an 8% drop in its stock price, which not only undermines investor confidence but may also negatively impact the company's future profitability.
- Commercial Metals Earnings Miss: Commercial Metals Company reported adjusted earnings of $1.16 per share for Q2 FY2026, falling short of the Zacks Consensus Estimate of $1.28, leading to a 4.7% decline in stock price, reflecting market concerns over its profitability.
- BRP Earnings Beat: BRP Inc. reported adjusted earnings of $1.59 per share for Q4 FY2025, surpassing the Zacks Consensus Estimate of $1.49, resulting in a 3.5% increase in stock price, indicating its competitive strength and growth potential in the market.
- H.B. Fuller Slight Increase: H.B. Fuller Company reported adjusted earnings of 57 cents per share for Q1 FY2026, slightly exceeding the Zacks Consensus Estimate of 56 cents, leading to a 0.5% rise in stock price, demonstrating its stable performance in the industry.
See More
H.B. Fuller Q1 2026 Earnings Call Insights
- Revenue Performance: H.B. Fuller reported a 6.6% year-on-year decline in organic revenue for Q1, with a 0.6% price increase offset by a 7.2% volume drop, indicating market pressure in a challenging environment, while future revenue improvement is expected through pricing adjustments and market share gains.
- EBITDA Growth: The company achieved EBITDA of $119 million, a 4% year-on-year increase, with EBITDA margin expanding by 90 basis points to 15.4%, reflecting enhanced profitability under cost control and pricing strategies, with potential for continued growth ahead.
- Supply Chain Challenges: The company received over 40 force majeure notices due to disruptions from the Middle East conflict, indicating significant raw material supply issues, and management plans to implement a minimum 10% price increase across all product lines globally effective April 1 to address rising costs.
- Future Outlook: Management anticipates mid-single-digit net revenue growth and low-single-digit organic revenue growth for fiscal 2026, with adjusted EBITDA expected in the range of $645 million to $675 million, demonstrating a positive growth outlook despite uncertainties in the market.
See More
Meta Platforms Faces Legal Setbacks, Stock Drops Over 6%
- Meta Legal Setbacks: Meta Platforms' stock dropped over 6% following losses in two major legal cases concerning child safety, raising concerns about Big Tech's role in social media safety and free speech protections, despite relatively minor financial penalties.
- AppLovin's Decline: AppLovin's shares fell nearly 8% due to reports of weakening e-commerce spending trends, with insufficient new client momentum to offset churn in Q1, highlighting potential challenges in maintaining growth.
- Brown-Forman's Surge: Shares of Brown-Forman rose over 14% after Bloomberg reported that French spirits company Pernod Ricard is considering a bid, indicating strong market interest in the company's future acquisition potential.
- Pony AI's Expansion Plans: Pony AI's stock fell 13% after announcing ambitious robotaxi expansion plans alongside its first quarterly profit, but an 18% revenue drop due to project timing raises concerns about margin pressures despite doubling robotaxi revenue.
See More
H.B. Fuller Q1 Earnings Beat Expectations
- Earnings Beat: H.B. Fuller reported a Q1 non-GAAP EPS of $0.57, exceeding expectations by $0.02, indicating stable profitability despite a decline in overall revenue.
- Revenue Decline: The company's Q1 revenue was $771 million, down 2.3% year-over-year, missing expectations, reflecting challenges from weakened market demand and intensified competition.
- Margin Improvement: Gross margin stood at 30.6%, with an adjusted gross margin of 31.3%, up 170 basis points year-over-year, primarily driven by restructuring savings from Quantum Leap, acquisition impacts, and targeted pricing and raw material cost actions.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $119 million, a 4% increase from last year, demonstrating effective management of pricing and raw material costs, allowing the company to maintain profit growth despite lower volumes.
See More
H.B. FULLER Q1 ADJUSTED EPS REACHES USD 0.57, BEATING IBES ESTIMATE OF USD 0.56
Economic Indicators: The adjusted Depersonalized Economic Performance (DEP) for Q1 is reported at 0.57, indicating a slight improvement in economic conditions.
Comparison with Estimates: This figure is compared to the Ibes estimate, which stands at 0.56, suggesting that the actual performance slightly exceeded expectations.
See More
H.B. FULLER ANNOUNCES FIRST QUARTER 2026 FINANCIAL RESULTS
Financial Performance: The Fuller Report for the first quarter of 2026 indicates significant financial results, showcasing growth and profitability metrics.
Market Trends: Analysis of market trends reveals shifts in consumer behavior and emerging opportunities for businesses in various sectors.
Operational Highlights: Key operational achievements are noted, including improvements in efficiency and productivity across departments.
Future Outlook: The report provides a forward-looking perspective, outlining strategic initiatives and anticipated challenges for the upcoming quarters.
See More
Meta Found Liable in Child Safety Lawsuit, Shares Drop 8%
- Meta Stock Decline: A Los Angeles jury found Meta liable in a child safety lawsuit, resulting in an 8% drop in its stock price, which not only undermines investor confidence but may also negatively impact the company's future profitability.
- Commercial Metals Earnings Miss: Commercial Metals Company reported adjusted earnings of $1.16 per share for Q2 FY2026, falling short of the Zacks Consensus Estimate of $1.28, leading to a 4.7% decline in stock price, reflecting market concerns over its profitability.
- BRP Earnings Beat: BRP Inc. reported adjusted earnings of $1.59 per share for Q4 FY2025, surpassing the Zacks Consensus Estimate of $1.49, resulting in a 3.5% increase in stock price, indicating its competitive strength and growth potential in the market.
- H.B. Fuller Slight Increase: H.B. Fuller Company reported adjusted earnings of 57 cents per share for Q1 FY2026, slightly exceeding the Zacks Consensus Estimate of 56 cents, leading to a 0.5% rise in stock price, demonstrating its stable performance in the industry.
See More
H.B. Fuller Q1 2026 Earnings Call Insights
- Revenue Performance: H.B. Fuller reported a 6.6% year-on-year decline in organic revenue for Q1, with a 0.6% price increase offset by a 7.2% volume drop, indicating market pressure in a challenging environment, while future revenue improvement is expected through pricing adjustments and market share gains.
- EBITDA Growth: The company achieved EBITDA of $119 million, a 4% year-on-year increase, with EBITDA margin expanding by 90 basis points to 15.4%, reflecting enhanced profitability under cost control and pricing strategies, with potential for continued growth ahead.
- Supply Chain Challenges: The company received over 40 force majeure notices due to disruptions from the Middle East conflict, indicating significant raw material supply issues, and management plans to implement a minimum 10% price increase across all product lines globally effective April 1 to address rising costs.
- Future Outlook: Management anticipates mid-single-digit net revenue growth and low-single-digit organic revenue growth for fiscal 2026, with adjusted EBITDA expected in the range of $645 million to $675 million, demonstrating a positive growth outlook despite uncertainties in the market.
See More
Meta Platforms Faces Legal Setbacks, Stock Drops Over 6%
- Meta Legal Setbacks: Meta Platforms' stock dropped over 6% following losses in two major legal cases concerning child safety, raising concerns about Big Tech's role in social media safety and free speech protections, despite relatively minor financial penalties.
- AppLovin's Decline: AppLovin's shares fell nearly 8% due to reports of weakening e-commerce spending trends, with insufficient new client momentum to offset churn in Q1, highlighting potential challenges in maintaining growth.
- Brown-Forman's Surge: Shares of Brown-Forman rose over 14% after Bloomberg reported that French spirits company Pernod Ricard is considering a bid, indicating strong market interest in the company's future acquisition potential.
- Pony AI's Expansion Plans: Pony AI's stock fell 13% after announcing ambitious robotaxi expansion plans alongside its first quarterly profit, but an 18% revenue drop due to project timing raises concerns about margin pressures despite doubling robotaxi revenue.
See More
H.B. Fuller Q1 Earnings Beat Expectations
- Earnings Beat: H.B. Fuller reported a Q1 non-GAAP EPS of $0.57, exceeding expectations by $0.02, indicating stable profitability despite a decline in overall revenue.
- Revenue Decline: The company's Q1 revenue was $771 million, down 2.3% year-over-year, missing expectations, reflecting challenges from weakened market demand and intensified competition.
- Margin Improvement: Gross margin stood at 30.6%, with an adjusted gross margin of 31.3%, up 170 basis points year-over-year, primarily driven by restructuring savings from Quantum Leap, acquisition impacts, and targeted pricing and raw material cost actions.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $119 million, a 4% increase from last year, demonstrating effective management of pricing and raw material costs, allowing the company to maintain profit growth despite lower volumes.
See More
