H.B. Fuller (FUL) Q4 2025 Earnings: EBITDA Up 15% to $170 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Source: seekingalpha
- Performance Highlights: H.B. Fuller reported a 3.1% year-over-year decline in net revenue for Q4 2025, yet adjusted EBITDA reached $170 million, reflecting a 15% increase and showcasing the company's resilience and execution amid economic uncertainty.
- Margin Improvement: The adjusted gross profit margin increased to 32.5%, up 290 basis points year-over-year, primarily driven by pricing strategies, raw material cost management, and synergies from acquisitions, enhancing the company's profitability.
- Future Outlook: The company anticipates flat to 2% growth in net revenue for fiscal 2026, with adjusted EBITDA guidance set between $630 million and $660 million, indicating management's confidence in future growth.
- Strategic Initiatives: The launch of the Quantum Leap initiative aims to consolidate manufacturing and warehousing to improve cost structure, while recent acquisitions in medical adhesives and fastener coating systems further strengthen market competitiveness.
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Analyst Views on FUL
Wall Street analysts forecast FUL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FUL is 70.00 USD with a low forecast of 60.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 59.630
Low
60.00
Averages
70.00
High
80.00
Current: 59.630
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 (NYSE:FUL) Declares $0.235 Quarterly Dividend, Marking 58 Years of Consistent Payouts
- Dividend Announcement: H.B. Fuller’s Board of Directors declared a quarterly cash dividend of $0.235 per share, payable on February 19, 2026, reflecting the company's ongoing financial health and commitment to shareholders.
- Consistent Dividend Record: With 58 consecutive years of quarterly cash dividends, H.B. Fuller demonstrates stable profitability and a strong focus on shareholder returns, which enhances investor confidence.
- Company Scale: As the largest pureplay adhesives company globally, H.B. Fuller anticipates revenues of $3.5 billion in 2025, underscoring its leadership position and market influence in the industry.
- Global Team: H.B. Fuller employs over 7,100 team members across more than 30 market segments in 150 countries, showcasing its robust global operational capabilities and commitment to innovation.
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H.B. Fuller (FUL) Q4 2025 Earnings: EBITDA Up 15% to $170 Million
- Performance Highlights: H.B. Fuller reported a 3.1% year-over-year decline in net revenue for Q4 2025, yet adjusted EBITDA reached $170 million, reflecting a 15% increase and showcasing the company's resilience and execution amid economic uncertainty.
- Margin Improvement: The adjusted gross profit margin increased to 32.5%, up 290 basis points year-over-year, primarily driven by pricing strategies, raw material cost management, and synergies from acquisitions, enhancing the company's profitability.
- Future Outlook: The company anticipates flat to 2% growth in net revenue for fiscal 2026, with adjusted EBITDA guidance set between $630 million and $660 million, indicating management's confidence in future growth.
- Strategic Initiatives: The launch of the Quantum Leap initiative aims to consolidate manufacturing and warehousing to improve cost structure, while recent acquisitions in medical adhesives and fastener coating systems further strengthen market competitiveness.
Continue Reading