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H.B. Fuller Q3 2026 – Revenue Up 5.2%

H.B. Fuller reported third-quarter 2026 net revenue of $938 million, up 5.2% from a year earlier, as pricing added 7.4 percentage points and more than offset lower volume. Organic revenue rose 4.4%.

Adjusted EBITDA climbed 9% to $187 million, while adjusted EBITDA margin improved to 19.9% from the prior year’s level, a gain of 80 basis points. Gross margin was 33.2%, and adjusted gross margin reached 33.5%, up 120 basis points year over year.

Net income was $79 million. Reported diluted earnings per share came in at $1.44, while adjusted diluted EPS was $1.52, up 21% from a year ago.

Selling, general and administrative expense was $198 million, with adjusted SG&A at $183 million, up 8% from last year but down 7% sequentially from the second quarter.

For the first nine months of the year, cash flow from operations reached $183 million, up 17% year over year. Net debt was $1.957 billion, roughly flat from a year ago, but net debt-to-adjusted EBITDA improved to 3.0x from 3.3x at the end of the third quarter last year.

Net working capital rose to 18.5% of annualized net revenue, up 150 basis points year over year, driven by inventory investments. Today the company's shares have moved -1.68% to a price of $50.21. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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