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NYSE: FUL FULLER H B CO 8-K

H.B. Fuller Q3 revenue rises 5.2% to $938M, adjusted EPS up 21%; raises FY26 EBITDA guidance

Filed September 24, 2026 · Period ending September 23, 2026 · ~1 min read

5 key changes 4 high relevance 2 sections

Key Changes

  • high

    Net revenue was $938 million, up 5.2% year-over-year, with organic revenue up 4.4% across all three global business units.

    Exhibit 99.1 view on EDGAR →
  • high

    Adjusted EBITDA was $187 million, up 9% year-over-year, with adjusted EBITDA margin at a record 19.9%, up 80 basis points.

    Exhibit 99.1 view on EDGAR →
  • high

    Adjusted diluted EPS was $1.52, up 21% year-over-year; reported diluted EPS was $1.44.

    Exhibit 99.1 view on EDGAR →
  • high

    FY2026 adjusted EBITDA guidance raised to $655 million to $670 million; adjusted EPS guidance set at $4.70 to $4.85.

    Exhibit 99.1 view on EDGAR →
  • medium

    Net debt was $1,957 million at quarter end, with net debt-to-adjusted EBITDA improving to 3.0X from 3.3X a year earlier.

    Exhibit 99.1 view on EDGAR →

Summary

H.B. Fuller reported third-quarter fiscal 2026 results on September 23, 2026, with net revenue of $938 million, up 5.2% year-over-year. Organic revenue grew 4.4%, driven by pricing increases of 7.4% that more than offset a 3.0% volume decline. Adjusted EBITDA rose 9% to $187 million, and adjusted EBITDA margin reached a record 19.9%, up 80 basis points from the prior year.

Adjusted diluted EPS was $1.52, a 21% increase year-over-year. The company raised its full-year fiscal 2026 adjusted EBITDA guidance to a range of $655 million to $670 million and set adjusted EPS guidance at $4.70 to $4.85. Net debt was $1,957 million at quarter end, with leverage improving to 3.0X from 3.3X a year earlier. The results reflect strong pricing execution and restructuring savings, with growth across all three global business units.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

H.B. Fuller announced Q3 FY2026 operating results via press release furnished as Exhibit 99.1.

1 Added
Added Q3 FY2026 earnings announcement high

Added in current filing · verify on EDGAR →

On September 23, 2026, H.B. Fuller Company (the “Company”) announced its operating results for the third quarter ended August 29, 2026.

The company disclosed its third-quarter fiscal 2026 operating results through a press release furnished as Exhibit 99.1. The 8-K itself does not include the quantitative figures; those are in the attached exhibit.

Event · Exhibit 99.1

H.B. Fuller reports Q3 2026 results: net revenue $938M (+5.2%), adjusted EPS $1.52 (+21%), and raises FY2026 adjusted EBITDA guidance to $655M-$670M.

2 Added
Added Q3 2026 revenue and organic growth high

Added in current filing · view on EDGAR →

Net revenue was $938 million, up 5.2% year-on-year; organic revenue was up 4.4% year-on-year, with organic revenue growth in all three global business units

The company reported net revenue of $938 million for the third quarter of fiscal 2026, a 5.2% increase year-over-year. Organic revenue grew 4.4%, with growth across all three global business units. Pricing increased net revenue by 7.4%, more than offsetting a 3.0% volume decline.

Added FY2026 guidance update high

Added in current filing · view on EDGAR →

Adjusted EBITDA for fiscal 2026 is now expected to be in the range of $655 million to $670 million

The company updated its fiscal 2026 guidance, now expecting adjusted EBITDA between $655 million and $670 million. Adjusted EPS guidance was set at $4.70 to $4.85, and cash flow from operations is still expected to be $300 million to $325 million excluding AMS-related items.

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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 25, 2026 · How we verify