This report was our free report of the day on a previous date — it has since expired.

Today's free report is available: OWL 10-Q — Blue Owl Q3 revenue rises 10.8% to $806.5M; net income up 216.3% …

Sign up free to read 3 full reports/month

Get notified when FUL files again. Create a free account and we'll email you the moment its next filing is analyzed.

Get filing alerts

Red Flags Detected

  • Free Cash Flow Declined to $40.9m From $62.2m (worsened) — Higher capital expenditures ($141.7M vs $94.6M) and increased working capital usage reduced cash generation despite higher net income.
  • Rouse Litigation Settlement Accrual of $34.8m (new) — The company recorded a $34.8M accrual ($26.3M after tax) for a proposed class action settlement, with preliminary court approval granted.
  • Shareholder Activism Risk From Ancora Proposal (new) — Ancora made an unsolicited proposal to acquire the Building Adhesive Solutions segment, which the board rejected, creating potential disruption and uncertainty.
NYSE: FUL FULLER H B CO 10-Q

H.B. Fuller Q3 profit rises 17.9% to $79.2M on pricing, but free cash flow falls to $40.9M

Filed September 24, 2026 · Period ending August 29, 2026 · Compared to 10-Q Sep 25, 2025 · ~1 min read

Key Changes

  • high

    Net income rose 17.9% to $79.2M, or $1.44 per share, helped by a $19.7M unrealized gain on a forward exchange contract tied to the pending AMS acquisition.

    MD&A: Net income and EPS verify on EDGAR →
  • high

    Free cash flow fell to $40.9M from $62.2M a year earlier as capital spending jumped to $141.7M and working capital use increased.

    MD&A: Free cash flow verify on EDGAR →
  • high

    The company recorded a $34.8M accrual ($26.3M after tax) for the proposed Rouse grout litigation settlement, with preliminary court approval granted June 10, 2026.

    Legal Proceedings verify on EDGAR →

1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

Read 3 full reports/month free No card required. Takes 30 seconds.

Partner

Trade FUL commission-free

Open an account, get a free stock.

Sign up

Investing involves risk. Free stock terms apply.

Was this report useful?

Figures/quotes linked to EDGAR · Narrative written by AI · Sep 26, 2026 · How we verify