H.B. Fuller Q3 2026 EPS Jumps 21% as Pricing Drives 5.2% Revenue Gain

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H.B. Fuller Co reported third-quarter 2026 revenue up 5.2% year-on-year, with organic revenue up 4.4% on 7.4% pricing partially offset by lower volume, and adjusted EPS of $1.52, up 21% versus the same quarter in 2025. Adjusted EBITDA rose 9% to $187 million and adjusted EBITDA margin expanded 80 basis points to 19.9%, while adjusted gross profit margin reached 33.5%, up 120 basis points. All three global business units contributed to EBITDA growth: HHC organic revenue rose 6% with a 17.6% EBITDA margin, EA organic revenue rose approximately 5% excluding solar and 1% including solar with a 23.8% EBITDA margin, and BAS organic revenue rose 5% with EBITDA up 8%. The company said its proposed acquisition of Advanced Medical Solutions is on track to close by year-end, and it is targeting approximately $75 million in annualized conversion cost savings by the end of 2030 under its Quantum Leap program, with roughly $25 million realized through the end of 2026 and an additional $20 million to $25 million expected in 2027. For fiscal 2026, H.B. Fuller guided net revenue up mid-single digits, adjusted EBITDA of $655 million to $670 million, adjusted EPS of $4.70 to $4.85, and cash flow from operations of $300 million to $325 million.

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Q3 adjusted EBITDA rose 9% to $187M and the company guided FY2026 EPS of $4.70-$4.85 with $300-325M operating cash flow.

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