AI brief of an SEC Form 8-K · H.B. Fuller (FUL)

H.B. Fuller Q1 profit rises and 2026 guidance is raised as revenue falls 2.3%

Mixed Impact 4 of 5 earnings Written later

H.B. Fuller reported first-quarter fiscal 2026 net revenue of $771 million, down 2.3% from a year earlier, with organic revenue down 6.6%. Net income rose to $21 million, or $0.38 per diluted share, from $13.2 million, or $0.24, a year earlier, and the company raised its full-year 2026 guidance for revenue, adjusted EBITDA and adjusted EPS. Management also cited Middle East geopolitical instability as adding cost and supply chain complexity.

Key points

  • Q1 adjusted EPS (diluted) was $0.57, up 6% year-on-year; adjusted EBITDA was $119 million, up 4%, with adjusted EBITDA margin at 15.4%.
  • Full-year 2026 adjusted EBITDA is now expected at $645 million to $675 million, and adjusted EPS (diluted) at $4.55 to $4.90.
  • Full-year 2026 net revenue is now expected to be up mid-single digits, while organic revenue is expected to be up low-single digits.
  • Second-quarter 2026 adjusted EBITDA is expected at $175 million to $185 million, with net revenue up low-single digits.

The filing

CompanyH.B. Fuller (FUL)
Form8-K, current report
Filed with the SECMar 26, 2026, 8:25 AM ET
Accession number0001437749-26-009854

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:49 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 26, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.