H.B. Fuller Company (FUL) AI Stock Analysis

H.B. Fuller Company specializes in the formulation, manufacturing, and global distribution of adhesives, sealants, coatings, polymers, tapes, and other specialty chemical products. The company operates across three segments: Hygiene, Health and Consumable Adhesives; Engineering Adhesives; and Construction Adhesives. The Hygiene, Health and Consumable Adhesives segment produces industrial adhesives for food and beverage packaging, consumer goods, disposable diapers, and medical garments. The Engineering Adhesives segment delivers adhesives to electronics, appliances, aerospace, medical devices, and clean energy sectors. The Construction Adhesives segment provides products for tile setting, commercial roofing, and HVAC insulation to consumers and professional tradespeople.

H.B. Fuller's annual revenue moved from $3.28B in FY2021 to $3.47B in FY2025, recording a 5-year revenue CAGR of 4.5% from FY2020 to FY2025. Gross margin expanded from 25.8% in FY2021 to 31.7% in FY2025, while operating margin rose from 7.8% to 11.5%. Net income was $152.0M in FY2025, with EPS at $4.26, up from $3.84 in FY2024. For the latest quarter ended August 31, 2026, quarterly revenue increased 5.2% year-over-year, while quarterly earnings grew 18.0%. Trailing twelve months revenue totaled $3.55B with a 5.6% net profit margin.

As of August 31, 2026, H.B. Fuller held $97.2M in cash and short-term investments against total debt of $2.05B, resulting in net debt of $1.96B. Shareholders' equity was $2.17B, with a debt-to-equity ratio of 0.95 and a current ratio of 1.82. Total assets stood at $5.43B. In FY2025, operating cash flow reached $263.5M and free cash flow was $121.2M. Capital deployment in FY2025 included $142.3M in capital expenditures, $60.7M in share buybacks, and $50.3M in dividends paid.

At a closing price of $51.32 on October 16, 2026, H.B. Fuller had a market capitalization of $2.76B and an enterprise value of $4.66B. The stock trades at a trailing P/E of 14.3x and a forward P/E of 9.4x, below the median of its US-listed Basic Materials peers at 19.7x and 13.4x, respectively. Its EV/EBITDA of 8.3x is also below the peer median of 10.5x. Over the past 1-year period, the stock declined 11.1% while the S&P 500 gained 16.8%, and over 5 years the stock dropped 19.7% against an 83.0% gain for the S&P 500.

H.B. Fuller pays an annualized forward dividend of $0.98 per share, yielding 1.91% with a payout ratio of 20.3%. Dividends are distributed quarterly and have been paid for 42 consecutive years. The dividend grew at an annualized rate of 7.4% over the past 5 years, with the latest ex-dividend date recorded on October 15, 2026.

Wall Street analysts hold 5 Strong Buy, 1 Buy, and 1 Hold ratings on FUL, with no Sell or Strong Sell ratings. The mean price target of $68.29 implies an upside of 33.1% above the last close of $51.32. For the fiscal year ending November 30, 2026, consensus estimates project revenue of $3.61B and EPS of $4.85, representing 14.4% earnings growth. The company beat EPS estimates in each of its last 4 quarters.

This page is an AI-written research summary of H.B. Fuller Company (FUL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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