H.B. Fuller Company (FUL)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
$50.22-4.47%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · FUL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-11-04.
The screen ranks FUL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 63% of the time over the next year (vs 47% for the rest of the cohort, n=1960).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Through disciplined execution, we delivered strong revenue, EBITDA, and EPS growth in the quarter and continued to improve profitability and advance toward our EBITDA margin target of greater than 2…
Stated in 2 of 3 supplied quarters. Management reported: ““Through disciplined execution, we delivered strong revenue, EBITDA, and EPS growth in the quarter and continued to improve profitability and advance toward our EBITDA margin target of greater than 20 percent,” said Celeste Mastin, president and chief executive officer.” “Fuller has established a long-term target to achieve 5% annual constant currency revenue growth and greater than 20% EBITDA margins.”
““Through disciplined execution, we delivered strong revenue, EBITDA, and EPS growth in the quarter and continued to improve profitability and advance toward our EBITDA margin target of greater than 2…”
“Fuller has established a long-term target to achieve 5% annual constant currency revenue growth and greater than 20% EBITDA margins.”
With the anticipated closing of the AMS acquisition before year-end, we remain focused on strengthening our portfolio, executing our Quantum Leap program, and creating long-term value for shareholder…
Stated in 2 of 3 supplied quarters. Management reported: “The transaction is expected to result in significant revenue and cost synergies, and accelerate our transformation into a higher-growth, higher-margin business.” “With the anticipated closing of the AMS acquisition before year-end, we remain focused on strengthening our portfolio, executing our Quantum Leap program, and creating long-term value for shareholders.””
“Pricing actions are offsetting higher raw material costs, and our restructuring efforts continue to enhance operating leverage.
Stated in 2 of 3 supplied quarters. Management reported: ““Pricing actions are offsetting higher raw material costs, and our restructuring efforts continue to enhance operating leverage.” ““We continued to expand margins by leveraging our global sourcing strength and maintaining a focused approach to cost and portfolio management.””
““Pricing actions are offsetting higher raw material costs, and our restructuring efforts continue to enhance operating leverage.”
We remain committed to disciplined and balanced capital allocation and believe that the continued up-tiering of our portfolio, as well as the other steps we are taking to improve our cost structure a…
Stated in 1 of 3 supplied quarters. Management reported: “We remain committed to disciplined and balanced capital allocation and believe that the continued up-tiering of our portfolio, as well as the other steps we are taking to improve our cost structure and cash flow profile, will allow for robust de-leveraging post-acquisition."” “H.B. Fuller expects to rapidly deleverage to their target of 2.5x to 3x within two years following the completion of the transaction.”
Use pricing actions and portfolio development to support revenue growth while addressing raw material costs and market conditions.
Over the trailing year it converted 0.21x of net income into operating cash flow. Historically, Materials names rated fragile grew net income 46% of the time over the next year (vs 53% for the rest of the cohort, n=1429).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Materials names rated volatile grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=1894).
Not investment advice. As of 2026-11-05.
“With the anticipated closing of the AMS acquisition before year-end, we remain focused on strengthening our portfolio, executing our Quantum Leap program, and creating long-term value for shareholder…”
“The transaction is expected to result in significant revenue and cost synergies, and accelerate our transformation into a higher-growth, higher-margin business.”
““We continued to expand margins by leveraging our global sourcing strength and maintaining a focused approach to cost and portfolio management.””
“We remain committed to disciplined and balanced capital allocation and believe that the continued up-tiering of our portfolio, as well as the other steps we are taking to improve our cost structure a…”