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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
H.B. Fuller Company
H.B. Fuller Company (FUL) investor relations material
H.B. Fuller Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary15 Jan, 2026
Executive summary
Achieved double-digit EPS growth and delivered EBITDA at the top end of guidance, with strong momentum heading into 2026 and a clear path to surpassing a 20% EBITDA margin.
Proactively managed a weak economic and manufacturing environment through pricing, cost actions, and portfolio repositioning toward higher-margin segments.
Completed strategic acquisitions in medical adhesives and fastener coating systems, driving significant EBITDA and revenue growth.
Q4 2025 net income reached $30 million, with adjusted EBITDA of $170 million, up 15% year-over-year; adjusted EBITDA margin rose to 19.0%, up 290 basis points year-over-year.
Exited Q4 with strong momentum, on track to achieve >20% EBITDA margin in 2026.
Financial highlights
Q4 net revenue down 3.1% year-on-year; up 0.9% adjusting for flooring divestiture; organic growth down 1.3% year-on-year, with volume down 2.5% and pricing up 1.2%.
Q4 adjusted EBITDA $170M, up 15% year-on-year; margin 19%, up 290 bps.
Q4 adjusted EPS $1.28, up 39% year-on-year; FY 2025 adjusted EPS $4.24, up 10.4% year-on-year.
Cash flow from operations $107M in Q4, up 25% year-on-year; FY 2025 cash flow from operations $263M.
FY 2025 adjusted EBITDA $621M, up 5% year-on-year, with a margin of 17.9%, up 130 bps.
Outlook and guidance
2026 net revenue expected flat to up 2% vs. 2025; organic revenue approximately flat.
Adjusted EBITDA guidance $630–$660M; adjusted EPS $4.35–$4.70; core tax rate 26–27%.
Operating cash flow expected $275–$300M before $160M in capex, including $50M for manufacturing consolidation.
Q1 2026 revenue expected down low single digits due to Chinese New Year timing; Q1 EBITDA $110–$120M.
All GBUs expected to deliver expanded margins in 2026.
How does footprint optimization affect working capital?
What drives 2026 EPS growth with flat organic revenue?
How will manufacturing footprint boost margins?
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Next H.B. Fuller Company earnings date
Q1 202626 Mar, 2026
H.B. Fuller Company
Next H.B. Fuller Company earnings date
Q1 202626 Mar, 2026
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Frequently asked questions
H.B. Fuller Company manufactures and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives, and other specialty chemical products worldwide. The company designs, develops, and formulates adhesives for the nonwovens industry; blends and compounds resilient flooring adhesives; provides performance packaging adhesives; offers textile finishing chemicals to the weaving and knitting industries; manufactures rubber-to-substrate contact cements; produces hot-melt packaging adhesives that bonds carton board substrates; and develops structural bonding systems for various adhesive applications.
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