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H.B. Fuller Company (FUL) investor relations material
H.B. Fuller Company Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary20 Oct, 2025
Strategic direction and market positioning
Focused on accelerating growth, elevating the portfolio, and leading the adhesives industry through innovation and operational excellence, with a shift toward high-margin, tech-enabled submarkets.
Expanded technology platforms from 2 to 32, increasing addressable market from 43% to 92% of the $80B industry, and now serving over 30 markets.
Portfolio has shifted toward higher-value, higher-margin segments, with growth segments representing 47% of the mix in 2025, up from 40% in 2020, and growing at over twice the industry rate.
Maintains a 6% share of a $56B attractive target market, up from 3.9% in 2020, with significant room for expansion in growth categories.
Business model centers on custom, solutions-based offerings, with over half of SKUs tailored for individual customers and deep relationships with multinationals.
Financial guidance and performance
Targets constant currency revenue growth of 5%+ and EBITDA growth at more than double the rate of revenue, with >20% EBITDA margin by year-end 2028.
Revenue reached $3.6B in FY24, with a 7.1% constant currency CAGR from 2020 to 2025 and adjusted EBITDA CAGR of 10%.
Q3 2025 results: $892M revenue, 19.1% adjusted EBITDA margin (+110bps YoY), $1.26 adjusted EPS (+12% YoY), driven by pricing, mix, and restructuring.
2025 guidance: adjusted EPS $4.10–$4.25 (+7–11% YoY), adjusted EBITDA $615–$625M (+4–5% YoY), and organic revenue growth 0–1%.
Capital expenditures to run at 3–4% of revenue, with disciplined M&A, consistent dividend increases, and net debt/EBITDA target of 2.5–3.0x.
Operational initiatives and transformation
Project Quantum Leap will reduce manufacturing sites from 82 to 55 by 2030, consolidate North American warehouses from 55 to 10, and centralize supply chain management.
Enhanced automation, ERP deployment, and manufacturing centers of excellence to drive efficiency, reliability, and customer service.
Project Quantum Leap to deliver $75M in annual cost savings, +200bps in conversion cost savings, $35M working capital improvement, and $15M annual capex reduction.
Customer-centric improvements include a new portal, improved on-time delivery, and reduced lead times.
$150M capital investment planned for Quantum Leap, with $60M already invested.
How does M&A strategy balance growth and leverage?
What flexibility in Quantum Leap plant closures?
How to close valuation gap vs. formulator peers?
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Next H.B. Fuller Company earnings date
Q4 202514 Jan, 2026
Next H.B. Fuller Company earnings date
Q4 202514 Jan, 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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