H.B. Fuller Q2 FY2026 Earnings Call
With Celeste Mastin (President and CEO) and John Corkrean (EVP and CFO).
H.B. Fuller is a leading global adhesives provider focusing on perfecting adhesives, sealants and other specialty chemical products to improve products and lives. Your day probably begins and ends with us.
More about H.B. Fuller
Just about everywhere you look – including the windows through which you see and the magazines you read – you’ll find industrial adhesives and sealants produced by H.B. Fuller. Most likely, we made the glue holding together your cereal box, the seals that keep your refrigerator airtight, and the specialty adhesive in your baby’s disposable diaper. While our products are virtually invisible, they play a vital role in ensuring the quality and convenience of modern life. We take pride in working with our customers to add value. At H.B. Fuller, we are committed to connecting what matters, bringing together people, products and processes that answer and solve some of the world's biggest adhesion challenges. Through our reliable, responsive technical service, we create lasting, rewarding connections with customers in the packaging, hygiene, electronic and assembly materials, automotive, paper converting, woodworking, construction, general assembly and consumer goods industries. And, we are committed to building an environment where employees are engaged, challenged and given an opportunity to drive superior results. We firmly believe that our employees drive the success of the company. With long-term, profitable growth as the ultimate goal, we strive to cultivate an environment that offers stimulating and financially rewarding opportunities.
1Prepared remarks3 speakers
Thank you, operator. Welcome to H.B. Fuller's second quarter 2026 investor conference call. Presenting today are Celeste Mastin, President and Chief Executive Officer, and John Corkrean, Executive Vice President and Chief Financial Officer. After our prepared remarks, we will have a question and answer session. Before we begin, let me remind everyone that our comments today will include references to certain non-GAAP financial measures.
These measures are supplemental to the results determined in accordance with…
Thank you, Scott. Welcome to today's call. We executed very well in the second quarter, delivering strong year-on-year revenue, EBITDA, and EPS growth, with results above the midpoint of our EBITDA guidance range. Our global sourcing capabilities and swift pricing actions have enabled us to maintain supply continuity and reliably serve our customers through this market disruption. These efforts, combined with our Quantum Leap restructuring initiative, have strengthened our competitive position. We remain confident…
Thank you, Celeste. I'll begin with some additional financial details on the second quarter. For the quarter, revenue was up 5.8% year-on-year. Currency and acquisitions had a positive impact of 3.2%. Adjusting for those items, organic revenue was up 2.6%, with pricing of 3% offset by slightly lower volume. Adjusted gross profit margin was 34.2%, up 200 basis points versus last year, driven by pricing execution and restructuring savings. Adjusted selling, general, and administrative expense was up 11%…
Thank you, John. Before we shift to AMS, I want to ensure our second quarter execution and results are not lost in the significance of this announcement. In summary, we delivered strong year-over-year revenue, profit growth, and margin expansion. Volume trends improved sequentially from the first quarter. Our pricing actions are gaining traction, and we are delivering on our restructuring savings targets, all giving us…