H.B. Fuller Company (FUL)

H.B. Fuller's stock has been influenced by Q3 2025 earnings, which showed an EPS beat but a revenue miss, leading to a stock price drop. Insider trading activity indicated negative sentiment due to sales by key executives. Analysts have given FUL a "Moderate Buy" rating. The stock price has increased over the last six months, driven by positive analyst sentiment and improving return on capital employed. The announcement of a manufacturing and supply chain consolidation plan and the sale of its flooring business also impacted the company's outlook.

H.B. Fuller analyzes historical sales data, market trends, and seasonality to develop demand forecasts. While the company serves a wide array of industries, specific product lines may be subject to seasonal fluctuations. Recent quarters have shown weakness across consumer products, but 2026 is anticipated to bring improvements with increasing short-cycle industrial and non-residential activity. Long-term demand is expected to be driven by global infrastructure build-outs, stricter building-envelope standards, and the growing green-energy sector.

H.B. Fuller Co. is a global adhesives company that formulates, manufactures, and markets adhesives, sealants, and specialty chemical products, operating within the Specialty Chemicals sector. Its products serve diverse markets including construction, engineering, electronics, hygiene, food packaging and others. The company is organized into three main segments: Hygiene, Health and Consumable Adhesives; Engineering Adhesives; and Construction Adhesives.

H.B. Fuller operates in over 40 countries and serves more than 30 market segments across 140 countries, with 81 manufacturing facilities in 26 countries as of 2024. The company plans to reduce its global manufacturing facilities to 55 by 2030 and its North American warehouses to 10 by the end of 2027.

H.B. Fuller has focused on strengthening its market position and operational efficiency. The company introduced "Fuller Impact" to strengthen community partnerships and appointed MedTech Leader Celine Martin to support growth in the medical market. H.B. Fuller is reshaping its portfolio by exiting low-margin businesses and focusing on higher-margin adhesive solutions.

H.B. Fuller's ownership is predominantly institutional, with institutional investors holding a significant majority of the company's stock. Individual insiders own a minor percentage of the company's shares. The remaining ownership is distributed among public companies and individual investors.