Shares of H.B. Fuller Company (NYSE:FUL) surged more than 10% intra-day today after the company posted stronger-than-expected second-quarter earnings and raised its full-year guidance.
The company reported adjusted EPS of $1.18 for the quarter ended May 31, beating the $1.08 consensus. Revenue slightly missed at $898 million versus the $900.07 million forecast but rose 2.8% year-over-year when adjusted for divestitures.
H.B. Fuller raised its full-year 2025 adjusted EPS guidance to $4.10–$4.30, above the $4.08 consensus. The company now expects adjusted EBITDA of $615–$630 million, reflecting 4–6% annual growth.
Q2 adjusted EBITDA increased 5% to $166 million, while margins improved 130 basis points to 18.4%. Organic revenue edged up 0.4% year-over-year.
While full-year net revenue is now expected to decline 2–3%, the company projects flat to 2% growth in organic revenue, with a modest FX headwind of 1.0–1.5%. The results and guidance reflect solid margin execution and improving profitability amid a modest demand backdrop.
