H.B. Fuller (FUL) Earnings: Q3 Fiscal 2026 Results and Next Report Date

The quarter ended August 29, 2026 and H.B. Fuller published the results on September 23, 2026. Revenue and diluted EPS are shown against Q3 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. H.B. Fuller reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• H.B. Fuller's fiscal year ends on the Saturday closest to November 30. Q3 fiscal 2026 is the quarter ended August 29, 2026.
• H.B. Fuller reports in thousands of dollars; figures here are in millions.

Source: H.B. Fuller Q3 fiscal 2026 results, September 23, 2026. Also in the Form 10-Q for the quarter ended August 29, 2026. Figures as reported; checked against the release on November 10, 2026.

How H.B. Fuller splits revenue in its own release, under its own labels, for Q3 fiscal 2026 against Q3 fiscal 2025. Indented lines are parts of the line above them.

• H.B. Fuller's Hygiene, Health and Consumable Adhesives revenue was $413 million in Q3 fiscal 2026, up 7% from $386 million in Q3 fiscal 2025, 44% of total revenue.
• H.B. Fuller's Engineering Adhesives revenue was $279 million in Q3 fiscal 2026, up 2% from $272 million in Q3 fiscal 2025, 30% of total revenue.
• H.B. Fuller's Building Adhesive Solutions revenue was $247 million in Q3 fiscal 2026, up 5% from $234 million in Q3 fiscal 2025, 26% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 fiscal 2026 release, H.B. Fuller said:

“Net revenue for fiscal 2026 is still expected to be up mid-single digits; organic revenue is still expected to be up low-single digits, with pricing up mid-single digits and volume down low-single digits; the impact from foreign exchange is now expected to be approximately 2%”

“Adjusted EBITDA for fiscal 2026 is now expected to be in the range of $655 million to $670 million”

“Core tax rate, excluding the impact of discrete items, is now expected to be in the range of 25.5% to 26.0%”

“Adjusted EPS (diluted) is now expected to be in the range of $4.70 to $4.85”

Source: H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026.

This is the company's own guidance as of Sep 23, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the FUL forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net revenue and diluted EPS, each as first reported in that quarter's release.

H.B. Fuller's next report is expected around January 13, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 fiscal 2026 (this page), reported Sep 23, 2026

H.B. Fuller reported Q3 fiscal 2026 net revenue of $938.2 million, up 5.2% from $892.0 million. Pricing added 7.4% and volume subtracted 3.0%, for organic growth of 4.4%; currency added 0.7% and acquisitions 0.1%. (H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

Hygiene, Health and Consumable Adhesives is the largest segment at $413.0 million, up 7.0%, with organic growth of 6.4%. It supplies adhesives for assembly, packaging, converting, nonwoven, hygiene, health and beauty, flexible packaging, graphic arts and envelope markets. Engineering Adhesives, which sells high-performance adhesives to transportation, electronics, clean energy, aerospace and defense, appliance and heavy machinery customers, had net revenue of $278.7 million, up 2.4%. Building Adhesive Solutions, which serves roofing, infrastructure, building envelope and similar construction uses, had $246.5 million, up 5.5%. (H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026; H.B. Fuller Form 10-Q, Q3 fiscal 2026, Sep 24, 2026; H.B. Fuller Form 10-K, fiscal 2025, Jan 22, 2026)

In all three segments H.B. Fuller said organic growth came from higher product pricing, partly offset by lower sales volume. Its chief executive said pricing actions are offsetting higher raw material costs. (H.B. Fuller Form 10-Q, Q3 fiscal 2026, Sep 24, 2026; H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

No single customer accounted for more than 10% of consolidated net revenue. For fiscal 2025 the U.S. was the largest market at $1,521.4 million of $3,473.6 million in net revenue, followed by China at $447.1 million and Germany at $352.4 million. (H.B. Fuller Form 10-K, fiscal 2025, Jan 22, 2026)

H.B. Fuller's GAAP diluted EPS of $1.44 compared with adjusted EPS of $1.52 in Q3 fiscal 2026, up from $1.22 and $1.26. The adjusted figure excludes acquisition project costs, organizational realignment costs of $5.8 million, Project One ERP costs of $2.7 million, other items of $8.4 million and discrete tax items. (H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

The acquisition project line was a net credit of $10.4 million in the quarter because it included a $19.7 million unrealized gain on a foreign exchange forward contract tied to the pending purchase of Advanced Medical Solutions Group plc (AMS). Other items included $7.8 million of debt extinguishment and bridge financing costs for that acquisition. Interest expense rose to $40.9 million from $33.6 million. (H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

Excluding discrete items, the effective tax rate was 26.4%, against 24.4% a year earlier; the adjusted effective tax rate was 25.0%. Diluted shares were 54,906 thousand, against 55,162 thousand. H.B. Fuller repurchased no shares in the quarter and $45.6 million of stock in the first nine months. (H.B. Fuller Form 10-Q, Q3 fiscal 2026, Sep 24, 2026; H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

H.B. Fuller gives a full-year outlook in its release. For fiscal 2026 it still expects net revenue up mid-single digits and organic revenue up low-single digits, and it now expects adjusted EBITDA of $655 million to $670 million, adjusted EPS of $4.70 to $4.85 and a core tax rate of 25.5% to 26.0%. It still expects cash flow from operations, excluding AMS-related items, of $300 million to $325 million. (H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

The outlook does not include AMS. AMS shareholders approved the deal on August 12, 2026 at 285 pence per share, and H.B. Fuller expects it to close by the end of the calendar year, subject to regulatory approvals. Year to date, adjusted EBITDA was $486.5 million. (H.B. Fuller Form 10-Q, Q3 fiscal 2026, Sep 24, 2026; H.B. Fuller Q3 fiscal 2026 release, Sep 23, 2026)

A consensus figure is the average of the models published by the analysts who cover H.B. Fuller, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones H.B. Fuller's own release and filings put weight on for Q3 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning FUL is on is FUL a buy or a sell?, what analysts expect next is on the FUL forecast, and what the company does is on the H.B. Fuller (FUL) stock page.

Every number on this page can be traced to a document H.B. Fuller published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.