H.B. Fuller Beats EPS but Misses Revenue, Shares Slip to 12-Month Low

H.B. Fuller FUL reported fiscal third-quarter 2026 net revenue of $938 million, up 5% year over year, and adjusted EPS of $1.52, topping the $1.47 consensus estimate but falling short of the $948 million revenue projection . Reported diluted EPS was $1.44.

The growth was price-led rather than volume-led. MarketBeat noted that organic growth depended heavily on a 7.4% pricing increase despite declining volume, and the company's own outlook calls for pricing up mid-single digits with volume down low-single digits for the year. According to the company's release, organic revenue rose 4.4% and adjusted EPS was up 21% year over year.

On guidance, H.B. Fuller maintained its full-year outlook and tightened adjusted EPS guidance to $4.70 to $4.85 , narrowed from a prior $4.60 to $4.90. That range sits below the $4.85 consensus estimate, per MarketBeat. Adjusted EBITDA is now expected at $655 million to $670 million.

Accounts of the stock move differ in size. The Motley Fool described a slight decline , while MarketBeat reported shares fell as much as 5.2% intraday to $47.61, a new 12-month low, and closed about 4% lower at $49.02. Investors may watch whether volumes stabilize and whether pricing can keep carrying growth in coming quarters.