Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended November 27, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission file number: 001-09225 H.B. FULLER COMPANY (Address of principal executive offices) (Zip Code) Registra ...

H.B. Fuller Company (NYSE:FUL) Q4 2021 Results Earnings Conference Call January 20, 2022 10:30 AM ET Company Participants Barbara Doyle - Vice President of Investor Relations Jim Owens - President, Chief Executive Officer John Corkrean - Executive Vice President, Chief Financial Officer Conference Call Participants Vincent Anderson - Stifel Jeff Zekauskas - JPMorgan Ghansham Panjabi - Baird Mike Harrison - Seaport Research Eric Petrie - Citi David Begleiter - Deutsche Bank Paretosh Misra - Berenberg Operato ...

Fourth Quarter 2021 Conference Call Investor Presentation St. Paul, MN January 20, 2022 Connecting what matters." Safe Harbor & Regulation G Safe Harbor Statement Certain matters discussed today may be considered forward-looking statements within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements reflect our current expectations, and actual results may differ as they ...

Financial Data and Key Metrics Changes - H.B. Fuller reported a 20% year-over-year revenue growth for Q3 2021, with organic revenue up 16% compared to 2020 and up 13% versus Q3 2019 [10][31] - Adjusted EBITDA for the quarter was $111 million, reflecting a 5% increase year-over-year, while adjusted EPS was $0.79, up 4% from the previous year [11][35] - The company experienced a reduction in margins due to higher raw material costs, but expects significant margin recovery in Q4 and 2022 as price increases outpace raw material costs [12][16] Business Line Data and Key Metrics Changes - Hygiene, Health, and Consumable Adhesives segment saw a 13% year-over-year organic sales increase, driven by strong growth in packaging applications [23][24] - Construction adhesives organic revenue increased by 20% year-over-year, with pricing contributing 8% to organic growth in Q3 [25] - Engineering adhesives reported over 19% organic revenue growth compared to last year, with strong performance in woodworking and new energy applications [26][27] Market Data and Key Metrics Changes - All three global business units (GBUs) achieved double-digit organic growth compared to 2020, with Engineering and Construction Adhesives growing over 19% year-on-year [31][32] - Organic revenues were up more than 15% compared to the non-COVID impacted Q3 2019, indicating strong market performance [32] Company Strategy and Development Direction - The company is focused on innovation and expanding its market share through new adhesive solutions that support sustainability and energy efficiency [20][21] - A strategic partnership with Covestro aims to deliver adhesives with reduced climate impact, enhancing the company's sustainability efforts [21][22] - H.B. Fuller plans to continue investing in capacity expansion and innovation to meet growing customer demand in emerging markets [22] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing supply chain challenges and inflationary pressures but expressed confidence in the company's ability to manage these issues effectively [9][17] - The company anticipates strong demand across its business units, with expectations for continued organic growth and margin improvement in 2022 [30][41] - Management emphasized the importance of pricing actions to offset raw material cost increases and maintain margins [12][16] Other Important Information - Cash flow from operations was strong at $81 million for the quarter, with a continued focus on debt reduction, targeting a $200 million paydown for 2021 [36] - The company has implemented $225 million in price adjustments to counteract rising raw material costs, with expectations for over $400 million in annualized pricing revenue [15][40] Q&A Session Summary Question: Raw material scarcity and inventory buffers - Management highlighted the importance of raw material management and the complexity of the global supply chain, noting that their diverse sourcing strategy has helped mitigate some challenges [51][53] Question: Timeline for margin recovery - Management expects a significant uptick in margins in Q4 and into 2022, targeting a long-term margin improvement towards the high teens [60][62] Question: Pricing dynamics and customer response - Management acknowledged customer frustration with price increases but noted that most customers understand the market dynamics and have not significantly impacted volume [105][107] Question: New product pipeline impact from shortages - Management indicated that while there are challenges, customer demand for innovation remains strong, particularly in sustainability-focused products [75][76] Question: Capital allocation and acquisitions - Management plans to allocate more resources towards acquisitions in 2022, focusing on opportunities that align with their strategic goals [65][66] Question: Segment performance and pricing benefits - Management expects broad-based benefits from price increases across all segments, with similar pricing actions taken in Q4 [118]

Third Quarter 2021 Conference Call Investor Presentation St. Paul, MN September 23, 2021 Connecting what matters." 2 Safe Harbor & Regulation G Safe Harbor Statement Certain matters discussed today may be considered forward-looking statements within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements reflect our current expectations, and actual results may differ as th ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 28, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-09225 H.B. FULLER COMPANY (Exact name of registrant as specified in its charter) (State or other jurisdict ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 29, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-09225 H.B. FULLER COMPANY (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

Second Quarter 2021 Conference Call Investor Presentation St. Paul, MN June 24, 2021 Connecting what matters." Safe Harbor & Regulation G Safe Harbor Statement Certain matters discussed today may be considered forward-looking statements within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements reflect our current expectations, and actual results may differ as they are ...

H.B. Fuller Company (NYSE:FUL) Q2 2021 Earnings Conference Call June 24, 2021 10:30 AM ET Company Participants Barbara Doyle - Vice President, Investor Relations Jim Owens - President and Chief Executive Officer John Corkrean - Executive Vice President and Chief Financial Officer Conference Call Participants Vincent Anderson - Stifel Ghansham Panjabi - Baird Mike Harrison - Seaport Research Partners Jeff Zekauskas - JPMorgan Eric Petrie - Citi David Begleiter - Deutsche Bank Paretosh Misra - Berenberg Rosem ...

First Quarter 2021 Conference Call Investor Presentation St. Paul, MN March 25, 2021 Connecting what matters." 2 Safe Harbor & Regulation G Safe Harbor Statement Certain matters discussed today may be considered forward-looking statements within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statements reflect our current expectations, and actual results may differ as they a ...