Back at the start of summer, I rated H.B. Fuller Company (NYSE: FUL ) as a buy. The company got rid of parts of the business that didn’t make much money, shifted more attention to its moreI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long position in ...

Back at the start of summer, I rated H.B. Fuller Company (NYSE: FUL ) as a buy. The company got rid of parts of the business that didn’t make much money, shifted more attention to its moreI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long position in ...

Exhibit 99.1 Scott Jensen Investor Relations Contact 651-236-5060 NEWS September 24, 2025 H.B. Fuller Reports Third Quarter 2025 Results Reported EPS (diluted) of $1.22; Adjusted EPS (diluted) of $1.26, up 12% year-on-year Net income of $67 million; Adjusted EBITDA of $171 million, up 3% year-on-year Adjusted EBITDA margin of 19.1%, up 110 basis points year-on-year Worldwide Headquarters 1200 Willow Lake Boulevard St. Paul, Minnesota 55110-5101 ST. PAUL, Minn. – H.B. Fuller Company (NYSE: FUL) today reporte ...

Core Insights - H.B. Fuller Company (NYSE:FUL) is a key player in the specialty chemical industry, recognized for its innovative adhesive solutions and global operations across various sectors such as construction, packaging, and electronics [1] Financial Performance - For the quarter ending September 24, 2025, FUL reported earnings per share (EPS) of $1.26, exceeding the Zacks Consensus Estimate of $1.24 and showing an improvement from $1.13 EPS in the same quarter last year, resulting in a positive earnings surprise of +1.61% [2] - The company generated revenue of $892 million, slightly below the estimated $906 million, but adjusted net revenue increased by 1.6% year-on-year when accounting for the flooring divestiture, despite a 2.8% decrease compared to the same period last year [3][6] Market Valuation - FUL's price-to-earnings (P/E) ratio is approximately 31.30, indicating the price investors are willing to pay for each dollar of earnings, while the price-to-sales ratio stands at about 0.91, suggesting investors are paying less than one dollar for each dollar of sales [4] - The enterprise value to sales ratio is approximately 1.48, reflecting the company's market valuation [4] Financial Health - The company's debt-to-equity ratio is about 1.13, indicating a moderate use of debt for growth financing, and a current ratio of approximately 1.87 demonstrates a strong ability to cover short-term liabilities with short-term assets [5] - The enterprise value to operating cash flow ratio is around 22.55, indicating how many times the company's operating cash flow can cover its enterprise value [5]

Core Viewpoint - H. B. Fuller reported quarterly earnings of $1.26 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and showing an increase from $1.13 per share a year ago, indicating a positive earnings surprise of +1.61% [1] Financial Performance - The company achieved revenues of $892.04 million for the quarter ended August 2025, slightly surpassing the Zacks Consensus Estimate by 0.01%, but down from $917.93 million in the same quarter last year [2] - Over the last four quarters, H. B. Fuller has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - H. B. Fuller shares have declined approximately 11.7% since the beginning of the year, contrasting with the S&P 500's gain of 13.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.26 on revenues of $905.37 million, and for the current fiscal year, it is $4.18 on revenues of $3.48 billion [7] - The outlook for the Chemical - Specialty industry, where H. B. Fuller operates, is currently in the bottom 32% of over 250 Zacks industries, which may impact the stock's performance [8]

Core Insights - H.B. Fuller Company is set to release its third-quarter earnings results on September 24, with analysts expecting earnings of $1.24 per share, an increase from $1.13 per share in the same period last year [1] - The company projects quarterly revenue of $893.89 million, down from $917.93 million a year earlier [1] Financial Performance - In the second quarter, H.B. Fuller reported better-than-expected earnings and raised its FY2025 adjusted EPS guidance above estimates [2] - The annual dividend yield is currently 1.58%, with a semi-annual dividend of 23 cents per share, totaling 94 cents annually [2] Investment Considerations - To achieve a monthly income of $500 from dividends, an investment of approximately $380,554 or around 6,383 shares is required [2] - For a more modest monthly income of $100, an investment of $76,135 or around 1,277 shares is necessary [2] Dividend Yield Mechanics - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price [3] - Changes in stock price directly affect the dividend yield; for instance, if the stock price increases, the yield decreases, and vice versa [3][4] Stock Performance - H.B. Fuller shares fell 1.7% to close at $59.62 on the previous Tuesday [4]

Earnings Report - H.B. Fuller Company is set to release its third-quarter earnings results on September 24, with analysts expecting earnings of $1.24 per share, an increase from $1.13 per share in the same period last year [1] - The company projects quarterly revenue of $893.89 million, down from $917.93 million a year earlier [1] Dividend Information - H.B. Fuller currently offers an annual dividend yield of 1.58%, translating to a semi-annual dividend of 23 cents per share, or 94 cents annually [2] - To generate $500 monthly or $6,000 annually from dividends, an investment of approximately $380,554 or around 6,383 shares is required, while a more modest $100 monthly or $1,200 annually would need $76,135 or about 1,277 shares [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in stock price and dividend payments [3][4] - For example, if a stock pays an annual dividend of $2 and is priced at $50, the yield is 4%, but if the price rises to $60, the yield drops to 3.33% [3] Stock Performance - H.B. Fuller shares fell 1.7% to close at $59.62 on Tuesday [4]

Earnings Report - H.B. Fuller Company is set to release its third-quarter earnings on September 24, with analysts expecting earnings of $1.24 per share, an increase from $1.13 per share in the same period last year [1] - The company projects quarterly revenue of $893.89 million, down from $917.93 million a year earlier [1] Recent Performance - On June 25, H.B. Fuller reported better-than-expected second-quarter earnings and raised its FY2025 adjusted EPS guidance above estimates [2] - Following the earnings report, H.B. Fuller shares fell by 1.3%, closing at $60.81 [2] Analyst Ratings - Baird analyst Ghansham Panjabi maintained an Outperform rating and raised the price target from $60 to $75 [4] - JP Morgan analyst Jeffrey Zekauskas maintained an Underweight rating and increased the price target from $50 to $54 [4] - Seaport Global analyst Michael Harrison downgraded the stock from Buy to Neutral [4] - Deutsche Bank analyst David Begleiter maintained a Buy rating but cut the price target from $75 to $72 [4]

Core Insights - H. B. Fuller (FUL) is expected to report quarterly earnings of $1.24 per share, reflecting a 9.7% increase year-over-year, while revenues are forecasted at $891.95 million, indicating a decline of 2.8% compared to the previous year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts have reassessed their projections [1] Revenue Projections - Analysts project 'Net Revenue- Hygiene, Health and Consumable Adhesives' to reach $397.69 million, representing a year-over-year increase of 2% [4] - 'Net Revenue- Construction Adhesives' is expected to be $232.65 million, indicating a significant year-over-year increase of 51.9% [4] - 'Net Revenue- Engineering Adhesives' is forecasted at $265.33 million, suggesting a year-over-year decline of 29.2% [4] Stock Performance - H. B. Fuller shares have increased by 3.9% over the past month, outperforming the Zacks S&P 500 composite, which rose by 3% [4] - The company holds a Zacks Rank of 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [4]

Company Overview - H.B. Fuller is a global provider of specialty adhesives and chemical products, operating with over 7,500 employees and a diversified product portfolio [9] - The company produces adhesives, sealants, coatings, polymers, tapes, encapsulants, and specialty chemical products across various segments including hygiene, engineering, and construction [8] - H.B. Fuller serves multiple markets such as packaging, consumer goods, hygiene products, construction, transportation, electronics, and professional trades [8] Financial Metrics - The company's market capitalization is $3.30 billion [7] - Revenue for the trailing twelve months (TTM) is $3.53 billion [7] - Net income for the TTM is $103.08 million [7] - The dividend yield stands at 1.13% [7] Insider Transactions - On July 10, 2025, Robert J Martsching executed insider transactions totaling 9,546 shares, resulting in post-transaction holdings of 14,979 shares [1] - The total transaction value was approximately $613,851, with a post-transaction holding value of approximately $963,208 as of July 10, 2025 [2][4] - The shares traded exceed Martsching's historical median of 1,513 shares, indicating a trend of larger transactions in 2025 [3] Market Context - The stock has experienced a one-year change of -29.00%, with the current share price approximately $3.93 (or 6.1%) below the transaction price as of July 17, 2025 [5] - Despite recent stagnation in sales and a decline in earnings per share (EPS) over the past three years, the company is expected to see modest EPS growth moving forward [13] Insider Activity Patterns - Martsching's trading activity follows a consistent pattern, with an average interval of 81 days between trades, and no purchases in the past twelve months [6]