10-Q quarterly report · filed Sep 24, 2026

FULLER H B CO (FUL) Q3 2026 10-Q Quarterly Report

Short answer

FULLER H B CO (FUL) filed its Q3 2026 10-Q quarterly report on Sep 24, 2026 for the quarter ended Aug 29, 2026. Quarterly revenue was $938M (up 5.2% year over year) with net income of $79M.

Q3 2026 key financials · XBRL

Revenue
$938M
+5.2% YoY · −1.3% QoQ
Net income
$79M
+17.9% YoY · +16.8% QoQ
Gross margin
33.2%
EPS (diluted)
$1.44
+18.0% YoY · +17.1% QoQ

Source: XBRL data from the FULLER H B CO (FUL) Q3 2026 10-Q on SEC EDGAR. USD.

FULLER H B CO Q3 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Q3 revenue $938.2M, up 5.2% YoY from $892.0M, driven by pricing and currency
  • Gross margin 33.2% vs 32.0% YoY; adjusted EBITDA margin 19.9% vs 19.1%
  • Best segment Hygiene, Health and Consumable Adhesives: revenue $413.0M, up 7.0%; margin 17.6% vs 16.9%
  • Weakest segment Engineering Adhesives: revenue $278.7M, up 2.4%; margin 23.8% vs 23.3%
  • Cash $97.2M vs $107.2M at November 29, 2025; debt $2,054.5M; restructuring costs expected through fiscal 2028

Risk Factors

  • Newly highlighted shareholder activism risk triggered by Ancora’s August 12, 2026 unsolicited proposal for Building Adhesive Solutions
  • Strategic-direction uncertainty from Ancora’s threatened prolonged public campaign and potential proxy contest
  • Regulatory and legal exposure from potential proxy litigation, requiring significant legal, advisory, and solicitation expenses
  • Near-term operational disruption from management distraction and costly responses to activist efforts
  • Financial risk from potential transactions affecting leverage, cash flows, credit ratings, and overall credit profile

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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