H.B. Fuller Posts Strong Q2 2026 Results Amid Market Disruption
H.B. Fuller, a leading global provider of adhesive technologies and materials solutions, today reported strong second-quarter 2026 results, with revenue up 5.8% year-on-year and EBITDA increasing by 9%. The company's performance was driven by its global sourcing capabilities and swift pricing actions, which enabled it to maintain supply continuity and reliably serve customers through market disruption.
According to the company's CEO, Celeste Mastin, H.B. Fuller "executed very well" in the second quarter, with results above the midpoint of its EBITDA guidance range. The Quantum Leap restructuring initiative has strengthened the company's competitive position, and it remains confident in its ability to deliver superior financial results.
The strong performance was driven by pricing initiatives, which offset the anticipated impact of increasing raw material costs. In its HHC segment, organic revenue increased 3% year-over-year, reflecting positive pricing and improved volume performance compared to the first quarter. However, weakness in flexible packaging was a notable exception, partially offsetting strength in medical, tape and label, and end-of-line packaging.
The company's EBITDA margins expanded by 70 basis points to 19.1%, with earnings per share (EPS) up 19% versus the same period last year. This robust performance demonstrates H.B. Fuller's ability to navigate market disruptions while maintaining a competitive edge.
In addition to its strong Q2 results, H.B. Fuller also announced an offer to acquire Advanced Medical Solutions (AMS), a highly compelling strategic fit that represents a rare opportunity to advance the company's long-term strategic priorities. The transaction is expected to result in significant revenue and cost synergies, accelerating H.B. Fuller's transformation into a higher-growth, higher-margin business.
Through its acquisition of AMS, H.B. Fuller aims to capitalize on the durable demand trends, high regulatory-based entry barriers, and attractive margin profile of the medical market. The deal is expected to be a key driver of growth for the company in the years to come.
