H.B. Fuller Company — Cyborg Score 6/10

Solid
Specialty Chemicals - Adhesives & Sealants

Strategic Profile

H.B. Fuller supplies highly engineered adhesives and sealants that are mission-critical across manufacturing, packaging, construction, consumer goods, and automotive sectors. Recent acquisitions and cost initiatives have driven margin expansion and are expected to sustain earnings growth, with management guiding 3–11% EPS growth for 2026.

Cyborg Score Rationale

H.B. Fuller trades at a marked discount to sector and historical multiples despite record EPS and positive 2026 guidance. The company demonstrates strong operational fundamentals with margin expansion but faces economic sensitivity and prior underperformance relative to the S&P 500.

Top Insights

  • H.B. Fuller has paid quarterly cash dividends on its common stock for 58 consecutive years.
  • Most recent major acquisition was merger/acquisition with GEM (Medical Supplies) on January 15, 2025.
  • Business momentum remains strong, with analysts projecting 8% EPS growth this year.
  • Company has a debt-to-equity ratio of 1.06, indicating moderate leverage.

Named Competitors

  • RPM International — Specialty chemicals and coatings manufacturer

Recent Developments

  • (February 2026) Wall Street Zen raised FUL from hold to buy rating
  • (January 2026) Q4 2025 earnings guidance increased to $4.35-$4.70 EPS for FY 2026
  • (January 2026) Fourth quarter 2025 revenue of $895 million, adjusted gross margin up 290 basis points year-on-year

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