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6/30/26
H.B. FULLER (FUL)
Tuesday
9:52 AM
Thesis: H.B. Fuller: the story is balanced — Raw material cost inflation and lag in contract pass-throughs: polyvinyl acetate, styrene-butadiene rubber…
★ Analysts see FY2027 revenue reaching $3.8B — +5.2% growth in a single year.
What Moves the Stock
1Raw material cost inflation and lag in contract pass-throughs: polyvinyl acetate, styrene-butadiene rubber, and petroleum-based resin prices directly impact gross margins with 1-2 quarter lag before pricing adjustments
2Industrial production volumes in key end-markets: automotive builds (adhesives per vehicle content), durable goods manufacturing, packaging demand tied to consumer goods production
3Construction activity levels: residential housing starts drive flooring and roofing adhesive demand, commercial construction affects panel and insulation bonding volumes
4M&A integration execution: company has grown through acquisitions (Royal Adhesives 2017, Adecol 2020), with integration synergies and cross-selling driving margin improvement
5Hygiene, Health & Consumable Adhesives (~40% of revenue): disposable diaper construction, feminine care, medical device assembly, food/beverage packaging
7Construction Adhesives (~25% of revenue): flooring installation, roofing systems, tile setting, panel lamination for residential and commercial building
value - The stock trades at 1.0x sales and 11.5x EV/EBITDA, below specialty chemical peers (typically 12-15x)…
Rising rates negatively impact the business through two channels: (1) construction adhesives demand falls as mortgage rates reduce housing…
Watch on earnings: WTI crude oil and Brent crude prices: proxy for petroleum-based resin and solvent input costs representing 30-35% of COGS, US housing starts and building permits: leading indicator for construction adhesives demand (20-25% of revenue), Industrial production index: tracks manufacturing activity driving engineering adhesives volumes in automotive, electronics, and durable goods.
One Sentence Summary:
H.B. Fuller: the story is balanced — raw material cost inflation and lag in contract pass-throughs: polyvinyl acetate, styrene-butadiene rubber.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.