Q2 2025 H.B. Fuller Company Earnings Call Transcript
Key Points
- H.B. Fuller Co (FUL) reported a 5% year-on-year increase in EBITDA to $166 million, with an expansion in EBITDA margin by 130 basis points to 18.4%.
- The company achieved positive organic revenue growth, driven by a 0.7% increase in organic pricing.
- The Engineering Adhesives segment saw a 24% increase in EBITDA and a 310 basis point rise in EBITDA margin to 22.9%, driven by favorable pricing and cost savings.
- H.B. Fuller Co (FUL) successfully executed cost savings and targeted price actions, contributing to strong profitability.
- The company raised its full-year outlook, reflecting strong execution and performance better than underlying markets.
- Overall revenue was down 2.1% compared to the same period last year, with organic revenue only up 0.4%.
- The Building Adhesive Solutions segment experienced a 0.9% year-on-year decrease in organic sales due to weakness in glass and wood markets.
- The Engineering Adhesives segment faced continued weakness in the solar market, impacting overall performance.
- Currency fluctuations had a negative impact of 1.2% on revenue, and the net impact of acquisitions and divestitures decreased revenue by 1.3%.
- The company anticipates a challenging operating environment with constrained demand and unpredictable currency movements.
Ladies and gentlemen, thank you for standing by. My name is Christa, and I will be your conference operator today. At this time, I would like to welcome everyone to the H.B. Fuller second quarter 2025 investor conference call. (Operator Instructions)
And I would now like to turn the conference over to Steven Brazones, Vice President of Investor Relations.
You may begin.
Thank you, operator. Welcome to H.B. Fuller's second quarter 2025 investor conference call. Presenting today are Celeste Mastin, President and Chief Executive Officer; and John Corkrean, Executive Vice President and Chief Financial Officer. After our prepared remarks, we will have a question-and-answer session.
Before we begin, let me remind everyone that our comments today will include references to certain non-GAAP financial measures. These measures are supplemental to the results determined in accordance with GAAP. We believe that these measures are useful to investors in understanding our
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