H. B. Fuller (FUL) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $1.52
- Estimate
- $1.46
- Surprise
- +3.8%
- Revenue (period 2026-08-29)
- $938.2M
- Score at report (before → after)
- 6.2 → 5.8/10
Revenue source: xbrl.
How the report landed
H. B. Fuller (FUL) beat the $1.46 estimate with adjusted EPS of $1.52 — a clear 3.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.2/10) to Sell at 5.8/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates FUL Sell at 5.7/10.
4 of the last 4 quarters beat the estimate; this quarter's +3.8% surprise compares with a +3.7% four-quarter average. Next scheduled report: 2027-01-13.
What supports the rating
- Strong earnings beat streak (4/4)
- Attractive valuation
What argues against it
- Concentration risk — Geographic: outside United States net revenue (56.0%)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7)
- Sector modifier (Basic Materials): -0.1
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $50.20
- Price target
- $59.41
- Stop
- $47.16
- Upside to target
- +18.4%
- Reward-to-risk
- 2.6:1
The stock trades at 14.1× trailing but 9.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-14 — shown for context, not personalized investment advice.
FUL at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Specialty Chemicals
- Market cap
- $2.72B
- P/E (fwd)
- 9.7
- P/E (ttm)
- 14.1
- 52-week range
- $46.70–$68.63
- Off 52-week high
- 26.9%
- RSI (14)
- 52
- Volume vs avg
- 0.16×
- Score today
- 5.7/10