FULLER H B CO(FUL)Stock Analysis
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Rank #1,064 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FUL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for FULLER H B CO (FUL), a Materials sector company. 13F Pro's AI-powered ranking engine scores FUL at 57.2/100 on a 32-signal composite quality model, placing it at rank #1,064 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include revenue growth (36.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), FULLER H B CO reports quarterly revenue of $950.3M, net income of $67.8M, an operating margin of 9.7%. Top institutional holders of FUL by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. FUL trades on the NYSE exchange and files with the SEC under CIK 39368. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FUL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FULLER H B CO directly from SEC EDGAR. FULLER H B CO's 13F Pro composite quality score has ranged between 8 and 59 since 2021, currently 57.2 — an improving long-term trajectory across 43 quarterly and live scoring snapshots.
Revenue
Q2 2026
$950.3M
Net Income
Q2 2026
$67.8M
Free Cash Flow
Q2 2026
$74.5M
Operating Margin
Q2 2026
9.7%
ROIC
Q2 2026
2.2%
D/E Ratio
Q2 2026
1.00
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-2.7% YoYNet Income
+16.7% YoYOperating Income
EPS (Diluted)
+19.6% YoYTotal Assets
+5.1% YoYTotal Debt
+0.3% YoYOp. Cash Flow
-12.9% YoY| Metric | FY 2025 | FY 2024 | FY 2019 | FY 2018 | FY 2015 | FY 2014 |
|---|---|---|---|---|---|---|
| Revenue | $3.47B -2.7% | $3.57B +23.2% | $2.90B -4.7% | $3.04B +45.9% | $2.08B -1.0% | $2.10B |
| Net Income | $152.0M +16.7% | $130.3M -0.4% | $130.8M -23.6% | $171.2M +97.5% | $86.7M +74.2% | $49.8M |
| Operating Income | — | $348.2M +54.1% | $226.0M -5.0% | $237.9M +39.5% | $170.5M +13.8% | $149.8M |
| EPS (Diluted) | $2.75 +19.6% | $2.30 -8.7% | $2.52 -23.4% | $3.29 +94.7% | $1.69 +74.2% | $0.97 |
| Total Assets | $5.18B +5.1% | $4.93B +23.8% | $3.99B -4.6% | $4.18B +104.5% | $2.04B +9.3% | $1.87B |
| Total Debt | $2.02B +0.3% | $2.01B -0.9% | $2.03B -12.7% | $2.32B +225.2% | $714.6M +30.5% | $547.7M |
| Operating Cash Flow | $263.5M -12.9% | $302.4M +12.4% | $269.2M +6.3% | $253.3M | — | — |
AI Insight: FUL Financial Trends
Net income rebounded to $68M in Q2 2026 as revenue recovered to $950M, but operating cash flow remains volatile and debt elevated.
• Net income surged to $68M in Q2 2026 from $21M in Q1 2026, recovering to levels last seen in Q3 2025 ($67M).
• Revenue climbed to $950M in Q2 2026, the highest since Q4 2024 ($923M), after Q1 2026 dip to $771M.
• Operating cash flow turned positive at $121M in Q2 2026 after negative $4M in Q1 2026, but remains below prior-year Q2 2025 level of $111M.
⚠ Total debt elevated at $2,072M in Q2 2026 versus $2,010M in Q4 2024; leverage remains structurally higher.
⚠ Operating cash flow volatility persists: negative $53M in Q1 2025, negative $4M in Q1 2026—seasonal weakness pattern unclear.
AI Insight: FUL Ratio Trends
Fuller collapsed into low-single-digit margins through early 2026, with TTM ROIC of 5.9% down 50% from Q3 2025 peak, though Q2 2026 shows tentative recovery.
• Operating margin plummeted from 12.3% in Q3 2025 to 3.6% in Q1 2026, recovering only partially to 9.7% in Q2 2026.
• ROIC halved from 10.9% in Q3 2025 to 2.7% in Q1 2026; Q2 2026 rebound to 8.9% still trails prior-year levels.
• Leverage improved modestly, D/E declining from 1.23 in Q1 2025 to 0.99 in latest quarter.
⚠ Quarterly volatility extreme: operating margin swings 8+ points Q-to-Q; Q4 and Q1 consistently weak, suggesting structural seasonality.
⚠ Q2 2026 profitability recovery (NPM 7.1%, ROE 13.0%) needs confirmation in next quarters to signal trend reversal.
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Available Research
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Top Institutional Holders of FUL
BlackRock, Inc.
$495.3M8,030,601 shVANGUARD PORTFOLIO MANAGEMENT LLC
$231.2M3,748,204 shSTATE STREET CORP
$170.0M2,756,241 shDIMENSIONAL FUND ADVISORS LP
$160.9M2,608,006 shCapital World Investors
$160.0M2,593,465 shVANGUARD CAPITAL MANAGEMENT LLC
$149.9M2,430,827 shMAIRS & POWER INC
$145.7M2,361,617 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$128.2M2,078,888 shCOOKE & BIELER LP
$96.4M1,562,960 shUBS Group AG
$88.9M1,441,542 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $495.3M | 8,030,601 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $231.2M | 3,748,204 |
| STATE STREET CORP | $170.0M | 2,756,241 |
| DIMENSIONAL FUND ADVISORS LP | $160.9M | 2,608,006 |
| Capital World Investors | $160.0M | 2,593,465 |
| VANGUARD CAPITAL MANAGEMENT LLC | $149.9M | 2,430,827 |
| MAIRS & POWER INC | $145.7M | 2,361,617 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $128.2M | 2,078,888 |
| COOKE & BIELER LP | $96.4M | 1,562,960 |
| UBS Group AG | $88.9M | 1,441,542 |
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Popular Research
Is FUL a good stock to buy?
13F Pro's AI-powered analysis of FULLER H B CO (FUL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FUL are available on the FUL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own FUL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FUL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FULLER H B CO's investment landscape.