H.B. Fuller Co. Executive VP and CFO John J. Corkrean received 251.77 Phantom Units on September 25, 2026, reported at $50.06 per unit. His reported Phantom Units balance after the award was 36,151.3; the amount includes units acquired through a dividend equivalent feature. The units convert into common stock on a 1-for-1 basis upon the earlier of certain termination events specified in the Key Employee Deferred Compensation Plan or a participant-selected earlier date, subject to holding periods required by law.
Heather Campe, Senior Vice President, International Growth at Fuller H B Co. (FUL), acquired 44.5 Phantom Units as an award on September 25, 2026; the reported transaction price was $50.06 per unit. Her reported direct balance after the transaction was 6,042.33 Phantom Units, including stock units acquired through a dividend equivalent feature. The units convert into common stock on a 1-for-1 basis upon specified plan termination events or an earlier participant-selected date, subject to legal holding periods.
H.B. Fuller (FUL) elected R. Jeffrey Bailly as a Class I director effective September 23, 2026, for a term ending at the 2027 annual meeting. Bailly also joined the Audit and Compensation Committees. Ruth S. Kimmelshue resigned effective immediately on September 23; the company said her departure was not due to disagreement over its operations, policies or practices.
Bailly will receive an annual cash retainer of $100,000 and an initial grant of 1,300 restricted stock units. Directors are also eligible for an annual discretionary grant of deferred phantom stock units valued at $165,000. His background includes more than three decades of executive leadership and more than 20 acquisitions during his time at UFP Technologies. CEO Celeste Mastin said the company is focused on accelerating its path to greater than 20% adjusted EBITDA margin.
H.B. Fuller Company reported third-quarter 2026 revenue of $938.2 million, up 5.2% year over year. Net income attributable to H.B. Fuller was $79.2 million versus $67.2 million, and diluted EPS was $1.44 versus $1.22. Adjusted EBITDA increased 9.4% to $186.7 million. Pricing contributed 7.4% to revenue, partly offset by a 3.0% volume decline; gross profit margin rose 120 basis points to 33.2%.
For the first nine months of 2026, revenue was $2,659.3 million, up 3.1%; net income was $168.0 million versus $122.2 million, and diluted EPS was $3.05 versus $2.21. Adjusted EBITDA increased 8.0% to $486.5 million. Net cash provided by operating activities was $182.6 million, compared with $156.8 million.
The company acquired certain Dongguan Nako assets for approximately $10.416 million, funded with existing cash; an estimated earnout of up to 13 million Chinese yuan is due on the third anniversary, subject to performance goals. Its recommended cash offer for Advanced Medical Solutions Group plc values the entire share capital at approximately £659 million; shareholders approved it, and closing is expected by calendar year-end, subject to regulatory approvals and customary closing conditions.
H.B. Fuller reported third-quarter fiscal 2026 net revenue of $938.2 million, up 5.2% year-on-year, while organic revenue grew 4.4%; pricing contributed 7.4% and more than offset a 3.0% volume decline. Net income was $79.2 million. Adjusted EBITDA was $186.7 million, up 9%, with a record 19.9% margin, 80 basis points higher; adjusted diluted EPS was $1.52, up 21%. Adjusted gross profit margin was 33.5%, up 120 basis points, with pricing execution and restructuring savings cited as the main drivers.
At August 29, net debt was $1,957.3 million and net debt-to-adjusted EBITDA was 3.0x, versus 3.3x a year earlier. Year-to-date operating cash flow was $182.6 million, up 17%. Net working capital was 18.5% of annualized revenue, up 150 basis points year-on-year, primarily reflecting strategic inventory investments amid ongoing Middle East disruption. Fiscal 2026 adjusted EBITDA is now expected at $655 million to $670 million and adjusted diluted EPS at $4.70 to $4.85; operating cash flow, excluding AMS-related items, remains expected at $300 million to $325 million. H.B. Fuller anticipates closing the AMS acquisition before year-end.
FULLER H B CO (FUL) reported that Executive VP and CFO John J. Corkrean received a grant of 244.25 Phantom Units on September 11, 2026, valued at $51.60 per unit. This grant increases his directly held Phantom Units to 35,899.53 units, which convert into common stock on a 1-for-1 basis, with timing tied to specified termination events or an earlier date he selects under the Key Employee Deferred Compensation Plan, subject to required holding periods. The amount includes units acquired through a dividend equivalent feature. He also directly holds 59,508 shares of common stock and multiple fully vested or time-vested employee stock options and restricted stock units over additional shares of common stock.
FULLER H B CO (FUL) reported that Heather Campe, Sr. VP, International Growth, received a grant of 43.17 Phantom Units on September 11, 2026, at a reference value of $51.60 per unit. After this award, she directly holds 5,997.83 Phantom Units and 24,653.0782 shares of common stock, including amounts acquired through a dividend reinvestment plan. She also holds multiple employee stock options and restricted stock units over common shares, which vest or are exercisable on the schedules described.
FULLER H B CO (FUL) director Teresa J. Rasmussen Trangsrud received an equity-based compensation award of 1,171.25 Stock Units on 2026-08-28, valued at $56.35 per unit. These units convert into common stock on a 1-for-1 basis and will be distributed upon retirement, death, disability or certain specified events under the applicable plan.
After this award, she holds 26,122.92 stock units, including units accumulated through a dividend equivalent feature of the Directors' Deferred Compensation Plan, and 3,391.433 shares of common stock held directly, which include shares acquired through a dividend reinvestment plan.
FULLER H B CO (FUL) director Ruth Kimmelshue reported a compensation-related grant of 585.63 Stock Units on August 28, 2026. These stock units convert into common shares on a 1-for-1 basis and will be converted upon retirement, death, disability or other specified events under the applicable plan.
After this award and dividend-equivalent accruals under the Directors' Deferred Compensation Plan, Kimmelshue holds a total of 37,644.85 Stock Units and separately reports 1,351 shares of common stock held directly.
FULLER H B CO (FUL) director Michael J. Happe reported an award of 488.0200 Stock Units on August 28, 2026, as a grant or other acquisition under a directors' compensation plan at a reported reference value of $56.3500 per unit.
These stock units convert into common stock on a 1-for-1 basis and will be converted upon retirement, death, disability or other specified events under the plan, including units accrued through a dividend equivalent feature. Following this award, Happe holds 18,329.4300 Stock Units and 1,343.0000 shares of common stock directly.