FULFULLER H B CO
Adhesives & Sealants
- Revenue
- $3.5B
- 2.7% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.9B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear173% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear42% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear31% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.3B | $3.7B | $3.5B | $3.6B | $3.5B | 2.7% |
| Operating income | $253M | $323M | $355M | $348M | — | |
| Net income | $161M | $180M | $145M | $130M | $152M | 17% |
| Operating cash flow | $213M | $257M | $378M | $302M | $263M | 13% |
| Capex | $96M | $130M | $119M | $139M | $142M | 2.2% |
| Stock-based comp | $22M | $24M | $20M | $22M | $22M | 0.6% |
| Buybacks | $3M | $4M | $3M | $40M | $61M | 53% |
| Dividends | $35M | $39M | $43M | $48M | $50M | 5.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $1M · 11
- Open-market sells, 12 mo
- $0 · 0
- Net
- $1M
Pay vs performance
No pay-versus-performance disclosure yet.