H. B. Fuller Company · NYSE:FUL

H. B. Fuller — Q3 2022 Earnings Presentation

11 slides from H. B. Fuller's earnings presentation, Sep 22, 2022

  1. Slide 1: Reaching New Heights

    Reaching New Heights H.B. Fuller Company Third Quarter 2022 Conference Call September 22, 2022

  2. Slide 2: Disclosure

    2 Disclosure Safe Harbor Statement Certain matters discussed today may be considered forward-looking statements within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such

  3. Slide 3: Q3 2022 Highlights

    3 Q3 2022 Highlights Organic Revenue Growth Adjusted EBITDA Growth Adjusted EPS Growth +18% + 24% + 34% Executing exceptionally well in a challenging environment Driving strong organic growth and expanding EBITDA margin Outperforming the market in volume development, driven by market share gains All

  4. Slide 4: Q3 2022 Global Business Unit Performance

    4 Q3 2022 Global Business Unit Performance Hygiene, Health, and Consumable Adhesives (HHC)  23% organic revenue growth year-on-year  Exceptional organic growth across all end markets  Adjusted EBITDA up 39% year-on-year; margin up 250bps Engineering Adhesives (EA)  17.5% organic revenue growth y

  5. Slide 5: Q3 2022 Financial Summary

    5 Q3 2022 Financial Summary  13.8% net revenue growth; 18.4% organic revenue growth  Pricing added 18.7% year-on-year, volume was stable  FX negatively impacted net revenue growth 6.6% year-on-year  Acquisitions added 2.0% year-on-year  Adjusted Gross Profit up more than 27% year-on-year  Pric

  6. Slide 6: Q3 Financial Guidance Update

    6 Q3 Financial Guidance Update Increasing guidance for FY2022 Adjusted EBITDA despite macro headwinds and unfavorable currency impacts FY 2022 Organic revenue growth in the range of 17 – 18% FY 2022 Adjusted EBITDA in the range of $540 - $550M Q4 Adjusted EPS (diluted) in the range of $1.15 - $1.30

  7. Slide 7: Summary and Conclusion

    7 Summary and Conclusion  Strong business model and successful execution of strategy driving record results for fiscal year 2022  Well positioned for continued margin expansion and strong cash flow generation in Q4 and FY23  Building momentum despite challenging headwinds  Proud of the team’s de

  8. Slide 8: Third Quarter 2022 Conference Call

    8 Third Quarter 2022 Conference Call

  9. Slide 9: APPENDIX

    APPENDIX 7: 7 wy, H.B. Fuller Connecting what matters.™

  10. Slide 10: Regulation G Reconciliations

    10 Regulation G Reconciliations Please refer to the Company’s latest earnings release for all Regulation G reconciliations by clicking here Third Quarter 2022 Conference Call

  11. Slide 11: Thank You

    Thank You Investor Relations Steven Brazones (651) 236-5060

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