Earnings summaries and quarterly performance for Fortune Brands Innovations.
Executive leadership at Fortune Brands Innovations.
Board of directors at Fortune Brands Innovations.
Research analysts who have asked questions during Fortune Brands Innovations earnings calls.
JL
John Lovallo
UBS Group AG
6 questions for FBIN
Also covers: AWI, AZEK, BLDR +14 more
MR
Michael Rehaut
JPMorgan Chase & Co.
4 questions for FBIN
Also covers: AZEK, BECN, BLD +17 more
Matthew Bouley
Barclays PLC
3 questions for FBIN
Also covers: AZEK, BLDR, CNM +18 more
SK
Stephen Kim
Evercore ISI
3 questions for FBIN
Also covers: AWI, BLD, DHI +11 more
SM
Susan Maklari
Goldman Sachs Group Inc.
3 questions for FBIN
Also covers: ALH, AOS, AWI +24 more
AB
Adam Baumgarten
Zelman & Associates
2 questions for FBIN
Also covers: AMWD, AWI, AZEK +12 more
Matthew Bouley
Barclays
2 questions for FBIN
Also covers: CNM, DHI, FERG +8 more
Philip Ng
Jefferies
2 questions for FBIN
Also covers: AWI, AZEK, BALL +26 more
PN
Phil Ng
Jefferies Financial Group Inc.
2 questions for FBIN
Also covers: BALL, IP, JHX +2 more
Trevor Allinson
Wolfe Research, LLC
2 questions for FBIN
Also covers: AMWD, AZEK, BECN +18 more
Aatish Shah
Evercore ISI
1 question for FBIN
Also covers: AWI, BLD, MAS +1 more
MH
McClaran Hayes
Zelman Partners LLC
1 question for FBIN
Also covers: MBC
Michael Dahl
RBC Capital Markets
1 question for FBIN
Also covers: AHR, AZEK, BECN +20 more
Mike Dahl
RBC Capital Markets
1 question for FBIN
Also covers: BECN, BLDR, CNM +14 more
Recent press releases and 8-K filings for FBIN.
Fortune Brands Innovations Reports Q4 and Full Year 2025 Results and Provides 2026 Outlook
FBIN
Earnings
Guidance Update
CEO Change
- Fortune Brands Innovations reported full-year 2025 Outdoors sales of $1.3 billion (down 2%) with a 13.3% operating margin, and Security sales of $693 million (flat) with a 15.1% operating margin.
- For 2026, the company forecasts net sales growth of approximately flat to 2%, an operating income margin of 14.5%-15.5%, and EPS between $3.35-$3.65. Free cash flow is projected to be $400 million-$450 million.
- The company fully mitigated the dollar impact of tariffs in 2025 and expects to sustain this in 2026, despite anticipating continued macroeconomic uncertainty and no near-term demand inflection in its outlook.
- Net debt stood at approximately $2.3 billion at year-end 2025, resulting in net debt to EBITDA of approximately 2.6 times, with a commitment to reduce leverage to below 2.5 times.
- Amit is transitioning into a new role on the executive team, with the board confident in his ability to continue the company's transformation.
3 days ago
Fortune Brands Innovations Announces CEO Transition and Q4 2025 Results with 2026 Outlook
FBIN
CEO Change
Earnings
Guidance Update
- Fortune Brands Innovations announced a leadership transition, with CEO Nick Fink departing and Amit Banati appointed as the new Chief Executive Officer, effective May 2026.
- For full year 2025, total company sales were $4.5 billion, representing a 3% decrease, consolidated operating income was $699 million (down 10%), and earnings per share were $3.61 (down 12%).
- The company provided 2026 guidance, expecting net sales growth of approximately flat to 2%, an operating income margin of 14.5%-15.5%, and earnings per share (EPS) of $3.35-$3.65.
- Management initiated a profitability reset, achieving $60 million in continuous improvement savings in 2025 and identifying initiatives for an estimated $35 million annualized run rate operating income savings by year-end 2026, which is not included in the 2026 guidance.
- Fortune Brands Innovations expects to generate free cash flow of $400 million-$450 million in 2026.
3 days ago
Fortune Brands Innovations Announces Q4 and Full-Year 2025 Results and 2026 Guidance
FBIN
Earnings
Guidance Update
Demand Weakening
- Fortune Brands Innovations reported Q4 2025 Net Sales of $1,077.5 million and full-year 2025 Net Sales of $4,463.2 million, with Q4 sales reflecting softer than anticipated demand, particularly in wholesale channels.
- Diluted EPS before charges/gains was $0.86 for Q4 2025 and $3.61 for the full year 2025.
- The company generated $184 million in free cash flow for Q4 2025 and $367 million for the full year 2025, returning $40 million to shareholders in Q4 through $10 million in share repurchases and $30 million in dividends.
- For 2026, Fortune Brands Innovations provides guidance for Net Sales Growth of Flat to 2.0%, Operating Income Margin of 14.5% to 15.5%, EPS of $3.35 to $3.65, and Free Cash Flow of $400 million to $450 million.
3 days ago
Fortune Brands Innovations Announces CEO Transition and Provides 2026 Outlook
FBIN
CEO Change
Guidance Update
Earnings
- Fortune Brands Innovations announced a CEO transition, with Nick Fink departing and Amit Banati appointed as the new CEO effective May 2026, with Susan Kilsby managing during the interim period.
- For 2026, the company expects net sales growth of approximately flat to 2%, an operating income margin of 14.5%-15.5%, and EPS of $3.35-$3.65.
- FBIN initiated a profitability reset in 2025, including a 10% reduction in headquarters workforce and identifying $35 million in annualized operating income savings for 2026, which is not included in the guidance.
- The company outperformed the market for its products by approximately 130 basis points for the full year 2025 and 300 basis points in Q4 2025 (excluding China), but anticipates continued global market declines of low single digits in 2026.
- The 2026 outlook factors in $151 million in tariff impacts and over $80 million of incremental SG&A due to normalized incentive compensation and strategic investments.
3 days ago
Fortune Brands Innovations Announces Q4 and Full-Year 2025 Results and CEO Transition
FBIN
Earnings
CEO Change
Guidance Update
- Fortune Brands Innovations reported Q4 2025 sales of $1.1 billion, a 2 percent decrease year-over-year, and full-year 2025 sales of $4.5 billion, a 3 percent decrease.
- Diluted EPS for Q4 2025 was $0.63 (down 25 percent) and for full-year 2025 was $2.47 (down 34 percent). Non-GAAP diluted EPS before charges/gains was $0.86 for Q4 2025 and $3.61 for full-year 2025.
- The company provided full-year 2026 guidance, projecting net sales to be flat to up 2.0% and non-GAAP EPS before charges/gains to be between $3.35 and $3.65.
- Amit Banati has been appointed Chief Executive Officer, effective May 13, 2026, succeeding Nicholas Fink, who will depart on April 1, 2026. Susan Kilsby will serve as Executive Chair and principal executive officer during the interim period.
3 days ago
Fortune Brands Innovations Announces Q4 and Full-Year 2025 Results and 2026 Guidance
FBIN
Earnings
Guidance Update
Demand Weakening
- Fortune Brands Innovations reported Q4 2025 sales of $1.1 billion, a decrease of 2 percent versus Q4 2024, and full-year 2025 sales of $4.5 billion, a decrease of 3 percent versus 2024.
- Q4 2025 GAAP EPS was $0.63, a decrease of 25 percent versus a year ago, and full-year 2025 GAAP EPS was $2.47, a decrease of 34 percent versus a year ago.
- For full-year 2026, the company provided guidance reflecting net sales to be flat to 2.0% and EPS before charges/gains of $3.35 to $3.65.
- Management noted a challenging external environment in 2025 and is focused on improving profitability and optimizing operations in 2026.
- The company generated $366.8 million in free cash flow for the full year 2025 and expects $400 million to $450 million in free cash flow for full-year 2026.
3 days ago
Fortune Brands Innovations Reports Q3 2025 Results and Updates Full-Year Guidance
FBIN
Guidance Update
Earnings
Demand Weakening
- Fortune Brands Innovations reported Q3 2025 sales of $1.1 billion, which were roughly flat versus the same quarter of 2024, and EPS of $1.09.
- The company continued to outperform its end market, with sales (excluding China) increasing by 1% and point of sale outperforming the market by almost 200 basis points.
- Consolidated operating income for Q3 2025 was $206 million, down 5% compared to the prior year, resulting in an operating margin of 17.9%.
- For the full year 2025, the company is narrowing its EPS guidance to the low end of its prior range and expects free cash flow between $400 million and $420 million.
- Looking ahead to 2026, the company's base planning assumption is for a flat market overall, but it anticipates its sales will outperform this estimate.
Oct 30, 2025, 9:00 PM
FBIN Reports Q3 2025 Results and Digital Portfolio Growth
FBIN
Earnings
Guidance Update
Demand Weakening
- Fortune Brands Innovations reported Q3 2025 sales of approximately $1.1 billion, which were roughly flat year-over-year, or up 1% excluding China. The company achieved margins of 17.9% and earnings per share of $1.09.
- The company's digital portfolio is on track to reach $300 million in annualized sales by the end of 2025 and is projected to grow to $1 billion by 2030.
- Management noted an uneven macroeconomic environment with cautious consumer sentiment, but a stable demand profile and "green shoots" heading into 2026, supported by recent Federal Reserve rate cuts.
- FBIN expects to fully offset the anticipated dollar impact of tariffs in 2025 and 2026 through supply chain actions, cost-out opportunities, and strategic pricing, with 2025 tariff pricing largely complete and no further "second round" expected.
Oct 30, 2025, 9:00 PM
Fortune Brands Innovations Reports Q3 2025 Results and Updates Full-Year Guidance
FBIN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Fortune Brands Innovations reported Q3 2025 sales of $1.1 billion, roughly flat year-over-year, and earnings per share (EPS) of $1.09. Excluding China, sales increased 1%.
- The company narrowed its full-year 2025 EPS guidance, expecting to finish near the low end of its prior range, and updated its full-year free cash flow guidance to $400 million to $420 million.
- In Q3 2025, the Water segment's sales were $619 million, down 3%, while the Security segment's sales increased 5% to $186 million. The digital portfolio is on track to approach $300 million in annualized sales by the end of 2025.
- FBIN anticipates fully offsetting the estimated $80 million tariff impact in 2025 and the low $200 million range (annualized) in 2026 through supply chain actions, cost-out opportunities, and strategic pricing.
- For Q4 2025, the company expects year-over-year sales growth and market outperformance, and for 2026, it plans for a flat market overall but expects to outperform.
Oct 30, 2025, 9:00 PM
Fortune Brands Innovations Announces Q3 2025 Results and Updates Full-Year Guidance
FBIN
Earnings
Guidance Update
Demand Weakening
- Fortune Brands Innovations reported Q3 2025 sales of $1.1 billion, which were roughly flat compared to Q3 2024, though sales excluding the impact of China increased by 1 percent.
- GAAP EPS for Q3 2025 was $0.59, a 46 percent decrease from the prior year, while non-GAAP EPS before charges/gains was $1.09, down 6 percent.
- The company generated $204.4 million in operating cash flow and $177.0 million in free cash flow during Q3 2025.
- Fortune Brands Innovations updated its full-year 2025 guidance for EPS before charges/gains to a range of $3.70 to $3.80 and revised its free cash flow guidance to around $400 million to $420 million.
- As of the end of Q3 2025, the net debt to EBITDA before charges/gains ratio stood at 2.7x.
Oct 30, 2025, 8:12 PM
Quarterly earnings call transcripts for Fortune Brands Innovations.
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