The earnings call highlighted strong performance and strategic progress in key segments such as Water and Outdoors, as well as significant growth in the digital business. However, challenges remain, particularly in the Security segment and the impact of tariffs on the Chinese market. Overall, the highlights outweigh the lowlights, showcasing resilience and strategic execution.

Company Guidance -

Q3 2025

During the Fortune Brands Second Quarter 2025 Earnings Call, the company provided several key metrics and guidance for the remainder of the fiscal year. Fortune Brands reported net revenue of $1.2 billion, a 3% decline compared to the previous year, but noted it outperformed its end market with over 200 basis points of market share gains in its core water and outdoors businesses. Operating income was $199 million with an operating margin of 16.5%, and earnings per share were $1. The company's digital business is expected to reach $250 million in sales for 2025, with an annualized run rate approaching $300 million. The company also noted a 70% growth in its digital business in the second quarter. For the full year, Fortune Brands adjusted its net sales forecast to flat to down 2%, with an earnings per share range of $3.75 to $3.95. Tariff impacts were discussed, with an anticipated unmitigated impact of $80 million for 2025, and the company remains on track to offset this through various mitigation strategies. The company's effective tax rate for the full year is expected to be between 26.5% and 27.5%.

Strong Performance in Water and Outdoors Segments

Fortune Brands delivered solid execution, significantly outperformed the core North American market, and won new business with large national builders. Water segment saw net sales growth of 2%, excluding China, and the Outdoors segment had low-single-digit point-of-sale growth.

Digital Business Growth

The digital business showed strong momentum with around 220,000 digital device activations and expects to reach a run rate of $300 million by the end of 2025. A new subscription model for digital products is being piloted, and the business continues to secure new partnerships with leading insurance companies.

Successful Brand Campaigns and Innovations

The Master It campaign for Master Lock led to a 60% increase in website traffic. The launch of the Yale Smart Lock with Matter designed for Google Home marks a significant milestone in the partnership with Google.

Efficient Tariff Mitigation Strategy

The company remains on track to fully offset the anticipated impact of tariffs through supply chain actions, cost-out opportunities, and strategic pricing actions.

Operational Excellence and Cost Management

The company maintained a strong balance sheet, with a net debt-to-EBITDA leverage of 2.8x, and returned $93 million to shareholders in the second quarter. Operating margin for the Water segment was 25.6%, an increase of 230 basis points.

Fortune Brands Innovations (FBIN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FBIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.13 / -	1.16	―	―	―
Jul 31, 2025	2025 (Q2)	0.96 / 1.00	1.16	-13.79% (-0.16)	―
May 06, 2025	2025 (Q1)	0.66 / 0.66	0.83	-20.48% (-0.17)	―
Feb 06, 2025	2024 (Q4)	1.05 / 0.98	0.95	3.16% (+0.03)	―
Nov 06, 2024	2024 (Q3)	1.15 / 1.16	1.19	-2.52% (-0.03)	―
Jul 25, 2024	2024 (Q2)	1.12 / 1.16	1.07	8.41% (+0.09)	―
Apr 30, 2024	2024 (Q1)	0.75 / 0.83	0.69	20.29% (+0.14)	―
Jan 30, 2024	2023 (Q4)	0.93 / 0.95	1.07	-11.21% (-0.12)	―
Oct 25, 2023	2023 (Q3)	1.11 / 1.19	1.53	-22.22% (-0.34)	―
Jul 27, 2023	2023 (Q2)	1.03 / 1.07	1.427	-25.02% (-0.36)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FBIN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$54.54	$55.83	+2.37%
May 06, 2025	$52.54	$47.92	-8.79%
Feb 06, 2025	$68.46	$67.50	-1.40%
Nov 06, 2024	$83.28	$78.18	-6.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Fortune Brands Innovations, Inc. (FBIN) report earnings?

Fortune Brands Innovations, Inc. (FBIN) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Fortune Brands Innovations, Inc. (FBIN) earnings time?

Fortune Brands Innovations, Inc. (FBIN) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is FBIN EPS forecast?

FBIN EPS forecast for the fiscal quarter 2025 (Q3) is 1.13.

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