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Fortune Brands Innovations (FBIN)
NYSE:FBIN
US Market

Fortune Brands Innovations (FBIN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 23, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.62
Last Year’s EPS
0.66
Same Quarter Last Year
Based on 11 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear operational progress in digital/security, brand-level wins, tariff mitigation, and strong cash generation were offset by continued top-line headwinds, margin compression (particularly in Outdoors), China weakness, and near-term market uncertainty. Management has identified cost savings and structural initiatives (including $60M realized CI savings and $35M of incremental annualized OI savings targeted by year-end) and provided conservative 2026 guidance that assumes no market inflection. Overall, positives around execution and balance-sheet strength were balanced by meaningful near-term profitability and demand challenges.
Company Guidance
The company guided to 2026 net sales roughly flat to +2% with assumptions of global markets down low-single-digits (U.S. down low-single-digits, U.S. single‑family new construction down mid‑single‑digits, China down low‑double‑digits), and an operating income margin of ~14.5%–15.5% (EPS $3.35–$3.65). Management expects free cash flow of ~$400M–$450M, capital expenditures of ~$110M–$140M, and cash restructuring costs of ~$25M; it also assumes tariffs remain at current rates and notes a mitigated tariff impact of roughly $151M in 2026 (up ~ $100M y/y). The guide excludes any incremental share repurchases beyond dilution, excludes the announced annualized run‑rate operating income savings of $35M (targeted by year‑end but not baked into the guide), and reflects over $80M of incremental SG&A (including normalized incentive, systems, and brand spend) as well as a planned reclassification of >$100M from SG&A to COGS that will not change reported margins; balance sheet metrics include ~ $2.3B net debt (~2.6x net debt/EBITDA) and ~$1.1B liquidity (including ~$860M undrawn).
Market Outperformance and Share Gains
Excluding China, the company outperformed the market by ~130 basis points for the full year and ~300 basis points in Q4; point-of-sale growth outpaced the market across segments; net builder gains were 67 for the year (16 in Q4).
Digital & Security Momentum
Flo grew in excess of 50% for the year and launched a subscription model with new insurance partnerships; Yale delivered double-digit growth and the new Yale Smart Lock with Matter saw >50% sequential growth in Q4; Security Q4 sales +6%, operating income +52%, and operating margin improved +410 bps to 13.4%.
Tariff Mitigation and Pricing Actions
Management leveraged global supply chain and pricing (RGM) to fully mitigate the dollar impact of tariffs in 2025 and implemented much of the tariff-related pricing early in 2025, preserving pricing integrity and customer relationships.
Cost Savings and Restructuring Actions
Headquarters workforce reduced ~10% in 2025; captured $60.0M in continuous improvement savings in 2025; identified initiatives estimated to deliver $35.0M of annualized operating income savings by year-end (not included in 2026 guide); announced broader cost program for 2027–2028.
Strong Cash Generation and Capital Deployment
Full-year free cash flow was $367.0M (cash conversion >120%); full-year CapEx $112.0M; repurchased $248.0M of shares in 2025; liquidity of ~$1.1B (including >$860M of undrawn revolver) and successful extension of $1.25B revolver.
Brand-Level Wins and Channel Recoveries
House of Rohl luxury portfolio delivered low double-digit net sales growth; Moen ecommerce improved (Black Friday/Cyber Monday sales up double digits); Larson gained share following an in-aisle reset.

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

FBIN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
0.62 / -
0.66
Feb 12, 2026
2025 (Q4)
0.99 / 0.86
0.98-12.24% (-0.12)
Oct 30, 2025
2025 (Q3)
1.10 / 1.09
1.16-6.03% (-0.07)
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
0.953.16% (+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
1.078.41% (+0.09)
Apr 30, 2024
2024 (Q1)
0.75 / 0.83
0.6920.29% (+0.14)
Jan 30, 2024
2023 (Q4)
0.93 / 0.95
1.07-11.21% (-0.12)
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
Feb 12, 2026
$62.00$51.07-17.62%
Oct 30, 2025
$48.28$50.27+4.12%
Jul 31, 2025
$53.74$55.01+2.37%
May 06, 2025
$51.76$47.22-8.79%
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 (FBIN) report earnings?
Fortune Brands Innovations (FBIN) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
    What is Fortune Brands Innovations (FBIN) earnings time?
    Fortune Brands Innovations (FBIN) earnings time is at Apr 23, 2026, 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 2026 (Q1) is 0.62.