Fortune Brands Innovations
Sells branded water, outdoor and security products for homes and commercial buildings.
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Profile
Sells branded plumbing, water-management, outdoor, smart-lock, door-hardware and security-storage products through Water, Outdoors and Security. Its portfolio is concentrated in U.S. repair and remodel channels and has expanded through acquisitions in connected water and smart locks.
Water includes plumbing fixtures, faucets, showers, connected leak-detection products and whole-home filtration through brands such as Moen, House of Rohl, Aqualisa, Flo and SpringWell. Outdoors sells decking, exterior doors, wide-opening systems and enclosures through Fiberon, Larson and Solar Innovations.
Security combines residential smart locks, door hardware and security storage under Yale, August, Emtek, Schaub and SentrySafe. The portfolio serves home, security and commercial-building markets.
Sales are concentrated in the United States and oriented mainly to repair and remodel, with new construction another channel. Its structure reflects the Cabinets separation and acquisitions that added connected-water and smart-lock capabilities.
Company facts
Key statistics
Year to date −10.7% · Average volume (30d) 2.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $64 | |||
| Aug 24, 2026 | RBC Capital | Initiate | Outperform | |||
| Aug 24, 2026 | Telsey Advisory | Initiate | Outperform | |||
| Aug 24, 2026 | Wells Fargo | Downgrade | Overweight | Underweight | $66 | $52 |
| Aug 24, 2026 | Wolfe Research | Upgrade | Peer Perform | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.80 | $1.35 | +68.8% | $1.16B | $1.15B | −0.4% | −0.83% |
| May 7, 2026Q1 FY26 | $0.53 | $0.53 | 0.0% | $1.01B | $1.01B | +0.3% | −2.81% |
| Feb 12, 2026Q4 FY25 | $1.00 | $0.86 | −13.7% | $1.14B | $1.08B | −5.1% | −17.62% |
| Oct 30, 2025Q3 FY25 | $1.10 | $1.09 | −0.9% | $1.14B | $1.15B | +1.1% | +4.12% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.03B | $1.20B | $1.15B | $1.08B | $1.01B | $1.15B | |
| Gross profit | $454.7M | $543.2M | $519.4M | $470.4M | $421.4M | $590.7M | |
| Operating income | $97.0M | $171.6M | $125.9M | $121.6M | $69.5M | −$9.0M | |
| Net income | $51.4M | $100.3M | $70.8M | $76.4M | $24.2M | −$22.5M | |
| Diluted EPS | $0.42 | $0.82 | $0.59 | $0.63 | $0.20 | −$0.19 | |
| Gross margin | 44.0% | 45.1% | 45.2% | 43.7% | 41.7% | 51.2% | |
| Operating margin | 9.4% | 14.3% | 11.0% | 11.3% | 6.9% | -0.8% |
Fiscal years (4-quarter sums)FY21 $7.66B · FY22 $4.72B · FY23 $4.63B · FY24 $4.61B · FY25 $4.46B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $209.7M · Total debt $2.80B · Total assets $6.34B · Shareholders' equity $2.31B
Dividends
Raised for 2 straight years — most recently to $0.26 from $0.25 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 21, 2026 | Aug 21 | Sep 9 | $0.26 | |
| May 22, 2026 | May 22 | Jun 10 | $0.26 | |
| Feb 20, 2026 | Feb 20 | Mar 11 | $0.26 | raised from $0.25 |
| Nov 21, 2025 | Nov 21 | Dec 10 | $0.25 | |
| Aug 22, 2025 | Aug 22 | Sep 10 | $0.25 | |
| May 27, 2025 | May 27 | Jun 11 | $0.25 | |
| Feb 21, 2025 | Feb 21 | Mar 12 | $0.25 | raised from $0.24 |
| Nov 22, 2024 | Nov 22 | Dec 11 | $0.24 |
Ownership
Shares outstanding 119.29M · Float 116.70M · 97.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Pzena Investment Management, LLC | 15.33M | 7.50% | 13G | Jul 22, 2026 |
| George S. Loening | 8.56M | 6.90% | 13D/G | Nov 14, 2024 |
| Harris Associates L P | 7.58M | 6.30% | 13G | Aug 14, 2025 |
| BlackRock Portfolio Management LLC | 6.88M | 5.70% | 13G | Jan 21, 2026 |
| Vanguard Capital Management | 6.31M | 5.26% | 13G | Apr 29, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Jesse G. Singh | director, officer: Chief Executive Officer | +19,560 | $50.93 |
| Aug 6, 2026 | Jesse G. Singh | director, officer: Chief Executive Officer | +19,725 | $51.66 |
| Aug 7, 2026 | Matthew Edward Novak | officer: EVP, Chief Supply Chain | −600 | $51.13 |
| Jun 10, 2026 | Edward P. Garden | director | +320,067 | $40.60 |
| May 20, 2026 | Edward P. Garden | director | +63,300 | $34.74 |
Peers
- Masco
Delta, hansgrohe, and filtration overlap across kitchen and bath water products
- Trex Company
Composite decking and railing overlap with Fiberon in outdoor living
- Allegion
Schlage locks overlap with Yale and August across residential access
- JELD-WEN
Exterior doors overlap with Therma-Tru, Larson, and Solar Innovations
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Fortune Brands Innovations | $45.50 | −0.02% | $5.43B | 37.0 | 15.1 | 1.2 | −4.1% |
| Masco | $73.25 | +0.04% | $14.44B | 16.8 | 16.8 | 1.9 | −2.9% |
| Trex Company | $45.77 | −0.01% | $4.76B | 27.2 | 23.8 | 3.9 | +7.8% |
| Allegion | $158.87 | +0.86% | $13.39B | 20.7 | 16.8 | 3.1 | +12.7% |
| JELD-WEN | $2.48 | −1.98% | $218.0M | — | — | 0.1 | −0.7% |
| Median | 20.7 | 16.8 | 2.5 | +3.5% |