Group 1 - The core viewpoint is that Fortune Brands Innovations (NYSE: FBIN) has been assigned a hold rating due to weak performance and uncertain macroeconomic pressures affecting the stock [1] - The second quarter results for 2025 have been released, and the analysis indicates a mixed performance for the company [1] Group 2 - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1]

Core Insights - Fortune Brands Innovations reported Q2 2025 earnings that exceeded analyst forecasts, with non-GAAP EPS at $1.00 compared to the $0.96 consensus, and GAAP revenue at $1.20 billion versus the $1.19 billion estimate, despite a year-over-year decline in key metrics [1][2] - The company experienced a 14% decline in non-GAAP EPS and a 3% drop in GAAP revenue compared to the previous year, indicating ongoing business challenges [1][2] Financial Performance - Non-GAAP EPS for Q2 2025 was $1.00, down 14% from $1.16 in Q2 2024 [2] - GAAP revenue reached $1.20 billion, a 3% decrease from $1.24 billion in Q2 2024 [2] - Operating margin (non-GAAP) narrowed to 16.5%, down 0.9 percentage points from 17.4% in the prior year [2] - GAAP EPS was reported at $0.83, reflecting a 22% decline from $1.06 in Q2 2024 [2] - Free cash flow (GAAP) was $119 million [2] Business Overview and Strategic Focus - Fortune Brands Innovations specializes in branded products for water solutions, outdoor living, and security, with a portfolio that includes Moen, Larson, Thermatru, Master Lock, SentrySafe, and Yale [3] - The company emphasizes digital transformation, supply chain control, strong retailer partnerships, and ESG commitments as key business priorities [4] Segment Performance - The Water Innovations segment reported net sales of $647 million, a 2% decrease, but a 4% increase when excluding the impact of the China market [5] - The Outdoors segment saw revenue decline 3% to $379 million, with operating margins slipping by 350 basis points [6] - The Security segment experienced a 7% revenue decline to $178 million, with a 410 basis point drop in operating margin [7] Tariff and Restructuring Impact - The company faced increased restructuring charges of $13.7 million, up 251% from the prior year, due to plant consolidations and supply chain reconfiguration [8] - Management is working to mitigate the impact of tariffs, particularly in the Water and Security segments, with expectations for further effects into 2026 [8] Outlook and Guidance - The company updated its FY2025 guidance, expecting net sales to be flat to down 2% and adjusted EPS in the range of $3.75 to $3.95 [9] - Segment forecasts indicate a decline in Water Innovations revenue by 1% to 3%, Outdoors to be flat to up 2%, and Security to be down 1% to up 2% [9] - Management anticipates a 2% to 4% decline in global home product markets for the year [9]

Company Performance - Fortune Brands Innovations (FBIN) reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, but down from $1.16 per share a year ago [1] - The quarterly earnings surprise was +2.04%, and the company had previously met expectations with earnings of $0.66 per share [2] - The company posted revenues of $1.2 billion for the quarter, surpassing the Zacks Consensus Estimate by 0.62%, but down from $1.24 billion year-over-year [3] Stock Performance - Fortune Brands Innovations shares have declined approximately 20.3% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $1.15 billion, and for the current fiscal year, it is $3.78 on revenues of $4.49 billion [8] - The outlook for the Retail - Home Furnishings industry, where Fortune Brands operates, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable environment for performance [9]

Fortune Brands Innovations (FBIN) Q2 2025 Earnings Call July 31, 2025 05:00 PM ET Speaker0Afternoon, everyone. My name is Paul, and I will be your conference operator today. Welcome to the Fortune Brands Second Quarter twenty twenty five Earnings Conference Call. All lines are muted to prevent background noise. Following the speakers' remarks, we will open the call for a Q and A session.At this time, I'll turn the call over to Curt Worthington, Vice President of Finance and Investor Relations. Curt, please ...

"I am proud of the Company's performance during the second quarter. Our highly-engaged team executed well, and many of our businesses gained momentum and outperformed our end market, including in Water and Outdoors," said Fortune Brands Chief Executive Officer Nicholas Fink. "We remain on track to fully offset the anticipated 2025 impacts of the tariffs by effectively leveraging the power of our Fortune Brands Advantage capabilities across the organization, while navigating a dynamic consumer demand backdro ...

The market expects Fortune Brands Innovations (FBIN) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers ...

Group 1 - The company previously known as Fortune Brands Home & Security has rebranded to Fortune Brands Innovations [1] - The focus of Crude Value Insights is on cash flow and companies in the oil and natural gas sector, highlighting their value and growth prospects [1] - Subscribers to Crude Value Insights benefit from a stock model account, cash flow analyses of exploration and production firms, and live discussions about the sector [2]

NINETY PERCENT OF CHEAP, OFF-BRAND FAUCETS TESTED CONTAIN LEAD AND OTHER TOXIC CHEMICALSDEERFIELD, Ill., May 16, 2025 /PRNewswire/ -- Moen, one of Fortune Brands Innovations' (NYSE: FBIN) leading brands and a leader in water experiences, is calling attention to concerning new findings that show cheap, off-brand, foreign-made faucets present serious health risks for consumers.Moen commissioned independent, third-party laboratory tests of top selling cheap, off-brand, foreign-made faucets.* The tests were con ...

Core Insights - Fortune Brands Innovations (FBIN) reported a revenue of $1.03 billion for Q1 2025, reflecting a year-over-year decline of 6.9% and an EPS of $0.66, down from $0.83 a year ago, with a revenue surprise of -3.39% compared to the Zacks Consensus Estimate of $1.07 billion [1] Financial Performance - The company’s net sales in the Outdoors segment were $304.70 million, slightly below the average estimate of $309.50 million, marking a year-over-year decline of 3.3% [4] - In the Security segment, net sales reached $163 million, exceeding the average estimate of $155.76 million, but still reflecting a year-over-year decrease of 3.7% [4] - Water segment net sales were reported at $565.40 million, significantly below the average estimate of $608.31 million, with a year-over-year decline of 9.6% [4] Operating Income - Non-GAAP operating income for the Water segment was $113.20 million, compared to the average estimate of $127.41 million [4] - Non-GAAP operating income for the Outdoors segment was $31.70 million, slightly below the average estimate of $33.18 million [4] - The Security segment reported a Non-GAAP operating income of $23.20 million, surpassing the average estimate of $15.80 million [4] - Total corporate expenses were reported at -$32.30 million, better than the average estimate of -$39.65 million [4] Stock Performance - Shares of Fortune Brands Innovations have returned +6.6% over the past month, underperforming the Zacks S&P 500 composite's +11.5% change, and the stock currently holds a Zacks Rank 4 (Sell) [3]

Group 1 - Fortune Brands Innovations (FBIN) reported quarterly earnings of $0.66 per share, matching the Zacks Consensus Estimate, but down from $0.83 per share a year ago [1] - The company posted revenues of $1.03 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 3.39%, and down from $1.11 billion year-over-year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times, but has not beaten consensus revenue estimates [2] Group 2 - The stock has declined approximately 20.5% since the beginning of the year, compared to a decline of 3.9% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $1.25 billion, and for the current fiscal year, it is $4.11 on revenues of $4.66 billion [7] - The Zacks Industry Rank for Retail - Home Furnishings is currently in the bottom 15% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]