Fortune Brands Innovations, Inc. (NYSE:FBIN) is one of the stocks Jim Cramer shared his takes on. The last caller of the lightning round inquired about Cramer’s thoughts on the stock, and he stated: “Okay, the problem is that no matter how good, look, Nick Fink is terrific, but no, it doesn’t matter how much he does, it’s still a housing play. That’s why we own Home Depot. I think it’s a better way to own it and Home Depot, you know, has historically went up ahead of when the Fed cuts. So, I’d like to be ...

OK, I get it ... no-one really wants to start their day dreaming of faucets. But, over the years, when we ignored this product, Masco Corporation ( MAS ) has built its business as a key designer, manufacturer, andLincoln C. Wood, PhD, is a seasoned investor with 20 years of experience. He is an Associate Professor of Supply Chain and Operations Management at the University of Otago and an Adjunct Research Fellow at Curtin University. His research focuses on decision-making, risk management, and performance ...

Core Insights - Masco Corporation (MAS) has established itself as a key designer and manufacturer in the faucet industry, despite the product not being a primary focus for many consumers [1] Company Overview - Masco Corporation specializes in the design and manufacturing of faucets, indicating a strong position in the plumbing fixtures market [1] Industry Context - The faucet industry, while often overlooked, plays a significant role in home improvement and construction sectors, highlighting the importance of companies like Masco in these markets [1]

Core Insights - Fortune Brands Innovations (FBIN) reported quarterly earnings of $1.09 per share, missing the Zacks Consensus Estimate of $1.1 per share, and down from $1.16 per share a year ago [1][2] - The company posted revenues of $1.15 billion for the quarter ended September 2025, which was 2.43% below the Zacks Consensus Estimate and a slight decrease from $1.16 billion year-over-year [3] - The stock has underperformed significantly, losing about 27.2% since the beginning of the year compared to a 17.2% gain in the S&P 500 [4] Earnings Performance - The earnings surprise for the recent quarter was -0.91%, while the previous quarter saw a positive surprise of +2.04% [2] - Over the last four quarters, the company has only surpassed consensus EPS estimates once [2][3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $1.12 billion, and for the current fiscal year, it is $3.78 on revenues of $4.54 billion [8] - The estimate revisions trend for Fortune Brands Innovations was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - Fortune Brands Innovations operates within the Zacks Building Products - Air Conditioner and Heating industry, which is currently ranked in the bottom 16% of over 250 Zacks industries [9] - The performance of the stock may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform the bottom-ranked ones by a significant margin [9]

Core Insights - Watsco reported quarterly earnings of $3.98 per share, missing the Zacks Consensus Estimate of $4.21 per share, and down from $4.22 per share a year ago, representing an earnings surprise of -5.46% [1] - The company posted revenues of $2.07 billion for the quarter, missing the Zacks Consensus Estimate by 2.21%, and down from $2.16 billion year-over-year [2] - Watsco shares have declined approximately 24.4% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Watsco's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $2.29 on revenues of $1.71 billion, and for the current fiscal year, it is $13.13 on revenues of $7.41 billion [7] Industry Context - The Building Products - Air Conditioner and Heating industry, to which Watsco belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Watsco's stock performance [5][6]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Fortune Brands Innovations (FBIN) despite higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show earnings of $1.10 per share, reflecting a -5.2% change year-over-year, while revenues are projected at $1.18 billion, a 2% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.55% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for FBIN is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.02% [12]. - The stock currently holds a Zacks Rank of 4, suggesting a sell rating, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, FBIN exceeded the expected earnings of $0.98 per share by delivering $1.00, resulting in a surprise of +2.04% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Another company in the same industry, Watsco (WSO), is expected to report earnings of $4.21 per share, reflecting a -0.2% year-over-year change, with revenues anticipated at $2.11 billion, down 2.2% from the previous year [18][19]. - Watsco's consensus EPS estimate has been revised down by 11.7% in the last 30 days, leading to an Earnings ESP of -5.53% and a Zacks Rank of 4 [19][20].

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]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Fortune Brands Innovations (FBIN) due to lower revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.97 per share, reflecting a -16.4% change year-over-year, with revenues projected at $1.19 billion, down 3.7% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst assessments [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +1.22% for Fortune Brands Innovations, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, the company met the expected earnings of $0.66 per share, resulting in no surprise, and has beaten consensus EPS estimates in two out of the last four quarters [13][14]. Conclusion - Fortune Brands Innovations is viewed as a strong candidate for an earnings beat, but investors should consider additional factors before making investment decisions [17].

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]