Fortune Brands Innovations misses Q4 revenue estimates

Fortune Brands Innovations

12/02/2026 21:22

Overview

Home and security firm's Q4 revenue fell 2%, missing analyst expectations

Adjusted EPS for Q4 decreased 12%, missing analyst expectations

Company focusing on cost structure optimization amid challenging market

Outlook

Fortune Brands sees 2026 net sales flat to 2% growth

Company expects 2026 EPS before charges/gains of $3.35 to $3.65

Fortune Brands anticipates 2026 operating margin before charges/gains of 14.5% to 15.5%

Result Drivers

CHINA IMPACT - Sales excluding China were flat, indicating the negative impact of the Chinese market on overall sales

COST STRUCTURE OPTIMIZATION - Co is taking actions to refine cost structure and improve efficiency in response to challenging market, per CEO Nicholas Fink

SEGMENT PERFORMANCE - Water Innovations segment sales fell 4.3%, while Security segment sales rose 5.9%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.10 bln
$1.14 bln (18 Analysts)
Q4 Adjusted EPS
Miss
$0.86
$1 (18 Analysts)
Q4 EPS
$0.63


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 12 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy."

Wall Street's median 12-month price target for Fortune Brands Innovations Inc is $62.00, about 1.7% below its February 11 closing price of $63.07

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw7cVsqka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)