Feed / FBIN

Fortune Brands Innovations, Inc.

FBIN

Industrials · 40.22 -1.3% today

Partial group confirmationMarket checked 11 Sept, 11:25 GMT-4

Market read

Fortune Brands Innovations, Inc.'s move is spreading beyond its market group.

FBIN accounts for 13.8% of the group's measured movement across 4.5 effective names. all 7 measured members are falling in raw terms, but 7 of 7 session-normalized paths align to the upside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#3 of 7 by movement share
Group movement share13.8%Absolute path energy—not portfolio weight
Relative path+1.64%aligned
Effective breadth4.5 / 7balanced
Relative alignment7/7upside path · 0 counter-moving
Capital-flow agreement32%not yet clean
SEQUENCE READ

MHK, OC moved materially before FBIN. FBIN crossed its material path threshold at 10:50 ET. GFF, MAS, CSL followed.

EVIDENCE COVERAGE

5 of 7 members in Construction Building Products are active. 1 of 8 disclosed connections are confirming.

What would change this read
  • At least 5 of 7 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MBC remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 2 of 7 members or fewer.

Watch this read

Research brief

The story so far

Industrials · Building Products & Equipment

FBIN accounts for 13.8% of the group's measured movement across 4.5 effective names. all 7 measured members are falling in raw terms, but 7 of 7 session-normalized paths align to the upside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 5 of 7 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MBC remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements127
Verified relationships7
Evidence supporting the case
  • Material customer HD most recently reported revenue +5.7% year over year.
Evidence challenging the case
  • Latest annual revenue changed -3.2% year over year.
  • Operating margin changed -4.4 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Input and raw-material costs has repeated adverse evidence across 5 filings.
  • Macroeconomic conditions has repeated adverse evidence across 5 filings.
  • Pricing and mix has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
  • Tariffs and trade policy has repeated adverse evidence across 5 filings.
Questions before a position
  • EV/sales is 27% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

39.74
6m-12.0%12m-32.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$4.8B+32.6%$5.54-0.5%
2022-12-31$4.7B-1.6%$5.23-5.9%
2023-12-30$4.6B-2.0%$3.17-2.7%
2024-12-28$4.6B-0.4%$3.75-1.6%
2025-12-27$4.5B-3.2%$2.47-3.6%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
Interest expense Interest expense decreased by $3.8 million, or 12.2%, primarily due to lower commercial paper borrowings net of repayments during the thirteen weeks ended June 27, 2026 of ($163.3 million) and lower interest rates on commercial paper, as comp…
10-Q · Aug 5, 2026
Input and raw-material costsnegative · 5 filings
Security Net sales increased by $6.8 million, or 3.8%, primarily due to higher sales unit volume in the commercial, retail, and eCommerce channels, and pricing actions to mitigate cost inflation.
10-Q · Aug 5, 2026
Macroeconomic conditionsnegative · 5 filings
Security Net sales increased by $6.8 million, or 3.8%, primarily due to higher sales unit volume in the commercial, retail, and eCommerce channels, and pricing actions to mitigate cost inflation.
10-Q · Aug 5, 2026
Pricing and mixnegative · 5 filings
Security Net sales increased by $6.8 million, or 3.8%, primarily due to higher sales unit volume in the commercial, retail, and eCommerce channels, and pricing actions to mitigate cost inflation.
10-Q · Aug 5, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.1× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

40.22-1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 11:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for FBIN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for FBIN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind FBIN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HD83.0% of FBINcustomerFeb 23, 2026

Approximately 16% of 2025 net sales were to international markets, and sales to two of the Company’s customers, Lowe’s Companies, Inc.

ANDGAndersen Group Inc.competitorFeb 23, 2026

Therma-Tru, Larson, Fiberon, Fypon and Solar Innovations compete with Masonite, JELD-WEN, Andersen, Trex, James Hardie, Plastpro, Pella, and various regional and local suppliers.

Depended on by

MASMasco CorporationcompetitorFeb 10, 2026

Competitors for these products include American Bath Group, LLC's Dreamline brand, Fortune Brands Innovations, Inc.'s Moen brand, Gatco Inc., Kohler Co.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

FBIN is currently a Follower in the organic co-movement group Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.