“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 ↗
Fortune Brands Innovations, Inc.
FBIN
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.
Is this move genuinely shared?
MHK, OC moved materially before FBIN. FBIN crossed its material path threshold at 10:50 ET. GFF, MAS, CSL followed.
5 of 7 members in Construction Building Products are active. 1 of 8 disclosed connections are confirming.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Material customer HD most recently reported revenue +5.7% year over year.
- 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.
- EV/sales is 27% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
39.74Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.