Latest revenue
$1.01B
as of 2026-03-28
Latest net income
—
as of 2026-03-28
Net margin
—
as of 2026-03-28
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Millwood, Veneer, Plywood, & Structural Wood Members (3 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think FBIN is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.66B
- Enterprise value
- $7.15B
- P/E (trailing)
- 6.8×
- Forward P/E
- —
- P/B
- 1.68×
- Dividend yield
- 2.6%
- 52-wk high
- $64.84
- 52-wk low
- $32.34
- Beta
- —
- Shares out
- 119.3M
5-year trend
What this company does
Fortune Brands Innovations makes branded home products—faucets and sinks (Moen, ROHL), outdoor decking and doors, and locks and security hardware—sold mainly in North America. The company generates revenue across three segments (Water, Outdoors, Security), with roughly 25% of sales flowing through U.S. home centers like Home Depot and Lowe's. Following the December 2022 tax-free spin-off of its MasterBrand cabinets business, the company rebranded from FBHS to FBIN and now operates as a pure-play brands and innovation platform tied to housing demand.
Generated from FBIN's filing dated 2024-02-27
Key risks
- Customer concentration: Lowe's (10.9%) and Home Depot (10.2%) each exceed 10% of 2023 sales; top 10 customers ≈50% of revenue.
- Housing-cycle exposure: revenues tied to repair/remodel and new construction demand, vulnerable to mortgage rates, inflation and material/labor cost pressure.
- China and international exposure (~20% of net sales) creates FX, geopolitical and supply-chain risk, particularly for Water segment sourcing.
Generated from FBIN's filing dated 2024-02-27
Profitability
Operating margin
11.6%
27.8%Net margin
14.5%
44.1%Return on assets
11.2%
15.3%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-28 | $1.01B | -2.1% | — | — | — |
Q4 2025 2025-12-27 | $1.08B | -2.4% | — | — | — |
Q3 2025 2025-09-27 | $1.15B | -0.5% | — | — | — |
Q2 2025 2025-06-28 | $1.20B | -3.0% | — | — | — |
Q1 2025 2025-03-29 | $1.03B | -6.9% | — | — | — |
Q4 2024 2024-12-28 | $1.10B | — | — | — | — |
Q3 2024 2024-09-28 | $1.16B | -8.4% | — | — | — |
Q2 2024 2024-06-29 | $1.24B | +6.6% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Millwood, Veneer, Plywood, & Structural Wood Members · SIC 2430
Your notes
Keep private notes on FBIN — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$15.7M
Insider selling
$1.9M
Net activity
+$13.8M
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns FBIN
Institutional value
$2.30B
Total shares held
62.0M
Distinct holders
324
+7 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.3M | $753.3M | +1.3M (+7.4%) | Added |
| 2 | Pictet Asset Management Holding SA | 7.8M | $303.8M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.7M | $220.5M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.4M | $210.0M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $158.4M | +271.4K (+7.2%) | Added |
| 6 | FEDERATED HERMES, INC. | 1.3M | $52.6M | +149.9K (+12.5%) | Added |
| 7 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1M | $43.7M | -4.1K (-0.4%) | Trimmed |
| 8 | Bank of New York Mellon Corp | 1.1M | $42.2M | -2.2M (-66.6%) | Trimmed |
| 9 | FIRST TRUST ADVISORS LP | 926.4K | $36.1M | +26.3K (+2.9%) | Added |
| 10 | DIAMOND HILL CAPITAL MANAGEMENT INC | 872.4K | $34.0M | +318.2K (+57.4%) | Added |
| 11 | UBS Group AG | 845.4K | $32.9M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 745.4K | $29.0M | — | New |
| 13 | Lansforsakringar Fondforvaltning AB (publ) | 685.6K | $26.7M | +84.2K (+14.0%) | Added |
| 14 | JPMORGAN CHASE & CO | 689.0K | $25.6M | -964.8K (-58.3%) | Trimmed |
| 15 | Robeco Schweiz AG | 646.7K | $25.2M | — | New |
| 16 | WELLS FARGO & COMPANY/MN | 490.3K | $19.1M | +302.4K (+160.9%) | Added |
| 17 | CITIGROUP INC | 471.1K | $18.4M | +388.4K (+469.8%) | Added |
| 18 | BNP PARIBAS FINANCIAL MARKETS | 368.1K | $14.3M | +94.0K (+34.3%) | Added |
| 19 | Invesco Ltd. | 358.1K | $14.0M | +80.9K (+29.2%) | Added |
| 20 | Vulcan Value Partners, LLC | 343.6K | $13.4M | -10.0K (-2.8%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With Water, Outdoors, and Security now reported separately, which segment is structurally underperforming and at risk of divestiture or impairment?
- 2
Post-MasterBrand spin, how dependent is FBIN's growth algorithm on a US housing recovery versus self-help margin levers?
- 3
Quantify expected 2024 price/cost dynamics in Outdoors—are decking and door volumes still declining against Trex and Azek?
Refreshed when FBIN files a new report · last from 2024-02-27
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