CluenexFortune Brands Innovations FBIN
Fortune Brands Innovations scores weak on business quality (3.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Fortune Brands Innovations does
Fortune Brands Innovations makes security and water products, selling directly to homeowners and builders through retail channels. Revenue relies heavily on home improvement trends and new construction spending.
- What it does best
Fortune Brands delivers a gross margin of 46.0%, beating peer SSD at 45.7%. This efficiency comes from established brand dominance and retail scale that smaller rivals cannot easily match.
- The main risk
Revenue contraction of 3.2% highlights persistent weakness in housing demand. If volumes keep sliding, operating leverage will reverse and compress earnings further.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins stand at 14.7% with a net margin of 3.4%. Profitability is softening alongside falling revenue, showing limited ability to scale earnings in a downturn.
A gross margin in the top quartile at the 77th sector percentile points to brand loyalty in water and security products. Retail shelf space keeps new entrants out.
Revenue is shrinking, down from $4.6B in 2024 to $4.4B, placing growth in the bottom decile at an 11th percentile sector rank.
Debt-to-equity sits at 1.1x with interest coverage of 5.9x, leaving limited room for error. Free cash flow of $400M supports modest debt reduction, but the balance sheet remains heavy.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $2.0M on the open market. 1 sold $31K outside pre-planned sales.
Our sealed record on FBIN
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Fortune Brands Innovations scores weak on the Cluenex quality check (3.8 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 insider bought $2.0M on the open market. 1 sold $31K outside pre-planned sales.
Oct 28, 2026, after the close.
See FBIN today
- Today's verdict on FBIN, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Fortune Brands Innovations (FBIN)”, https://cluenex.com/stocks/fbin/, data as of Oct 10, 2026.