Fortune Brands (FBIN) Misses Q4 Revenue, Shares Drop 12.2% on 2.4% YoY Decline

Fortune Brands (NYSE:FBIN) reported Q4 CY2025 revenue of $1.08B, 2.4% below year-on-year estimates and 3.7% short of consensus. GAAP EPS of $0.63 was 36.5% below analyst forecasts. The stock fell 12.2% to $54.65 in after-hours trading. Supporting context: Revenue growth averaged 4.3% over the past five years, but operating margins contracted 9.8 percentage points, with a 11.3% margin in Q4 down from 16.1% in Q4 CY2024. EPS declined 9% annually over the same period, with a 11.7% two-year annualized drop. Sell-side analysts project revenue to grow 3.6% and full-year EPS to reach $2.47, up 66% from $1.53 in CY2024.