Fortune Brands Innovations Outlines 2026 Outlook Amid Softer Market

Company announces CEO transition as it navigates industry headwinds and plans cost-cutting initiatives.

Published on Feb. 13, 2026

Fortune Brands Innovations (NYSE:FBIN) executives used the company's fourth-quarter 2025 earnings call to outline the impact of a softer-than-expected market backdrop, review results across its segments, and frame a 2026 outlook that assumes continued uncertainty and no near-term demand inflection. The company also discussed a planned CEO transition, with CEO Nick Fink set to depart and board member Amit Banati slated to become chief executive in May.

Why it matters

Fortune Brands Innovations is a major player in the home improvement and plumbing fixtures market, and its performance and outlook provide insights into broader industry trends and challenges. The CEO transition and the company's focus on a 'profitability reset' through cost-cutting initiatives also signal the need to adapt to a softer market backdrop.

The details

For the fourth quarter, Fortune Brands posted sales of $1.1 billion, down 2%, with sales flat excluding China. The quarter reflected market softness that was 'more than expected' in the Water and Outdoors segments, driven by wholesalers responding to weaker construction data and avoiding inventory builds ahead of the spring season. Consolidated operating income was $158 million, down 13%, and operating margin was 14.7%, down 170 basis points. Adjusted EPS was $0.86, down 12%.

  • Fortune Brands Innovations reported its fourth-quarter 2025 earnings on February 13, 2026.
  • CEO Nick Fink is set to depart the company in May 2026.
  • Amit Banati is slated to become the new CEO of Fortune Brands Innovations in May 2026.

The players

Fortune Brands Innovations

A global leader in water innovations, specializing in the design, manufacturing and marketing of plumbing fixtures, fittings and related products. The company is headquartered in Deerfield, Illinois.

Nick Fink

The current CEO of Fortune Brands Innovations, who is set to depart the company in May 2026.

Amit Banati

A board member of Fortune Brands Innovations who is slated to become the new CEO of the company in May 2026.

Susan Kilsby

The board chair of Fortune Brands Innovations, who will manage the responsibilities of the CEO's office during the interim period between Fink's departure and Banati's start.

Jon Baksht

The CFO of Fortune Brands Innovations.

Got photos? Submit your photos here. ›

What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.