Fortune Brands reported Q4 2025 revenue of $1.08 billion, down 2.4% from a year earlier and $60 million below Wall Street estimates. GAAP earnings per share declined 36.5% to $0.63, lagging the consensus of $0.99 as cost pressures weighed on margins across its home and security products segments.

The company set its fiscal 2026 EPS guidance midpoint at $3.50 per share, which is 14.4% below analysts’ forecasts. Management cited ongoing raw material inflation and supply chain inefficiencies as headwinds that will temper profit growth in the coming year.

Shares plunged 16.7% following the combined top- and bottom-line misses and tepid outlook, marking one of the largest single-session moves in over a year. The stock now trades roughly 25.5% below its 52-week high, reflecting heightened investor concern over near-term growth prospects.