vs
Side-by-side financial comparison of Fortune Brands Innovations, Inc. (FBIN) and Stride, Inc. (LRN). Click either name above to swap in a different company.
Fortune Brands Innovations, Inc. is the larger business by last-quarter revenue ($1.1B vs $629.9M, roughly 1.7× Stride, Inc.). Stride, Inc. runs the higher net margin — 14.1% vs 7.1%, a 7.0% gap on every dollar of revenue. On growth, Stride, Inc. posted the faster year-over-year revenue change (2.7% vs -2.4%). Over the past eight quarters, Stride, Inc.'s revenue compounded faster (8.6% CAGR vs -1.5%).
Fortune Brands Innovations, Inc. is an American manufacturer of home and security products, headquartered in Deerfield, Illinois. Its portfolio of businesses and brands includes Moen and the House of Rohl; outdoor living and security products from Therma-Tru, Larson, Fiberon, Master Lock and SentrySafe; and MasterBrand Cabinets. Fortune Brands is a Fortune 500 company and part of the S&P 400 Index. As of December 31, 2021, the company reported employing approximately 28,000 associates and pos...
Stride, Inc. is a for-profit education company that provides online and blended education programs. Stride, Inc. is an education management organization (EMO) that provides online education designed as an alternative to traditional "brick and mortar" education for public school students from kindergarten to 12th grade, as well as career learning programs. As of 2012, publicly traded Stride, Inc. was the largest EMO in terms of enrollment.
FBIN vs LRN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.1B | $629.9M |
| Net Profit | $76.3M | $88.5M |
| Gross Margin | 43.8% | — |
| Operating Margin | 11.3% | 20.5% |
| Net Margin | 7.1% | 14.1% |
| Revenue YoY | -2.4% | 2.7% |
| Net Profit YoY | -27.3% | 8.5% |
| EPS (diluted) | $0.63 | $1.93 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q3 26 | — | $629.9M | ||
| Q4 25 | $1.1B | $631.3M | ||
| Q3 25 | $1.1B | $620.9M | ||
| Q2 25 | $1.2B | $653.6M | ||
| Q1 25 | $1.0B | $613.4M | ||
| Q4 24 | $1.1B | $587.2M | ||
| Q3 24 | $1.2B | $551.1M | ||
| Q2 24 | $1.2B | $534.2M |
| Q3 26 | — | $88.5M | ||
| Q4 25 | $76.3M | $99.5M | ||
| Q3 25 | $70.8M | $68.8M | ||
| Q2 25 | $100.3M | $51.3M | ||
| Q1 25 | $51.4M | $99.3M | ||
| Q4 24 | $105.0M | $96.4M | ||
| Q3 24 | $136.6M | $40.9M | ||
| Q2 24 | $133.9M | $62.8M |
| Q3 26 | — | — | ||
| Q4 25 | 43.8% | 41.1% | ||
| Q3 25 | 45.2% | 39.0% | ||
| Q2 25 | 45.1% | 36.6% | ||
| Q1 25 | 44.0% | 40.6% | ||
| Q4 24 | 46.0% | 40.8% | ||
| Q3 24 | 45.9% | 39.2% | ||
| Q2 24 | 43.6% | 35.2% |
| Q3 26 | — | 20.5% | ||
| Q4 25 | 11.3% | 23.3% | ||
| Q3 25 | 11.0% | 11.1% | ||
| Q2 25 | 14.3% | 8.7% | ||
| Q1 25 | 9.4% | 21.3% | ||
| Q4 24 | 16.1% | 21.3% | ||
| Q3 24 | 17.8% | 8.6% | ||
| Q2 24 | 16.1% | 13.8% |
| Q3 26 | — | 14.1% | ||
| Q4 25 | 7.1% | 15.8% | ||
| Q3 25 | 6.2% | 11.1% | ||
| Q2 25 | 8.3% | 7.9% | ||
| Q1 25 | 5.0% | 16.2% | ||
| Q4 24 | 9.5% | 16.4% | ||
| Q3 24 | 11.8% | 7.4% | ||
| Q2 24 | 10.8% | 11.8% |
| Q3 26 | — | $1.93 | ||
| Q4 25 | $0.63 | $2.12 | ||
| Q3 25 | $0.59 | $1.40 | ||
| Q2 25 | $0.83 | $0.96 | ||
| Q1 25 | $0.42 | $2.02 | ||
| Q4 24 | $0.84 | $2.03 | ||
| Q3 24 | $1.09 | $0.94 | ||
| Q2 24 | $1.06 | $1.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $264.0M | $614.0M |
| Total DebtLower is stronger | $2.5B | $417.6M |
| Stockholders' EquityBook value | $2.4B | $1.6B |
| Total Assets | $6.5B | $2.4B |
| Debt / EquityLower = less leverage | 1.07× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | $614.0M | ||
| Q4 25 | $264.0M | $625.7M | ||
| Q3 25 | $223.9M | $715.1M | ||
| Q2 25 | $234.7M | $985.3M | ||
| Q1 25 | $340.0M | $723.7M | ||
| Q4 24 | $381.1M | $717.5M | ||
| Q3 24 | $344.8M | $522.2M | ||
| Q2 24 | $352.6M | $692.3M |
| Q3 26 | — | $417.6M | ||
| Q4 25 | $2.5B | $417.2M | ||
| Q3 25 | $2.2B | $416.8M | ||
| Q2 25 | $2.2B | $416.3M | ||
| Q1 25 | $2.7B | $415.9M | ||
| Q4 24 | $2.7B | $415.5M | ||
| Q3 24 | $2.7B | $415.1M | ||
| Q2 24 | $2.7B | $414.7M |
| Q3 26 | — | $1.6B | ||
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.4B | $1.5B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.3B | $1.4B | ||
| Q4 24 | $2.4B | $1.3B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.3B | $1.2B |
| Q3 26 | — | $2.4B | ||
| Q4 25 | $6.5B | $2.3B | ||
| Q3 25 | $6.5B | $2.3B | ||
| Q2 25 | $6.6B | $2.3B | ||
| Q1 25 | $6.6B | $2.2B | ||
| Q4 24 | $6.6B | $2.1B | ||
| Q3 24 | $6.6B | $2.0B | ||
| Q2 24 | $6.7B | $1.9B |
| Q3 26 | — | 0.25× | ||
| Q4 25 | 1.07× | 0.27× | ||
| Q3 25 | 0.91× | 0.27× | ||
| Q2 25 | 0.93× | 0.28× | ||
| Q1 25 | 1.16× | 0.29× | ||
| Q4 24 | 1.10× | 0.32× | ||
| Q3 24 | 1.12× | 0.34× | ||
| Q2 24 | 1.15× | 0.35× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $208.2M | $117.0M |
| Free Cash FlowOCF − Capex | $183.7M | — |
| FCF MarginFCF / Revenue | 17.0% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 2.73× | 1.32× |
| TTM Free Cash FlowTrailing 4 quarters | $366.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q3 26 | — | $117.0M | ||
| Q4 25 | $208.2M | $91.8M | ||
| Q3 25 | $204.4M | $-195.8M | ||
| Q2 25 | $149.4M | $298.3M | ||
| Q1 25 | $-83.4M | $53.1M | ||
| Q4 24 | $272.3M | $223.4M | ||
| Q3 24 | $205.3M | $-142.0M | ||
| Q2 24 | $261.5M | $172.2M |
| Q3 26 | — | — | ||
| Q4 25 | $183.7M | $91.6M | ||
| Q3 25 | $177.0M | $-196.1M | ||
| Q2 25 | $118.7M | $297.9M | ||
| Q1 25 | $-112.6M | $52.9M | ||
| Q4 24 | $212.1M | $222.9M | ||
| Q3 24 | $175.6M | $-142.7M | ||
| Q2 24 | $222.7M | $171.4M |
| Q3 26 | — | — | ||
| Q4 25 | 17.0% | 14.5% | ||
| Q3 25 | 15.4% | -31.6% | ||
| Q2 25 | 9.9% | 45.6% | ||
| Q1 25 | -10.9% | 8.6% | ||
| Q4 24 | 19.2% | 38.0% | ||
| Q3 24 | 15.2% | -25.9% | ||
| Q2 24 | 18.0% | 32.1% |
| Q3 26 | — | — | ||
| Q4 25 | 2.3% | 0.0% | ||
| Q3 25 | 2.4% | 0.0% | ||
| Q2 25 | 2.6% | 0.1% | ||
| Q1 25 | 2.8% | 0.0% | ||
| Q4 24 | 5.5% | 0.1% | ||
| Q3 24 | 2.6% | 0.1% | ||
| Q2 24 | 3.1% | 0.1% |
| Q3 26 | — | 1.32× | ||
| Q4 25 | 2.73× | 0.92× | ||
| Q3 25 | 2.89× | -2.85× | ||
| Q2 25 | 1.49× | 5.81× | ||
| Q1 25 | -1.62× | 0.53× | ||
| Q4 24 | 2.59× | 2.32× | ||
| Q3 24 | 1.50× | -3.47× | ||
| Q2 24 | 1.95× | 2.74× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FBIN
| Wholesale Retail Trade | $526.7M | 49% |
| Home Center Retailer | $257.1M | 24% |
| Security Segment | $165.8M | 15% |
| Other Retailer | $118.2M | 11% |
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |