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Side-by-side financial comparison of Fortune Brands Innovations, Inc. (FBIN) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.1B, roughly 1.4× Fortune Brands Innovations, Inc.). Fortune Brands Innovations, Inc. runs the higher net margin — 7.1% vs -3.1%, a 10.2% gap on every dollar of revenue. On growth, Fortune Brands Innovations, Inc. posted the faster year-over-year revenue change (-2.4% vs -11.9%). Fortune Brands Innovations, Inc. produced more free cash flow last quarter ($183.7M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% 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...
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
FBIN vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.5B |
| Net Profit | $76.3M | $-46.0M |
| Gross Margin | 43.8% | — |
| Operating Margin | 11.3% | -2.9% |
| Net Margin | 7.1% | -3.1% |
| Revenue YoY | -2.4% | -11.9% |
| Net Profit YoY | -27.3% | -84.0% |
| EPS (diluted) | $0.63 | $-0.28 |
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.
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $930.0M | ||
| Q1 24 | $1.1B | $913.0M |
| Q4 25 | $76.3M | $-46.0M | ||
| Q3 25 | $70.8M | $-14.0M | ||
| Q2 25 | $100.3M | $-9.0M | ||
| Q1 25 | $51.4M | $-31.0M | ||
| Q4 24 | $105.0M | $-25.0M | ||
| Q3 24 | $136.6M | $-243.0M | ||
| Q2 24 | $133.9M | $-7.0M | ||
| Q1 24 | $96.4M | $-15.0M |
| Q4 25 | 43.8% | — | ||
| Q3 25 | 45.2% | — | ||
| Q2 25 | 45.1% | — | ||
| Q1 25 | 44.0% | — | ||
| Q4 24 | 46.0% | — | ||
| Q3 24 | 45.9% | — | ||
| Q2 24 | 43.6% | — | ||
| Q1 24 | 43.9% | — |
| Q4 25 | 11.3% | -2.9% | ||
| Q3 25 | 11.0% | -0.5% | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | 9.4% | -2.1% | ||
| Q4 24 | 16.1% | -1.4% | ||
| Q3 24 | 17.8% | -1.9% | ||
| Q2 24 | 16.1% | — | ||
| Q1 24 | 14.0% | -1.3% |
| Q4 25 | 7.1% | -3.1% | ||
| Q3 25 | 6.2% | -1.0% | ||
| Q2 25 | 8.3% | -0.6% | ||
| Q1 25 | 5.0% | -2.2% | ||
| Q4 24 | 9.5% | -1.5% | ||
| Q3 24 | 11.8% | -23.4% | ||
| Q2 24 | 10.8% | -0.8% | ||
| Q1 24 | 8.7% | -1.6% |
| Q4 25 | $0.63 | $-0.28 | ||
| Q3 25 | $0.59 | $-0.08 | ||
| Q2 25 | $0.83 | $-0.05 | ||
| Q1 25 | $0.42 | $-0.18 | ||
| Q4 24 | $0.84 | $-0.17 | ||
| Q3 24 | $1.09 | $-1.81 | ||
| Q2 24 | $1.06 | $-0.06 | ||
| Q1 24 | $0.76 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | $2.5B | $387.0M |
| Stockholders' EquityBook value | $2.4B | $1.5B |
| Total Assets | $6.5B | $3.3B |
| Debt / EquityLower = less leverage | 1.07× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $264.0M | $17.0M | ||
| Q3 25 | $223.9M | $25.0M | ||
| Q2 25 | $234.7M | $18.0M | ||
| Q1 25 | $340.0M | $16.0M | ||
| Q4 24 | $381.1M | $35.0M | ||
| Q3 24 | $344.8M | $55.0M | ||
| Q2 24 | $352.6M | $7.0M | ||
| Q1 24 | $359.7M | $7.0M |
| Q4 25 | $2.5B | $387.0M | ||
| Q3 25 | $2.2B | $387.0M | ||
| Q2 25 | $2.2B | $387.0M | ||
| Q1 25 | $2.7B | $387.0M | ||
| Q4 24 | $2.7B | $351.0M | ||
| Q3 24 | $2.7B | $352.0M | ||
| Q2 24 | $2.7B | $370.0M | ||
| Q1 24 | $2.7B | $351.0M |
| Q4 25 | $2.4B | $1.5B | ||
| Q3 25 | $2.4B | $1.6B | ||
| Q2 25 | $2.3B | $1.6B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.3B | $579.0M | ||
| Q1 24 | $2.3B | $582.0M |
| Q4 25 | $6.5B | $3.3B | ||
| Q3 25 | $6.5B | $3.2B | ||
| Q2 25 | $6.6B | $3.2B | ||
| Q1 25 | $6.6B | $3.3B | ||
| Q4 24 | $6.6B | $3.4B | ||
| Q3 24 | $6.6B | $3.4B | ||
| Q2 24 | $6.7B | $1.8B | ||
| Q1 24 | $6.8B | $1.8B |
| Q4 25 | 1.07× | 0.25× | ||
| Q3 25 | 0.91× | 0.24× | ||
| Q2 25 | 0.93× | 0.24× | ||
| Q1 25 | 1.16× | 0.24× | ||
| Q4 24 | 1.10× | 0.22× | ||
| Q3 24 | 1.12× | 0.21× | ||
| Q2 24 | 1.15× | 0.64× | ||
| Q1 24 | 1.17× | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $183.7M | $-9.0M |
| FCF MarginFCF / Revenue | 17.0% | -0.6% |
| Capex IntensityCapex / Revenue | 2.3% | 1.1% |
| Cash ConversionOCF / Net Profit | 2.73× | — |
| TTM Free Cash FlowTrailing 4 quarters | $366.8M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $208.2M | $7.0M | ||
| Q3 25 | $204.4M | $23.0M | ||
| Q2 25 | $149.4M | $23.0M | ||
| Q1 25 | $-83.4M | $-2.0M | ||
| Q4 24 | $272.3M | $-7.0M | ||
| Q3 24 | $205.3M | $-7.0M | ||
| Q2 24 | $261.5M | $-5.0M | ||
| Q1 24 | $-71.3M | $7.0M |
| Q4 25 | $183.7M | $-9.0M | ||
| Q3 25 | $177.0M | $9.0M | ||
| Q2 25 | $118.7M | $9.0M | ||
| Q1 25 | $-112.6M | $-17.0M | ||
| Q4 24 | $212.1M | $-19.0M | ||
| Q3 24 | $175.6M | $-18.0M | ||
| Q2 24 | $222.7M | $-16.0M | ||
| Q1 24 | $-135.9M | $-4.0M |
| Q4 25 | 17.0% | -0.6% | ||
| Q3 25 | 15.4% | 0.6% | ||
| Q2 25 | 9.9% | 0.6% | ||
| Q1 25 | -10.9% | -1.2% | ||
| Q4 24 | 19.2% | -1.1% | ||
| Q3 24 | 15.2% | -1.7% | ||
| Q2 24 | 18.0% | -1.7% | ||
| Q1 24 | -12.2% | -0.4% |
| Q4 25 | 2.3% | 1.1% | ||
| Q3 25 | 2.4% | 1.0% | ||
| Q2 25 | 2.6% | 1.0% | ||
| Q1 25 | 2.8% | 1.0% | ||
| Q4 24 | 5.5% | 0.7% | ||
| Q3 24 | 2.6% | 1.1% | ||
| Q2 24 | 3.1% | 1.2% | ||
| Q1 24 | 5.8% | 1.2% |
| Q4 25 | 2.73× | — | ||
| Q3 25 | 2.89× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | -1.62× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | 1.95× | — | ||
| Q1 24 | -0.74× | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
