Diamond Hill Small-Mid Cap Strategy Q2 2026 Portfolio Review

Diamond Hill Small-Mid Cap Strategy increased 9.73% (net of fees) compared to a 20.26% increase for the Russell 2500 Index. Shares of electrical product manufacturer Regal Rexnord rose in 2Q26 after reporting solid results on strong data center demand. Given the fundamental headwinds Wix.com is facing, we exited our position to deploy capital to more attractive opportunities.

Seeking Alpha • Aug 25, 2026

Fortune Brands: The Water Segment Turnaround Execution Remains A 'Show-Me' Story

Fortune Brands Innovations is rated Hold due to execution issues in its Water segment and ongoing revenue weakness. FBIN's Q2 2026 adjusted EBIT and EPS benefited from an $81M tariff refund; underlying profits and EPS declined year-over-year when adjusted. Management expects Water segment service levels to normalize by year-end, but turnaround execution remains a 'show-me' story for investors.

Seeking Alpha • Aug 18, 2026

Fortune Brands Innovations, Inc. (FBIN) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

Fortune Brands Innovations, Inc. (FBIN) Presents at Deutsche Bank's Chicago Industrials Summit Transcript

Seeking Alpha • Aug 13, 2026

Diamond Hill Small-Mid Cap Fund Q2 2026 Portfolio Review

The Fund increased 9.71% compared to a 20.26% increase for the Russell 2500 Index. We initiated a position in managed care provider Centene. Shares of website design software provider Wix.com were sold as the company's core business has experienced slowing growth due to AI-driven vibe coding.

Seeking Alpha • Aug 7, 2026

Fortune Brands Innovations Q2 Earnings Call Highlights

Fortune Brands Innovations NYSE: FBIN reported second-quarter sales of $1.2 billion, down 4% from a year earlier, as service-level challenges in its Water segment and softer new-construction demand weighed on results. The company said operating income rose 18.4% to $236 million and earnings per share were $1.35, with both measures benefiting from anticipated tariff refunds.

MarketBeat • Aug 5, 2026

Fortune Brands Innovations, Inc. (FBIN) Q2 2026 Earnings Call Transcript

Fortune Brands Innovations, Inc. (FBIN) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 5, 2026

Fortune Brands Announces Second Quarter Results, Underlying Financial Results In Line With Expectations

DEERFIELD, Ill.--(BUSINESS WIRE)--Fortune Brands Innovations, Inc. (NYSE: FBIN or “Fortune Brands” or the “Company”), an industry-leading home, security and digital products company, today announced second quarter 2026 results. "Our second quarter results were in line with expectations, and we continue to focus on improving execution. Since stepping into the role, I have spent time with our business teams and engaged in initial conversations with customers and channel partners. I have been impr.

Business Wire • Aug 4, 2026

Fortune Brands Innovations (FBIN) Q2 Earnings Beat Estimates

Fortune Brands Innovations (FBIN) came out with quarterly earnings of $1.35 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $1 per share a year ago.

Zacks Investment Research • Aug 5, 2026

Fortune Brands Innovations: As Market Conditions Worsen, More Caution Is Warranted (Downgrade)

Fortune Brands Innovations is downgraded from 'buy' to 'hold' due to worsening fundamentals and reduced management guidance. FBIN faces persistent revenue and profitability declines across all segments, driven by housing market weakness, inflation, tariffs, and deteriorating consumer confidence. Management now guides FY2026 revenue to decline low single digits and EPS to $3.00–$3.30, down from prior flat-to-up guidance.

Seeking Alpha • Jul 31, 2026

Fortune Brands Innovations Declares Quarterly Dividend

DEERFIELD, Ill.--(BUSINESS WIRE)--Fortune Brands Innovations, Inc. (NYSE: FBIN or “Fortune Brands” or the “Company”), an industry-leading home, security and digital products company whose purpose is to elevate every life by transforming spaces into havens, today announced that its Board of Directors declared a quarterly cash dividend of $0.26 per common share. The dividend is payable on September 9, 2026, to stockholders of record as of the close of business on August 21, 2026.About Fortune Bran.

Business Wire • Jul 20, 2026