Current guidance
27 items
Each item compared with the same item in the previous release (May 7, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | EPS before charges / gains | for FY2026 | “$3.35 to $3.65” | “$3.00 to $3.30” | Filing ↗ |
| New | Net tariff refund 1 benefit to EPS | for FY2026 | — | “$0.52” | Filing ↗ |
| New | Net tariff refund 1 benefit to Operating Income | for FY2026 | — | “$81 million” | Filing ↗ |
| New | Net tariff refunds benefit to full year EPS | for FY2026 | — | “$0.52” | Filing ↗ |
| New | Net tariff refunds benefit to full year Operating Income | for FY2026 | — | “$81 million” | Filing ↗ |
| Lowered | Operating margin before charges / gains | for FY2026 | “14.5% to 15.5%” | “13.5% to 14.5%” | Filing ↗ |
| Narrowed | Capex | for FY2026 | “$110 million to $140 million” | “$110 million to $125 million” | Filing ↗ |
| Lowered | Cash flow from operations | for FY2026 | “$540 million to $560 million” | “$475 million to $510 million” | Filing ↗ |
| Lowered | Free cash flow | for FY2026 | “$400 million to $450 million” | “$350 million to $400 million” | Filing ↗ |
| Reiterated | Global market | for FY2026 | “Down low single digits” | “Down low single digits” | Filing ↗ |
| Reiterated | Interest Expense | for FY2026 | “$110 million to $115 million” | “$110 million to $115 million” | Filing ↗ |
| Reiterated | Share Count | for FY2026 | “120 million to 120.5 million” | “120 million to 120.5 million” | Filing ↗ |
| Reiterated | Tax Rate | for FY2026 | “24.0% to 24.5%” | “24.0% to 24.5%” | Filing ↗ |
| Reiterated | U.S. SFNC | for FY2026 | “Down mid single digits” | “Down mid single digits” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Cash flow from operations (GAAP) | for FY2026 | “$500 to $535” | — | Filing ↗ |
| Not restated | China market | for FY2026 | “Down low double digits” | — | Filing ↗ |
| Not restated | Corporate expense | for FY2026 | “$155 million to $165 million” | — | Filing ↗ |
| Not restated | Free cash flow (b) | for FY2026 | “$375 to $425” | — | Filing ↗ |
| Not restated | U.S. market | for FY2026 | “Down low single digits” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net sales | “Flat to 2.0%” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| Outdoors net sales | “(0.5%) to 1.5%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Security net sales | “Flat to 3.0%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Water Innovations net sales | “Flat to 2.0%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| EPS before charges / gains | “$3.00 to $3.30” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Net tariff refund 1 benefit to EPS | “$0.52” | for FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Net tariff refund 1 benefit to Operating Income | “$81 million” | for FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Net tariff refunds benefit to full year EPS | “$0.52” | for FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Net tariff refunds benefit to full year Operating Income | “$81 million” | for FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Operating margin before charges / gains | “13.5% to 14.5%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Outdoors operating margin before charges / gains | “11.5% to 12.5%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Security operating margin before charges / gains | “15.5% to 16.5%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Water Innovations operating margin before charges / gains | “22.0% to 23.0%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 1 | Filing ↗ |
| Capex | “$110 million to $125 million” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Capital expenditures | “$110 to $125” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Cash flow from operations | “$475 million to $510 million” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Cash flow from operations (GAAP) | “$500 to $535” | for FY2026 | GAAP-tied | May 7, 2026 | 1 | Filing ↗ |
| China market | “Down low double digits” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Corporate expense | “$155 million to $165 million” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Free cash flow | “$350 million to $400 million” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Free cash flow (b) | “$375 to $425” | for FY2026 | Company-defined | May 7, 2026 | 1 | Filing ↗ |
| Global market | “Down low single digits” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Interest Expense | “$110 million to $115 million” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Share Count | “120 million to 120.5 million” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Tax Rate | “24.0% to 24.5%” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| U.S. market | “Down low single digits” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| U.S. SFNC | “Down mid single digits” | for FY2026 | Company-defined | May 7, 2026 | 2 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase authorization | “up to $1 billion” | for FY2027 | Declared action | Feb 4, 2025 | 1 | Filing ↗ |
Cash flow from operations, for FY2025 — every statement across the year, each linked to its filing.
12 companies in Homebuilders & building products. What they guide on, and who reported this season.
| KB Home | Sep 22, 2026 | 8 changes |
| Lennar | Sep 16, 2026 | 10 changes |
| Toll Brothers | Aug 18, 2026 | 13 changes |
| Fortune Brands Innovations | Aug 4, 2026 | 9 changes |
| LGI Homes | Aug 4, 2026 | 6 changes |
| Builders FirstSource | Jul 30, 2026 | 11 changes |
| Masco | Jul 29, 2026 | 7 changes |
| Meritage Homes | Jul 29, 2026 | 2 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|---|
| Net sales | — | 1 statement | — | — | — |
| Net sales [organic] | — | — | — | 1 statement | — |
| Outdoors net sales | — | 1 statement | 3 statements | 1 statement | — |
| Security net sales | — | 1 statement | 2 statements | 1 statement | — |
| Security net sales [organic] | — | — | — | 1 statement | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 4, 2026 | FY2026 Q2 | 0001193125-26-332793 | 14 | Open filing ↗ |
| May 7, 2026 | FY2026 Q1 | 0001193125-26-211899 | 14 | Open filing ↗ |
| Feb 11, 2026 | FY2025 Q4 | 0001193125-26-048775 | 18 | Open filing ↗ |
| Oct 30, 2025 | FY2025 Q3 | 0001193125-25-258551 | 23 | Open filing ↗ |
| Jul 31, 2025 | FY2025 Q2 | 0000950170-25-100904 | 22 | Open filing ↗ |
| May 6, 2025 | FY2025 Q1 | 0000950170-25-064485 | 1 | Open filing ↗ |
| Feb 4, 2025 | FY2024 Q4 | 0000950170-25-015384 | 21 | Open filing ↗ |
| Nov 6, 2024 | FY2024 Q3 | 0000950170-24-122307 | 24 | Open filing ↗ |
1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Capex = Around $200 million | span gate: value not verbatim in filing | Feb 4, 2025 |