Stanley Black & Decker: Can Brand-Led Innovation Reignite Demand for CRAFTSMAN and STANLEY?

Stanley Black & Decker’s recent financial results and guidance provide a comprehensive view of its current positioning and strategic direction. In 2025, the company achieved full-year revenues of $15.1 billion, despite experiencing a 1% organic revenue decline. Positively, the DEWALT brand and Aerospace fasteners registered growth, suggesting areas of resilience within the portfolio. The company’s strategic initiatives focused on tariff mitigation, supply chain efficiencies, and a global cost reduction program, which contributed to an adjusted gross margin expansion of 70 basis points to 30.7%. Notably, the global cost reduction program yielded $2.1 billion in run-rate pretax cost savings since mid-2022. Stanley Black & Decker’s approach to offsetting tariff-related headwinds has been through pricing actions and operational efficiencies. However, the company acknowledged market volatility, particularly with surcharges for tariff mitigation.