Masco Corp
MAS
ISIN null / Valor 950004
Masco Corp
UMushroom community rating:
About company
Masco Corporation is a leading manufacturer and marketer of branded home improvement and building products, serving both professional and do-it-yourself customers. The company operates through several key segments, including cabinetry, plumbing products, and decorative architectural products. Notable brands under Masco include Delta Faucet, Behr paints, and KraftMaid cabinetry, which are recognized for their quality and innovation in the market. Masco supplies a wide range of products such as faucets, paint, cabinets, and woodworking tools, catering to various aspects of residential and commercial construction and renovation. With a global presence, Masco emphasizes operational excellence and product diversity to meet the evolving needs of the home improvement industry.
Summarized from source with an LLMView SourceSector: Consumer CyclicalsLatest Results (26.03.2026):
Masco Corporation’s fourth quarter 2025 results show modest top-line weakness and margin pressure: Q4 net sales declined 2% to $1,793 million and adjusted earnings per share fell 8% to $0.82 (reported EPS $0.80). For full-year 2025, net sales were $7,562 million (‑3%) with adjusted EPS $3.96 (reported EPS $3.86). Management declared a $0.32 quarterly dividend, authorized a new $2.0 billion share repurchase program, and provided 2026 adjusted EPS guidance of $4.10–$4.30.
Q4 2025 headline results
Net sales down 2% to $1,793M (local currency down 3%). Gross margin compressed to 33.9% (down ~80 bps reported; adjusted 33.7%, down ~110 bps). Operating profit was $248M (adjusted $259M), operating margin 13.8% (adjusted 14.4%). Reported EPS $0.80 (prior $0.85); adjusted EPS $0.82 (prior $0.89).
Full-year 2025
Net sales $7,562M (‑3%; in local currency and excluding divestitures ‑2%). Operating profit $1,248M (adjusted $1,272M); adjusted operating margin 16.8%. Reported EPS $3.86 (up 3% vs. 2024); adjusted EPS $3.96 (down 3% vs. 2024). Returned $832M to shareholders in 2025.
Segment performance
Plumbing Products outperformed: Q4 sales +5% (FY +3%) with healthy margins. Decorative Architectural Products lagged: Q4 sales ‑15% (FY ‑14%) and incurred impairment/rationalization impacts that materially compressed its margins.
Capital allocation & shareholder returns
Board declared $0.32 quarterly dividend payable March 9, 2026 and authorized a new $2.0B share repurchase program effective Feb 10, 2026. Masco returned $281M to shareholders in Q4 (dividends + buybacks).
Outlook and strategic actions
2026 guidance: reported EPS $3.91–$4.11; adjusted EPS $4.10–$4.30. Company expects roughly flat repair & remodel markets and plans cost actions: $18M of restructuring charges in Q4 2025 and ~ $50M additional charges expected in 2026. Liberty Hardware will be integrated into Delta Faucet to capture synergies.
Balance sheet & cash flow
Cash and cash equivalents $647M; total liquidity $1,647M (including $1,000M revolver). Operating cash flow for 2025 was $1,022M. Long-term debt $2,945M. Inventory days rose to 83 (from 72), working capital as % of LTM sales 16.7%.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
14965 M
Market cap (USD)
4,076,567
Daily traded volume (Shares)
72.96 / 71.79
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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