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Masco Corporation
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Latest analysis
Updated Oct 28, 2026
Masco raises FY2026 EPS guidance to $4.65-$4.75 on 13% Q3 operating profit growth and tariff refund tailwind, with R&R fundamentals intact despite macro uncertainty.
Masco delivered Q3 2026 operating profit of $351 million (+13% YoY) and EPS of $1.19 (+23%), driven by pricing discipline, cost savings, and a favorable tariff cost lap versus peak China tariffs in Q3 2025. The company raised full-year EPS guidance to $4.65-$4.75 (from $4.40-$4.60) and lifted operating margin outlook to 18%-18.5%, with the guidance raise attributed entirely to operational performance, not tariff benefits. North American Plumbing sales grew 8% in local currency, led by Delta capturing share across all three channels — trade, retail, and e-commerce — while the Decorative Architectural segment stabilized at flat, with PRO paint up mid-single digits offsetting continued DIY softness tied to depressed existing home sales.
Tone: bullishRevenue
$7.6B
MAS 10-K · FY 2025
Employees
18,000
Revenue growth YoY
-3%
Headquarters
Livonia, MI
Profile
MAS 10-K Item 1 · Feb 10, 2026Masco Corporation designs, manufactures, and distributes branded home improvement and building products sold primarily for repair and remodeling activity and, to a lesser extent, new home construction. The company operates through two segments — Plumbing Products and Decorative Architectural Products — anchored by brands including BEHR paint, DELTA and HANSGROHE faucets, LIBERTY hardware, and HOT SPRING spas. Products are sold through home center retailers, online retailers, wholesalers, distributors, mass merchandisers, and direct-to-consumer channels globally.
Read filing description ↓ Collapse description ↑
Masco Corporation and its subsidiaries is a global leader in the design, manufacture and distribution of branded home improvement and building products. Our portfolio of industry-leading brands includes BEHR paint; DELTA and HANSGROHE faucets, bath and shower fixtures; LIBERTY branded decorative and functional hardware; and HOT SPRING spas. We leverage our powerful brands across product categories, sales channels and geographies to create value for our customers and shareholders. We believe that our solid results of operations and financial position for 2025 resulted from our continued focus on our strategy to drive the full potential of our core businesses, leverage opportunities across our enterprise, and actively manage our portfolio. We report our financial results in two segments, our Plumbing Products segment and our Decorative Architectural Products segment, which are aggregated by product similarity. Our Decorative Architectural Products segment is impacted by seasonality and normally experiences stronger sales during the second and third calendar quarters, corresponding with the peak season for repair and remodel activity. We continue to pursue our strategy of driving the full potential of our core businesses, leveraging opportunities across our enterprise, and actively managing our portfolio. We remain confident in the fundamentals of our business and long-term strategy. We execute our strategy by investing in our brands, developing innovative products, making capital investments, and focusing on continuous productivity improvement and operational excellence, among other initiatives.
Primary products
- faucets
- showerheads
- handheld showers
- valves
- bath hardware and accessories
- bathing units
Business segments
End markets
Geographies
Named customers
Included in net sales were sales to one customer of $2,859 million, $3,010 million and $3,070 million in 2025, 2024 and 2023, respectively. Such net sales were included in each of our segments.
Named competitors
“We believe that our plumbing products are among the leaders in sales in North America and Europe.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales for 2025 decreased three percent compared to 2024, primarily due to lower sales volume across the entire company, partially offset by higher net selling prices of plumbing products.
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