Masco (NYSE:MAS) Posts Earnings Results

Masco (NYSE:MAS – Get Free Report) released its quarterly earnings results on Wednesday. The construction company reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.17, FiscalAI reports. The firm had revenue of $1.97 billion for the quarter, compared to the consensus estimate of $1.93 billion. During the same quarter in the prior year, the firm earned $0.97 earnings per share. The company’s revenue for the quarter was up 2.6% compared to the same quarter last year.

Here are the key takeaways from Masco’s conference call:

  • Masco raised its 2026 adjusted EPS guidance to $4.65–$4.75 from $4.40–$4.60 and increased its operating-margin outlook to 18%–18.5%, citing stronger-than-expected operational performance.
  • Third-quarter results were strong, with sales up 3%, adjusted operating profit up 13% to $351 million, margin expanding 160 basis points to 17.9%, and EPS rising 23% to $1.19.
  • Plumbing continued to lead performance, with North American sales up 8% in local currency and segment operating profit up 25%; Delta gained momentum across wholesale, retail, and e-commerce channels.
  • Decorative Architectural sales were flat as DIY paint declined low single digits, while international plumbing fell 5% in local currency due to difficult European comparisons and continued weakness in China.
  • Management expects ongoing macroeconomic uncertainty and mid-single-digit input-cost inflation, including higher copper, oil-based product, freight, employee, and medical costs, to pressure the fourth quarter and potentially persist into 2027.

Masco Trading Up 2.4%

MAS traded up $1.83 during trading hours on Wednesday, hitting $77.00. The company’s stock had a trading volume of 940,577 shares, compared to its average volume of 2,570,590. The business’s 50-day moving average price is $70.95 and its 200-day moving average price is $70.72. Masco has a 12 month low of $58.16 and a 12 month high of $83.64.

Masco Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Monday, August 24th were paid a $0.32 dividend. The ex-dividend date of this dividend was Monday, August 24th. This represents a $1.28 dividend on an annualized basis and a yield of 1.7%.

Trending Headlines about Masco

Here are the key news stories impacting Masco this week:

  • Positive Sentiment: EPS and revenue beat estimates: Masco reported quarterly earnings of approximately $1.19 per share, above the roughly $1.01–$1.02 consensus, while revenue of $1.97 billion exceeded expectations of $1.93 billion. EPS increased from $0.97 a year earlier, and sales rose about 3% year over year. Masco Q3 earnings and revenues surpass estimates
  • Positive Sentiment: Profitability improved materially: Operating profit rose 12% to $338 million, operating margin expanded to 17.2% from 15.8%, and gross margin increased 240 basis points to 36.6%. The margin expansion was a key driver of the earnings beat. Masco Q3 2026 earnings and margin expansion
  • Positive Sentiment: Guidance was raised: Masco forecast 2026 GAAP EPS of $4.51 to $4.61, supporting investor confidence that productivity initiatives and cost control can offset uneven demand. Masco Corporation reports third-quarter 2026 results
  • Positive Sentiment: Shareholder returns remained supportive: Masco returned $322 million through dividends and repurchases during the quarter and declared a quarterly dividend of $0.32 per share, payable November 23, 2026. Masco third-quarter sales and EPS report
  • Neutral Sentiment: Results were mixed by segment: Plumbing Products sales increased 4%, while Decorative Architectural Products sales were flat, indicating that demand growth remains uneven despite the overall revenue beat. Masco Q3 key metrics versus estimates

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. DA Davidson assumed coverage on shares of Masco in a research note on Monday, August 24th. They set a “neutral” rating and a $80.00 target price on the stock. Zacks Research lowered Masco from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 14th. Weiss Ratings raised Masco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 16th. Royal Bank Of Canada decreased their price target on Masco from $72.00 to $69.00 and set a “sector perform” rating on the stock in a report on Wednesday, October 7th. Finally, Deutsche Bank Aktiengesellschaft set a $74.00 price objective on Masco in a research report on Monday, August 3rd. Seven equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $79.12.

Get Our Latest Research Report on MAS

About Masco

(Get Free Report)

Masco Corporation (NYSE: MAS) is a manufacturer of branded home improvement and building products. The company’s portfolio includes faucets, showering and bathing products, architectural coatings, decorative hardware and related products sold to residential and commercial customers.

Masco operates through two principal areas: Plumbing Products and Decorative Architectural Products. Its brands include Delta Faucet, Brizo, Hansgrohe, Behr Paint and Kichler Lighting, among others. These products are distributed through home improvement retailers, specialty dealers, distributors and other channels.

Founded in 1929 by Alex Manoogian, Masco is headquartered in Livonia, Michigan, and serves customers primarily in North America and Europe, with products sold in additional international markets.

Featured Stories

Earnings History for Masco (NYSE:MAS)

Receive News & Ratings for Masco Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Masco and related companies with MarketBeat.com's FREE daily email newsletter.