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12:00
Jul 29 ◎

MAS FY2026 Q2 Watch

Masco Corporation (MAS) FY2026 Q2 Earnings Call

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Jon Nudi

Masco is investing jointly with Home Depot to drive pro paint and other category growth, indicating a partnership strategy focused on share gains.

"As we invest alongside our partner, The Home Depot, we are confident in our ability to drive further share gains and capitalize on the significant growth opportunities ahead."

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Jon Nudi

Management raised full-year EPS guidance due to a strong first half, tariff refunds, and confidence in the underlying business, despite expected commodity headwinds.

"With our strong first half performance and the benefit of the net tariff refund impact, which represents an estimated $85 million for the full year, we are raising our 2026 earnings per share guidance to $4.40 to $4.60 from our prior range"

MAS WATCH

HIGH

12:00
Apr 22 ◎

MAS FY2026 Q1 Watch

Masco Corporation (MAS) FY2026 Q1 Earnings Call

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Rick Westenberg

Management struck a cautiously optimistic tone, nudging up sales guidance while maintaining EPS guidance due to rising commodity and tariff costs, signaling confidence in mitigating headwinds.

"We are largely maintaining our full-year outlook... we expect 2026 sales to be up low single digits versus our previous guide of flat to up low single digits."

MAS WATCH

HIGH

13:00
Feb 10 ◎

MAS FY2025 Q4 Watch

Masco Corporation (MAS) FY2025 Q4 Earnings Call

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John Newdy

Masco's deep partnership with Home Depot continues to yield awards and strategic alignment, particularly in the paint and pro business, indicating strong ongoing demand from this critical customer.

"Delta Faucet was awarded the Home Depot Kitchen and Bath Partner of the Year"

HD WATCH

Rick Westenberg

The 2026 guidance is cautious, reflecting a flat repair and remodel market, but the company aims to slightly outperform through pricing, cost savings, and restructuring, resulting in modest margin expansion.

"we expect sales to be roughly flat to slightly up in both the first and second half of the year."

MAS WATCH

Rick Westenberg

Masco is assuming a mid-single-digit inflation rate for its plumbing segment in 2026, driven by copper prices, which have not yet been fully, built into the company's guidance plans. — Continued high copper prices, as reflected in Masco's expectations, confirm sustained robust demand for the metal, a positive signal for major copper producers like Freeport-McMoRan.

"we saw in our plumbing segment mid single digit inflation in Q4. So we're seeing some of that pull through. And we're expecting mid single digit inflation in our guide for plumbing in the calendar 2026"

FCX WATCH HII WATCH

HIGH

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