Masco (NYSE:MAS) Issues Quarterly Earnings Results

Masco (NYSE:MAS) issued its quarterly earnings results on Wednesday. The construction company reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17, FiscalAI reports. The business had revenue of $1.97 billion for the quarter, compared to analyst estimates of $1.93 billion. Masco had a negative return on equity of 1,807.69% and a net margin of 12.07%. The company’s revenue was up 2.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.97 earnings per share.

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 5.6%

Shares of NYSE:MAS opened at $80.33 on Friday. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.83 and a quick ratio of 1.22. The firm has a market capitalization of $15.84 billion, a price-to-earnings ratio of 17.39, a price-to-earnings-growth ratio of 1.82 and a beta of 1.30. Masco has a 1 year low of $58.16 and a 1 year high of $83.64. The business’s 50 day moving average price is $71.11 and its 200-day moving average price is $70.82.

Masco Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 23rd. Stockholders of record on Friday, November 6th will be given a dividend of $0.32 per share. The ex-dividend date is Friday, November 6th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.6%. Masco’s dividend payout ratio (DPR) is 27.71%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on MAS shares. Deutsche Bank Aktiengesellschaft set a $74.00 target price on shares of Masco in a report on Monday, August 3rd. Barclays upped their price target on shares of Masco from $79.00 to $82.00 and gave the company an “equal weight” rating in a report on Thursday. Bank of America reaffirmed an “underperform” rating on shares of Masco in a research report on Thursday. Melius Research assumed coverage on Masco in a research note on Tuesday, October 6th. They set a “hold” rating and a $75.00 price objective for the company. Finally, Oppenheimer reiterated an “outperform” rating and set a $90.00 price objective (up from $88.00) on shares of Masco in a research note on Wednesday. Seven equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $80.94.

More Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Masco reported third-quarter adjusted EPS of $1.19, above the roughly $1.01–$1.02 analyst consensus, while sales of $1.966 billion also exceeded expectations. EPS increased from $0.97 a year earlier, and revenue rose 2.6%. Pricing actions, cost savings and margin expansion helped drive the beat. Masco Shares Gap Up After Better-Than-Expected Earnings
• Positive Sentiment: The company raised its 2026 earnings outlook to $4.65–$4.75 per share and is targeting an operating margin of approximately 18%–18.5%. The upgraded guidance signals continued benefits from pricing, productivity initiatives and cost control. Masco Forecasts 2026 EPS and Operating Margin
• Positive Sentiment: Analyst sentiment was broadly supportive after the results. UBS raised its price target to $98 and Truist increased its target to $90; both maintained Buy ratings. Wells Fargo, RBC, Deutsche Bank, Barclays and Baird also lifted their targets, reflecting improved earnings expectations. UBS Raises Masco Price Target
• Neutral Sentiment: Masco declared a quarterly dividend of $0.32 per share, equivalent to $1.28 annually and a yield of approximately 1.6%. The dividend supports shareholder returns, but the payment is unlikely to be the main catalyst for the stock’s move.
• Negative Sentiment: Not all analysts are bullish. Bank of America reiterated a Sell rating with a $70 price target, citing Masco’s relatively rich valuation and potential earnings headwinds. Barclays, Deutsche Bank, RBC and Baird remain more cautious with Hold, Equal Weight, Sector Perform or Neutral ratings.

Masco Company Profile

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.