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Masco Corporation
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Latest analysis
Updated Jul 29, 2026
Masco raises 2026 EPS guidance 7% on $95M IEEPA tariff refund, masking underlying plumbing volume softness and accelerating commodity inflation in H2.
Masco's Q2 2026 results were dominated by a net $95 million IEEPA tariff refund benefit that drove a 17% operating profit increase and a 26% EPS gain to $1.64, obscuring a 3% net sales decline. Stripping out both the tariff refund and the associated strategic investments, management characterizes underlying North American plumbing as growing low single digits — consistent with full-year guidance — but commodity inflation is accelerating from low single digits in H1 to mid-single digits in H2, with copper and metals cited as primary drivers. The Bristan Group divestiture narrows the international portfolio to Hansgrohe/Axor, and management has increased its capital deployment target for buybacks or M&A to $1 billion for 2026.
Tone: mixedRevenue
$7.6B
MAS 10-K · FY 2025
Employees
18,000
Revenue growth YoY
-3%
Founded
1929
Profile
MAS 10-K Item 1 · Feb 10, 2026Masco Corporation is a global designer, manufacturer, and distributor of branded home improvement and building products sold primarily into the repair and remodeling market. The company operates two segments — Plumbing Products and Decorative Architectural Products — anchored by brands including BEHR, DELTA, HANSGROHE, LIBERTY, and HOT SPRING. Its products are distributed through home center retailers, wholesalers, online retailers, and direct-to-consumer channels across North America, Europe, and selectively in Asia.
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 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. Our plumbing products include faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, shower drains, steam shower systems, water filtration systems, sinks and kitchen accessories. Our Decorative Architectural Products segment primarily includes architectural coatings, including paints, primers, specialty coatings, stains and waterproofing products, as well as paint applicators and accessories. 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.
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, driven primarily by lower sales volume across the entire company, partially offset by higher net selling prices of plumbing products.
The rest of MAS is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.