Masco (MAS) Q2 FY26 earnings call

Masco delivered strong first-half results, raising its full-year EPS guidance following a net tariff refund benefit of $95 million in Q2. The company made strategic, one-time investments in Q2 to accelerate growth, particularly in its Plumbing segment, which showed strong underlying performance despite reported sales declines. While macroeconomic uncertainty and commodity headwinds persist, Masco remains confident in its execution, brand strength, and long-term growth drivers in the repair and remodel market.