Jun 2026 (Q2 FY26) — Jul 29, 2026
Masco Q2 FY26 — EPS Guidance Raised on Tariff Refunds & Strong Execution
Read the full callMasco (MAS) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Masco earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,918 | +6.5% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 16.5 | +0.6 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 213 | +14.5% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
$73 +0.18% · +$0.13
Performance +7.6% 1Y
1Y: $67.87 on 17 Oct 2025 → $73. High $82.77 (2 Jul 2026), low $58.6 (30 Mar 2026).
- Previous close
- $72.87
- 52-week range
- $58.6 – $82.77
- One year
- +6.24%
Overview
- Symbol
- MAS
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 22, 2026
Masco Q1 FY26 — Strong Plumbing Performance and Increased Share Repurchase Authorization
Read the full callEvery analysed call
Masco earnings calls (MAS)
Financials
What the filings say
Net profit, year on year: +15% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,091 | 1,983 | 1,828 | 1,801 | 2,051 | 1,917 | 1,793 | 1,918 |
| Operating profit | 397 | 357 | 291 | 286 | 412 | 303 | 247 | 316 |
| Operating margin | 19.0% | 18.0% | 15.9% | 15.9% | 20.1% | 15.8% | 13.8% | 16.5% |
| Other income | -31 | -109 | -32 | -32 | -33 | -27 | -22 | -25 |
| Interest | 26 | 25 | 23 | 26 | 26 | 25 | 24 | 26 |
| Profit before tax | 366 | 248 | 258 | 254 | 378 | 276 | 227 | 291 |
| Tax rate | 25.7% | 27.4% | 25.2% | 22.1% | 25.1% | 27.5% | 22.0% | 21.6% |
| Net profit | 258 | 167 | 182 | 186 | 270 | 189 | 165 | 213 |
| EPS ($ per share) | 1.18 | 0.77 | — | 0.87 | 1.29 | 0.91 | — | 1.05 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 294 | 276 | 258 | 241 | 225 | 221 | 212 | 204 |
| Reserves | -278 | -332 | 79 | -652 | -947 | -596 | -693 | -688 |
| Total liabilities | 5,324 | 5,083 | 5,356 | 5,497 | 5,429 | 5,247 | 5,069 | 5,125 |
| Fixed assets | 885 | 878 | 908 | 896 | 975 | 1,121 | 1,116 | 1,195 |
| Investments | 0 | — | — | — | — | — | — | — |
| Total assets | 5,393 | 5,027 | 5,777 | 5,575 | 5,187 | 5,363 | 5,016 | 5,201 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,032 | 833 | 953 | 930 | 840 | 1,413 | 1,075 | 1,022 |
| Cash from investing | -651 | 582 | 531 | -12 | -230 | -383 | -50 | -144 |
| Cash from financing | -1,020 | -1,291 | -886 | -1,298 | -1,066 | -854 | -1,017 | -888 |
| Net cash flow | -635 | 138 | 629 | -400 | -474 | 182 | -1 | 14 |
| Capital expenditure | -219 | -162 | -114 | -128 | -224 | -243 | -168 | -156 |
| Free cash flow | 813 | 671 | 839 | 802 | 616 | 1,170 | 907 | 866 |
MAS revenue by segment
Plumbing Products grew from 61% to 67% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Plumbing Products | 61% | 65% | 66% | 64% | 65% | 70% | 71% | 67% | +1.9% |
| Decorative Architectural Products | 39% | 35% | 34% | 36% | 35% | 30% | 29% | 33% | -11.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- North America 78% ↓ 2 pt
- Non Us 22% ↑ 2 pt
As MAS cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
41 filings between Dec 10, 2025 and May 8, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.12M
5 sales by 3 insiders
Compensation
not trading decisions- 21
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 11
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Cole Kenneth G. | — | $4.00M | Feb 12, 2026 |
| PAYNE LISA A | — | $1.07M | Mar 7, 2026 |
| Eisman Heath M | — | $53.7K | Feb 26, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 8, 2026 | Denari Aine Director | Award | 2,650 | $0 |
| May 8, 2026 | Alexander Mark R. Director | Award | 2,650 | $0 |
| May 8, 2026 | Ffolkes Marie A Director | Award | 2,650 | $0 |
| May 8, 2026 | O'HERLIHY CHRISTOPHER A Director | Award | 2,650 | $0 |
| May 8, 2026 | PAYNE LISA A Director | Award | 2,650 | $0 |
| May 8, 2026 | PLANT JOHN C Director | Award | 2,650 | $0 |
| May 8, 2026 | Sandeep Reddy Director | Award | 2,650 | $0 |
| May 8, 2026 | Stevens Charles K. III Director | Award | 2,650 | $0 |
| May 8, 2026 | Coombe Gary A Director | Award | 2,650 | $0 |
| Mar 7, 2026 | PAYNE LISA A Director | Sale | 2,006 | $127.7K |
| Mar 7, 2026 | PAYNE LISA A Director | Sale | 14,729 | $937.6K |
| Mar 6, 2026 | Shah Jai Group President | Tax withheld | 4,410 | $280.7K |
| Feb 26, 2026 | Eisman Heath M VP, Controller and CAO | Sale | 747 | $53.7K |
| Feb 25, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Tax withheld | 1,671 | $120.1K |
| Feb 25, 2026 | Marshall Richard Allan VP - Masco Operating Sys. | Tax withheld | 515 | $37.0K |
| Feb 25, 2026 | Nudi Jonathon President and CEO | Tax withheld | 2,501 | $179.7K |
| Feb 25, 2026 | Shah Jai Group President | Tax withheld | 1,954 | $140.4K |
| Feb 25, 2026 | Stone Jennifer A VP, Chief HR Officer | Tax withheld | 4,767 | $342.6K |
| Feb 25, 2026 | Eisman Heath M VP, Controller and CAO | Tax withheld | 379 | $27.2K |
| Feb 25, 2026 | Westenberg Richard J. VP, CFO & Treasurer | Tax withheld | 6,565 | $471.8K |
| Feb 12, 2026 | Marshall Richard Allan VP - Masco Operating Sys. | Tax withheld | 1,418 | $110.0K |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Option exercise | 27,790 | $937.9K |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Option exercise | 24,110 | $1.02M |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Award | 9,285 | $0 |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Award | 4,310 | $0 |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Tax withheld | 2,589 | $200.8K |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Sale | 24,110 | $1.86M |
| Feb 12, 2026 | Cole Kenneth G. VP, General Counsel and Sec. | Sale | 27,790 | $2.14M |
| Feb 12, 2026 | Eisman Heath M VP, Controller and CAO | Award | 1,600 | $0 |
| Feb 12, 2026 | Marshall Richard Allan VP - Masco Operating Sys. | Award | 4,675 | $0 |
| Feb 12, 2026 | Marshall Richard Allan VP - Masco Operating Sys. | Award | 2,800 | $0 |
| Feb 12, 2026 | Nudi Jonathon President and CEO | Award | 22,560 | $0 |
| Feb 12, 2026 | Shah Jai Group President | Award | 11,110 | $0 |
| Feb 12, 2026 | Shah Jai Group President | Award | 4,830 | $0 |
| Feb 12, 2026 | Shah Jai Group President | Tax withheld | 3,248 | $251.8K |
| Feb 12, 2026 | Stone Jennifer A VP, Chief HR Officer | Award | 4,060 | $0 |
| Feb 12, 2026 | Westenberg Richard J. VP, CFO & Treasurer | Award | 6,890 | $0 |
| Feb 11, 2026 | Coombe Gary A Director | Award | 980 | $0 |
| Jan 5, 2026 | Stone Jennifer A VP, Chief HR Officer | Award | 26,140 | $0 |
| Dec 10, 2025 | Cole Kenneth G. VP, General Counsel and Sec. | Gift | 10,000 | $0 |
| Dec 10, 2025 | Cole Kenneth G. VP, General Counsel and Sec. | Gift | 10,000 | $0 |
| Aug 22, 2025 | Shah Jai Group President | Option exercise | 15,720 | $530.5K |
| Aug 22, 2025 | Shah Jai Group President | Option exercise | 44,700 | $1.59M |
| Aug 22, 2025 | Shah Jai Group President | Option exercise | 22,490 | $947.5K |
| Aug 22, 2025 | Shah Jai Group President | Sale | 82,910 | $6.30M |
| Aug 19, 2025 | Eisman Heath M VP, Controller and CAO | Sale | 2,431 | $181.4K |
| Jul 7, 2025 | Nudi Jonathon President and CEO | Award | 17,150 | $0 |
| Jun 2, 2025 | PAYNE LISA A Director | Gift | 10,869 | $0 |
| May 16, 2025 | Cole Kenneth G. VP, General Counsel and Sec. | Gift | 10,000 | $0 |
| May 16, 2025 | Cole Kenneth G. VP, General Counsel and Sec. | Gift | 10,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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