Analyst Consensus ?
ConsensusHold37 ratings
Bullish1951.4%
Neutral1643.2%
Bearish25.4%
Masco Corporation · MAS · FY2025 Q4 · Calendar Q1 2026
Masco Maintains 2026 Outlook as Restructuring and Integration Advance
Masco's maintained 2026 outlook and planned margin expansion support a cautiously constructive thesis, but the case depends on successful restructuring and Liberty Hardware integration while commodity, tariff, paint, and housing risks remain.
Reported Before market openNYSEBasic Materials
$13.58B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.82
Consensus $0.78
EPS surprise
+5.1%
Reported versus consensus
Reported revenue
$1.79B
Consensus $1.82B
Revenue surprise
-1.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+8.7%
Event window
SPY move
-0.3%
Same window
Abnormal move
+8.9%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
-19.7%
Up to 20 sessions
MASSPY benchmark
Ask FN2 about MAS FY2025 Q4
Transcript, numbers and history already loaded
Why did MAS rise 8.7% after beating EPS estimates in FY2025 Q4?What changed in MAS's guidance and outlook in FY2025 Q4?Give me the bull and bear case for MAS after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management moved from a lowered outlook to maintained 2026 guidance, added the Liberty Hardware integration to the plumbing segment, and emphasized restructuring and cost savings. The focus shifted toward execution of pro-channel, e-commerce, and tariff-mitigation initiatives.
Guidance delta
Management maintained its 2026 outlook for flat to low-single-digit sales growth and operating margin expansion to about 17%, versus the prior quarter's lowered outlook.
Key takeaways
- Management expects 2026 sales to be flat to low-single-digit growth, with operating margin expanding to about 17%.
- Liberty Hardware is being integrated into Plumbing Products, while restructuring is intended to support later margin expansion.
- Growth priorities include pro paint, pro plumbing, e-commerce, and Watkins Wellness; tariff and commodity exposure remain risks.
Management priorities
- Complete the Liberty Hardware integration and pursue bolt-on acquisitions in plumbing, wellness, and coatings.
- Invest about $190 million in 2026 capital expenditures and expand paint job-site delivery and digital capabilities.
- Use restructuring, cost savings, pricing, sourcing changes, and Home Depot initiatives to support growth and mitigate costs.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$68.36Current
$54Low
$77.85Average
$97High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Sep 11, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 31, 2026 |
| UBS | Buy | Buy | Maintain | Jul 30, 2026 |
| Truist Securities | Buy | Buy | Maintain | Jul 30, 2026 |
| Evercore ISI Group | In Line | Outperform | Downgrade | Jul 30, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 30, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Apr 24, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Apr 24, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Apr 23, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Apr 23, 2026 |
| Baird | Neutral | Neutral | Maintain | Apr 23, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Apr 20, 2026 |
| Argus Research | Buy | Buy | Maintain | Nov 5, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 4, 2025 |
| Loop Capital | Hold | Hold | Maintain | Aug 4, 2025 |
| Jefferies | Hold | Hold | Maintain | Apr 23, 2025 |
| Deutsche Bank | Hold | Sell | Upgrade | Feb 13, 2023 |
| Keybanc | Overweight | Overweight | Maintain | Feb 10, 2023 |
| Credit Suisse | Underperform | Underperform | Maintain | Feb 10, 2023 |
| Wolfe Research | Perform | Peer Perform | Maintain | Mar 17, 2021 |
| Raymond James | Market Perform | Strong Buy | Downgrade | May 29, 2020 |
| Nomura Instinet | Buy | Buy | Maintain | Apr 30, 2020 |
| Nomura | Buy | Buy | Maintain | Apr 30, 2020 |
| Atlantic Equities | Overweight | Overweight | Maintain | Dec 16, 2019 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Sep 19, 2019 |
| Buckingham Research | Neutral | Buy | Downgrade | Sep 18, 2019 |
| Buckingham | Neutral | Buy | Downgrade | Sep 18, 2019 |
| Bank of America | Buy | Buy | Maintain | Sep 18, 2019 |
| Longbow Research | Neutral | Buy | Downgrade | Oct 12, 2018 |
| B. Riley Securities | Buy | Buy | Maintain | Aug 1, 2018 |
| B. Riley FBR | Buy | Buy | Maintain | Aug 1, 2018 |
| Gabelli & Co. | Buy | Hold | Upgrade | Apr 25, 2018 |
| Argus | Buy | Buy | Maintain | Oct 26, 2017 |
| FBR Capital | Buy | Buy | Maintain | Oct 25, 2017 |
| MKM Partners | Buy | Neutral | Upgrade | Oct 26, 2016 |
| Vertical Research | Hold | Buy | Downgrade | Mar 31, 2016 |
| Macquarie | Outperform | Neutral | Upgrade | Jan 6, 2016 |
Named analyst price targets
Upside is calculated against the persisted current price $68.36. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| D.A. Davidson | Analyst unavailable | $80 | $73.19 | +17.0% | Aug 24, 2026 |
| Deutsche Bank | Analyst unavailable | $74 | $73.26 | +8.3% | Aug 3, 2026 |
| UBS | Analyst unavailable | $94 | $71.29 | +37.5% | Jul 30, 2026 |
| Wells Fargo | Sam Reid | $87 | $76.2 | +27.3% | Jul 14, 2026 |
| Barclays | Analyst unavailable | $82 | $76.2 | +20.0% | Jul 14, 2026 |
| UBS | John Lovallo | $97 | $75.3 | +41.9% | Apr 23, 2026 |
| RBC Capital | Analyst unavailable | $72 | $74.87 | +5.3% | Apr 23, 2026 |
| Robert W. Baird | Analyst unavailable | $80 | $73.96 | +17.0% | Apr 23, 2026 |
| Goldman Sachs | Analyst unavailable | $90 | $73.96 | +31.7% | Apr 23, 2026 |
| Barclays | Matthew Bouley | $78 | $73.96 | +14.1% | Apr 22, 2026 |
| Truist Financial | Keith Hughes | $90 | $73.96 | +31.7% | Apr 22, 2026 |
| Robert W. Baird | Analyst unavailable | $72 | $66.68 | +5.3% | Apr 21, 2026 |
| BMO Capital | Analyst unavailable | $75 | $66.04 | +9.7% | Apr 20, 2026 |
| BMO Capital | Analyst unavailable | $77 | $77.26 | +12.6% | Feb 12, 2026 |
| Oppenheimer | Tyler Batory | $88 | $76.14 | +28.7% | Feb 11, 2026 |
| Evercore ISI | Analyst unavailable | $78 | $76.64 | +14.1% | Feb 11, 2026 |
| Robert W. Baird | Analyst unavailable | $82 | $77.82 | +20.0% | Feb 11, 2026 |
| Wells Fargo | Sam Reid | $78 | $69.85 | +14.1% | Jan 14, 2026 |
| RBC Capital | Mike Dahl | $67 | $67.22 | -2.0% | Jan 9, 2026 |
| Wells Fargo | Sam Reid | $75 | $63.92 | +9.7% | Dec 15, 2025 |
| Argus Research | Chris Graja | $80 | $61.66 | +17.0% | Nov 5, 2025 |
| UBS | Analyst unavailable | $84 | $66.01 | +22.9% | Oct 30, 2025 |
| Barclays | Analyst unavailable | $76 | $65.22 | +11.2% | Oct 30, 2025 |
| Loop Capital Markets | Analyst unavailable | $73 | $69.46 | +6.8% | Aug 4, 2025 |
| Oppenheimer | Analyst unavailable | $79 | $69.46 | +15.6% | Aug 4, 2025 |
| Loop Capital Markets | Garik Shmois | $62 | $59.92 | -9.3% | Apr 24, 2025 |
| UBS | John Lovallo | $80 | $59.86 | +17.0% | Apr 24, 2025 |
| Barclays | Matthew Bouley | $71 | $59.32 | +3.9% | Apr 24, 2025 |
| Truist Financial | Keith Hughes | $75 | $59.32 | +9.7% | Apr 23, 2025 |
| Wells Fargo | Sam Reid | $82 | $77.29 | +20.0% | Feb 4, 2025 |
| RBC Capital | Mike Dahl | $74 | $72.13 | +8.3% | Jan 10, 2025 |
| Loop Capital Markets | Garik Shmois | $81 | $71.7 | +18.5% | Jan 8, 2025 |
| Wells Fargo | Sam Reid | $85 | $79.35 | +24.3% | Dec 17, 2024 |
| Jefferies | Philip Ng | $89 | $79.35 | +30.2% | Dec 16, 2024 |
| Loop Capital Markets | Garik Shmois | $87 | $80.63 | +27.3% | Oct 30, 2024 |
| Truist Financial | Keith Hughes | $92 | $81.3 | +34.6% | Oct 29, 2024 |
| Wells Fargo | Sam Reid | $92 | $82.37 | +34.6% | Oct 7, 2024 |
| Truist Financial | Keith Hughes | $84 | $78.31 | +22.9% | Sep 3, 2024 |
| Robert W. Baird | Timothy Wojs | $88 | $75.84 | +28.7% | Jul 26, 2024 |
| Robert W. Baird | Timothy Wojs | $84 | $72.73 | +22.9% | Jul 22, 2024 |
| Barclays | Matthew Bouley | $79 | $69.22 | +15.6% | Jul 12, 2024 |
| Loop Capital Markets | Garik Shmois | $76 | $69.74 | +11.2% | Apr 25, 2024 |
| RBC Capital | Mike Dahl | $80 | $69.74 | +17.0% | Apr 25, 2024 |
| BMO Capital | Analyst unavailable | $68 | $52.69 | -0.5% | Apr 29, 2022 |
| RBC Capital | Analyst unavailable | $68 | $54.32 | -0.5% | Apr 28, 2022 |
| Wells Fargo | Analyst unavailable | $60 | $52.87 | -12.2% | Apr 21, 2022 |
| J.P. Morgan | Analyst unavailable | $54 | $51.89 | -21.0% | Apr 20, 2022 |
| Barclays | Matthew Bouley | $75 | $57.25 | +9.7% | Feb 14, 2022 |
| Truist Financial | Keith Hughes | $80 | $67.97 | +17.0% | Jan 5, 2022 |
| Bank of America Securities | Rafe Jadrosich | $75 | $63.5 | +9.7% | Nov 8, 2021 |
| Wells Fargo | Deepa Raghavan | $70 | $64.93 | +2.4% | Oct 28, 2021 |
| Goldman Sachs | Susan Maklari | $73 | $58.18 | +6.8% | Jun 30, 2021 |
| Argus Research | Chris Graja | $74 | $64.08 | +8.3% | May 3, 2021 |
| BMO Capital | Ketan Mamtora | $67 | $62.84 | -2.0% | Apr 30, 2021 |
Track every rating change on MAS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationMasco Corporation is a prominent global manufacturer and distributor of home improvement and building products, serving markets across North America, Europe, and other international regions. The company operates through two main segments. Its Plumbing Products division offers a vast array of items, from fixtures like faucets, showerheads, and valves to comprehensive bathing solutions such as tubs, shower bases, sinks, and toilets. This segment also provides high-end offerings like spas, exercise pools, and fitness systems, alongside crucial plumbing system components made from brass, copper, and composites, as well as connected water technologies, thermoplastic solutions, and PEX tubing. These products are sold under numerous recognized brands, including DELTA, HANSGROHE, KRAUS, HOT SPRING, and ENDLESS POOLS. The Decorative Architectural Products segment enhances both the aesthetic and functional aspects of homes.…
Historical context
All MAS earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| HMY Harmony Gold Mining Company Limited | FY2026 Q4 · Calendar Q3 2026 | 0.0% | -6.2% | Harmony Gold posts record FY2026 while Eva Copper risks remain |
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Get the MAS recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-28T23:10:58.995121+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-28T23:10:58.992365+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-28. For educational purposes only; not investment advice.