Analyst Consensus ?
ConsensusHold37 ratings
Bullish1951.4%
Neutral1643.2%
Bearish25.4%
Masco Corporation · MAS · FY2026 Q1 · Calendar Q2 2026
Masco Q1 2026: EPS Beats by 19% on 6% Sales Growth, Guidance Maintained
Masco's Q1 2026 results demonstrate that pricing discipline, restructuring savings, and brand strength are translating into margin expansion despite commodity and tariff headwinds. The 20% EPS growth to $1.04 and 90 basis points of margin expansion beat consensus on both lines, yet management maintained rather than raised full-year guidance, signaling caution about second-half commodity costs and the sustainability of plumbing volume growth. The stock surged nearly 11% on the report before drifting back down roughly 10% over the following weeks, suggesting the market initially rewarded the beat but subsequently questioned whether the first-quarter strength is repeatable.
Reported Before market openNYSEBasic Materials
$14.55B market cap
100quality score
Company 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.…
Earnings scorecard
Reported versus consensus
Reported EPS
$1.04
Consensus $1
EPS surprise
+18.6%
Reported versus consensus
Reported revenue
$1.92B
Consensus $1.83B
Revenue surprise
+4.6%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$72.11Previous close
$54Low
$77.92Average
$97High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Jul 31, 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 |
|---|---|---|---|---|
| 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 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 14, 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 |
| Citigroup | Neutral | Neutral | 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 previous close $72.11. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $94 | $71.29 | +30.4% | Jul 30, 2026 |
| Wells Fargo | Sam Reid | $87 | $76.2 | +20.6% | Jul 14, 2026 |
| Barclays | Analyst unavailable | $82 | $76.2 | +13.7% | Jul 14, 2026 |
| UBS | John Lovallo | $97 | $75.3 | +34.5% | Apr 23, 2026 |
| RBC Capital | Analyst unavailable | $72 | $74.87 | -0.2% | Apr 23, 2026 |
| Robert W. Baird | Analyst unavailable | $80 | $73.96 | +10.9% | Apr 23, 2026 |
| Goldman Sachs | Analyst unavailable | $90 | $73.96 | +24.8% | Apr 23, 2026 |
| Barclays | Matthew Bouley | $78 | $73.96 | +8.2% | Apr 22, 2026 |
| Truist Financial | Keith Hughes | $90 | $73.96 | +24.8% | Apr 22, 2026 |
| Robert W. Baird | Analyst unavailable | $72 | $66.68 | -0.2% | Apr 21, 2026 |
| BMO Capital | Analyst unavailable | $75 | $66.04 | +4.0% | Apr 20, 2026 |
| BMO Capital | Analyst unavailable | $77 | $77.26 | +6.8% | Feb 12, 2026 |
| Oppenheimer | Tyler Batory | $88 | $76.14 | +22.0% | Feb 11, 2026 |
| Evercore ISI | Analyst unavailable | $78 | $76.64 | +8.2% | Feb 11, 2026 |
| Robert W. Baird | Analyst unavailable | $82 | $77.82 | +13.7% | Feb 11, 2026 |
| Wells Fargo | Sam Reid | $78 | $69.85 | +8.2% | Jan 14, 2026 |
| RBC Capital | Mike Dahl | $67 | $67.22 | -7.1% | Jan 9, 2026 |
| Wells Fargo | Sam Reid | $75 | $63.92 | +4.0% | Dec 15, 2025 |
| Argus Research | Chris Graja | $80 | $61.66 | +10.9% | Nov 5, 2025 |
| UBS | Analyst unavailable | $84 | $66.01 | +16.5% | Oct 30, 2025 |
| Barclays | Analyst unavailable | $76 | $65.22 | +5.4% | Oct 30, 2025 |
| Loop Capital Markets | Analyst unavailable | $73 | $69.46 | +1.2% | Aug 4, 2025 |
| Oppenheimer | Analyst unavailable | $79 | $69.46 | +9.6% | Aug 4, 2025 |
| Loop Capital Markets | Garik Shmois | $62 | $59.92 | -14.0% | Apr 24, 2025 |
| UBS | John Lovallo | $80 | $59.86 | +10.9% | Apr 24, 2025 |
| Barclays | Matthew Bouley | $71 | $59.32 | -1.5% | Apr 24, 2025 |
| Truist Financial | Keith Hughes | $75 | $59.32 | +4.0% | Apr 23, 2025 |
| Wells Fargo | Sam Reid | $82 | $77.29 | +13.7% | Feb 4, 2025 |
| RBC Capital | Mike Dahl | $74 | $72.13 | +2.6% | Jan 10, 2025 |
| Loop Capital Markets | Garik Shmois | $81 | $71.7 | +12.3% | Jan 8, 2025 |
| Wells Fargo | Sam Reid | $85 | $79.35 | +17.9% | Dec 17, 2024 |
| Jefferies | Philip Ng | $89 | $79.35 | +23.4% | Dec 16, 2024 |
| Loop Capital Markets | Garik Shmois | $87 | $80.63 | +20.6% | Oct 30, 2024 |
| Truist Financial | Keith Hughes | $92 | $81.3 | +27.6% | Oct 29, 2024 |
| Wells Fargo | Sam Reid | $92 | $82.37 | +27.6% | Oct 7, 2024 |
| Truist Financial | Keith Hughes | $84 | $78.31 | +16.5% | Sep 3, 2024 |
| Robert W. Baird | Timothy Wojs | $88 | $75.84 | +22.0% | Jul 26, 2024 |
| Robert W. Baird | Timothy Wojs | $84 | $72.73 | +16.5% | Jul 22, 2024 |
| Barclays | Matthew Bouley | $79 | $69.22 | +9.6% | Jul 12, 2024 |
| Loop Capital Markets | Garik Shmois | $76 | $69.74 | +5.4% | Apr 25, 2024 |
| RBC Capital | Mike Dahl | $80 | $69.74 | +10.9% | Apr 25, 2024 |
| BMO Capital | Analyst unavailable | $68 | $52.69 | -5.7% | Apr 29, 2022 |
| RBC Capital | Analyst unavailable | $68 | $54.32 | -5.7% | Apr 28, 2022 |
| Wells Fargo | Analyst unavailable | $60 | $52.87 | -16.8% | Apr 21, 2022 |
| J.P. Morgan | Analyst unavailable | $54 | $51.89 | -25.1% | Apr 20, 2022 |
| Barclays | Matthew Bouley | $75 | $57.25 | +4.0% | Feb 14, 2022 |
| Truist Financial | Keith Hughes | $80 | $67.97 | +10.9% | Jan 5, 2022 |
| Bank of America Securities | Rafe Jadrosich | $75 | $63.5 | +4.0% | Nov 8, 2021 |
| Wells Fargo | Deepa Raghavan | $70 | $64.93 | -2.9% | Oct 28, 2021 |
| Goldman Sachs | Susan Maklari | $73 | $58.18 | +1.2% | Jun 30, 2021 |
| Argus Research | Chris Graja | $74 | $64.08 | +2.6% | May 3, 2021 |
| BMO Capital | Ketan Mamtora | $67 | $62.84 | -7.1% | Apr 30, 2021 |
Track every rating change on MAS the moment it posts. Free to start.
Start freeMarket reaction
prior-close to event-session close
Stock move
+10.8%
Event window
SPY move
+1.0%
Same window
Abnormal move
+9.8%
Stock minus SPY
Volume
3.1×
Versus trailing sessions
Subsequent drift
-9.8%
Up to 20 sessions
MASSPY benchmark
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Try FN2 freeTranscript intelligence
What changed
Compared with Q4 2025, where full-year sales declined modestly, Q1 2026 sales grew 6% (4% in local currency) and operating profit rose 13% to $324 million. The company expanded its share-repurchase authorization to at least $800 million, backed by a new $500 million delayed-draw term loan, building on the $2 billion program announced in Q4 2025. Two new executive committee members were added with supply-chain and procurement expertise, and Liberty Hardware integration into Delta Faucet is progressing on schedule.
Guidance delta
Full-year EPS guidance of $4.10 to $4.30 was maintained, unchanged from the outlook issued with Q4 2025 results. The sales growth expectation was nudged from flat to low single-digit toward low single-digit growth. Operating margin expansion to approximately 17% for the full year remains the target. No change to the capex outlook was mentioned this quarter; the prior quarter indicated approximately $190 million of capital expenditures for 2026.
Key takeaways
- EPS of $1.04 beat the $0.877 consensus by 18.6%, with revenue of $1.92 billion exceeding the $1.83 billion estimate by 4.6%.
- Operating profit rose 13% to $324 million with 90 basis points of margin expansion.
- Full-year EPS guidance of $4.10 to $4.30 maintained; sales now expected to grow low single digits.
- Share repurchase authorization increased to at least $800 million, supported by a new $500 million delayed-draw term loan.
- Liberty Hardware integration into Delta Faucet is on schedule; two new supply-chain executives added to the leadership team.
Management priorities
- Complete integration of Liberty Hardware into Delta Faucet.
- Deploy $800 million-plus for opportunistic share repurchases.
- Pursue bolt-on acquisitions that fit the core business.
- Expand supply-chain and procurement capabilities with new leadership.
- Launch sustainable products such as BEHR Premium Plus Ecomix and grow the wellness portfolio.
Related earnings events
Basic MaterialsSources
- 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 · 2026-07-31T08:41:41.452305+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-31T08:41:41.449094+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 . For educational purposes only; not investment advice.