Masco Corporation · MAS · Next earnings

Masco Corporation reports Thursday, Oct 29, 2026

MAS reports before market open with consensus EPS at $1.01 and revenue at $1.93B. Last quarter: Masco Q1 2026: EPS Beats by 19% on 6% Sales Growth, Guidance Maintained

Reports Before market open39 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.01 Calendar consensus
Consensus revenue $1.93B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where MAS left off: FY2026 Q1

Full report

Masco Q1 2026: EPS Beats by 19% on 6% Sales Growth, Guidance Maintained

EPS surprise +18.6% Reported $1.04 vs $0.88
Revenue surprise +4.6% Reported $1.92B vs $1.83B
Stock move +10.8% Event window
Subsequent drift -9.8% Up to 20 sessions

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.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Escalating commodity costs, particularly copper, oil, and resin, pressuring plumbing and paint margins.
  • Uncertainty around U.S. tariff regimes, including Section 232, Section 122, and NEPA rulings.
  • Geopolitical volatility and macro-economic headwinds in the housing market.
  • Weakness in the Chinese market for Hansgrohe and other products.
  • Higher working capital levels tied to tariff-related inventory and receivables.

Questions analysts left open

  • Magnitude and timing of tariff favorability versus commodity headwinds.
  • Potential deceleration of plumbing volume growth in the second half.
  • Size of margin impact from higher input costs in H2 2026.
  • Effectiveness of restructuring savings beyond 2026.
  • Whether the increased share-repurchase budget will be used or diverted to M&A.

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Recent MAS quarters

All MAS earnings
+10.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.