earnings
confidence high
sentiment negative
materiality 0.75
Masco Q3 sales down 3%; adj EPS $0.97 (-10% YoY); lowers FY adj EPS guidance to $3.90-$3.95
MASCO CORP /DE/
2025-Q3 EPS reported
$3.06
revenue$5,769,000,000
- Net sales $1,917M, down 3%; Plumbing +2%, Decorative Architectural -12%; adjusted operating margin 16.3% (-190 bps).
- Adjusted EPS $0.97, down 10% YoY from $1.08; GAAP EPS $0.90, up 17% due to prior-year charges.
- FY2025 adjusted EPS guidance lowered to $3.90-$3.95 (from $3.90-$4.10); GAAP guidance $3.84-$3.89.
- Repurchased 1.8M shares for $124M; declared $0.31 dividend payable Nov 24, 2025.
- Liquidity $1,559M including revolver; operating profit $303M (down 15% YoY).