earnings
confidence high
sentiment positive
materiality 0.75
Masco Q2 EPS $1.60 ($1.64 adj.) beats; guides FY adj. EPS $4.40-$4.60
MASCO CORP /DE/
- Net sales down 3% to $1,992M; Plumbing -3%, Decorative Architectural -4%.
- GAAP operating profit up 14% to $470M; adj. operating margin 24.2% (+410 bps).
- Adjusted EPS $1.64, up 26% YoY; includes ~$95M net IEEPA tariff refund benefit.
- FY 2026 adj. EPS guidance raised to $4.40-$4.60 from $4.10-$4.30.
- Returned $454M to shareholders via dividends and share repurchases in Q2.