MAS

MascoNYSE · Building Products · Industrials

Previous close

80.64

Change

+0.46 / +0.57%

FinDog View

Neutral

52-Week Range ?

58.16 – 83.64

P/E (TTM) ?

17.7

Forward P/E ?

15.1

Based on consensus earnings for the next 12 months

Market Cap

$15.5B

+19.64%

S&P 500 −0.91% over same period

Volume / Avg Volume

1.9M / 2.7M

0.70× average

Latest earnings analysisFY2026 Q2Reported 2026-07-29

Masco Q2 2026: EPS beat on tariff refunds, sales fall 3%

Masco beat the earnings estimate but the beat came mostly from a tariff refund, not from better operations, and revenue fell 3% to $1.99 billion. Adjusted EPS rose 26% to $1.64 against a $1.3331 consensus, while adjusted operating margin jumped to 24.2%. Read the margin jump as a one-time refund rather than a durable improvement, and watch whether the sales decline reflects a soft market or lost share.

Read the full analysis →

Revenue$1.99BYoY −2.90%

EPS (non-GAAP)$1.64Beatest. $1.33

Next-day move−0.62%

Price History

Closing price · USD1M 6M 1Y 5Y

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 17.01M 6M 1Y 5Y

Recent Earnings

Click to read the FinDog analysis

Period	Reported	Revenue	EPS Actual / Est.	Next-Day Move	Analysis
FY2026 Q2 Quarter ended 2026-06	2026-07-29	$2.0B	1.64 / 1.33	−0.62%	Read analysis →
FY2026 Q1 Quarter ended 2026-03	2026-04-22	$1.9B	1.04 / 0.88	+1.95%	Pending
FY2025 Q4 Quarter ended 2025-12	2026-02-10	$7.6B	0.82 / 0.80	−1.72%	Pending
FY2025 Q3 Quarter ended 2025-09	2025-10-29	$1.9B	0.97 / 1.04	−0.35%	Pending
FY2025 Q2 Quarter ended 2025-06	2025-07-31	$2.1B	1.30 / —	+1.03%	Pending
FY2025 Q1 Quarter ended 2025-03	2025-04-23	$1.8B	0.87 / —	+1.65%	Pending

Next Earnings

Date and consensus from the earnings calendar; the analysis is generated automatically after the releaseEarnings Calendar →

Report date

2027-02-08

in 99 days · After hours

Consensus EPS

$0.84

Last quarter EPS $1.64

Avg. next-day move over the last 6 reports

±1.2%

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data

Valuation

P/E is at percentile 47 of its 5-year rangeMid-range

5-year range 15.1 – 20.5 · Median 18.0

Last 4 quarters: $1.1B in buybacks + $255M in dividends, 8.52% of market cap combined

P/E (TTM)

17.7

P/B

80.4

P/S

2.1

Dividend Yield

1.93%

Earnings Reaction

Over the last 6 reports, the stock moved ±1.2% on average on the first trading day after, rising 3 times

Most recent −0.62%

Volatility & Correlation

1-year beta 1.07 · Correlation with S&P 500 0.39Tracks the market

Annualized volatility 36% vs. 13% for the S&P 500

Insider Trading

View all →

Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions

No open-market buys or sells by officers or directors in the last 90 days.

Multi-Quarter Financial Trends

View all quarters →

Last 12 quarters · As reported by the company

Quarter	Revenue ($B)	YoY	Gross Margin	Operating Income ($B)	Net Income ($B)	Free Cash Flow ($B)	EPS
FY2026 Q3	1.97	+2.6%	36.6%	0.34	0.23	0.37	1.17
FY2026 Q2	1.99	−2.9%	43.6%	0.47	0.32	0.50	1.60
FY2026 Q1	1.92	+6.5%	35.8%	0.32	0.21	-0.08	1.05
FY2025 Q4	1.79	−1.9%	33.8%	0.25	0.17	0.42	0.81
FY2025 Q3	1.92	−3.3%	34.2%	0.30	0.19	0.46	0.90
FY2025 Q2	2.05	−1.9%	37.7%	0.41	0.27	0.31	1.28
FY2025 Q1	1.80	−6.5%	35.8%	0.29	0.19	-0.16	0.87
FY2024 Q4	1.83	−2.9%	34.8%	0.29	0.18	0.41	0.85
FY2024 Q3	1.98	+0.2%	36.6%	0.36	0.17	0.42	0.77
FY2024 Q2	2.09	−1.7%	37.5%	0.40	0.26	0.35	1.17
FY2024 Q1	1.93	−2.7%	35.6%	0.32	0.22	-0.09	0.97
FY2023 Q4	1.88	−2.1%	34.8%	0.25	0.19	0.49	0.86

Peers

Largest by market cap in the sector · Latest quarterView Industrials sector →

Ticker	Company	Market Cap	P/E	Revenue YoY	Gross Margin	1M	View
MAS	Masco	$15.5B	17.7	+2.6%	36.6%	+19.64%	Neutral
SPCX	SpaceX	$1.85T	—	+161.4%	62.4%	−10.70%	Bullish	Compare
CAT	Caterpillar Inc.	$288B	26.8	+24.0%	37.8%	−23.19%	Bullish	Compare
GE	GE Aerospace	$313B	35.1	+15.9%	—	−3.36%	Bullish	Compare
RTX	RTX Corporation	$271B	32.0	+11.1%	—	+7.62%	Bullish	Compare
GEV	GE Vernova	$227B	22.8	+26.8%	24.6%	−9.74%	Bullish	Compare
UNP	Union Pacific Corporation	$181B	23.6	+15.3%	—	+11.71%	Bullish	Compare
DE	Deere & Company	$182B	36.7	+4.9%	—	+0.59%	Bullish	Compare
ETN	Eaton Corporation	$144B	38.6	+21.4%	33.5%	−13.90%	Bullish	Compare

The View in One Line

Adjusted EPS $1.64 beat by 26%, but mainly from ~$95M tariff refund, revenue down 3%, underlying demand no inflection; neutral.

Updated 2026-10-30

Notable Institutional Holders

Renaissance Technologies$55.6MReduced −40%
Citadel Advisors · Ken Griffin$42.7MAdded +187%
Bridgewater Associates · Ray Dalio$5.4MAdded +166%

As of 2026-06-30

ETFs holding it

XLI Industrial Select Sector SPDR Fund0.30%
RSP Invesco S&P 500 Equal Weight ETF0.22%
VIG Vanguard Dividend Appreciation ETF0.07%
VYM Vanguard High Dividend Yield ETF0.07%
VOO Vanguard S&P 500 ETF0.02%
IVV iShares Core S&P 500 ETF0.02%
SPY SPDR S&P 500 ETF Trust0.02%
VTI Vanguard Total Stock Market ETF0.02%

Weights estimated at latest prices

Key Events

05-14Governance
Masco Shareholders Pass Bylaw Amendment and Elect Directors
At its May 8, 2026 annual shareholder meeting, Masco shareholders approved an amendment to the company's bylaws allowing shareholders holding more than 25% for at least one year to call special meetings, and elected four directors.Source ↗
04-21Management Change
Plumbing and Health Group President Jai Shah to Depart in July
Masco announced that Group President Jai Shah will end his tenure on July 3, 2026, and will receive $1.206 million in cash plus prorated bonus and equity.Source ↗
03-26Capital Actions
Masco Signs New $1 Billion Revolving Credit Agreement
On March 20, 2026, Masco signed a $1 billion revolving credit agreement, replacing the prior 2022 agreement, for general corporate purposes.Source ↗

Key Financial Trends

Quarterly Revenue ($B)2.0

Gross Margin36.6%

Free Cash Flow ($B)0.4