Masco Q3 FY2026: EPS beats consensus, margins expand, outlook raised
Masco beat the $1.04 consensus EPS with $1.17 of GAAP and $1.19 of adjusted earnings, and raised its full-year adjusted range to $4.65–$4.75. Read the quarter as a margin story first: gross margin rose to 36.6% and adjusted operating margin to 17.9% on sales growth of just 3.0%, with the extra profit coming from cost of sales falling to $1.25 billion.
1 · Expected vs. Actual
Free preview belowGAAP EPS of $1.17 beat the $1.04 consensus by roughly $0.15, and adjusted EPS of $1.19 was up 23.0% from $0.97. Note the diluted share count fell to 196 million from 209 million, so buybacks did part of the per-share lifting. Capital return was $322 million in the quarter — $260 million of buybacks plus $62 million of dividends.
Sales came in at $1.97 billion, up 3.0% from $1.92 billion a year ago and 4.0% once the Bristan divestiture and currency are stripped out. Plumbing did the work at $1.34 billion, up 4.0%, while Decorative Architectural was flat at $628 million. That is share gain in one segment, not a broad demand recovery.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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