MAS
Building Products & Equipment · Industrials
Analyst
RBC
Equibles does not estimate personal net worth.
Mike Dahl is recorded as Analyst at RBC. Mike Dahl has spoken on 6 earnings calls and 2 other investor events across 7 companies, most recently for Pultegroup Inc on July 22, 2026. Those appearances were for Masco Corp (MAS), Pultegroup Inc (PHM), Core & Main, Inc. (CNM), Builders FirstSource, Inc. (BLDR), Whirlpool Corp (WHR) and 2 other companies. The companies whose calls Mike Dahl spoke on are classified in the Industrials and Consumer Cyclical sectors.
“Shifting gears to SG&A, you know, the full year guide maintained, it seems like that is the one part that where the math looks difficult because you've delevered on SG&A as a percentage of sales, call it 90 basis points in the first half of the year. your guiding revenues kind of flat year on year for the back half of…”
“You know, it's admirable the growth and share gain that you've been able to demonstrate and articulate, you know, pretty thoroughly your strategy here. If we look across building products and consumer products, that's, you know, everyone's kind of doing more to focus on that.”
“You know, it's admirable the growth and share gain that you've been able to demonstrate and articulate, you know, pretty thoroughly your strategy here. If we look across building products and consumer products, that's, you know, everyone's kind of doing more to focus on that.”
“Can we just stick with the end market conversation? And Mark, let's just put a finer point on things.”
“And maybe just to pick up on that last point, I guess you did a 30.6% gross margin in the first half of the year. You saw there with the high end effectively being kind of flat to the first half, the low end implying a really sharp step down.”
RBC
Analyst
Source not stated
MAS
Building Products & Equipment · Industrials
PHM
Residential Construction · Consumer Cyclical
Industrial Distribution · Industrials
Building Products & Equipment · Industrials
WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
Taylor Morrison Home Corp
Residential Construction · Consumer Cyclical
QXO
Industrial Distribution · Industrials
Taylor Morrison Home Corp Q4 FY2024 Earnings Call
Taylor Morrison Home Corp