MAS · Masco Corp /De/
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Masco's Q2 adjusted operating profit rose 17% to $482M and adjusted EPS grew 26% to $1.64, aided by a ~$95M net IEEPA tariff refund benefit, while net sales fell 3%. The company raised 2026 adjusted EPS guidance to $4.40–$4.60 (from $4.10–$4.30) and lifted full-year operating margin guidance to ~18% (from ~17%) and plumbing margin to ~20% (from 18%), driven by the tariff refund benefit.
- + Adjusted operating profit grew 17% to $482M with margin expanding to 24.2%
- + Recognized ~$95M net IEEPA tariff refund benefit in the quarter
- + Raised 2026 adjusted EPS guidance to $4.40–$4.60 from $4.10–$4.30
- + Raised full-year operating margin guidance to ~18% (from ~17%) and plumbing margin to ~20% (from 18%)
- + Plumbing segment adjusted operating profit grew 26% to $361M with margin expanding to 27%
- − Commodity inflation expected at mid-single digits in H2 across both segments
- − Full-year DIY paint sales still expected to decline mid-single digits
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Building Products & Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MAS
this stock
Masco Corp /De/
|
$13.73B | +6.7% | -3.4% | 16.9 | 4.1% |
|
TT
Trane Technologies plc
|
$94.41B | +11.3% | +5.6% | 32.5 | 1.4% |
|
JCI
Johnson Controls International plc
|
$87.42B | +21.2% | -4.2% | 25.9 | 1.7% |
|
CARR
CARRIER GLOBAL Corp
|
$45.87B | +3.4% | -3.3% | 36.1 | 1.8% |
|
CODGF
Compagnie De Saint Gobain
|
$37.98B | -20.6% | — | — | 0.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MAS | -2.4% | -7.6% | +15.6% | -6.1% | +6.7% |
| SPY | +1.7% | +1.0% | +22.4% | +0.8% | +13.4% |
| vs SPY | -4.1% | -8.6% | -6.8% | -7.0% | -6.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.