MBC · MasterBrand, Inc.
10 customers — 50% of revenue (2025 fiscal year)
“Our ten largest customers generated approximately 50 percent, 55 percent and 55 percent of our net sales for our 2025, 2024 and 2023 fiscal years, respectively.”
2 customers — 33% of revenue (2025 fiscal year)
“Lowe's and Home Depot comprised approximately 33 percent, 37 percent and 37 percent of our net sales for our 2025, 2024 and 2023 fiscal years.”
10 customers — 55% of revenue (2024 fiscal year)
“Our ten largest customers generated approximately 50 percent, 55 percent and 55 percent of our net sales for our 2025, 2024 and 2023 fiscal years, respectively.”
2 customers — 37% of revenue (2024 fiscal year)
“Lowe's and Home Depot comprised approximately 33 percent, 37 percent and 37 percent of our net sales for our 2025, 2024 and 2023 fiscal years.”
10 customers — 55% of revenue (2023 fiscal year)
“Our ten largest customers generated approximately 50 percent, 55 percent and 55 percent of our net sales for our 2025, 2024 and 2023 fiscal years, respectively.”
2 customers — 37% of revenue (2023 fiscal year)
“Lowe's and Home Depot comprised approximately 33 percent, 37 percent and 37 percent of our net sales for our 2025, 2024 and 2023 fiscal years.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →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 NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Diluted EPS non-GAAP | $0.05 | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Diluted (Loss) Earnings Per Share -$0.38
+$0.43 Impact of adjustments
= Adjusted Diluted Earnings Per Share $0.05
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| Adjusted EBITDA non-GAAP | $90.5M | 26 Weeks Ended June 28, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net Income (Loss) -$333.1M
+$92.5M Interest expense
-$19.4M Income tax expense (benefit)
+$158.2M Depreciation and amortization expense
+$36M Restructuring charges
+$25.4M Restructuring-related charges
+$100.2M Acquisition-related costs
+$2.5M Costs, net (recoveries) related to pending insurance claims
-$0.6M Recognition of pension settlement (gains) losses
+$2.6M Purchase accounting cost of products sold
+$213.1M Goodwill impairment
+$17.1M Allowance for credit loss
= Adjusted EBITDA $294.5M
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| Adjusted EBITDA (trailing twelve months) non-GAAP | $294.5M | 52 Weeks Ended June 28, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 6.3% | 26 Weeks Ended June 28, 2026 | — |
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| Adjusted EBITDA TTM non-GAAP | $294.5M | Q2 2026 TTM (Incl. full TTM American Woodmark contribution) | — |
| Adjusted Net (Loss) Income non-GAAP | -$0.2M | 26 Weeks Ended June 28, 2026 | — |
| Adjusted Net Income non-GAAP | $7.6M | 13 Weeks Ended June 28, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net (loss) income -$57.6M
+$9.2M Restructuring charges
+$5.6M Restructuring-related charges
+$38.4M Acquisition-related costs
+$0M Recognition of pension settlement adjustment
+$2.6M Purchase accounting cost of products sold
+$7.4M Amortization of intangible assets
+$15.8M Change in effective tax rate
-$13.8M Income tax impact of adjustments
= Adjusted Net Income $7.6M
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| American Woodmark Adjusted EBITDA (trailing twelve months) non-GAAP | $82.6M | Q2 2026 | — |
| Combined Adjusted EBITDA (trailing twelve months) non-GAAP | $294.5M | Q2 2026 | — |
| Free cash flow non-GAAP | -$17.6M | twenty-six weeks ended June 28, 2026 | — |
| Legacy MasterBrand Adjusted EBITDA (trailing twelve months) non-GAAP | $211.9M | Q2 2026 | — |
| Net Debt | $1.15B | As of June 28, 2026 | — |
| Ratio of net debt to adjusted EBITDA non-GAAP | 3.7 | As of March 29, 2026 | — |
| Net debt to adjusted EBITDA non-GAAP | 2.7 | As of December 28, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Furnishings, Fixtures & Appliances — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MBC
this stock
MasterBrand, Inc.
|
$1.86B | -17.5% | +1.3% | — | 8.0% |
|
MGCLY
Midea Group Co., Ltd./ADR
|
$93.68B | +12.7% | — | — | 0.0% |
|
SN
SharkNinja, Inc.
|
$25.46B | +61.5% | +15.7% | — | 5.7% |
|
SGI
Somnigroup International Inc.
|
$13.61B | -27.5% | -12.0% | — | 6.1% |
|
NCLTY
Nitori Holdings Co., Ltd.
|
$10.77B | +9.7% | — | — | 0.0% |
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 | |
|---|---|---|---|---|---|
| MBC | -0.4% | +7.2% | -8.9% | +10.4% | -17.5% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +0.9% | +3.6% | -20.5% | +7.9% | -29.8% |
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.