Masco Corporation MAS
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Full analysis: 28 Jul 2026
Latest news check: 30 Jul 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing position may be maintained at current valuation.
Raised guidance and aggressive buybacks offset weak organic sales and one-off earnings effects.
Market sentiment
7/10
↑
Trend: Improving
The market remains cautiously optimistic on margin expansion and the buyback program despite weak organic growth.
Price context
The stock trades at 81.61 USD, just 1.4 % below its 52-week high after fully recovering from the initial post-earnings gap. The level indicates investors are prioritizing cost control and capital returns over volume weakness.
Risk assessment
7/10
Dilution:
Low
Strong cash flows and ongoing buybacks
Jurisdiction:
Low
Operations mainly in US and Europe
Execution:
Low
Mature management with solid track record
Recent changes
- Report shows raised full-year guidance and large buybacks following weak organic growth and one-off effects.
About the company
Masco designs, manufactures and distributes branded home improvement and building products. Core segments are Plumbing Products (Delta, hansgrohe) and Decorative Architectural Products (Behr paint). The company is profitable and mature with strong cash flow generation.
Sector:
Building products for home improvement
Type:
Industrial
Next report
29 Oct 2026
Q3
Catalysts
29 Oct 2026
Q3 report
High
Horizon:
Bull case
Raised full-year guidance and large-scale buybacks support margin expansion and share price.
Bear case
Weak organic growth and reliance on one-off items limit the sustainability of earnings growth.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| Plumbing Products sales | Lower volumes in plumbing → weaker revenue growth and margin pressure. | Higher volumes in plumbing → improved profitability and confirmed guidance. |
| Raw material costs | Rising copper and oil prices → lower gross margins. | Lower raw material costs → margin expansion and stronger cash flow. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Raised guidance and aggressive buybacks offset weak organic sales and one-off earnings effects.
Recent news
- Masco released its Q2 report on 29 July showing revenue of 1.99 billion USD and adjusted EPS of 1.64 USD. The company raised full-year guidance to 4.40–4.60 USD and divested Bristan Group. Share repurchases totaled 390 million USD in the quarter.
Key figures
Revenue
Q2 2026
USD 2.0B
Revenue TTM
TTM
USD 7.7B
EBITDA
Q1 2026
USD 362M
Net income
Q1 2026
USD 213M
Cash
Q1 2026
USD 388M
Total debt
Q1 2026
USD 3,008M
Gross margin
Q2 2026
43.6%
Shares outstanding
Q1 2026
204M
EPS
Q1 2026
USD 1.04
Price & valuation
Last close
USD 76.14
Market Cap
USD 15.5B
1 week
-1.5 %
3 months
+12.8 %
12 months
+6.9 %
From 52w high
-8.0 %
From 52w low
+29.9 %
Exchange
NYSE
Type
Industrials
Sector
Building products for home improvement
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.