Masco's recent earnings recovery is real but uneven, with gross margin reaching 43.6% and operating margin 23.6% in 2026Q2 against a 33.7% to 37% band in most other quarters, suggesting the peak may prove transitory.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has hovered between $1.8B and $2.1B with year-over-year growth of 2.6% in 2026Q3 after a -2.9% decline in 2026Q2, indicating top-line growth that is not yet durable despite margin expansion to 23.6% operating margin in 2026Q2.
Masco Corporation is a global leader in home improvement and building products, providing steady demand regardless of housing market fluctuations.
The company owns Delta Faucet Company, a worldwide leader in faucets and related accessories, with strong brands like Delta®, Brizo®, and Peerless®.
Masco's trailing and forward P/E ratios of 18.31 and 17.06 respectively indicate reasonable valuation levels as of February 9th.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $1.19+16.7% vs $1.02 | $2.0B+2.0% vs $1.9B |
Q3 2026 Jul 29, 2026 | $1.64+24.2% vs $1.32 | $2.0B-4.4% vs $2.1B |
Q2 2026 Apr 22, 2026 | $1.04+18.6% vs $0.88 | $1.9B+4.6% vs $1.8B |
Q1 2026 Feb 10, 2026 | $0.82+5.1% vs $0.78 | $1.8B-1.3% vs $1.8B |
MAS' Q3 earnings beat estimates as pricing, cost savings and margin gains fuel growth, lifting shares 5.7% and prompting a higher 2026 earnings outlook.
Masco Corporation (MAS) Q3 2026 Earnings Call Transcript
Masco NYSE: MAS reported third-quarter 2026 results that included higher sales, expanded margins and a 23% increase in adjusted earnings per share, as growth in North American plumbing and professional paint helped offset continued weakness in international markets and do-it-yourself paint.
While the top- and bottom-line numbers for Masco (MAS) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Benchmark MAS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Masco Corporation (MAS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $82.22 | $16.21B | 17.40 | -3.4% | 12.07% | 7363.64% | 1.51% | |
| $150.52 | $9.17B | 17.42 | -0.48% | 4.63% | 6.17% | — | |
| $344.10 | $83.53B | 31.22 | 2.06% | 10.74% | 63.49% | 0.92% | |
| $171.23 | $7.24B | 22.57 | 12.11% | 18.38% | 35.94% | 0.74% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — | |
| $185.39 | $15.76B | 22.86 | 7.82% | 15.74% | 32.68% | 1.09% |
Masco Corporation (MAS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Masco Corporation (MAS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 29, 2026·SEC
May 14, 2026·SEC
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Masco Corporation (MAS) stock FAQ — growth, dividends, profitability & financials explained
Masco Corporation (MAS) reported $7.67B in revenue over the trailing twelve months. Revenue was $7.56B in fiscal year 2025. That is 134% more than the $3.24B of fiscal year 1996.
Masco Corporation (MAS) grew revenue by 0.9% over the trailing twelve months, compared with the twelve months before.
Yes. Masco Corporation (MAS) earned $926.0M in net income over the trailing twelve months (a 12.1% net margin).
Yes. Masco Corporation (MAS) pays a dividend that yields 1.51% at the current price, a moderate yield.
Masco Corporation (MAS) had a return on equity (ROE) of 7363.6% in fiscal year 2025. That is well above the market's typical 10-15%.
Masco Corporation (MAS) generated $1.37B in free cash flow over the trailing twelve months.
