Masco CorporationNYSE: MAS
Industrials · Building Products
$71.37
-0.63%
Vol: 1.2M
Research Digest
Friday, May 1, 2026
Q1 2026 EPS $1.04 (+20% YoY); revenue $1.92B (+6%); analyst raises post-beat; Investor Day May 13
Masco reported Q1 2026 EPS of $1.04 (+20% YoY) and revenue of $1.918B (+6% YoY) on April 29, beating expectations and driving 10.78% stock surge to $73.96. Adjusted operating profit grew 13%, showing strong pricing and cost control. Plumbing products segment up 9%. Company returned $267M to shareholders via dividends and buybacks (3.1M shares for $202M). Maintained full-year EPS guidance of $3.91-$4.11, adjusted EPS $4.10-$4.30. Announced upcoming retirements of Jai Shah (July) and Rick Marshall (Sept) as part of leadership transitions. Investor Day at NYSE May 13, 2026 will outline growth strategy. Analyst consensus Buy with $80.13 PT (+12.15% upside), though DIY paint weakness and commodity inflation remain headwinds.
Previous Market Intelligence
13 daysApr 30Masco Q1 earnings beat lifts stock 11% as plumbing growth accelerates and buybacks expandPositive▶
Masco reported Q1 2026 earnings beating estimates with EPS of $1.04 vs $0.88 and revenue of $1.92B vs $1.83B expected. Net sales grew 6%, operating profit jumped 10%, and the company expanded its share repurchase program to $800M from $600M. Adjusted operating margin expanded 60 bps to 16.5%. The company guides full-year 2026 adjusted EPS at $4.10-$4.30 and announced executive retirements. Stock surged 10.78% following the announcement.
Apr 16Masco upgraded by Evercore ISI to Outperform; Q1 earnings report April 22, 2026Mixed▶
Masco Corporation (MAS) announced upcoming Investor Day at NYSE on May 13, 2026, where senior leadership will address strategy and long-term value creation. Q1 2026 earnings release is set for April 22, 2026 at 7:00 a.m. ET with CEO Jon Nudi conference call. Evercore ISI upgraded MAS to Outperform from In Line while Wells Fargo lowered price target to $70. Stock trades at $63.54, down 23% year-to-date. Company faces challenges with stagnant revenue and declining returns on capital.
Apr 15Masco raised Q1 2026 earnings guidance expectations; Wells Fargo lowered price target to $70 from $85 on April 8.Mixed▶
Masco reported Q4 2025 net sales of $1,793 million (down 2%) with diluted EPS of $0.80. Wells Fargo analyst maintained Overweight rating but reduced price target to $70 from $85 on April 8. Cambiar Investors significantly increased stake by 733.9% to 612,832 shares in Q4. Q1 2026 earnings call scheduled for April 22 at 7:00 a.m. ET.
Apr 14No significant overnight updatesNeutral▶
Masco announced Q1 2026 earnings call for April 22 at 8:00 a.m. ET. Barclays maintained Hold rating on April 8. Cambiar Investors significantly increased stake by 733.9% in Q4 2025. Stock down 17.13% over the year amid revenue stagnation and margin pressures.
Apr 13Wells Fargo and Barclays lowered price targets for Masco on April 8 amid construction industry challenges.Mixed▶
Wells Fargo reduced price target from $85 to $70 with Overweight rating. Barclays lowered from $71 to $65 with Hold rating. Cambiar Investors significantly increased its stake. Masco entered into a new $1 billion multicurrency revolving credit facility. Q1 2026 results on April 22.
Apr 10Wells Fargo cuts Masco price target to $70 on April 8 amid construction sector headwinds; Q1 earnings due April 22.Negative▶
Wells Fargo reduced its Masco price target from $85 to $70 on April 8, maintaining Overweight rating but citing supply chain disruptions, rising interest rates, and economic headwinds. Q1 2026 earnings will be released April 22 at 7:00 a.m. ET. Stock closed at $63.54. Analyst consensus remains Hold with $76.29 average target.
Apr 9Masco Q1 2026 earnings April 22; stock faces housing headwinds.Negative▶
Masco released Q1 2026 earnings April 22 at 7 a.m. ET with CEO Jon Nudi hosting 8 a.m. conference call. New Executive Committee effective January 2026 combines corporate and business unit leadership. Behr Paint named Taupe 2026 Exterior Stain Color of Year; launched 18-color Outdoor Accent Collection. Board authorized $2B share buyback (13.5% of stock). Stock down 1.47% daily, 23.01% monthly, 17.13% annually. Current price $58.84. Q4 2025 EPS $0.82 beat estimates of $0.78. Mixed analyst sentiment with recent downgrades from Barclays.
Apr 8Masco announced new Executive Committee effective January 1, 2026, to accelerate execution of growth strategy across divisions.Mixed▶
Masco announced new Executive Committee effective January 1, 2026, with CEO Jon Nudi leading across divisions including Plumbing, Decorative Architectural Products, Delta, Hansgrohe, and Behr Paint. Behr named Taupe as 2026 Exterior Stain Color of the Year with new 18-color collection at Home Depot. Stock down −23.01% month-over-month, trading at $58.84. Q1 2026 earnings due April 22 at 7:00 a.m. ET. Despite challenges, according to 14 analysts, average Buy rating with 12-month target of $75.86, indicating 29.45% upside potential.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Q1 2026 earnings expected April 22; Behr Paint driving home improvement.Neutral▶
Masco to report Q1 2026 results April 22 with analysts expecting EPS $0.88. Despite recent underperformance, analysts maintain Moderate Buy rating. Behr Paint brand driving home improvement sector growth.
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours. Q1 2026 earnings scheduled for April 22.
Apr 2Masco Corporation to report Q1 FY2026 results on April 22; stock down 15.6% over past year amid home improvement sector challenges.Neutral▶
Masco Corporation is scheduled to report fiscal Q1 2026 results on April 22, 2026, with analysts predicting EPS of $0.88 (1.2% YoY increase). Stock has underperformed with 15.6% decline over past year, reflecting challenges in home improvement sector. Current stock price is $58.84. Masco designs and manufactures branded home improvement products including Behr paint, Delta and hansgrohe faucets, Liberty hardware, and HotSpring spas. Analysts maintain Moderate Buy consensus with price target of $75.86 (29.45% upside).
Apr 1Masco Corp scheduled to report Q1 2026 earnings April 22; analysts project $0.88 EPS.Neutral▶
Masco set to report Q1 2026 results on April 22 with analyst estimates of $0.88 EPS, marking 1.2% growth YoY. Stock down 1.35% in last 24 hours to $76.50. Recent insider activity shows position reductions.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TTTRANE | $486.46 | -1.23% | +14.3% | 29.2x | 1.21 | $108.9B |
| JCIJOHNSON | $145.42 | -0.42% | +9.2% | 26.2x | 1.40 | $89.4B |
| CARRCARRIER | $67.76 | +0.88% | +20.8% | 21.2x | 1.32 | $56.1B |
| LIILENNOX | $528.11 | -1.27% | +17.9% | 20.1x | — | $18.6B |
| MASMASCO | $71.37 | -0.63% | +20.3% | 15.3x | 1.29 | $14.5B |
| ALLEALLEGION | $135.89 | -1.16% | -1.9% | 14.4x | 1.03 | $11.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.