Masco stock price rises 4%, 2026 outlook exceeds expectations

LootboxPhobia · 2026-02-11T10:17:50+00:00

Michigan-based Masco Corporation announced its Q4 earnings, with adjusted earnings per share of $0.82 surpassing expectations, but revenue of $1.79 billion slightly below analyst forecasts. The company is optimistic about fiscal year 2026, providing earnings guidance above expectations. Despite declining revenue, Masco is implementing restructuring to streamline operations and announced a quarterly dividend of $0.32 per share.

LootboxPhobia

2026-02-11 10:17:50

Abstract generation in progress

Livonia, Michigan – On Tuesday, Masco Corporation (NYSE: MAS) reported fourth-quarter adjusted earnings that exceeded analyst expectations, despite slightly lower revenue.

The company’s stock rose 4.84% in pre-market trading following the announcement.

The home improvement and building products manufacturer reported fourth-quarter adjusted earnings of $0.82 per share, surpassing the consensus of $0.79. Revenue was $1.79 billion, slightly below the consensus of $1.82 billion, representing a 2% year-over-year decline. In local currency, net sales decreased by 3%.

For fiscal 2026, Masco provided an optimistic outlook, guiding adjusted earnings per share of $4.10 to $4.30, with a midpoint of $4.20, slightly above the analyst consensus of $4.19. This positive guidance appeared to boost investor enthusiasm despite revenue challenges.

“Overall, our operating performance in the fourth quarter was in line with our expectations. We continue to operate amid a dynamic geopolitical and macroeconomic environment,” said Jon Nudi, President and CEO of Masco. “We achieved $259 million in adjusted operating profit and $0.82 in adjusted earnings per share this quarter.”

The company’s plumbing products division performed well, with net sales increasing 5% (3% in local currency), while decorative architectural products declined 15%. North American sales decreased 5% in local currency, while international sales grew 1%.

Masco is implementing restructuring actions to streamline operations, which incurred approximately $18 million in costs in the fourth quarter and are expected to generate an additional $50 million in costs in 2026. The company also announced the integration of Liberty Hardware from the decorative architectural products division into the Delta Faucet Company’s plumbing division.

For 2026, Masco expects the global repair and renovation market to be roughly flat, with company sales projected to remain flat to low single-digit growth after currency adjustments. The board declared a quarterly dividend of $0.32 per share and authorized a new $2 billion share repurchase program.

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