Masco (MAS) FY 2025 Annual General Meeting May 09, 2025 08:30 AM ET Speaker0 Good morning, and welcome to Masco's twenty twenty five Annual Meeting of Stockholders. I would like to introduce Ms. Lisa Payne, Masco's Chair of the Board. Speaker1 Thank you, and good morning. I'm pleased to welcome you to Masco's Annual Meeting. At today's meeting, we'll address six matters for stockholder consideration and respond to any questions about these matters in accordance with the meeting's rules of conduct that have ...

Group 1 - The article recommends a buy rating for Masco Corp. (MAS) based on expectations of a favorable macroeconomic environment in FY24 that should drive demand recovery [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets rather than just low multiples [1] - There is a recognition of the risks involved in investing in successful companies, particularly the potential to overpay, highlighting the importance of valuation [1] Group 2 - The article expresses a belief that in certain situations, the potential for growth can outweigh immediate price concerns [1]

Core Viewpoint - Masco Corporation reported weaker-than-expected earnings for the first quarter, missing both earnings per share and sales estimates due to macroeconomic uncertainties and tariffs [1][2]. Financial Performance - The company posted quarterly earnings of $0.87 per share, below the analyst consensus estimate of $0.92 per share [1]. - Quarterly sales amounted to $1.80 billion, missing the analyst consensus estimate of $1.84 billion [1]. - The adjusted operating profit margin was reported at 16.0 percent [2]. Shareholder Returns - Masco returned $196 million to shareholders through dividends and share repurchases during the first quarter [2]. Market Reaction - Following the earnings announcement, Masco shares gained 1.3%, trading at $60.08 [2]. Analyst Ratings and Price Targets - Baird analyst Timothy Wojs maintained an Outperform rating, lowering the price target from $72 to $70 [7]. - Evercore ISI Group analyst Stephen Kim maintained an In-Line rating, lowering the price target from $82 to $71 [7]. - Truist Securities analyst Keith Hughes maintained a Buy rating, lowering the price target from $92 to $75 [7]. - UBS analyst John Lovallo maintained a Buy rating, lowering the price target from $91 to $80 [7]. - Goldman Sachs analyst Susan Maklari maintained a Buy rating, lowering the price target from $82 to $73 [7]. - RBC Capital analyst Mike Dahl maintained a Sector Perform rating, cutting the price target from $74 to $62 [7].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission file number: 1-5794 Masco Corporation (Exact name of Registrant as Specified in its Charter) Delaware 38-1794485 (I.R.S. Employer I ...

Exhibit 99 2025 First Quarter Results "During the first quarter, we delivered solid adjusted operating profit margin of 16.0 percent and adjusted earnings per share of $0.87, and we returned $196 million to shareholders through dividends and share repurchases," said Masco President and CEO, Keith Allman. "We also experienced significant changes in the geopolitical and macroeconomic environment, including the enactment of new and broad-reaching tariffs. Our experienced teams are actively taking steps in an e ...