We came across a bullish thesis on Masco Corporation on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on MAS. Masco Corporation's share was trading at $71.61 as of February 9th. MAS’s trailing and forward P/E were 18.31 and 17.06 respectively according to Yahoo Finance. Strong Revenue Report Lifts Comfort Systems (FIX) Shares Andrey_Popov/Shutterstock.com Masco Corporation provides home improvement and building products in North America, Europe, and internationally. MAS ...

Partnership streamlines acquisition for federal, state, and local agencies through a trusted SDVOSB contract holder - paves way for Sekur's U.S. government sales MIAMI, FL / ACCESS Newswire / February 24, 2026 / Sekur Private Data, Inc. , a leading Swiss-hosted cybersecurity and private communications platform, and wholly owned subsidiary of Sekur Private Data ( OTCQB:SWISF )(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), is pleased to announce that its software portfolio has been approved and listed under ...

Group 1 - Masco (MAS) is positioned for cyclical recovery as the interest rate cycle reverses, supported by effective execution, pricing increases, and long-term structural demand drivers [1] - Revenue growth is expected to be bolstered by operating leverage and cost savings from restructuring initiatives [1] - Margins are anticipated to improve due to these factors, indicating a positive outlook for the company's financial performance [1]

Core Insights - Masco Corporation (MAS) reported mixed fourth-quarter 2025 results, with adjusted earnings exceeding estimates while net sales fell short [1][5]. Financial Performance - Adjusted EPS was 82 cents, surpassing the Zacks Consensus Estimate of 78 cents by 5.1%, but down from 89 cents in the prior year [5]. - Net sales totaled $1.79 billion, missing the consensus mark of $1.83 billion by 1.8% and declining 2% year-over-year [5]. - North American sales decreased by 5% in local currency, while international sales increased by 1% year-over-year [5][10]. Segment Analysis - Plumbing Products segment saw net sales rise by 5% year-over-year to $1.25 billion, with an adjusted operating margin of 16.3%, down 50 basis points [6]. - Decorative Architectural Products segment reported sales of $545 million, a 15% decrease from the prior year, with an adjusted operating margin of 13.9%, down 380 basis points [7]. Margin Performance - Adjusted gross margin contracted by 110 basis points to 33.7%, while adjusted selling, general and administrative expenses increased by 40 basis points to 19.3% [8]. - Adjusted operating margin decreased by 150 basis points to 14.4% [9]. 2026 Outlook - For 2026, the company anticipates adjusted EPS in the range of $4.10-$4.30, with net sales expected to be flat to slightly up year-over-year [13]. - The adjusted operating margin is projected to be approximately 17%, with Plumbing Products expected to see low single-digit sales growth [14]. Strategic Actions - The company is implementing restructuring actions to simplify operations, reduce costs, and improve efficiency, which are expected to support margin improvement over time [2]. - Integration of Liberty Hardware into the Delta Faucet business aims to better align brands and capabilities, with stable to slightly higher sales anticipated [3]. Market Reaction - Following the financial release, MAS stock increased by 4.8% in pre-market trading [4].

Masco (NYSE:MAS) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Company ParticipantsJohn Nuti - CEORichard Westenberg - CFORobin Zondervan - VP of Investor RelationsConference Call ParticipantsAnthony Pettinari - AnalystJohn Lovallo - AnalystMatthew Bouley - AnalystMichael Dahl - AnalystMichael Rehaut - AnalystPhilip Ng - AnalystSam Reid - AnalystStephen Kim - AnalystSusan Maklari - AnalystTrevor Allinson - AnalystOperatorGood morning, ladies and gentlemen. Welcome to Masco Corporation's fourth quarter ...

Financial Data and Key Metrics Changes - Net sales for Q4 2025 decreased by 2%, or 3% in local currency, primarily due to lower volumes [8] - Operating profit for Q4 was $259 million, with an operating profit margin of 14.4% [8] - Full year 2025 net sales decreased by 3%, or 2% excluding currency impacts and divestitures, with operating profit at approximately $1.3 billion and an operating margin of 16.8% [10][18] - Earnings per share for Q4 was $0.82, and for the full year, it was $3.96 [8][10] Business Segment Data and Key Metrics Changes - Plumbing product sales increased by 3% in local currency for Q4, with North American sales up 4% driven by favorable pricing [8][19] - Decorative architectural segment sales decreased by 15% in Q4, primarily due to lower volume and inventory timing impacts [9][23] - Full year plumbing sales increased by 3%, while decorative architectural sales decreased by 14% [21][23] Market Data and Key Metrics Changes - North American sales decreased by 5% in Q4, while international sales increased by 1% [17][18] - The company expects sales across global repair and remodel markets to be roughly flat in 2026 [12][29] Company Strategy and Development Direction - The company is focusing on integrating Liberty Hardware into Delta Faucet to enhance consumer-driven strategies and leverage brand capabilities [11][12] - A new executive committee has been established to improve operational efficiency and drive growth [17][80] - The company plans to maintain a strong investment-grade balance sheet and target a 30% dividend payout ratio [14][85] Management's Comments on Operating Environment and Future Outlook - Management acknowledges a dynamic geopolitical and macroeconomic environment but remains confident in long-term home improvement demand due to high homeowner equity and aging homes [15][16] - The company anticipates margin expansion in 2026 driven by cost savings from restructuring actions and operational efficiencies [13][29] Other Important Information - The board approved a 3% increase in the dividend for 2026, raising it to $1.28 per share [14] - A new $2 billion share repurchase program has been authorized, reflecting confidence in the company's financial position [15] Q&A Session Questions and Answers Question: Commodity inflation and copper pricing impact on plumbing margins - Management noted mid-single-digit inflation in Q4 and expects similar inflation in 2026, with a six-month lag for commodity costs to impact the P&L [35][36] Question: Pricing actions in plumbing for 2026 - Management indicated that pricing in plumbing was a 5% benefit in Q4 and expects mid-single-digit pricing for 2026, with actions already taken to mitigate tariff impacts [40] Question: Pricing and cost assumptions for decorative architectural segment - Management acknowledged upward pressure on costs and indicated ongoing discussions with retail partners regarding pricing adjustments [46] Question: Expectations for existing home sales and housing market dynamics - Management has modest expectations for existing home sales and anticipates that volume will be the biggest dynamic affecting performance [54][56] Question: Restructuring actions and their financial impact - Management expects to incur approximately $50 million in restructuring charges in 2026, with benefits anticipated to materialize in 2027 and 2028 [68][69]

Masco (NYSE:MAS) Q4 2025 Earnings call February 10, 2026 08:00 AM ET Speaker6Good morning, ladies and gentlemen. Welcome to Masco Corporation's fourth quarter and full year 2025 conference call. My name is Danny, and I will be your operator for today's call. As a reminder, today's conference call is being recorded for replay purposes. To ask a question, please press star, then the number one on your telephone keypad. To withdraw your question, please press star, then the number two. I will now turn the call ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Safe Harbor Statement This presentation contains statements that reflect our views about our future performance and constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "outlook," "believe," "anticipate," "appear," "may," "will," "should," "intend," "plan," "estimate," "expect," "assume," "seek," "forecast," and similar references to future periods. Our views about future performance involve risks an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 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 Identifi ...