Abstract
Masco will release its quarterly results on February 10, 2026 Pre-Market; this preview summarizes recent performance trends, last quarter metrics, and consensus expectations for the current quarter, providing an integrated view of revenue, profitability, and adjusted EPS momentum into the print.
Market Forecast
Consensus and company-tracked projections indicate Masco’s current quarter revenue at USD 1.82 billion, adjusted EPS at USD 0.79, and EBIT at USD 255.07 million, with year-over-year declines of 1.00%, 9.40%, and 10.11%, respectively; no explicit gross margin or net margin guidance is provided, but the setup implies continued pressure on profitability. The main business is expected to be anchored by Plumbing Products and Decorative Architectural Products, with near-term performance hinging on demand normalization in remodel activity and consistent sell-through in big-box retail channels. Plumbing Products is positioned as the most resilient segment, with revenue of USD 1.25 billion last quarter and better stability than Decorative Architectural Products, which posted USD 0.67 billion; current-quarter projections suggest mix advantages but a modest YoY contraction.
Last Quarter Review
Masco’s previous quarter delivered revenue of USD 1.92 billion, a gross profit margin of 34.22%, GAAP net profit attributable to shareholders of USD 189.00 million, a net profit margin of 9.86%, and adjusted EPS of USD 0.97, reflecting a YoY decline of 10.19% per the tracking set. One key highlight was sustained gross margin discipline despite softer topline, with double-digit EBIT contraction suggesting price-cost normalization and promotional intensity weighing on operating leverage. Main business highlights: Plumbing Products generated USD 1.25 billion and Decorative Architectural Products generated USD 0.67 billion; combined, category softness showed a low-single-digit YoY decline consistent with slower home improvement traffic.
Current Quarter Outlook
Plumbing Products
Plumbing Products remains Masco’s core business, and its performance this quarter will likely hinge on retail sell-through across key channels and the cadence of remodel and repair projects. The segment’s scale at USD 1.25 billion last quarter illustrates its central role in revenue and margin formation, especially given branded share and mix skew toward higher-value fixtures and accessories. Price realization achieved through earlier rounds of increases has moderated, and the forecasted EBIT decline of 10.11% suggests operating deleverage even if volumes stabilize. The distribution inventory picture is an important swing factor: if channel inventories have normalized, reorder rates could track more closely to end demand, reducing volatility; however, if destocking persists in certain categories, revenue may underperform the already cautious guidance. Promotional activity and private-label competition at large retailers could compress category margins, making gross profit retention a priority. Watch-through effects from input costs—particularly metals and freight—appear balanced, so the margin outcome rests more on mix and overhead absorption than on raw cost tailwinds.
Decorative Architectural Products
Decorative Architectural Products at USD 0.67 billion last quarter faces an environment with mixed discretionary demand and sensitivity to consumer confidence. The segment’s YoY contraction in the prior period corroborates a cautious stance, and the current-quarter revenue forecast implies ongoing softness as repaint cycles slow and DIY traffic normalizes from pandemic-era peaks. Relative to Plumbing, Decorative tends to carry different margin characteristics and relies heavily on promotional calendars and new product introductions to sustain shelf presence. This quarter, success may be defined by maintaining share in premium finishes, improving customer conversion in seasonal assortments, and avoiding margin dilution from excessive discounting. A stabilizing commodity basket mitigates cost volatility, but the key risk remains footfall variability across home centers, with project deferrals translating into uneven weekly performance. Should sell-through evidence modest recovery late in the quarter, the segment could help limit overall revenue decline; otherwise, the EBIT pressure indicated in the forecast will likely be more pronounced here than in Plumbing.
Key Stock Price Drivers This Quarter
Equity sentiment on Masco will be driven by revenue trajectory versus the USD 1.82 billion forecast, the durability of the 34.22% gross margin baseline, and commentary on channel inventory health. A beat on adjusted EPS relative to USD 0.79—without a corresponding deterioration in working capital—would likely be viewed constructively, signaling resilient pricing and cost control. Conversely, any tangible signal of renewed destocking or intensified promotional behavior in core categories could prompt downward revisions to full-year margin frameworks. Management tone on demand across pro and DIY cohorts will be closely parsed; signs of stabilization in repair-and-remodel backlogs could support a more neutral-to-positive narrative even if revenue declines persist. Investors will also focus on the cadence of EBIT trends against the 10.11% YoY decline implied for the quarter, as sustained operating efficiency could offset softer top-line outcomes.
Analyst Opinions
Institutional and sell-side commentary collected in the period points toward a cautious majority stance based on the expected EPS of USD 0.79 and revenue of USD 1.82 billion, with the implied YoY declines framing subdued near-term growth. The dominant view emphasizes margin maintenance amid volume headwinds, arguing that successful cost containment and mix management could reduce downside risk even as revenue slips. Analysts highlight the importance of inventory normalization in retail channels and steady remodel activity to support Plumbing Products performance, while acknowledging that Decorative Architectural Products may continue to lag due to discretionary demand softness. The cautious majority expects the company to meet or slightly underperform revenue guidance but sees potential for an in-line EPS print if gross margin resilience and disciplined SG&A trend hold. Forward-looking views are guarded, with analysts indicating that visibility on demand improvement is limited until macro signals in housing turnover and consumer spending show firmer trajectories; within that framework, Masco’s strong brand portfolio and distribution breadth are considered stabilizing factors that can support gradual recovery when conditions improve.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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