| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 73 | 15.8x | 17.8x | Top tier | |
Growth | 37 | -0.6% | 7.1% | Bottom tier | |
Quality | 86 | 33.3% | 4.5% | Top tier | |
Safety | 61 | 2.0x | 2.6x | Around median | |
Capital Return | 51 | 1.81% | 2.12% | Around median | |
Momentum | 48 | 3.8% | 2.9% | Around median | |
Sentiment | 85 | 14 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Masco Corporation operates through a portfolio of home improvement-related brands and generates revenue from two main segments: Plumbing Products and Decorative Architectural Products. The Plumbing Products segment includes the Delta, Brizo, Newport Brass, Hansgrohe, and Axor brands, as well as the Watkins Wellness business, while the decorative operations include Behr paints aimed at professionals and do-it-yourself consumers. The growth strategy relies on product launches, pricing, expanding commercial capabilities, and customer service, with the international plumbing business focused on Hansgrohe and Axor following the divestiture of Bristan Group.
In Q2 of fiscal year 2026, net sales declined 3% to $1.99 billion, but adjusted operating profit increased 17% to $482 million, and the operating margin expanded to 24.2%, while the gross margin reached 43.8%. Adjusted earnings per share rose 26% to $1.64 compared with $1.30 in the corresponding period, exceeding expectations of $1.32, with net tariff refunds of approximately $95 million serving as a key factor in the profitability improvement. EDGAR data for the trailing twelve-month period reported under fiscal year 2026 indicates revenue of $7.7 billion, gross profit of $2.7 billion, and net income of $837 million.
At the operating-mix level in Q2 of fiscal year 2026, Plumbing Products sales declined 3%, but segment profit increased 26% to $361 million and its margin expanded to 27%. International plumbing sales rose 4% in local currency, supported by European markets, particularly Germany, while North American plumbing sales declined 6%. In Decorative Architectural Products, sales decreased 4%, while operating profit reached $148 million and the margin was 22.6%; professional paint grew at a mid-single-digit rate, compared with a high-single-digit decline in do-it-yourself paint.
The analyst consensus on MAS shares is “Buy,” with an average price target of $82.4 and a target range of $72 to $94. The average target is slightly below the 52-week range high of $83.64 and well above its low of $58.16, while the wide target range highlights the uncertainty surrounding margin sustainability following the tariff-refund benefit and weak demand in do-it-yourself paint. The provided data did not include a valid price-to-earnings ratio that could be used to compare valuation with earnings.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
Masco sales declined 3% to $1.99 billion, but adjusted earnings per share rose 26% to $1.64. Results benefited from approximately $95 million in net IEEPA tariff refund benefits, in addition to pricing and cost savings. As a result, operating profit increased 17% to $482 million and the operating margin expanded to 24.2%, while underlying gross margin performance remained largely near the prior-year level.
Masco expects sales growth at a low-single-digit rate and an overall operating margin of approximately 18% in fiscal year 2026. The company raised its earnings-per-share range to $4.40–$4.60 from $4.10–$4.30 after accounting for an expected annual net benefit of $85 million from tariff refunds. It also expects low-single-digit growth and a margin of approximately 20% for the Plumbing Products segment, compared with roughly flat sales and a margin of approximately 19% for Decorative Architectural Products.
The plumbing portfolio includes the Delta, Brizo, Newport Brass, Hansgrohe, and Axor brands, along with Watkins Wellness. In Q2 of fiscal year 2026, Delta Faucet Company launched five new kitchen and bathroom collections, while Hansgrohe grew in several European markets, particularly Germany. Decorative Architectural Products includes Behr, where professional paint sales grew at a mid-single-digit rate compared with a high-single-digit decline in do-it-yourself paint.
Automated analysis for informational purposes only — not investment advice.
Masco recorded a net benefit of approximately $95 million from tariff refunds in Q2 of fiscal year 2026 and expects an annual benefit of approximately $85 million after accounting for incentive-related costs. Conversely, management expects mid-single-digit commodity inflation during the second half due to pressure from copper, metals, and oil. The full-year outlook includes Section 232 tariffs and Section 301 tariffs ranging from 10% to 12.5%, with the impact of tariffs flowing through inventory to the income statement with a delay of approximately one quarter.
The company returned $454 million to shareholders in Q2 of fiscal year 2026, including $390 million through share repurchases. On August 25, 2026, a quarterly dividend of $0.32 per share and a $300 million share repurchase authorization were announced. Masco also raised its estimate of funds available for share repurchases or acquisitions during fiscal year 2026 to approximately $1 billion, with liquidity of $1.5 billion and a total debt-to-earnings before interest, taxes, depreciation, and amortization ratio of 2.1 times.
The immediate risks include weak demand, as total sales declined 3% in Q2 of fiscal year 2026 and do-it-yourself paint fell at a high-single-digit rate. The company also faces expected mid-single-digit commodity inflation during the second half, alongside continued weakness in China and a customer transition in the foundation materials and application tools business. In addition, approximately $95 million of quarterly profitability was tied to the net tariff refund benefit, so Masco will need pricing, cost savings, and volume growth to maintain momentum after this impact diminishes.
