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Sep 30
Masco Q3 2025 Earnings Report
Masco reported lower revenue and margins in Q3 2025, with adjusted EPS and operating income declining amid softer demand.
Key Takeaways
Masco Corporation reported Q3 2025 results showing a 3% decline in net sales to $1.917 billion and a 15% decrease in operating profit to $303 million. Adjusted EPS was $0.97, down 10% year over year, while gross and operating margins contracted due to market headwinds. The company maintained strong liquidity and repurchased shares worth $124 million.
Net sales declined 3% to $1.917 billion.
Adjusted EPS decreased 10% to $0.97 from $1.08 in Q3 2024.
Operating margin decreased 220 basis points to 15.8%.
Liquidity remained solid at $1.559 billion, including credit availability.
Masco
Masco
Masco Revenue by Segment
Masco Revenue by Geographic Location
Revenue by Segment
Plumbing Products Revenue
CapyFin.comDecorative Architectural Products Revenue
CapyFin.comRevenue by Geographic Location
North America Sales Revenue
CapyFin.comInternational Sales Revenue
CapyFin.com Forward Guidance
Masco expects full-year 2025 EPS between $3.84 and $3.89, and adjusted EPS between $3.90 and $3.95, reflecting moderated expectations amid challenging market conditions.
Positive Outlook
- Strong liquidity position of $1.559 billion supports financial flexibility.
- Steady performance in Plumbing Products with 2% growth.
- Operational efficiency initiatives continue across divisions.
- Shareholder returns maintained through buybacks and dividends.
- Adjusted operating margin remains resilient above 16%.
Challenges Ahead
- Revenue declined 3% year over year.
- Adjusted EPS dropped 10% compared to Q3 2024.
- Gross margin contracted by 240 basis points.
- Decorative Architectural Products segment saw a 12% sales decline.
- Macroeconomic headwinds continue to pressure demand.
Revenue & Expenses
Visualization of income flow from segment revenue to net income