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Dec 31, 2025
Masco Q4 2025 Earnings Report
Masco Corporation reported a decrease in net sales and net income for the fourth quarter of 2025 compared to the same period in 2024.
Key Takeaways
Masco Corporation's fourth quarter 2025 results showed a 2% decrease in net sales to $1,793 million and a 6% decrease in net income to $0.80 per share. Adjusted earnings per share also decreased by 8% to $0.82. The company returned $281 million to shareholders through dividends and share repurchases during the quarter.
Fourth quarter net sales decreased 2 percent to $1,793 million.
Fourth quarter earnings per share was $0.80; adjusted earnings per share decreased 8 percent to $0.82.
Plumbing Products' net sales increased 5 percent, while Decorative Architectural Products' net sales decreased 15 percent.
Operating profit decreased 14 percent to $248 million, and operating margin decreased 210 basis points to 13.8 percent.
Revenue by Segment
Forward Guidance
Masco expects 2026 adjusted earnings per share to be in the range of $4.10 to $4.30, with sales roughly flat to up low-single digits when adjusted for currency.
Positive Outlook
- Expect 2026 adjusted earnings per share in the range of $4.10 - $4.30.
- Anticipate sales to be roughly flat to up low-single digits when adjusted for currency, outperforming the market.
- Integration of Liberty Hardware into Delta Faucet Company is expected to leverage brands, capabilities, and scale.
- Restructuring actions are expected to fund additional growth initiatives and contribute to future margin expansion.
- Strong balance sheet and disciplined capital allocation are expected to deliver long-term shareholder value.
Challenges Ahead
- Sales across global repair and remodel markets are expected to be roughly flat in 2026.
- Incurred approximately $18 million in restructuring charges in Q4 2025.
- Expect to incur approximately $50 million in additional restructuring charges in 2026.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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