Revenue Growth Across the Business
Total revenue grew 6.5% YoY to $1.92B in Q1 2026 (from $1.80B in Q1 2025), reflecting broad-based demand strength in Masco's home improvement and building products segments. This consistent top-line growth signals resilient consumer spending on repair and remodel activity.
Operating Leverage Driving Margin Expansion
Operating income rose 10.5% YoY to $316M while SG&A grew only 3.1% to $369M, resulting in operating margin expansion of approximately 60 basis points to 16.5%. This demonstrates effective cost discipline as revenue scaled faster than overhead expenses.
Strong EPS Growth Amplified by Share Buybacks
Diluted EPS increased 20.7% YoY to $1.05 from $0.87, outpacing net income growth of 14.5%, indicating that share repurchases meaningfully reduced the share count. Masco repurchased $202M in shares during Q1 2026, up 55.4% from $130M in Q1 2025.