MASCO CORP /DE/ is expected to release its Q3 2026 10-Q filing on October 27, 2026, before market open. Last quarter: In 2026-Q2, Masco Corporation's net sales decreased 3% year-over-year to $1,992M due to lower North America sales volume, but net income increased 18% to $318M, substantially boosted by $95M in net IEEPA tariff refunds.
EPS Estimate
$1.07
Revenue Estimate
$1.96B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the MAS page.
Drawn from management commentary in the Q2 2026 10-Q:
Net sales for 2026-Q2 fell 3% year-over-year to $1,992M ($1,982M excluding currency translation). Lower North American sales volume reduced net sales by 5%, which was partially offset by a 1% increase from higher net selling prices and a 1% increase from higher International sales volume.
Gross profit for 2026-Q2 grew 12% year-over-year to $868M, expanding gross margin by 600 basis points to 43.6%. Profitability benefited from lower tariff costs, including approximately $95M in net tariff benefits from IEEPA refunds following a U.S. Supreme Court ruling declaring IEEPA tariffs unlawful.
Plumbing Products sales declined 3% to $1,337M in 2026-Q2, but segment operating profit jumped 24% to $352M due to IEEPA tariff refunds and pricing. Decorative Architectural Products sales fell 4% to $655M with flat operating profit of $147M, as pricing gains were offset by lower volumes and commodity inflation.
Add MAS to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.