Masco
Makes Delta plumbing fixtures, Behr coatings, Liberty hardware and Hot Spring spas.
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Profile
Sells branded plumbing, bath, spa and hardware products through Plumbing Products, with paints and coatings in Decorative Architectural Products. Delta, hansgrohe, Hot Spring, Liberty, Behr and Kilz reach retail, trade and online channels; demand centers on repair and remodeling, and coatings depend heavily on Home Depot.
Designs, manufactures and distributes branded products for residential repair and remodeling, with less exposure to new construction. Plumbing Products includes Delta, Brizo and hansgrohe fixtures; BrassCraft components; Liberty hardware and shower doors; and Hot Spring, Caldera, Endless Pools and sauna brands. Decorative Architectural Products centers on Behr and Kilz coatings and accessories. Plumbing spans North America and markets abroad, while coatings remain concentrated in North America.
Executes through brand investment, product development, customer service, broad distribution and operating improvement. Home centers, trade distributors, specialty retailers and online sellers connect the portfolio mainly to repair-and-remodel demand. Imported inputs and finished goods create tariff exposure. Behr's retail and Kilz's big-box channels are exclusive to Home Depot in North America.
Company facts
Key statistics
Year to date +13.6% · Average volume (30d) 2.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $80 | |||
| Aug 3, 2026 | Deutsche Bank | Target | $74 | |||
| Jul 30, 2026 | UBS | Reiterate | Buy | $97 | $94 | |
| Jul 30, 2026 | Evercore ISI Group | Downgrade | Outperform | In Line | ||
| Jul 14, 2026 | Wells Fargo | Reiterate | Overweight | $78 | $87 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $1.32 | $1.64 | +24.2% | $2.08B | $1.99B | −4.4% | −0.62% |
| Apr 22, 2026Q1 FY26 | $0.88 | $1.04 | +18.2% | $1.83B | $1.92B | +4.6% | +1.95% |
| Feb 10, 2026Q4 FY25 | $0.78 | $0.82 | +5.1% | $1.82B | $1.79B | −1.3% | −1.72% |
| Oct 29, 2025Q3 FY25 | $1.02 | $0.97 | −4.9% | $1.82B | $1.92B | +5.3% | −0.35% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.80B | $2.05B | $1.92B | $1.79B | $1.92B | $1.99B | |
| Gross profit | $644.0M | $773.0M | $656.0M | $604.0M | $686.0M | $868.0M | |
| Operating income | $286.0M | $412.0M | $303.0M | $258.0M | $316.0M | $470.0M | |
| Net income | $186.0M | $270.0M | $189.0M | $165.0M | $213.0M | $318.0M | |
| Diluted EPS | $0.87 | $1.28 | $0.90 | $0.80 | $1.05 | $1.60 | |
| Gross margin | 35.8% | 37.7% | 34.2% | 33.7% | 35.8% | 43.6% | |
| Operating margin | 15.9% | 20.1% | 15.8% | 14.4% | 16.5% | 23.6% |
Fiscal years (4-quarter sums)FY21 $8.38B · FY22 $8.68B · FY23 $7.97B · FY24 $7.83B · FY25 $7.56B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $548.0M · Total debt $3.49B · Total assets $5.40B · Shareholders' equity −$365.0M
Dividends
Raised for 16 straight years — most recently to $0.32 from $0.31 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 24, 2026 | Aug 24 | Aug 28 | $0.32 | |
| May 22, 2026 | May 22 | Jun 8 | $0.32 | |
| Feb 20, 2026 | Feb 20 | Mar 9 | $0.32 | raised from $0.31 |
| Nov 7, 2025 | Nov 7 | Nov 24 | $0.31 | |
| Aug 8, 2025 | Aug 8 | Aug 25 | $0.31 | |
| May 23, 2025 | May 23 | Jun 9 | $0.31 | |
| Feb 21, 2025 | Feb 21 | Mar 10 | $0.31 | raised from $0.29 |
| Nov 8, 2024 | Nov 8 | Nov 25 | $0.29 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 197.19M · Float 196.57M · 99.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 15.72M | 7.97% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 13.18M | 6.68% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 12.22M | 6.20% | 13F | Aug 13, 2026 |
| State Street Corporation | 10.74M | 5.30% | 13G | Aug 7, 2026 |
| Harris Associates L P | 8.32M | 4.22% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 7, 2026 | Lisa A. Payne | director | −16,735 | $63.66 |
| Feb 26, 2026 | Heath M. Eisman | officer: VP, Controller and CAO | −747 | $71.92 |
| Feb 12, 2026 | Kenneth G. Cole | officer: VP, General Counsel and Sec. | −51,900 | $77.03 |
Peers
- Fortune Brands Innovations
Moen-led plumbing portfolio overlaps Delta and Hansgrohe channels
- Sherwin-Williams
Paint-store and retail brands press Behr and Kilz
- PPG Industries
Architectural coatings portfolio overlaps Behr paint and stains
- RPM
Rust-Oleum, Zinsser, and DAP overlap Kilz and Behr adjacencies
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Masco | $73.25 | +0.04% | $14.44B | 16.8 | 16.8 | 1.9 | −2.9% |
| Fortune Brands Innovations | $45.50 | −0.02% | $5.43B | 37.0 | 15.1 | 1.2 | −4.1% |
| Sherwin-Williams | $344.86 | +0.01% | $83.72B | 31.8 | 27.1 | 3.4 | +7.5% |
| PPG Industries | $114.22 | +0.04% | $25.39B | 16.4 | 13.8 | 1.5 | +7.2% |
| RPM | $106.65 | +0.03% | $13.62B | 20.6 | 17.7 | 1.7 | +7.2% |
| Median | 26.2 | 16.4 | 1.6 | +7.2% |