MasterBrand
Builds stock-to-premium cabinetry for dealers, retailers, builders, and home projects.
Something off on this page? Send us feedback.
Profile
Manufactures residential cabinets for remodeling and new construction, spanning stock, semi-custom, and premium categories in one reportable segment. Sales are concentrated in the United States and flow through dealers, retailers, and builders, with a larger brand portfolio after the American Woodmark merger.
Manufactures and sells residential cabinetry for remodeling and new-construction markets. Product families span stock, semi-custom, and premium cabinets for kitchens, bathrooms, and other home spaces across the enlarged post-merger brand portfolio.
Dealer, retailer, and builder channels sit inside a single reportable segment. Sales are concentrated in the United States with Canadian reach, and service execution matters because major home-center customers and independent dealers shape demand.
Current operations reflect the Fortune Brands spin-off, Supreme Cabinetry acquisition, and American Woodmark merger. The business depends on remodeling and new-construction cycles, cabinet input costs, tariff mitigation, labor availability, and integration of acquired cabinet platforms.
Company facts
Categories
Key statistics
Year to date −23.5% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $10 | ||
| Apr 14, 2025 | Zelman & Assoc | Downgrade | Neutral | Underperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.10 | $0.05 | −47.4% | $743.1M | $815.2M | +9.7% | −3.59% |
| May 5, 2026Q1 FY26 | −$0.04 | $0.06 | +271.4% | $591.4M | $618.0M | +4.5% | −8.66% |
| Feb 10, 2026Q4 FY25 | $0.14 | −$0.02 | −114.3% | $607.6M | $644.6M | +6.1% | −12.74% |
| Nov 4, 2025Q3 FY25 | $0.14 | $0.33 | +135.7% | $607.6M | $698.9M | +15.0% | −14.41% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $660.3M | $730.9M | $698.9M | $644.6M | $618.0M | $815.2M | |
| Gross profit | $198.7M | $233.1M | $209.6M | $158.5M | $146.4M | $205.5M | |
| Operating income | $46.3M | $73.7M | $42.1M | −$28.4M | −$9.5M | −$27.8M | |
| Net income | $13.3M | $37.3M | $18.1M | −$42.0M | −$15.4M | −$57.6M | |
| Diluted EPS | $0.10 | $0.29 | $0.14 | −$0.33 | −$0.12 | −$0.38 | |
| Gross margin | 30.1% | 31.9% | 30.0% | 24.6% | 23.7% | 25.2% | |
| Operating margin | 7.0% | 10.1% | 6.0% | -4.4% | -1.5% | -3.4% |
Fiscal years (4-quarter sums)FY21 $2.86B · FY22 $3.28B · FY23 $2.73B · FY24 $2.70B · FY25 $2.73B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 28, 2026Cash & short-term investments $241.6M · Total debt $1.69B · Total assets $4.48B · Shareholders' equity $1.97B
Dividends
No dividends on record.
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 127.98M · Float 112.37M · 87.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 31.55M | 24.65% | 13F | Aug 7, 2026 |
| Pzena Investment Management LLC | 15.33M | 7.50% | 13G | Jul 22, 2026 |
| Coliseum Capital Management, LLC | 13.20M | 10.31% | 13F | Aug 14, 2026 |
| Gates Capital Management, Inc. | 13.19M | 10.30% | 13F | Aug 14, 2026 |
| FMR LLC | 10.37M | 8.10% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Mark A. Young | officer: VP, Chief Accounting Officer | −6,000 | $9.15 |
| Aug 11, 2026 | Kurt Wanninger | officer: EVP & Chief Operations Officer | −50,000 | $9.22 |
| Jun 11, 2026 | Philip D. Fracassa | director | +5,000 | $9.11 |
| Jun 10, 2026 | Bruce Alan Kendrick | officer: EVP & Chief HR Officer | −26,245 | $9.02 |
| Jun 8, 2026 | David D. Petratis | director | +11,587 | $8.82 |
Peers
- Lowe's
Retail kitchen and builder-interiors channel power
- Home Depot
Home-center cabinet assortment and remodel channel power
- Builders FirstSource
Builder-channel supply overlap in cabinets and related products
- Wayfair
Online home-goods assortment in cabinets and vanities
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MasterBrand | $8.63 | +0.06% | $1.10B | — | 78.2 | 0.4 | +11.5% |
| Lowe's | $208.40 | +0.12% | $116.66B | 17.6 | 16.6 | 1.3 | +8.3% |
| Home Depot | $330.25 | +0.05% | $329.24B | 23.1 | 21.4 | 1.9 | +5.7% |
| Builders FirstSource | $67.72 | +0.06% | $7.29B | 74.4 | 18.5 | 0.5 | −8.8% |
| Wayfair | $104.07 | +0.32% | $14.21B | — | 30.7 | 1.1 | +7.5% |
| Median | 23.1 | 19.9 | 1.2 | +6.6% |