)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Masco
Masco (MAS) investor relations material
Masco Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved key milestones in 2025 despite a challenging macroeconomic and geopolitical environment, including market share gains in plumbing and wellness, and recognition for brand strength and innovation.
Integrated Sauna360 and Liberty Hardware into the dealer network and Delta Faucet Company, driving double-digit sales growth in wellness and impacting segment reporting.
Decorative architectural segment maintained strong brand leadership, with Behr rated #1 in multiple paint categories and significant growth in Pro paint market share.
Initiated broad restructuring actions and established a new executive committee to enhance operational agility and leverage enterprise strengths.
Recognized by a key customer for strong partnerships and expanded into new categories through innovation.
Financial highlights
Q4 2025 net sales decreased 2% (3% in local currency); operating profit was $259M with a 14.4% margin; adjusted EPS was $0.82.
Full-year 2025 net sales decreased 3% (2% excluding currency/divestiture); operating profit was $1.3B with a 16.8% margin; adjusted EPS was $3.96.
Return on invested capital reached 41%; free cash flow exceeded $850M, with $832M returned to shareholders via dividends and buybacks.
Repurchased 8.5 million shares for $571 million in 2025.
Free cash flow for 2025 was $866 million; free cash flow conversion rate 99%.
Outlook and guidance
2026 adjusted EPS guidance is $4.10–$4.30; reported EPS guidance is $3.91–$4.11.
Sales expected to be flat to up low single digits, outperforming a flat global repair and remodel market.
Operating margin projected to expand to ~17% in 2026, with plumbing margins at ~18% and decorative architectural at ~19%.
$190M planned for capital expenditures; capex targeted at 2–2.5% of sales.
Board approved a 3% dividend increase to $1.28/share and authorized a new $2B share repurchase program.
Liberty Hardware integration: segment margin impact
Quantify expected restructuring savings
New $2B buyback: impact on 2026 EPS outlook?
How will Masco achieve <$300M China exposure?
What drives Pro paint market share gains?
Quantify 2027-28 restructuring margin impact.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Masco earnings date
Q1 202622 Apr, 2026
Masco
Next Masco earnings date
Q1 202622 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Home Improvement and Building Products
Masco Corporation is an American company that specializes in the design, manufacture, and distribution of branded home improvement and building products. The company's product portfolio includes faucets, kitchen and bath cabinets, bath and shower units, paints and stains, windows, decorative hardware, and plumbing specialties, catering to both repair and remodeling as well as new home construction. The company is headquartered in Livonia, Michigan, and its shares are listed on the NYSE.
From Automotive to Home Improvement
The company was founded in 1929 by Alex Manoogian as Masco Screw Products Company. In the beginning, it focused on machining automotive parts for Detroit's blossoming car industry, but it would undergo significant transformations to become the diversified home products company known today. In the 1950s, Masco ventured beyond automotive parts and made a pivotal shift towards the home improvement and building products industry. This strategic redirection was marked by Alex Manoogian's successful redesign of the single-handle faucet (named the Delta Faucet), which instantly became a huge success.
Throughout the 1960s and 1970s, Masco Corporation expanded its product lines and market reach through a series of acquisitions and diversifications. In the following decades, Masco continued to evolve through strategic acquisitions, international expansion, and a focus on innovation. The company acquired many brands that are well-recognized today, such as Behr Paint, KraftMaid, and Merillat cabinets, among others.
The Offerings Today
The company's offerings are diverse, encompassing several key categories that cater to both the residential and commercial construction markets. Here's a breakdown of Masco's primary product lines and activities:
Plumbing Products: Masco is well-known for its plumbing products, including faucets, showerheads, and other related fixtures. These products serve both the repair and remodeling markets as well as new construction.
Decorative Architectural Products: This category includes a variety of paints, primers, specialty coatings, and decorative accessories. Masco's Behr and Kilz brands are prominent in the paint and coatings industry, offering solutions for both DIY enthusiasts and professional contractors.
Cabinetry Products: Masco also operates in the cabinetry sector, providing a range of products for kitchens and bathrooms. Although the company has made strategic adjustments to its portfolio over the years, including divesting certain cabinetry businesses, it has historically been involved in manufacturing and selling cabinets under various brand names.
Windows and Other Specialty Products: The company offers windows and other specialty products designed to enhance home aesthetics and functionality. This category can include items such as window frames, doors, and other home hardware.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage