The earnings call presented a mixed overview, with strong performance in the plumbing segment and notable achievements in product innovation and operating profit growth. However, these were tempered by challenges in the decorative architectural segment, ongoing tariff impacts, and a decline in net sales. The market environment remains volatile, particularly concerning tariffs and the China market.

Company Guidance -

Q3 2025

During Masco Corporation's Second Quarter 2025 Conference Call, the company provided several key metrics guiding their performance outlook. The second quarter saw a 2% decrease in net sales, but local currency sales remained steady excluding divestitures. Gross margins increased by 10 basis points to 37.7%, and operating profit rose by $14 million to $413 million, with a 100 basis point increase in operating profit margin to 20.1%. Earnings per share grew 8% to $1.30. For the full year 2025, Masco anticipates adjusted earnings per share in the range of $3.90 to $4.10, expecting sales to be roughly flat after accounting for divestitures and currency impacts. They aim to mitigate a $140 million tariff impact, and anticipate operating margins to be around 17%. The company plans to invest $450 million towards share repurchases or acquisitions, along with $175 million in capital expenditures.

Strong Operating Profit Growth

Operating profit grew $14 million to $413 million, with an operating profit margin increase of 100 basis points to 20.1% for the quarter.

Earnings Per Share Increase

Earnings per share grew 8% in the second quarter to $1.30 per share.

Plumbing Segment Performance

Plumbing sales increased 4% in local currency with North American plumbing sales up 5% driven by favorable pricing and volume. Operating profit for the segment was $276 million and operating margin increased 110 basis points to 21%.

Recognition of Innovative Products

Delta Faucet's water filtration systems received the WaterSense certification from the U.S. Environmental Protection Agency, and Hansgrohe won 4 Red Dot Design awards.

Strong Cash Return to Shareholders

Returned $167 million to shareholders in the second quarter through dividends and share repurchases, including $101 million in stock repurchases.

Masco (MAS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MAS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.03 / -	1.08	―	―	―
Jul 31, 2025	2025 (Q2)	1.09 / 1.30	1.2	8.33% (+0.10)
Apr 23, 2025	2025 (Q1)	0.92 / 0.87	0.93	-6.45% (-0.06)
Feb 11, 2025	2024 (Q4)	0.88 / 0.89	0.83	7.23% (+0.06)
Oct 29, 2024	2024 (Q3)	1.08 / 1.08	1	8.00% (+0.08)
Jul 25, 2024	2024 (Q2)	1.18 / 1.20	1.19	0.84% (+0.01)
Apr 24, 2024	2024 (Q1)	0.88 / 0.93	0.87	6.90% (+0.06)
Feb 08, 2024	2023 (Q4)	0.66 / 0.83	0.65	27.69% (+0.18)
Oct 26, 2023	2023 (Q3)	0.91 / 1.00	0.98	2.04% (+0.02)
Jul 27, 2023	2023 (Q2)	0.96 / 1.19	1.14	4.39% (+0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MAS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$65.73	$68.13	+3.65%
Apr 23, 2025	$61.13	$59.03	-3.44%
Feb 11, 2025	$76.88	$77.94	+1.38%
Oct 29, 2024	$80.65	$80.28	-0.46%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Masco (MAS) report earnings?

Masco (MAS) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Masco (MAS) earnings time?

Masco (MAS) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MAS EPS forecast?

MAS EPS forecast for the fiscal quarter 2025 (Q3) is 1.03.

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