MasterBrand Inc (MBC)
NYSE:MBC
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.4Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed but challenged picture: management executed well on cost actions, tariff mitigation and integration planning (positive operational execution and preserved liquidity), but financial results showed material declines in revenue, margins, adjusted EBITDA and GAAP profitability alongside large operating cash outflows and elevated leverage. Near-term market demand remains weak and the trade environment volatile, though management expects sequential improvement in Q2 and longer-term recovery by 2027.Company Guidance
Disciplined execution of cost and mitigation plans
Completed previously announced $30 million cost savings initiative in Q1 and executed tariff mitigation actions ahead of schedule; on track for $28 million Supreme integration run-rate synergies by year three and expecting approximately $90 million in annual run-rate synergies from the pending American Woodmark merger by year three post-close.
Tariff mitigation outperformance
Gross tariff costs were approximately $25 million in Q1; operational supply chain and sourcing actions delivered mitigation that exceeded expectations for the quarter and management expects to offset 100% of tariff dollar costs on a run-rate basis exiting 2026 (timing to fully materialize).
Maintained liquidity and reduced interest expense
Ended Q1 with $138.4 million cash on hand and $332.3 million revolver availability; interest expense declined to $18.4 million from $19.4 million year over year as debt was paid down.
Guidance points to sequential improvement in Q2
Management expects a meaningful sequential improvement in net sales in Q2 (seasonal uplift and modest mix improvement) and provided Q2 adjusted EBITDA guidance of $51 million to $61 million (7.8% to 8.8% margin) and adjusted diluted EPS guidance of $0.03 to $0.13.
Adjusted earnings metric improvement
Reported adjusted diluted EPS of $0.60 in the quarter versus adjusted EPS of $0.18 in the prior-year period (note: GAAP results differ), reflecting some non-GAAP adjustments and cost actions.
Operational continuous improvement progress
Continuous improvement initiatives delivered notable efficiency gains across the manufacturing network, helping offset material, personnel, and utility inflation.
Prudent capital allocation and capex discipline
Q1 capital expenditures were $13.2 million (in line with expectations); management reiterated disciplined capital deployment focused on operations, integration, and long-term value creation.
MBC Earnings History
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
MBC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $13.82 | $12.06 | -12.74% |
Nov 04, 2025 | $12.63 | $10.81 | -14.41% |
Aug 06, 2025 | $11.33 | $12.38 | +9.27% |
May 06, 2025 | $11.98 | $10.09 | -15.78% |
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 MasterBrand Inc (MBC) report earnings?
MasterBrand Inc (MBC) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is MasterBrand Inc (MBC) earnings time?
MasterBrand Inc (MBC) earnings time is at Aug 11, 2026, After Close (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 MBC EPS forecast?
MBC EPS forecast for the fiscal quarter 2026 (Q2) is 0.17.