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MasterBrand Inc (MBC)
NYSE:MBC
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
0.18Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call highlights meaningful strategic progress — including integration of Supreme, continuous improvement gains, active tariff mitigation, a healthy liquidity position, and the potential transformational American Woodmark combination with sizable targeted synergies. However, these positives were overshadowed by substantial near-term financial deterioration: Q4 adjusted EBITDA and gross profit declined sharply, Q4 net loss and EPS weakness, falling free cash flow and operating cash, rising SG&A driven by one-time charges, and persistent trade and market headwinds (tariffs, three years of market contraction, and expectation of mid-single-digit market declines in 2026). Management is taking cost reduction and mitigation actions ($30 million planned reductions, pricing and sourcing initiatives) and expects mitigation benefits to materialize through 2026, but visibility is limited in the near term and leverage metrics were pressured. Overall, near-term operational and macro pressures outweigh the strategic and financial progress noted on the call.Company Guidance
Full-Year Net Sales Growth (Including Acquisition)
2025 net sales of $2.7 billion, up 1% year-over-year, driven by Supreme contribution (~5% of full-year sales) and net average selling price improvements that helped offset an underlying mid-single-digit market decline.
Supreme Integration Progress and Synergies
First full year operating as an integrated organization with strong progress capturing procurement, network, logistics, and overhead synergies; remains on track to realize $28 million in annual run-rate cost synergies by year three post-close.
Pending American Woodmark Transaction and Expected Synergies
Advancing integration planning for the proposed American Woodmark combination expected to close early 2026 (subject to approvals) and targeting approximately $90 million in run-rate cost synergies by the end of year three post-close.
Continuous Improvement Outperformance
Continuous improvement programs outperformed plan, broadening across production and back-office functions, contributing to productivity gains and partially offsetting volume pressure and tariff-related cost impacts.
Positive Cash Generation and Liquidity Position
Ended year with $183.3 million cash on hand and $441.9 million revolver liquidity; full-year net cash provided by operating activities of $195.7 million and full-year free cash flow of $117.5 million, demonstrating ongoing cash generation despite pressure.
Tariff Mitigation Progress
Management offset approximately one-third of the 300-basis-point Q4 tariff impact and over half of the full-year tariff hit (~115 basis points) through mitigation actions; expects to fully offset tariff dollar costs on a run-rate basis by 2026.
Reduced Interest Expense
Interest expense declined to $17.6 million in Q4 from $19.3 million year-over-year, reflecting progress in debt paydown.
Capital Discipline
CapEx of $78.2 million in 2025 (versus $80.9M prior year), in line with plan and focused on operational execution and integration; company reiterates focus on preserving liquidity and disciplined capital allocation.
Operational Resilience and Service Continuity
Maintained service levels and operational continuity through integration and supply challenges; new construction sales outperformed the broader market due to exposure to production builders and portfolio breadth.
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 May 12, 2026, After Close (Confirmed).
What is MasterBrand Inc (MBC) earnings time?
MasterBrand Inc (MBC) earnings time is at May 12, 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 (Q1) is -0.02.