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Masco (MAS) investor relations material
Masco Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary12 Nov, 2025
Industry environment and performance
Delivered solid performance and maintained or built market share despite challenging macro and geopolitical conditions, with notable strength in Europe and margin expansion.
2025 is expected to be challenging due to tariffs, but effective mitigation strategies are in place.
Strategic priorities and capital allocation
Portfolio has shifted toward less cyclical, repair and remodel-focused segments, especially plumbing and decorative architectural products.
Capital allocation priorities: reinvestment (2–2.5% of net sales), maintaining investment-grade credit, relevant dividend (3% payout), and returning cash to shareholders or M&A.
Increased available cash for buybacks or M&A from $450M to $500M in Q3.
M&A focus is on bolt-on acquisitions in core areas, with openness to larger deals if opportunities arise.
Growth outlook and leadership
Reconfirmed long-term organic growth target of 3–5%, with additional growth from M&A.
New CEO brings a consumer products and digital marketing focus, aiming to leverage brand strengths and digital capabilities.
Targeting growth in luxury and premium plumbing, relaunching Newport Brass under Delta, and expanding into water filtration markets with significant TAM.
When will tariff margin impact be fully offset?
What specific initiatives drive growth outperformance?
Can Behr leverage competitor pricing for share?
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Q4 20256 Feb, 2026
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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.
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