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Masco (MAS) investor relations material
Masco Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Net sales decreased 2% year-over-year to $2,051M; flat in local currency and excluding divestitures, mainly due to lower Decorative Architectural Products sales and the Kichler Lighting divestiture.
Adjusted EPS grew 8% to $1.30 per share; reported EPS was $1.28.
Operating profit increased 4% to $412M (reported) and $413M (adjusted); margin up 100 bps to 20.1%.
CEO transition: Jonathon Nudi appointed, Keith Allman retired with a severance agreement.
Strong execution in a challenging macroeconomic and geopolitical environment, with focus on profitable growth and digital initiatives.
Financial highlights
Gross margin increased 10 bps to 37.6% (reported) and 37.7% (adjusted) year-over-year.
SG&A as a percent of sales improved 90 bps to 17.6%; SG&A expenses for Q2 2025 decreased 7% to $361M.
Cash and cash investments totaled $390M at June 30, 2025; total liquidity at $1,344M.
Working capital as a percentage of sales at 20.1%, expected to decline to ~17.5% by year end.
Returned $167M to shareholders in Q2 via dividends and share repurchases; 1.6M shares repurchased for $101M in Q2, $231M in first half.
Outlook and guidance
2025 adjusted EPS guidance reinstated at $3.90–$4.10 per share, with reported EPS guidance at $3.87–$4.07.
Sales for 2025 expected to be roughly flat year-over-year, excluding divestiture and currency; lower volumes offset by pricing.
Operating margin expected at ~17% for 2025; Plumbing Products margin ~18.5%, Decorative Architectural ~18%.
At least $450M in cash anticipated for share repurchases or acquisitions in 2025.
Management anticipates global repair and remodel markets will be down low single digits in 2025.
Why did Decorative Architectural Products' sales decrease?
What is driving Plumbing Products' net sales increase?
Explain Masco's capital allocation strategy.
Detail Masco's tariff mitigation strategy.
Assess DIY paint's future with Millennials.
How will copper tariffs impact 2025 results?
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Q3 202529 Oct, 2025
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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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