Masco's Q3 profit misses; notes near-term market conditions remain challenging

Masco

29/10/2025 11:13

Overview

Masco Q3 net sales fell 3%, missing analyst expectations

Home improvement products maker's adjusted EPS for Q3 decreased 10%, missing analyst estimates

Company repurchased 1.8 mln shares for $124 mln

Outlook

Masco expects 2025 adjusted EPS between $3.90 and $3.95

Company anticipates 2025 EPS in the range of $3.84 to $3.89

Masco notes near-term market conditions remain challenging

Result Drivers

GEOPOLITICAL AND MACROECONOMIC CHALLENGES - Masco cites dynamic geopolitical and macroeconomic environment as headwinds affecting Q3 results

PLUMBING PRODUCTS GROWTH - Plumbing Products' net sales increased 2% in Q3, partially offsetting declines in other segments

DECORATIVE PRODUCTS DECLINE - Decorative Architectural Products' net sales decreased 12%, impacting overall sales performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$1.92 bln
$1.94 bln (20 Analysts)
Q3 Adjusted EPS
Miss
$0.97
$1.03 (20 Analysts)
Q3 EPS
$0.90
Q3 Gross Margin
34.20%
Q3 Adjusted EBIT Margin
16.30%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 15 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy."

Wall Street's median 12-month price target for Masco Corp is $75.00, about 8.8% above its October 28 closing price of $68.43

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw49BQMpa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)