Masco Q1 sales, adjusted profit beat estimates

Masco

22/04/2026 12:08

Overview

US home improvement products maker's Q1 sales rose 6%, beating analyst expectations

Adjusted EPS for Q1 grew 20% and beat analyst expectations

Company repurchased 3.1 mln shares for $202 mln during the quarter

Outlook

Masco maintains 2026 EPS guidance at $3.91-$4.11, adjusted EPS at $4.10-$4.30

Company says dynamic macroeconomic and geopolitical environment influencing outlook

Result Drivers

PLUMBING PRODUCTS GROWTH - Co said Q1 sales in Plumbing Products segment increased 9%, supporting overall revenue growth

STRONG EXECUTION - CEO Jon Nudi attributed performance to strong execution amid a dynamic macroeconomic and geopolitical environment

OPERATING MARGIN IMPROVEMENT - Co reported adjusted operating margin rose to 16.9% from 16.0% in Q1 2025

Company press release: ID:nBw39zlw5a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$1.92 bln
$1.84 bln (21 Analysts)
Q1 Adjusted EPS
Beat
$1.04
$0.88 (20 Analysts)
Q1 EPS
$1.05
Q1 Gross Margin
36.00%
Q1 Adjusted EBIT Margin
16.90%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 14 "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 $76.00, about 13.8% above its April 21 closing price of $66.76

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)