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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Sam Reid | Wells Fargo | 12 | 0% |
| John Lovallo | UBS | 12 | 0% |
| Matt Bouley | Barclays | 12 | 8% |
| Steve Kim | Evercore ISI | 11 | 0% |
| Trevor Allinson | Wolfe Research | 10 | 10% |
| Mike Rehaut | JPMorgan | 10 | 0% |
| Mike Dahl | RBC Capital Markets | 10 | 20% |
| Tony Pettinari | Citigroup | 10 | 0% |
| Susan Maklari | Goldman Sachs | 10 | 0% |
| Rafe Jadrosich | Bank of America | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 12 | 0% |
| Barclays | 1 | 12 | 8% |
| Wells Fargo | 1 | 12 | 0% |
| Evercore ISI | 2 |
| 12 |
| 0% |
| JPMorgan | 1 | 10 | 0% |
| RBC Capital Markets | 1 | 10 | 20% |
| Goldman Sachs | 1 | 10 | 0% |
| Wolfe Research | 1 | 10 | 10% |
Sales increased 6% with EPS growing 20% to $1.04 as North American plumbing volumes came in better than expected with 9% segment growth. Operating margin expanded 90 basis points to 16.9% with the executive committee restructured for direct business unit reporting to the new CEO. FY2026 EPS guidance was maintained at $4.10-$4.30 as commodity inflation from oil price disruption was expected to offset tariff favorability.
Demand | Trade Tariffs | Competitive Dynamics | Margin | Pricing | Cost Pressure | Revenue Growth | Inventory | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 2 | 5 | 3 | 2 | 1 | |
| 2025Q1 | 5 | 6 | 3 | 2 | 4 | 1 | 1 | 2 |
| 2025Q2 | 6 | 9 | 4 | 3 | 4 | 2 | 2 | 2 |
| 2025Q3 | 10 | 7 | 8 | 9 | 5 | 3 | 3 | 3 |
| 2025Q4 | 6 | 3 | 7 | 6 | 5 | 4 | 4 | 1 |
| 2026Q1 | 8 | 5 | 7 | 4 | 3 | 7 | 5 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 6 | 10 | 6 | 8 |
| Trade Tariffs | 5 | 6 | 9 | 7 | 3 | 5 |
| Competitive Dynamics | 2 | 3 | 4 | 8 | 7 | 7 |
| Margin | 5 | 2 | 3 | 9 | 6 | 4 |
| Pricing | 3 | 4 | 4 | 5 | 5 | 3 |
| Cost Pressure | 2 | 1 | 2 | 3 | 4 | 7 |
| Revenue Growth | 1 | 2 | 3 | 4 | 5 | |
| Inventory | 1 | 2 | 2 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MAS Masco | 6 | +6.5% | |
| BLDR Builders FirstSource | 1 | -10.1% | |
| CARR Carrier Global | 4 | +2.4% | |
| JCI Johnson Controls | 9 | +8.2% | |
| LII Lennox International | 6 | +5.8% | |
| TT Trane Technologies | 7 | +6.0% |