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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Lovallo | UBS | 14 questions · 0% challenging |
| Matthew Bouley | Barclays | 14 questions · 7% challenging |
| Sam Reid | Wells Fargo | 14 questions · 0% challenging |
| Stephen Kim | Evercore ISI | 13 questions · 0% challenging |
| Susan Maklari | Goldman Sachs | 12 questions · 0% challenging |
| Trevor Allinson | Wolfe Research | 12 questions · 17% challenging |
| Mike Dahl | RBC Capital Markets | 12 questions · 33% challenging |
| Anthony Pettinari | Citigroup | 10 questions · 0% challenging |
| Mike Rehaut | JPMorgan | 10 questions · 0% challenging |
| Rafe Jadrosich | Bank of America | 8 questions · 13% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 analyst | 14 questions · 7% challenging |
| UBS | 1 analyst | 14 questions · 0% challenging |
| Wells Fargo | 1 analyst | 14 questions · 0% challenging |
| Evercore ISI | 2 analysts | 14 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 12 questions · 33% challenging |
| Wolfe Research | 1 analyst | 12 questions · 17% challenging |
| Goldman Sachs | 1 analyst | 12 questions · 0% challenging |
| JPMorgan | 1 analyst | 10 questions · 0% challenging |
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 | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 2 | 5 | 3 | 2 | 2 | |
| 2025Q1 | 5 | 6 | 3 | 2 | 4 | 1 | 1 | 2 |
| 2025Q2 | 6 | 9 | 4 | 3 | 4 | 2 | 2 | 3 |
| 2025Q3 | 10 | 7 | 8 | 9 | 5 | 3 | 3 | 2 |
| 2025Q4 | 6 | 3 | 7 | 6 | 5 | 4 | 4 | |
| 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 | |
| Supply Chain | 2 | 2 | 3 | 2 | 1 |
Calendar quarter Q1 2026Earnings call Apr 22, 2026
FY2026 Q1 in brief
Sales increased 6% with EPS growing 20% to $1.04 as North American plumbing volumes came in better than expected with 9% segment growth.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +6.50% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Masco (MAS), FY2026 Q1: 6/10. Scores: Masco’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: MAS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.83B | -2.9% | $0.85 | 0.0% | 34.8% | 16.0% | 10.0% | $351M |
| FY2025 Q1 | $1.80B | -6.5% | $0.87 | -10.3% | 35.8% | 15.9% | 10.3% | $-189M |
| FY2025 Q2 | $2.05B | -1.9% | $1.28 | +9.4% | 37.7% | 20.1% | 13.2% | $270M |
| FY2025 Q3 | $1.92B | -3.3% | $0.90 | +16.9% | 34.2% | 15.8% | 9.9% | $415M |
| FY2025 Q4 | $1.79B | -1.9% | $0.80 | -5.9% | 33.7% | 14.4% | 9.2% | $371M |
| FY2026 Q1Selected | $1.92B | +6.5% | $1.05 | +20.7% | 35.8% | 16.5% | 11.1% | $-113M |
| FY2026 Q2 | $1.99B | -2.9% | $1.60 | +25.0% | 43.6% | 23.6% | 16.0% | $780M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 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% |