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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Masco (MAS) is 6/10.
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.
Scored from Masco’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q1 | $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 |