Overview

• Home improvement products maker's Q4 revenue fell 2%, missing analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company announced new $2 bln share repurchase program

Outlook

• Masco expects 2026 EPS between $3.91 and $4.11, adjusted EPS $4.10 to $4.30

• Company anticipates flat sales in global repair and remodel markets for 2026

• Masco expects $50 mln in restructuring charges in 2026 to fund growth initiatives

Result Drivers

• PLUMBING PRODUCTS GROWTH - Plumbing Products' net sales increased 5%, driven by demand in this segment

• DECORATIVE PRODUCTS DECLINE - Decorative Architectural Products' net sales decreased 15%, impacting overall sales

• RESTRUCTURING ACTIONS - Co began restructuring to streamline operations, incurring $18 mln in charges, expected to save costs

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "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 $73.00, about 1.9% above its February 9 closing price of $71.61

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBwcmkdYa

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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.)