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Masco 8-K Report, Financial Results (Feb 10, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed February 10, 2026
Period End
February 10, 2026
Security
MAS
In the record · 2016–202610-K1110-Q338-K95

MAS filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 95 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Feb ’20Feb ’20
  2. Leadership change8-K · Feb ’23Feb ’23
  3. Leadership change8-K · Mar ’25Mar ’25

01—Abstract

Summary

Summary of the 8-K filed February 10, 2026. Cited figures are marked; the original filing is the authoritative source.

Masco Corporation reported fourth-quarter and full-year 2025 results in a press release furnished as Exhibit 99 under Item 2.02.

For the fourth quarter, net sales decreased 2 percent to $1,793 milliona, with reported earnings per share of $0.80 and adjusted earnings per share decreasing 8 percent to $0.82. Adjusted operating margin was 14.4 percent, down from 15.9 percent a year earlier. For full year 2025, net sales decreased 3 percent to $7,562 million, and in local currency and excluding divestitures decreased 2 percent.

Reported diluted EPS was $3.86 and adjusted EPS decreased 3 percent to $3.96b, with adjusted operating margin of 16.8 percent. Management guided to full-year 2026 EPS of $3.91 to $4.11 as reported and $4.10 to $4.30 on an adjusted basis. The company expects global repair and remodel markets to be roughly flat in 2026 and its own sales to be roughly flat to up low-single digits when adjusted for currency.

Masco incurred about $18 millionc of restructuring charges in the fourth quarter of 2025 and expects roughly $50 million of additional charges in 2026. It also announced that Liberty Hardware will be integrated into Delta Faucet and reported within the Plumbing Products segment going forward.

Capital returns remained significant: the Board declared a $0.32d quarterly dividend and authorized a new $2.0 billion share repurchase program effective February 10, 2026, replacing the existing authorization. Full-year 2025 shareholder returns totaled $832 million through dividends and buybacks, and total liquidity at year-end was $1,647 million.

02—Key points

Key Highlights

  1. Fourth-quarter 2025 net sales decreased 2 percent to $1,793 million; adjusted EPS decreased 8 percent to $0.82.
  2. Full-year 2025 net sales decreased 3 percent to $7,562 million; reported EPS was $3.86 and adjusted EPS was $3.96, down 3 percent.
  3. 2026 guidance calls for EPS of $3.91 to $4.11 as reported and $4.10 to $4.30 adjusted, with repair and remodel markets expected roughly flat.
  4. Plumbing Products net sales rose 3 percent for full-year 2025, while Decorative Architectural Products net sales fell 14 percent.
  5. Restructuring actions incurred about $18 million of charges in Q4 2025, with roughly $50 million more expected in 2026.
  6. Liberty Hardware is being integrated into Delta Faucet and will move from Decorative Architectural Products to Plumbing Products.
  7. New $2.0 billion share repurchase program authorized and a $0.32 quarterly dividend declared; total liquidity was $1,647 million at year-end.

03—Questions

Frequently Asked Questions

  1. How did Masco perform in the fourth quarter of 2025?

    Net sales decreased 2 percent to $1,793 million, and net sales decreased 3 percent in local currency. Reported EPS was $0.80, and adjusted EPS decreased 8 percent to $0.82. Adjusted operating margin was 14.4 percent compared with 15.9 percent in the prior-year quarter.

  2. What is Masco's outlook for 2026?

    Masco expects full-year 2026 EPS of $3.91 to $4.11 as reported and $4.10 to $4.30 on an adjusted basis. Management expects global repair and remodel markets to be roughly flat and its own sales to be roughly flat to up low-single digits when adjusted for currency.

  3. What did the segments do in 2025?

    Plumbing Products net sales increased 3 percent to $4,992 million for the year, while Decorative Architectural Products net sales decreased 14 percent to $2,570 million. Decorative Architectural Products' full-year adjusted operating margin was 17.8 percent.

  4. What is the impact of the Liberty Hardware integration?

    Liberty Hardware is being integrated into Delta Faucet Company as part of a consumer-driven strategy. It was previously reported in the Decorative Architectural Products segment and will now be reported within Plumbing Products.

  5. How much is Masco returning to shareholders?

    Masco returned $281 million to shareholders in the fourth quarter and $832 million for full-year 2025 through dividends and share repurchases. The Board declared a $0.32 quarterly dividend payable March 9, 2026, and authorized a new $2.0 billion repurchase program.

04—Continue

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