Masco Q3 EPS $1.17, Adjusted $1.19; Full-Year Adjusted EPS Guidance Raised to $4.65-$4.75
MAS sits 36% above its 52-week low of $58.165.
Summary
Masco reported Q3 adjusted EPS of $1.19, up 23%, and raised full-year adjusted EPS guidance to $4.65-$4.75 from $4.40-$4.60 while returning $322 million to shareholders.
Key Events · Earnings and Guidance · MAS
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Q3 Adjusted EPS Up 23%
Adjusted EPS rose to $1.19 from $0.97, and reported EPS rose 30% to $1.17 from $0.90, on net sales of $1,966 million, up 3% (4% excluding the Bristan divestiture and currency).
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Full-Year Guidance Raised
2026 adjusted EPS guidance lifted to $4.65-$4.75 from the prior $4.40-$4.60 range; reported EPS guidance is $4.51-$4.61.
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Margins Expand on Cost Execution
Adjusted operating margin rose 160 basis points to 17.9% and adjusted gross margin rose 250 basis points to 37.1%, driven by cost savings and tariff refunds rather than volume.
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Capital Returns and Dividend
Returned $322 million through dividends and share repurchases in the quarter; the board declared a $0.32 per share quarterly dividend payable November 23, 2026 to holders of record November 6, 2026.
Analysis · MAS · Manufacturing
Masco beat its own prior outlook and lifted full-year adjusted EPS guidance to $4.65-$4.75 from $4.40-$4.60, with adjusted operating margin up 160 basis points to 17.9% on 3% sales growth. The quarter also produced $322 million of shareholder returns and a $0.32 quarterly dividend. Management still calls the demand environment challenged, so the raise rests on margin execution and cost savings rather than volume.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 30.5% of the 1494 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.03%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, MAS was trading at $78.82 on NYSE in the Manufacturing sector, with a market capitalization of approximately $14.8B. The 52-week trading range was $58.16 to $83.64. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.