CRH's Q4 Earnings Meet Estimates, Revenues Up Y/Y, Stock Down
CRH plc reported mixed fourth-quarter 2025 results, with adjusted earnings meeting expectations and increasing year over year, while total revenues missed consensus estimates but still grew. The company's performance was driven by favorable market demand, effective commercial execution, and acquisitions, leading to a 1% stock drop during after-market trading. CRH also declared a quarterly dividend and provided a positive outlook for 2026, anticipating continued growth.
Toll Brothers' Q1 Earnings & Revenues Surpass Estimates
Toll Brothers (TOL) exceeded first-quarter fiscal 2026 earnings and revenue estimates, driven by strong demand in the luxury housing market. Despite challenges like elevated mortgage rates and higher SG&A costs, the company reported increased EPS and total revenues year-over-year. Toll Brothers also provided guidance for Q2 and the full fiscal year 2026, anticipating continued growth in average home prices but some contraction in gross margins.
5 Insightful Analyst Questions From Masco's Q4 Earnings Call
Masco's Q4 results were well-received by the market, despite revenue missing analyst expectations, driven by strong pricing in plumbing, cost savings, and market share gains. CEO Jonathon Nudi highlighted growth in Delta Faucet and Behr, while acknowledging headwinds from lower volumes and elevated costs. Analysts focused on key topics like copper inflation's impact on plumbing margins, DIY paint volume pressures, restructuring savings reinvestment, the role of the new executive committee, and momentum in plumbing and trade credit pilots.
MASCO CORP (NYSE:MAS) Presents a Compelling Case for Dependable Dividend Income
MASCO CORP (NYSE:MAS) is presented as a strong candidate for dependable dividend income due to its competitive yield, consistent dividend growth, and manageable payout ratio. The company's solid financial fundamentals, including strong profitability and health ratings, support the sustainability of its dividend. While growth outlook is modest, expected EPS acceleration suggests continued dividend raises, making it an attractive option for long-term investors seeking reliable income.
Mueller Industries Pairs Net Cash Focus With Value Added Growth
Mueller Industries is focusing on maintaining a net cash position and practicing disciplined growth, shifting its strategy towards value-added manufacturing rather than being a commodity play. This approach aims to provide financial flexibility and stability, reducing dependence on short-term commodity price fluctuations. Investors are encouraged to monitor the company's consistent adherence to these capital allocation priorities and its response to market volatility.
The Truth About Masco Corporation: Is This ‘Boring’ Home Stock Secretly a Power Play?
The article explores Masco Corporation (MAS) as a potentially undervalued investment opportunity in the home improvement sector, contrasting it with more volatile tech and meme stocks. It highlights Masco's stable business model, essential product offerings like faucets and paints, and its role as a "cash-flow grinder" with dividend potential for long-term investors. The author advises potential investors to check current stock performance and fundamentals before buying, framing Masco as a steady alternative to high-flying but risky stocks.
Margin Compression To 6.7% Tests Bullish Smart Home Narrative At Fortune Brands Innovations (FBIN)
Fortune Brands Innovations (FBIN) reported FY 2025 results with a net profit margin of 6.7%, down from 10.2% the previous year, including a US$106.0 million one-off loss. This compression challenges the bullish narrative that higher-margin smart home products will significantly boost profitability. The company faces debt coverage risks and its current P/E ratio, while below peers, reflects investor skepticism regarding the sustainability of future margin expansion despite projected EPS growth.
The Truth About Masco Corporation: Is This ‘Boring’ Home Stock Secretly a Power Play?
The article explores Masco Corporation (MAS), a "low-key home-improvement giant" behind popular brands in kitchen and bathroom products, evaluating if it's a worthwhile investment despite not being a flashy tech stock. It highlights Masco's consistent demand from home renovations and new constructions, its dividend potential, and contrasts its stable, cash-flow-driven business model with high-volatility meme stocks. The piece advises potential investors to check current market data and fundamental financials before considering it as a long-term, stable addition to a portfolio.
MasterBrand, Inc. SEC 10-K Report
MasterBrand, Inc. released its 2025 Form 10-K report, detailing a slight increase in net sales to $2,734.7 million but a significant decrease in net income to $26.7 million due to higher costs and expenses. The report highlighted the acquisition of Supreme and plans to merge with American Woodmark, while also outlining challenges such as market volatility and operational risks in the competitive cabinet industry. The company aims for $30 million in cost reductions in 2026 and is prioritizing strategic initiatives to enhance efficiency and market position.
Masco (MAS) Stock Performance & Earnings 2026 | Q4 2025 Results & Analyst Price Target - News and Statistics
Masco Corporation (MAS) has experienced mixed stock performance, underperforming the S&P 500 and homebuilder ETFs over the past year but showing a significant 22.2% year-to-date increase in 2026. The company recently reported Q4 2025 earnings with a 2% decline in net sales and an 8% drop in adjusted EPS, yet analysts maintain a "Moderate Buy" rating for the stock, with Citigroup increasing its price target to $84. Masco projects adjusted EPS between $4.10 and $4.30 for the current fiscal year.
Masco Corporation (NYSE:MAS) Released Earnings Last Week And Analysts Lifted Their Price Target To US$79.95
Following Masco Corporation's recent yearly results, which saw shares gain 9.0% to US$77.54, analysts have maintained their revenue and earnings per share forecasts for 2026, predicting US$7.70 billion in revenue and US$4.17 EPS. Despite no significant changes to fundamental estimates, the consensus price target for MAS was lifted by 7.3% to US$79.95, suggesting an improved perception of the company's intrinsic value. Analysts note that Masco's revenue is expected to stabilize after years of decline, although growth is still projected to lag the wider industry.
Masco Stock: Analyst Estimates & Ratings
Masco Corporation (MAS) shares have largely underperformed the broader market, despite an impressive 22.2% gain year-to-date in 2026. After reporting mixed Q4 2025 earnings, MAS stock received a "Moderate Buy" consensus from analysts, with a Citigroup analyst raising the price target to $84. The stock currently trades above its mean price target.
Masco Stock: Expert Predictions & Evaluations
Masco Corporation (MAS) has shown mixed stock performance, lagging the S&P 500 over the past year but seeing a significant 22.2% increase year-to-date in 2026. The company recently announced Q4 fiscal 2025 results with a decline in net sales and adjusted EPS, yet analysts maintain a "Moderate Buy" consensus and have raised price targets, indicating optimism for future growth. Citigroup, for example, reiterated a "Neutral" stance but increased its price target to $84.
Here's What Investors Must Know Ahead of Vulcan's Q4 Earnings
Vulcan Materials Company (VMC) is set to release its Q4 2025 earnings on February 17, with analysts expecting a slight decline in EPS but revenue growth due to strong aggregates pricing and volume. While the company anticipates gains from increased public and private construction and strategic initiatives, cost inflation and market uncertainties are expected to negatively impact earnings. The Zacks Model does not predict an earnings beat for VMC, which currently holds a Zacks Rank of 3.
Masco Corporation (NYSE:MAS) Q4 2025 Earnings Call Transcript
Masco Corporation reported its Q4 and full-year 2025 earnings, with Q4 EPS at $0.82, beating expectations. The company highlighted accomplishments in plumbing and decorative architectural segments, despite a challenging macroeconomic environment. Masco provided a 2026 outlook, expecting flat to low single-digit sales growth, margin expansion, and a dividend increase, alongside a new $2 billion share repurchase program.
Martin Marietta Q4 Earnings & Revenues Miss Estimates, Stock Down
Martin Marietta Materials, Inc. (MLM) reported disappointing Q4 2025 results, missing Zacks Consensus Estimates for both earnings and revenue, leading to a 4.5% stock decline in pre-market trading. Despite strong infrastructure activity and growth in its Aggregates business, the company's profitability was impacted by elevated costs and a weak residential market. The report also details the company's 2025 full-year performance, its portfolio optimization moves, and provides guidance for 2026.
Masco (MAS) Touches 52-Week High After Earnings Beat, PT Upgrade
Masco Corp. (NYSE:MAS) reached a new 52-week high after exceeding earnings expectations and receiving a price target upgrade. The company reported adjusted earnings per share of $3.96 for the last year, surpassing its guidance, though net income and sales saw slight declines. Masco anticipates sales to be flat or grow by low single digits in the current year, with adjusted EPS projected between $4.10 and $4.30.
Masco (MAS) Touches 52-Week High After Earnings Beat, PT Upgrade
Masco (MAS) reached a new 52-week high after reporting adjusted earnings per share of $3.96, surpassing its guidance, and receiving a price target upgrade. Despite a slight dip in net income and sales for the quarter and year, the company's CEO noted that operating results were largely in line with expectations amidst a challenging macroeconomic environment. For the current year, Masco projects sales to be flat or grow by low single digits, with adjusted EPS targeted between $4.10 and $4.30.
Masco (MAS) Touches 52-Week High After Earnings Beat, PT Upgrade
Masco (MAS) reached a new 52-week high after reporting adjusted earnings per share that beat expectations and receiving a price target upgrade. Despite a dip in attributable net income and net sales year-over-year, the company's fourth-quarter operating results were largely in line with expectations. Masco projects flat to low single-digit sales growth and adjusted EPS between $4.10 and $4.30 for the current year.
Evercore ISI Group Maintains "In-Line" Rating for Masco (MAS) wi
Evercore ISI Group has maintained its "In-Line" rating for Masco Corporation (MAS) but raised its price target from $70.00 to $78.00. This adjustment reflects an 11.43% increase in the price target, with the current average target price from 19 analysts at $77.24, implying a 1.34% upside from the current price. Masco, known for its home improvement and building products, also has a consensus "Hold" recommendation from 23 brokerage firms.
MAS Q4 Deep Dive: Margin Pressures Persist as Masco Emphasizes Operational Changes and Strategic Integration
Masco Corporation reported Q4 CY2025 revenues below market expectations despite beating adjusted EPS estimates. The company faced challenges from lower volumes and elevated tariff and commodity costs, particularly in the Decorative Architectural segment, but offset some through strong plumbing pricing and cost savings. Management is implementing restructuring, operational realignment, and strategic integration of Liberty Hardware into Delta Faucet to drive future margin expansion and growth, even with a cautious outlook on global home improvement demand.
MasterBrand, Inc. (NYSE:MBC) Q4 2025 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC) reported its Q4 and full-year 2025 earnings, revealing that results were pressured by ongoing demand challenges, particularly a sharper-than-expected late-quarter slowdown in new construction. Despite missing earnings expectations with an EPS of $-0.33123 against an expected $0.14, the company generated $645 million in net sales, a 3.5% decrease year-over-year, and implemented $30 million in planned cost reductions for 2026. The company discussed the impact of tariffs, its mitigation strategies, and the anticipated merger with American Woodmark, while providing a cautious Q1 2026 outlook.
Masco's Wide Moat Protects Margins Despite the Slowest US Housing Market in Decades
Masco has significantly strengthened its business model since 2014 by divesting cyclical and less profitable segments, such as its installation, windows, and cabinetry businesses. These strategic moves, coupled with cost-reduction initiatives and an improved balance sheet, allow the company's wide economic moat to protect its margins, even in a challenging U.S. housing market. The firm's shares are currently considered undervalued by 13% according to analyst assessments.
Masco Corp. stock outperforms competitors on strong trading day
Masco Corp. (MAS) stock rose significantly by 8.67% to $77.82 on Tuesday, outperforming the broader market. This strong performance brought the stock close to its 52-week high, despite mixed trading sessions for the Dow Jones Industrial Average and the S&P 500 Index.
Regency Centers CEO Palmer sells $1.99 million in stock
Regency Centers President and CEO Lisa Palmer sold 26,000 shares of common stock for $1.99 million on February 10, 2026, and also gifted 6,233 shares. This transaction leaves her with 107,690 shares in the company after the sale and 133,690 after the gift. In other news, the company reported a significant EPS beat for Q4 2025 but missed revenue expectations, and a board member announced retirement.
Masco Corporation Q4 2025 Earnings Call Insights
Masco Corporation continues to demonstrate market leadership and resilience despite challenging conditions, with strong Q4 2025 financial performance. The company projects flat to low single-digit sales growth for 2026, aiming for a 17% operating margin, and plans a $50 million restructuring. Masco also committed to shareholder returns through a 3% dividend increase and a new $2 billion share repurchase program.
Key facts: Masco Q4 Plumbing Sales Up 5%; Earnings Beat Estimates; $2B Buyback
Masco reported a 5% increase in Plumbing Products sales for Q4 2025, with adjusted earnings of 82 cents per share, surpassing analyst expectations. Despite revenue falling short of estimates at $1.79 billion, shares rose 7%. The company also authorized a new $2.0 billion share buyback program.
Altria’s 6.5% Dividend Has Been Raised For 20 Years, But Will it Continue?
Altria (NYSE: MO) offers a high dividend yield of 6.36% and has raised its dividend for over two decades. While its earnings payout ratio is stretched above 100%, the dividend is well-covered by free cash flow, which was $9.07 billion in 2025 against $6.96 billion in dividends, resulting in a 77% free cash flow payout ratio. However, the company faces concerns with $25.7 billion in total debt and negative shareholder equity of -$3.5 billion, leading to a moderate risk assessment for its dividend safety.
Masco Sees Price Target Bump Amid Strong Investor Support
Masco Corporation has seen its stock price increase by 9.13% driven by positive quarterly earnings and strong investor support. Leading financial institutions like Wells Fargo and Goldman Sachs have raised Masco’s price targets, reflecting increased confidence in the company's financial health and market positioning. While Baird made a slight downward adjustment, the overall market sentiment remains bullish, indicating potential for continued growth for Masco.
Masco Corporation stock reaches 52-week high at $79.18
Masco Corporation (MAS) has reached a new 52-week high of $79.18, driven by the company's steady market performance and investor confidence. Despite being considered overvalued by InvestingPro analysis, Masco has maintained dividend payments for 55 consecutive years and reported strong Q4 2025 earnings per share that surpassed expectations. The plumbing segment showed robust growth, contributing to the stock's surge amidst a competitive landscape.
Masco Stock Up on Q4 Earnings Beat, Sales Miss Estimates
Masco Corporation (MAS) reported mixed fourth-quarter 2025 results, with adjusted earnings surpassing estimates but net sales falling short. Despite a year-over-year decline in both metrics, the company's stock rose 4.8% in pre-market trading, driven by the earnings beat and restructuring efforts aimed at improving efficiency and margins. Masco provided a 2026 outlook with flat to low single-digit sales growth and an adjusted EPS range of $4.10-$4.30.
Masco stock price jumps nearly 9% after earnings beat, buyback and 2026 outlook
Masco Corp. shares surged by nearly 9% after the company surpassed fourth-quarter profit estimates, issued favorable 2026 guidance, and announced a new $2 billion share repurchase plan and dividend. Despite a soft housing market, Masco's price increases helped offset tariff-related costs, leading to stronger-than-expected adjusted quarterly profit, though sales missed expectations and gross margins tightened. Investors are focusing on the company's ability to maintain pricing power and the health of repair-and-remodel demand amid rising borrowing costs.
The F-150 Saved Ford
The Ford F-150, part of the F-Series line of pickup trucks, significantly contributed to Ford's profitability amid struggles in its EV, EU, and China markets. The F-Series recorded 828,832 unit sales in the US in 2025, up 8.3%, and accounted for 38% of all Ford vehicles sold in the US, maintaining its position as America’s best-selling truck for 49 consecutive years and best-selling vehicle for 44 years. Despite the company's efforts in electric vehicles, the F-Series' strong performance highlights Ford's continued reliance on gas-powered vehicles for the majority of its operating profit.
Earnings call transcript: Masco Q4 2025 beats EPS, stock surges 7.7%
Masco Corporation (MAS) reported Q4 2025 earnings per share of $0.82, exceeding analysts' expectations by 3.8%, despite revenue falling short by 1.65%. The stock responded positively, surging 7.69% in premarket trading. The company provided a 2026 outlook of flat to low single-digit sales growth, with anticipated operating margin expansion to 17%, and announced an increased dividend and a new $2 billion share repurchase program.
MAS Stock Jumped Over 4% Today – Here’s Everything To Know About The Massive Share Buyback
Masco Corp. (MAS) announced a new $2.0 billion share buyback program and declared a quarterly dividend of $0.32 per share, leading to a stock jump. The announcement followed a Q4 earnings report where the company surpassed EPS estimates but saw a decline in operating profit and shrinking margins. Masco also outlined restructuring actions and provided a 2026 outlook, expecting flat sales in global repair and remodel markets.
Masco (NYSE:MAS) Releases Quarterly Earnings Results, Beats Expectations By $0.04 EPS
Masco (NYSE:MAS) reported its quarterly earnings, announcing $0.82 EPS, which surpassed analysts' consensus estimates of $0.78 by $0.04. The company's revenue for the quarter was $1.79 billion, slightly below expectations of $1.82 billion, and Masco has updated its FY 2026 EPS guidance to $4.10-$4.30. Institutional investors and hedge funds hold a significant portion of the stock, with several analysts maintaining "Hold" or "Buy" ratings for the company.
Masco: Fourth Quarter Earnings Overview
Masco Corp. announced its fourth-quarter earnings, reporting a net profit of $165 million and adjusted earnings of $0.82 per share, which surpassed analyst forecasts. However, the company's revenue of $1.79 billion fell short of expectations. Masco also provided its full-year results and future earnings projections for the coming year.
Masco: Q4 Earnings Snapshot
Masco Corp. reported fourth-quarter earnings of $165 million, or 80 cents per share, which adjusted to 82 cents per share, surpassing Wall Street expectations of 78 cents per share. The company's revenue for the quarter was $1.79 billion, falling short of analysts' estimates of $1.83 billion. For the full year, Masco posted a profit of $810 million, or $3.86 per share, on revenue of $7.56 billion, and projects full-year earnings for the upcoming period to be between $4.10 and $4.30 per share.
Masco Corp. (NYSE:MAS) Announces $2 Billion Buyback Amid Mixed Q4 Results
Masco Corporation reported mixed Q4 2025 results, with earnings slightly surpassing expectations but revenue falling short. Despite the revenue miss, shares rose over 4% due to the announcement of a new $2.0 billion share repurchase program. The company also provided a 2026 outlook, anticipating flat to low-single-digit sales growth and adjusted EPS between $4.10 and $4.30.
Masco shares rise 4% as 2026 outlook tops expectations
Masco Corporation (NYSE:MAS) shares surged by 4.84% in pre-market trading after the company reported Q4 adjusted earnings of $0.82 per share, surpassing analyst expectations of $0.79, despite revenue slightly missing estimates at $1.79 billion. The positive market reaction is attributed to Masco's optimistic fiscal year 2026 adjusted EPS guidance of $4.10 to $4.30, with a midpoint exceeding the analyst consensus. The company also announced a quarterly dividend of $0.32 per share and a new $2.0 billion share repurchase program.
Masco (NYSE:MAS) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Masco Corporation (NYSE:MAS) reported Q4 CY2025 sales of $1.79 billion, a 1.9% year-on-year decline, falling short of analyst estimates. Despite missing revenue projections, the company's non-GAAP adjusted EPS of $0.82 exceeded analyst consensus by 3.2%, and adjusted EBITDA also beat estimates. Masco's long-term revenue growth has been weak, and while EPS beat estimates this quarter, its operating margin decreased.
MASCO CORP /DE/ SEC 10-K Report
Masco Corp. has released its 2025 10-K report detailing financial performance, business operations, and future outlook. The report highlights a slight decrease in net sales and gross profit but an increase in diluted income per common share, driven by strategic initiatives like portfolio management and capital allocation, despite facing challenges such as economic cycles and operational risks. The company plans to continue investing in innovation, share repurchases, and increased dividends.
Masco (NYSE: MAS) posts 2025 sales decline but strong cash flow and buybacks
Masco Corporation reported a 3% decline in net sales for 2025, reaching $7.56 billion, primarily due to lower sales volumes across its segments, despite price increases in plumbing products. Operating profit fell 8% to $1.25 billion, impacted by higher commodity costs and tariffs. However, the company maintained strong operating cash flow of $1.02 billion, enabling significant capital returns including $576 million in share repurchases and $261 million in dividends, along with a new $2.0 billion share repurchase authorization for 2026.
Masco Corporation Reports Fourth Quarter and 2025 Year-End Results
Masco Corporation reported a 2% decrease in net sales for Q4 2025 to $1.793 billion and a 3% decrease for the full year to $7.562 billion. Adjusted EPS for the quarter dropped 8% to $0.82, while full-year adjusted EPS decreased by 3% to $3.96. Despite the sales decline, the company declared a quarterly dividend of $0.32 per share, authorized a new $2.0 billion share repurchase program, and expects 2026 adjusted EPS to be between $4.10 and $4.30.
Masco: Q4 Earnings Snapshot
Masco Corp. reported fourth-quarter earnings of $165 million, or 80 cents per share, surpassing Wall Street expectations when adjusted for non-recurring costs at 82 cents per share. However, the company's revenue of $1.79 billion missed analysts' forecasts. For the full year, Masco reported a profit of $810 million on revenue of $7.56 billion and provided a full-year earnings outlook between $4.10 and $4.30 per share.
Masco: Q4 Earnings Snapshot
Masco Corp. reported fourth-quarter earnings of $165 million, or 80 cents per share, surpassing analyst expectations for earnings but missing revenue forecasts. The company posted revenue of $1.79 billion for the quarter, and for the full year, reported a profit of $810 million on revenue of $7.56 billion. Masco anticipates full-year earnings for the upcoming year to be in the range of $4.10 to $4.30 per share.
Masco: Q4 Earnings Snapshot
Masco Corp. (MAS) reported fourth-quarter earnings of $165 million, or 80 cents per share, surpassing analyst expectations for earnings. Adjusted earnings were 82 cents per share, beating the average estimate of 78 cents per share from Zacks Investment Research. However, the company's revenue of $1.79 billion for the quarter missed Street forecasts of $1.83 billion.
Masco Corporation’s Quiet Platform Power Play in Home Improvement
Masco Corporation is highlighted as a strategic player in home improvement, operating a "platform" of power brands like Delta, Hansgrohe, Behr, and Kichler, rather than focusing on single products. The article describes how Masco integrates design, performance, and distribution, emphasizing sustainability and efficiency. It also analyzes Masco's competitive positioning against rivals like Fortune Brands Innovations, A.O. Smith, and Sherwin-Williams, attributing its success to platform thinking, strong brand portfolio, channel mastery, pragmatic innovation, and resilience across housing cycles.
Trex Company Appoints Irene Tasi to Board of Directors
Trex Company, a leading manufacturer of wood-alternative decking, has appointed Irene Tasi to its Board of Directors. Ms. Tasi brings over 25 years of experience in the global industrial and building product sectors, including roles at PPG and Masco, where she focused on strategic development, transformation, and growth initiatives, including leveraging technology and digital capabilities. She will serve on the Audit and Compensation Committees, with current director Ronald Kaplan set to retire.
Masco in the spotlight as Q4 earnings test new structure
Masco Corporation is set to announce its fourth-quarter earnings, which will be the first financial report since the home improvement manufacturer restructured its leadership team in December. Analysts are anticipating sequential weakness, with expected earnings per share of 79 cents on $1.82 billion in revenue, down from the third quarter's 97 cents per share on $1.92 billion. Investors will be closely watching whether the new, leaner organizational structure proves effective in improving operational efficiency amidst a challenging demand environment and a cautious Wall Street outlook.
