MasterBrand (MBC) Is Down 16.1% After Q4 Loss And Weaker Outlook For Early 2026 – What's Changed
MasterBrand (MBC) experienced a 16.1% drop in stock value following a Q4 2025 net loss of US$42 million and a projected mid-to-high single-digit net sales decline for Q1 2026. This significant downturn, despite slightly higher annual sales, has raised concerns about the company's profitability and capital allocation, leading to a pause in share repurchases. The company's investment narrative now focuses on cost discipline and pricing power rather than top-line growth, with analysts divided on its fair value.
Masterbrand, American Woodmark continue working with US FTC on second request
Masterbrand and American Woodmark are continuing to cooperate with the US Federal Trade Commission following a second request for information regarding their merger. Despite this, both companies still anticipate the merger will close early this year, having received shareholder approvals on October 30. The filing indicates ongoing regulatory review for the transaction.
Masterbrand, American Woodmark continue working with US FTC on second request
Masterbrand and American Woodmark are continuing to cooperate with the US Federal Trade Commission (FTC) following a second request for information regarding their merger. Despite this, the companies, which received shareholder approvals in October, still anticipate the merger will close early this year. This indicates ongoing regulatory scrutiny of the deal.
Masterbrand, American Woodmark continue working with US FTC on second request
Masterbrand and American Woodmark are continuing to cooperate with the U.S. Federal Trade Commission (FTC) following a second request for additional information regarding their proposed merger. Despite the extended review, both companies, having already secured shareholder approval on October 30, still anticipate closing the merger early this year. The article, originating from MLex, highlights the ongoing regulatory process for this significant industry consolidation.
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.
MasterBrand Stock Pre-Market (-13%) : Q4 Earnings Miss & Severe 2026 Guidance Cut
MasterBrand (MBC) stock is down 13% in pre-market trading following a disappointing Q4 earnings report and a drastic cut to its full-year 2026 outlook. The company reported a Q4 adjusted EPS loss of -$0.02, missing expectations for a profit, and slashed its FY2026 EPS guidance from a consensus of $0.96 to a potential loss between -$0.06 and $0.00. This significant revision signals a severe deterioration in end-market demand and profitability, leading to a deeply negative sentiment among investors.
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.
MasterBrand Stock Pre-Market (-17%) : Q4 Earnings Miss & Weak 2026 Outlook
MasterBrand (MBC) stock plunged 17% in pre-market trading after reporting a disastrous Q4 earnings miss and issuing weak guidance for 2026, citing soft demand. The company's Q4 saw a net loss of $42 million and a significant collapse in Adjusted EBITDA margin to 5.4%, prompting $30 million in cost cuts. The article advises either fading the gap if MBC breaks below $11.00 or buying the open if it establishes a strong base above $11.00 for a short-term bounce.
MasterBrand, Inc. Q4 2025 Earnings Call Insights
MasterBrand, Inc. reported a 3.5% year-over-year decrease in net sales for Q4 2025, reaching $644.6 million, primarily due to weakness in the new construction market. Despite this, the company plans a $30 million cost reduction for 2026 and anticipates a merger with American Woodmark early this year, expecting $90 million in cost synergies. Management projects a decline in Q1 2026 net sales, reflecting ongoing market uncertainty and weak demand.
MasterBrand Inc (NYSE:MBC) Shares Plunge After Earnings Miss and Cautious Outlook
MasterBrand Inc. (NYSE: MBC) reported Q4 2025 results with a revenue beat but a significant miss on EPS, falling short of analyst expectations due to soft market demand, tariffs, and inflationary costs. The company's shares plunged over 15% after hours, reflecting investor concern over profitability and a cautious Q1 2026 outlook. MasterBrand is implementing cost-cutting measures and focusing on tariff mitigation and integration with American Woodmark amidst ongoing market uncertainty.
MasterBrand: Q4 Earnings Snapshot
MasterBrand Inc. (MBC) reported a fourth-quarter loss of $42 million, or 33 cents per share, which adjusted to 2 cents per share for non-recurring costs. The residential cabinetry maker also posted revenue of $644.6 million for the quarter. For the full year, MasterBrand announced a profit of $26.7 million, or 21 cents per share, on revenue of $2.73 billion.
Earnings call transcript: MasterBrand Misses Q4 2025 Expectations, Stock Steady
MasterBrand reported Q4 2025 financial results, with a net loss of $42 million and revenue of $644.6 million, both missing analyst expectations. Despite missing EPS forecasts by a significant margin, the company's stock experienced a slight increase in aftermarket trading. MasterBrand anticipates continued market softness in 2026, driven by affordability pressures and evolving trade landscapes, but expects stabilization and modest improvement in 2027.
MasterBrand: Fourth Quarter Financial Overview
MasterBrand Inc. reported a net loss of $42 million for the fourth quarter, or 33 cents per share, with an adjusted loss of 2 cents per share. The residential cabinetry manufacturer generated $644.6 million in revenue during this period. For the full year, MasterBrand achieved a net income of $26.7 million and total annual revenue of $2.73 billion.
MasterBrand Reports Fourth Quarter and Full Year 2025 Financial Results
MasterBrand, Inc. announced its fourth quarter and full year 2025 financial results, showing decreased net sales and net income margins compared to the prior year, primarily due to soft demand and a complex trade environment. The company plans to implement $30 million in cost rationalization efforts for 2026 and provided a first quarter 2026 financial outlook, noting continued macroeconomic uncertainty and tariff impacts. MasterBrand remains confident in its strategy to strengthen the company and deliver long-term value, despite challenging market conditions.
MasterBrand: Q4 Earnings Snapshot
MasterBrand Inc. (MBC) reported a significant loss of $42 million in its fourth quarter, translating to a loss of 33 cents per share. After adjustments for non-recurring and restructuring costs, the loss was 2 cents per share. Despite the quarterly loss, the company recorded full-year profit of $26.7 million on revenues of $2.73 billion.
MasterBrand, Inc. $MBC Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans significantly reduced its stake in MasterBrand, Inc. ($MBC) by 79.6% in the third quarter, selling over 3.7 million shares. Despite this, other institutions like Pzena Investment Management and Teacher Retirement System of Texas increased their positions, with hedge funds and institutional investors collectively owning 87.32% of the stock. MasterBrand reported Q3 EPS that missed estimates and a revenue decrease of 2.7% year-over-year, leading to an average "Hold" rating from analysts with a $15 price target.
MasterBrand (MBC) Projected to Post Earnings on Tuesday
MasterBrand (MBC) is anticipated to release its Q4 2025 earnings after market close on Tuesday, February 10th, 2026. Analysts project earnings of $0.14 per share on $607.60 million in revenue. The company's stock opened at $12.49, with institutional investors owning approximately 87% of the shares.
Is MasterBrand (NYSE:MBC) A Risky Investment?
MasterBrand (NYSE:MBC) carries substantial debt, with net debt at US$839.3m as of September 2025. While the company's debt is 2.6 times its EBITDA and its EBIT covers interest expenses 3.0 times, indicating it can manage current leverage, a 19% drop in EBIT over the last year raises concerns. Its strong free cash flow conversion (87% of EBIT) is a positive, but overall, the debt level makes MasterBrand a somewhat risky investment.
Is MasterBrand (NYSE:MBC) A Risky Investment?
MasterBrand (NYSE:MBC) carries a significant debt load of US$954.1m, with net debt at US$839.3m after accounting for cash. While the company's free cash flow conversion from EBIT is strong at 87%, its EBIT has dropped by 19% annually, and liabilities total US$1.29 billion more than cash and near-term receivables, indicating potential risk for investors stemming from its leverage.
Inside a KBIS 2026 show kitchen of curved cabinets and quartz surfaces
MasterBrand (NYSE: MBC) and Cambria Surfaces are collaborating to unveil a feature kitchen at KBIS 2026, showcasing Omega Cabinetry with new products like the Jonah micro-onlay slab door and a wall cabinet eyebrow arch modification. The display will feature custom cool gray-blue cabinets paired with Cambria's Traymore Bay and St. Isley quartz designs, plus additional quartz elements like a full-range hood and fluted island base. This partnership emphasizes design innovation, premium positioning, and brand visibility for both companies.
MasterBrand Inc (MBC) Shares Down 3.18% on Jan 26
MasterBrand Inc (MBC) stock declined by 3.18% on January 26, reaching an intraday low of $12.15 before closing at $12.17. Wall Street analysts predict an average one-year target price of $15.00, implying a 23.25% upside, with an "Outperform" consensus rating. GuruFocus estimates a one-year GF Value of $12.29, suggesting a 0.99% upside from the current price.
MasterBrand Inc (MBC) Shares Down 3.29% on Jan 23
MasterBrand Inc (MBC) saw its shares fall by 3.29% on January 23, reaching an intraday low of $12.60 before closing at $12.64. Wall Street analysts have an average one-year target price of $15.00 for MBC, indicating an 18.67% upside, with a consensus "Outperform" recommendation. However, GuruFocus estimates the GF Value at $12.29, suggesting a slight downside.
MasterBrand to Announce Fourth Quarter and Full Year 2025 Results on February 10
MasterBrand, Inc. (NYSE: MBC), the largest residential cabinet manufacturer in North America, announced it will release its fourth quarter and full year 2025 financial results after market close on Tuesday, February 10, 2026. The company will host a live conference call and webcast on the same day at 4:30 p.m. ET to discuss the results and business outlook. Details for accessing the live call, webcast, and replay have been provided.
MasterBrand to Announce Fourth Quarter and Full Year 2025 Results on February 10
MasterBrand, Inc. (NYSE: MBC), a leading North American residential cabinet manufacturer, will release its fourth quarter and full year 2025 financial results on Tuesday, February 10, 2026, after market close. The company will also host a live conference call and webcast at 4:30 p.m. ET on the same day to discuss the results and business outlook. A replay of the call will be available afterward for those unable to attend live.
MasterBrand, Inc. $MBC Shares Acquired by Nixon Capital LLC
Nixon Capital LLC increased its stake in MasterBrand, Inc. (NYSE:MBC) by 40.1% in the third quarter, bringing its total holdings to 1,230,596 shares valued at approximately $16.21 million. MasterBrand's stock opened at $12.27, up 5.4%, with a market capitalization of $1.55 billion and a P/E ratio of 19.16. The company reported EPS of $0.40 on $777.1 million revenue last quarter and provided FY2025 EPS guidance of $1.010-$1.130; analysts currently have a "Hold" rating on the stock with a $15 target price.
409,260 Shares in MasterBrand, Inc. $MBC Purchased by Peregrine Capital Management LLC
Peregrine Capital Management LLC initiated a new position in MasterBrand, Inc. (NYSE:MBC) by purchasing 409,260 shares valued at approximately $5.39 million during the third quarter. The investment firm now holds about 0.32% ownership of the company. MasterBrand, a leading North American cabinetry and home storage solutions manufacturer, currently has a market capitalization of $1.55 billion and an average analyst rating of "Hold" with a target price of $15.00.
What Is MasterBrand, Inc.'s (NYSE:MBC) Share Price Doing?
MasterBrand, Inc. (NYSE:MBC) has seen a significant price increase recently, but its share price is still below its yearly highs. The stock appears fairly valued according to Simply Wall St's model, trading about 9.0% below its intrinsic value. Despite the potential for volatility, the company faces a projected negative revenue growth of -2.3% next year, raising concerns about future uncertainty for investors.
What Is MasterBrand, Inc.'s (NYSE:MBC) Share Price Doing?
MasterBrand, Inc. (NYSE:MBC) has seen a significant price increase recently but is still below its yearly highs. Our valuation model suggests the stock is currently fairly valued, trading about 9.0% below its intrinsic value of $12.79, indicating limited upside from mispricing. However, the company faces uncertainty with a projected negative revenue growth of -2.3% next year, making it a potentially risky investment despite its current fair valuation.
What Is MasterBrand, Inc.'s (NYSE:MBC) Share Price Doing?
MasterBrand, Inc. (NYSE:MBC) has seen a significant price increase recently but is still below its yearly highs. The stock appears fairly valued, trading slightly below its intrinsic value of $12.79, suggesting limited upside from mispricing. However, with a high beta, its share price is volatile, potentially offering future buying opportunities despite a forecast of negative revenue growth for the next year.
MBC SEC Filings - MasterBrand Inc 10-K, 10-Q, 8-K Forms
This page serves as a comprehensive resource for MasterBrand Inc. (MBC) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading information. Stock Titan's AI translates complex regulatory documents into plain English summaries, highlighting key insights for investors on topics like raw-material costs, brand performance, and executive compensation. The article also provides recent filing summaries, such as Schedule 13G reports from Coliseum Capital and Gates Capital Group, detailing their ownership stakes in MasterBrand.
[Form 4] MasterBrand, Inc. Insider Trading Activity
MasterBrand, Inc. reported an insider equity transaction where EVP, Chief Digital & Tech Officer Navneet Grewal had 20,221 shares of common stock withheld to cover withholding taxes when an equity award vested. This transaction, executed on 12/15/2025 at $11.65 per share, is exempt under Rule 16b-3(e). Following this, Grewal beneficially owns 140,390 shares, including 50,964 unvested restricted stock units.
Prudential Financial Inc. Trims Stock Holdings in MasterBrand, Inc. $MBC
Prudential Financial Inc. reduced its stake in MasterBrand, Inc. (NYSE:MBC) by 7.3% in the second quarter, selling 32,497 shares and retaining 414,553 shares valued at approximately $4.53 million, representing 0.33% of the company. Despite this reduction, other institutional investors significantly increased their positions, raising overall institutional ownership to 87.32%. The stock currently holds a consensus "Hold" rating from analysts with an average price target of $15.00.
Is It Time To Consider Buying MasterBrand, Inc. (NYSE:MBC)?
MasterBrand, Inc. (NYSE:MBC) has seen decent share price growth, up 17% on the NYSE recently, though it's still below its yearly peak, suggesting a potential for mispricing. According to Simply Wall St's valuation model, the stock is fairly priced at about 14% below its intrinsic value. However, the company is expected to deliver negative revenue growth of -2.3% next year, adding uncertainty for investors.
XTX Topco Ltd Takes Position in MasterBrand, Inc. $MBC
XTX Topco Ltd significantly increased its stake in MasterBrand, Inc. ($MBC) during Q2, purchasing 124,298 new shares valued at approximately $1.36 million. This move is part of broader institutional investor activity, with entities like Charles Schwab and Public Sector Pension Investment Board also holding substantial positions. MasterBrand's stock currently trades around $11.09 with a "Hold" analyst rating and a consensus price target of $15.00.
What Is MasterBrand, Inc.'s (NYSE:MBC) Share Price Doing?
MasterBrand, Inc.'s share price has been volatile, moving from US$13.73 to US$9.44, currently trading at US$10.36. Our valuation model suggests the stock is fairly valued, trading about 17% below its intrinsic value of US$12.56, with high volatility. Expected negative revenue growth of -2.3% next year increases the risk for investors.
Earnings call transcript: MasterBrand Q3 2025 misses EPS forecast, stock dips
MasterBrand Inc. reported a significant miss on Q3 2025 EPS forecasts, with diluted EPS of $0.14 against an expected $0.52, causing its stock to dip 1.12% after hours. Revenue declined 2.7% year-over-year to $698.9 million. The company faces challenges from subdued market demand and new tariffs but is pursuing mitigation strategies and a merger with American Woodmark.
MasterBrand Reports Third Quarter 2025 Financial Results
MasterBrand, Inc. reported a Q3 2025 net sales decrease of 2.7% to $698.9 million, with net income falling to $18.1 million from $29.1 million in the prior year. The company cited a soft demand environment, lower volume, and tariffs for the decline but highlighted disciplined execution and ongoing integration of Supreme Cabinetry Brands. MasterBrand also updated its 2025 financial outlook, forecasting approximately flat net sales year-over-year and adjusted EBITDA in the range of $315 to $335 million, while progressing with its merger transaction with American Woodmark.
MasterBrand (NYSE: MBC) exclusive cabinet provider for 2025 Carter Work Project, 25 homes
MasterBrand (NYSE: MBC) will serve as the exclusive cabinet provider and Platinum Sponsor for Habitat for Humanity's 2025 Jimmy & Rosalynn Carter Work Project in Austin, Texas. The company plans to donate Diamond brand cabinetry, provide design services, and send 40 employee volunteers to help build 25 energy-efficient homes. This initiative reflects MasterBrand's commitment to community engagement and employee volunteerism, particularly in an area where it has operational facilities.
MasterBrand, Inc. Gives Back as Exclusive Cabinet Provider for Habitat for Humanity's Carter Work Project
MasterBrand, Inc. announced its continued partnership with Habitat for Humanity International as the exclusive cabinet provider and Platinum Sponsor for the 2025 Jimmy & Rosalynn Carter Work Project in Austin, Texas. The company will contribute designer services, donate Diamond brand cabinetry for 25 affordable homes, and send 40 employee volunteers. This initiative underscores MasterBrand's commitment to community support and helping families achieve homeownership.
Trading the Move, Not the Narrative: (MBC) Edition - news.stocktradersdaily.com
This article provides an AI-generated analysis of Masterbrand Inc. (NYSE: MBC), highlighting stable neutral readings in shorter horizons and a potential easing of a long-term weak bias. It discusses resistance testing, risk-reward short setups, and offers three distinct trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis.
Fox 8 News/New Day Cleveland: MasterBrand Kitchen Cabinets - FOX 8 News
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Pzena Investment Management LLC Raises Stock Position in MasterBrand, Inc. $MBC - MarketBeat
Pzena Investment Management LLC significantly increased its stake in MasterBrand, Inc. (NYSE:MBC) by 45.3%, now owning 3.28% of the company's stock. This move involved acquiring an additional 1,295,267 shares, bringing their total to over 4.15 million shares valued at $45.41 million. MasterBrand, with a market capitalization of $1.61 billion, currently holds a "Hold" consensus rating from analysts with an average target price of $15.00.
MasterBrand (NYSE:MBC) versus La-Z-Boy (NYSE:LZB) Financial Contrast
This article provides a financial comparison between MasterBrand (NYSE:MBC) and La-Z-Boy (NYSE:LZB), examining factors such as volatility, institutional ownership, analyst recommendations, valuation, earnings, and profitability. While MasterBrand has higher revenue and earnings, La-Z-Boy shows a lower price-to-earnings ratio and a higher potential upside according to analysts. Ultimately, La-Z-Boy outperformed MasterBrand in 7 out of 12 compared factors.
The New Era of Kitchen Design: MasterBrand Unveils 2026 Cabinetry Trends and 'Lush Forest' as Finish of the Year
MasterBrand Cabinets has released its 2026 cabinetry trends report, revealing a shift in kitchen design towards personalization, layered aesthetics, and organic color palettes, moving away from all-white kitchens. The report highlights "Lush Forest" as the 2026 Impactful Finish of the Year, a deep green that can serve as both a statement and a neutral color. It also notes a decline in transitional design, a rise in soft modern and coastal styles, and an increased demand for smart storage solutions reflecting homeowners' desire for individuality and functionality.
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ZIMV, MBC, CORZ, SOL on Behalf of Shareholders
Halper Sadeh LLC, an investor rights law firm, has launched investigations into ZimVie Inc., MasterBrand, Inc., Core Scientific, and Emeren Group Ltd. The firm is examining potential violations of federal securities laws and/or breaches of fiduciary duties concerning their respective sales, mergers, or acquisitions. Shareholders of these companies are encouraged to contact Halper Sadeh LLC to learn about their legal rights and options for seeking increased consideration, additional disclosures, or other relief.
Is It Time To Consider Buying MasterBrand, Inc. (NYSE:MBC)?
MasterBrand, Inc. (NYSE:MBC) has seen a significant share price rise and is currently trading around its fair value. Despite this, the company faces a negative revenue growth forecast of -2.0% for the next year, indicating high future uncertainty and potential risks for investors. The article suggests that due to its fair valuation and negative outlook, it might not be the optimal time to buy the stock.
Cabinet Combo: MasterBrand to Acquire American Woodmark for $3.6B
MasterBrand, Inc. announced its intention to acquire American Woodmark for $3.6 billion in an all-stock merger, aiming to expand geographical reach and achieve manufacturing synergies. This merger is set to create the cabinet industry's most comprehensive portfolio of brands, serving a diverse customer base across various price points. The timing coincides with projected mild growth in homeowners' improvement outlays for 2025, with kitchen remodels offering the highest return on investment.
MasterBrand, American Woodmark in $2.4 Billion All-Stock Merger
MasterBrand is set to acquire American Woodmark in an all-stock transaction valued at $2.4 billion, creating the largest cabinet manufacturer in North America. This merger will combine two major players in kitchen, bath, and home cabinetry, forming a company with an enterprise value of $3.6 billion. The deal aims for expanded market reach, improved service, and $90 million in annual cost savings by year three through operational efficiencies.
MasterBrand, Inc. 2025 Q2 - Results - Earnings Call Presentation (NYSE:MBC) 2025-08-07
This article presents the slide deck from MasterBrand, Inc.'s Q2 2025 earnings call. The company reported EPS of $0.40, beating estimates by $0.06, and revenue of $730.90M, surpassing expectations by $47.60M, marking an 8.04% year-over-year increase. The content highlights the financial results presented in conjunction with their earnings call.
MasterBrand, American Woodmark to merge in $3.6 billion cabinetry deal
U.S. cabinetry manufacturers MasterBrand Inc and American Woodmark Corp announced an all-stock merger deal valued at $3.6 billion, including debt. This consolidation in the building products sector comes as both companies' stock prices have been affected by high interest rates. The merger is expected to close in early 2026, with an anticipated $90 million in annual savings by the third year.
