Masco posted Q2 net income of $318 million, up 18% year over year, as operating profit climbed 14% to $470 million.
Net sales fell 3% to $1.99 billion, while gross margin widened 6 percentage points to 43.6%.
Results included an approximately $95 million net tariff benefit from IEEPA tariff refunds, principally in Plumbing Products.
Capital returns and recent divestiture
Masco repurchased $596 million of stock in the first half, leaving about $1.5 billion under its new $2 billion authorization.
After quarter-end, it agreed to sell UK-based Bristan Group for £49 million ($65 million), with up to an additional £6 million ($8 million) tied to 2026 performance.