Masco Q4 Sales Miss by 1.5% as EPS Beats by 3.2%
Masco's Q4 CY2025 revenue fell 1.9% year-on-year to $1.79 billion, missing analysts’ $1.82 billion estimate, while adjusted non-GAAP EPS of $0.82 per share topped forecasts by 3.2%. Operating margin dropped to 13.8% from 15.9% and free cash flow margin rose to 20.7%, as the company guided FY2026 adjusted EPS of $4.20 at midpoint in line with consensus.
1. Q4 CY2025 Financial Results
Masco reported Q4 CY2025 revenue of $1.79 billion, a 1.9% year-over-year decline and a 1.5% miss on analyst estimates, while adjusted EPS reached $0.82 per share, outperforming consensus by 3.2%. Adjusted EBITDA totaled $298 million, delivering a 16.6% margin, 1.1% above forecasts.
2. Profitability and Margins
Operating margin declined to 13.8% from 15.9% a year ago, reflecting higher administrative and selling expenses, whereas free cash flow margin improved to 20.7% from 19.2% due to stronger cash generation.
3. FY2026 Guidance and Outlook
Masco set FY2026 adjusted EPS guidance at $4.20 per share at the midpoint, matching analyst expectations, and anticipates roughly 3.2% revenue growth over the next 12 months.