Masco Corporation (MAS)

Masco Corp.'s stock price has increased by 13.26% over the past six months, but declined by 15.66% in the past year. In the second quarter of 2025, Masco reported revenues of $2.05 billion, surpassing analyst expectations by 2.5%. Net sales decreased 2% to $7,828 million for the full year 2024. Masco completed the divestiture of its Kichler Lighting business in 2024 and reinstated its 2025 guidance, targeting an adjusted EPS of $3.90 to $4.10 per share.

The building products industry, including Masco Corporation, experiences seasonality and depends on economic growth. Rising interest rates have impacted consumer demand and put pressure on margins and earnings. Masco's plumbing segment has shown resilience due to stable repair and remodel spending.

Masco Corporation designs, manufactures, and distributes a wide array of products for the home improvement and new home construction markets, operating through Plumbing Products and Decorative Architectural Products segments. The Plumbing Products segment offers faucets, showerheads, and related accessories under brands like Delta and Hansgrohe. The Decorative Architectural Products segment focuses on coatings and applicators under brands like Behr and Kilz. Masco distributes its products through home center retailers, online retailers, wholesalers, and distributors, including partnerships with The Home Depot.

Masco Corporation has a significant global presence with operations in over 40 countries, including North America, Europe, China, Germany, and the United Kingdom. North America accounts for approximately 79.9% of Masco's total revenue, while international markets contribute around 20.15%.

Masco's brand reputation has been positively influenced by strong second-quarter 2025 earnings and strategic pricing and supply chain adjustments. The partnership between Behr Paint Company and Google Cloud to introduce an AI-powered paint color selection tool also contributed positively. However, declining spending on home remodeling, elevated interest rates, exposure to tariffs, and the appointment of a new CEO with limited prior experience in construction materials have presented challenges.

Masco Corporation's stock ownership includes institutional investors holding approximately 77.35% to 96.19% of the company's stock, insiders owning about 0.28%, and public companies and individual investors holding approximately 22.37% to 28.62%. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp, with Vanguard Group owning the most shares.