Masco Corporation (MAS) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Masco published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Masco reports EPS two ways: GAAP, under the accounting rules every US filer follows, and as adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Masco sold its UK-based Bristan Group business, part of Plumbing Products, in Q3 2026 for £49 million ($65 million) and recorded a preliminary $13 million gain, which its adjusted EPS excludes.
• Masco's adjusted EPS applies a normalized 24.5% tax rate and excludes rationalization charges ($13 million pre-tax in Q3 2026) and gains and losses from the business sale and financial investments.

Source: Masco Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Masco splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Masco's Plumbing Products revenue was $1.3 billion in Q3 2026, up 4% from $1.3 billion in Q3 2025, 68% of total revenue.
• Masco's Decorative Architectural Products revenue was $628 million in Q3 2026, flat on $627 million in Q3 2025, 32% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Masco said:

“Expect 2026 earnings per share in the range of $4.51 - $4.61 per share, and on an adjusted basis, $4.65 - $4.75 per share”

“Based on the strength of our operational performance year-to-date, we now expect adjusted earnings per share to be in the range of $4.65 to $4.75, compared to our previous guidance range of $4.40 to $4.60”

Source: Masco Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the MAS forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales in millions and diluted EPS attributable to Masco, each as first reported in that quarter's release.

We do not hold a confirmed date for Masco's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

Masco reports two segments. In Q3 2026 Plumbing Products (Delta and hansgrohe faucets, bath and shower fixtures, and other brands) brought in $1,338 million of $1,966 million in net sales, up 4%, and Decorative Architectural Products (mainly Behr and Kilz paints and primers) brought in $628 million, flat with $627 million a year earlier. (Masco Q3 2026 release, Oct 28, 2026)

Masco said net sales excluding divestitures and currency rose 4%, made up of higher net selling prices across the company (adding five percent) and higher North America plumbing volume (two percent), partly offset by lower volume in decorative architectural products and International plumbing (two percent) and unfavorable mix (one percent). (Masco Form 10-Q, Q3 2026, Oct 28, 2026; Masco Q3 2026 release, Oct 28, 2026)

North America accounted for $1,582 million of Q3 2026 net sales, against $1,512 million a year earlier, and International, mostly Europe and all in Plumbing, for $384 million against $405 million. In local currency International net sales fell 5 percent, and 1 percent excluding the Bristan sale. (Masco Form 10-Q, Q3 2026, Oct 28, 2026; Masco Q3 2026 release, Oct 28, 2026)

Masco's sales are concentrated. In 2025 its net sales to The Home Depot were $2.9 billion, approximately 38 percent of the total, and Behr grants The Home Depot brand exclusivity in the North American retail channel. Architectural coatings were approximately 31 percent of 2025 net sales. (Masco Form 10-K, 2025, Feb 10, 2026)

Masco's GAAP diluted EPS was $1.17 in Q3 2026 and its adjusted EPS $1.19, against $0.90 and $0.97. The adjusted figure adds back $13 million of rationalization charges, removes the $13 million gain on the Bristan sale and a $1 million investment loss, and taxes the result at a normalized 24.5%; the reported effective tax rate was 25.5 percent, against 27.5 percent a year earlier. (Masco Q3 2026 release, Oct 28, 2026; Masco Form 10-Q, Q3 2026, Oct 28, 2026)

Gross margin rose 240 basis points to 36.6%. Masco said gross profit benefited by 14 percent from higher net selling prices, cost savings and lower tariff costs, partly offset by higher commodity costs, unfavorable mix and employee costs. The 10-Q says Masco began receiving IEEPA tariff refunds in the second quarter of 2026. (Masco Q3 2026 release, Oct 28, 2026; Masco Form 10-Q, Q3 2026, Oct 28, 2026)

Buybacks cut Masco's average diluted share count to 196 million from 209 million. Masco repurchased and retired approximately 12.3 million shares for approximately $861 million in the first nine months of 2026, had approximately $1.2 billion left under its 2026 authorization, and returned $322 million to shareholders through dividends and buybacks in Q3. (Masco Q3 2026 release, Oct 28, 2026; Masco Form 10-Q, Q3 2026, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Masco gives a full-year EPS range in its release, not a sales forecast. After Q3 2026 it expects 2026 EPS of $4.51 to $4.61, and $4.65 to $4.75 on an adjusted basis, up from its previous adjusted range of $4.40 to $4.60. The difference between the two ranges is $0.19 of rationalization charges less a $0.05 gain on the Bristan sale. (Masco Q3 2026 release, Oct 28, 2026)

Masco's CEO said the company expects the demand environment to remain challenged in the near term. (Masco Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Masco, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Masco's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning MAS is on is MAS a buy or a sell?, what analysts expect next is on the MAS forecast, and what the company does is on the Masco Corporation (MAS) stock page.

Every number on this page can be traced to a document Masco published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.