公司概况 - 公司是一家全球领先的室内和室外门及门系统设计、制造、营销和分销商[10] - 公司拥有三个报告部门：北美住宅、欧洲和建筑[11] - 公司在2022财年向全球约6500家客户销售了约3100万扇门[15] - 公司销售的内外门种类繁多，包括木质、钢铁、玻璃纤维等材质[16] 产品创新和研发 - 公司的创新产品包括M-PwrTM智能门和Masonite Performance Door System[16] - 公司提供各种门组件给建筑材料行业[21] - 公司的研发投资主要集中在开发新产品和提高质量方面[24] 运营策略 - 公司通过三大战略驱动运营绩效，包括模型工厂转型流程、流程改进团队和全球标准培训[29] - 公司专注于打造Masonite品牌，以满足客户需求并为未来增长奠定基础[30] - 公司销售和营销策略聚焦于建立强大品牌偏好，通过创意的终端用户和渠道营销来推动销售[31] 员工关怀和环保责任 - 公司致力于吸引、培养和留住优秀人才，以实现业务增长和发展[41] - 公司通过多样性和包容性倡议，努力创造一个支持多样化人才发展和留任的文化[43] - 公司的目标是实现零伤害运营，通过安全计划和培训确保员工和管理人员具有有效的工具来识别和解决不安全条件和有风险的行为[44] - 公司计划在2024年底设定与最新气候科学一致的碳减排目标，并在2030年负责任地采购100%的木材[45] 风险因素 - 公司面临的客户和分销商整合可能对利润增长和盈利能力产生负面影响[56] - 准确预测未来产品需求偏好对公司的业务和运营结果至关重要[57] - 公司业务受气候变化和相关极端天气事件影响，可能影响净销售额、经营现金流和运营结果[59] 财务状况 - 公司于2023年1月1日结束的财年，净销售额为28.92亿美元，较2022年增长11.4%[120] - 北美住宅销售额增长迅速，2023年达到22.84亿美元，较2022年增长16.9%[122] - 欧洲销售额下降，2023年为2.81亿美元，较2022年减少16.1%[124] - 建筑部门外部客户的净销售额为3.07亿美元，比2022年增长了6.0%[125] - 公司预计2023财年的资本支出约为1亿至1.15亿美元[144]

文章核心观点 公司推出带M - Protect多点安全锁的Masonite性能门系统，为房主提供更好保护，兼具安全性与便利性，有多种款式可选且即将扩大销售渠道 [1][3] 产品特点 - 提供更好的防强行进入和抵御恶劣天气保护，抗冲击性是标准插销锁的四倍 [1] - 多点锁兼具标准插销锁操作的便利性，与多种把手和现成硬件兼容，包括知名品牌的电子插销锁 [1][2] - 作为Masonite性能门系统的重要安全增强部分，在阻挡空气和水方面比主要竞争对手有效64% [2] 产品销售 - 是所有Masonite外部玻璃纤维门的高级选项，有多种设计、饰面、颜色和玻璃风格 [3] - 目前通过部分Masonite分销合作伙伴提供，今年春季起将在美国和加拿大的家居装修零售店销售 [3] - 整套门系统的建议零售价从499美元起 [3] 产品展示 - 2024年2月27 - 29日上午11:30，参加IBS 2024的人可在C5930展位观看Masonite M - Protect的强度演示 [4] 公司介绍 - 是全球领先的内外门设计、制造、营销和分销商，服务住宅和非住宅建筑市场的新建、维修、翻新和改造领域 [5] - 自1925年以来为客户提供创新产品和优质服务，目前全球服务超6500家客户 [5]

For the quarter ended December 2023, Masonite (DOOR) reported revenue of $660.58 million, down 2.3% over the same period last year. EPS came in at $1.31, compared to $1.72 in the year-ago quarter.The reported revenue represents a surprise of +0.11% over the Zacks Consensus Estimate of $659.87 million. With the consensus EPS estimate being $1.36, the EPS surprise was -3.68%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

TAMPA, Fla.--(BUSINESS WIRE)--Masonite International Corporation ("Masonite" or "the Company") (NYSE: DOOR) today announced results for the three months and full year ended December 31, 2023.   ($ in millions, except per share amounts) 4Q23   4Q22   % Change   FY23   FY22   % Change Net sales $661   $676   (2)%   $2,831   $2,892   (2)% Net income (loss) attributable to Masonite ($10)   $31   nm   ...

Analysts on Wall Street project that Masonite (DOOR) will announce quarterly earnings of $1.36 per share in its forthcoming report, representing a decline of 20.9% year over year. Revenues are projected to reach $659.87 million, declining 2.4% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Be ...

Volatile market conditions create winners and losers, and Owens Corning's (OC 0.70%) latest move will put it in one of those two camps. Does it make sense to take on debt to buy a company in a declining market? That's the question facing Owens Corning investors as they digest the agreement to acquire residential door company Masonite International (DOOR -0.39%). I think the answer is "yes," and it's based on the company's history of cash generation.Introducing Owens CorningYou don't have to buy technology s ...

Masonite公司盈利预测 - Masonite (DOOR) 预计在2023年12月报告的季度中，盈利将同比下降，收入也将减少[1] - 如果关键数字超过预期，股价可能会上涨；反之，股价可能会下跌[2] - 分析师最近对公司的盈利前景变得乐观，这导致了预期盈利超过一般共识[12] - Masonite 在过去四个季度中两次超过共识盈利预期[14]

Owens Corning (OC -8.33%) has agreed to acquire door marker Masonite International (DOOR 34.69%) for a substantial premium to where Masonite has been trading. Investors are celebrating their good fortune, with shares of Masonite up 35% as of 12:30 p.m. ET on Friday.A new platform for growthOwens Corning is a maker of a range of building and construction materials, including roofing, insulation, and composites. In Masonite, a maker of interior and exterior doors, Owens Corning sees an opportunity to expand i ...

Key TakeawaysOwens Corning is buying door maker Masonite International for $3.9 billion to expand its product lines and brands.Owens Corning will pay $133 per share for Masonite, about a 38% premium to Masonite's closing price yesterday.Owens Corning CEO Brian Chambers said the deal will accelerate the company's long-term enterprise growth strategy.Shares of Masonite International (DOOR) surged to an all-time high after the door maker struck a deal to be bought out by building and construction materials man ...

Shares of Masonite International Corp. DOOR, +1.42% rocketed 34% toward its best day in 15 years in premarket trading Friday, after the doors maker agreed to be acquired by construction materials company Owens Corning OC, +0.58% in a cash deal valued at $3.9 billion. Owens Corning’s stock tacked on 0.3% in the premarket. Under terms of the deal, Owens Corning will pay $133 for each Masonite share outstanding, which represents a 37.7% premium to Thursday’s closing price of $96.61 and is above the record clo ...