Following my coverage on Masco Corp. ( MAS ) in Feb ’24, in which I recommended a buy rating as I expected FY24 to be a good macro year that should drive demand recovery, thisI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies with steady long-term gro ...

Masco Corporation MAS reported weaker-than-expected earnings for its first quarter on Wednesday.The company posted quarterly earnings of 87 cents per share which missed the analyst consensus estimate of 92 cents per share. The company reported quarterly sales of $1.80 billion which missed the analyst consensus estimate of $1.84 billion.The company did not provide FY25 guidance due to tariff and macroeconomic uncertainty.“During the first quarter, we delivered solid adjusted operating profit margin of 16.0 p ...

业绩总结 - 2025年第一季度公司收入为18.01亿美元，同比下降6%，剔除剥离和货币影响后下降3%[22] - 调整后的毛利率提高20个基点至35.9%[16] - 调整后的营业利润率为16.0%，同比下降70个基点[22] - 调整后的每股收益为0.87美元，同比下降6%[22] 用户数据 - 管道产品部门收入为11.85亿美元，同比下降1%[24] - 装饰建筑产品部门收入为6.17亿美元，同比下降16%[27] 财务状况 - 截至2025年3月31日，公司现金及现金投资为3.77亿美元，总流动性为12.46亿美元[29] - 公司债务与EBITDA比率为2.1倍[52] - 工作资本占销售额的比例为18.7%[53] 股票回购 - 公司在第一季度回购了180万股股票，耗资1.3亿美元[18]

Masco Corporation (NYSE:MAS) Q1 2025 Earnings Conference Call April 23, 2025 8:00 AM ET Company Participants Robin Zondervan – Vice President-Investor Relations and FP&A Keith Allman – President and Chief Executive Officer Rick Westenberg – Vice President and Chief Financial Officer Conference Call Participants Michael Rehaut – JPMorgan Stephen Kim – Evercore ISI Sam Reid – Wells Fargo Anthony Pettinari – Citi John Lovallo – UBS Matthew Bouley – Barclays Mike Dahl – RBC Operator Good morning, ladies and gen ...

Masco Corporation (MAS) posted weaker-than-expected results for the first quarter of 2025, with both earnings and revenues falling short of the Zacks Consensus Estimate. On a year-over-year basis, the company reported declines across both metrics.The disappointing performance comes against the backdrop of a challenging macroeconomic and geopolitical environment, notably the imposition of new, far-reaching tariffs. To address rising cost pressures, Masco is implementing a series of strategic responses, inclu ...

Masco (MAS) reported $1.8 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 6.5%. EPS of $0.87 for the same period compares to $0.93 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.84 billion, representing a surprise of -1.91%. The company delivered an EPS surprise of -5.43%, with the consensus EPS estimate being $0.92.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...

Masco (MAS) came out with quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.43%. A quarter ago, it was expected that this maker of Behr paint, Delta faucets and other building products would post earnings of $0.88 per share when it actually produced earnings of $0.89, delivering a surprise of 1.14 ...

Masco Corporation (MAS) is scheduled to report first-quarter 2025 results on April 23, before the opening bell.In the last reported quarter, the company’s adjusted earnings beat the Zacks Consensus Estimate by 1.1%. Masco’s earnings topped the consensus mark in three of the last four quarters and met on the remaining occasion, the average surprise being 2.9%.MAS’ Estimate Revision TrendThe Zacks Consensus Estimate for adjusted earnings per share (EPS) has been unchanged at 92 cents over the past seven days. ...

The market expects Masco (MAS) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April ...

Masco (MAS) shares soared 8.6% in the last trading session to close at $63.77. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 17.7% loss over the past four weeks.Following President Trump's announcement to suspend U.S. tariffs on most countries for 90 days, Masco shares soared, reflecting renewed investor optimism.This maker of Behr paint, Delta faucets and other building products is expected to post quarterly earnings of $0.93 ...