Masco CorporationMasco raised its 2026 EPS guidance and reported strong earnings growth, a direct financial/valuation event.

Masco Corp reported a 26% increase in second-quarter earnings per share to $1.64, driven by a 17% rise in operating profit to $482 million and an operating margin that expanded to 24.2%, despite a 3% decline in net sales. The company raised its full-year 2026 EPS guidance to a range of $4.40 to $4.60, up from the prior $4.10 to $4.30, and expects low-single-digit sales growth with an operating margin of approximately 18%. Results included a net tariff refund benefit of roughly $95 million, while Plumbing Products operating profit grew 26% to $361 million on a 27% margin, even as segment sales fell 3% in local currency. International Plumbing sales rose 4% in local currency, and Decorative Architectural operating profit held steady at $148 million. Masco returned $454 million to shareholders through dividends and share repurchases during the quarter.
Masco CorporationMasco raised its 2026 EPS guidance and reported strong earnings growth, a direct financial/valuation event.