Masco Highlights Market Share Gains, Restructuring in Q4 Earnings Call

Company outlines expectations for modest sales growth and margin expansion in 2026.

Published on Feb. 11, 2026

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Masco (NYSE:MAS) executives highlighted market share gains, restructuring actions, and a shift in segment reporting while outlining expectations for modest sales growth and margin expansion in 2026, according to the company's fourth-quarter and full-year 2025 earnings call.

Why it matters

Masco is a major player in the home improvement and building products industry, and its performance and outlook provide insights into broader market trends and the state of the repair-and-remodel sector.

The details

For the fourth quarter, Masco reported net sales down 2% (down 3% in local currency), driven primarily by lower volumes. Adjusted operating profit was $259 million, with an operating margin of 14.4%, and adjusted earnings per share were $0.82. The company's Plumbing Products segment posted 3% local currency sales growth, while Decorative Architectural Products sales fell 15%. For the full year 2025, Masco reported net sales down 3% (down 2% excluding currency and the divestiture of Kichler), with adjusted operating profit of about $1.3 billion and a 16.8% operating margin.

  • In the fourth quarter of 2025, Masco began implementing restructuring actions 'to a greater extent than in the past,' aimed at streamlining operations, reducing headcount, and optimizing its footprint.
  • Masco recorded approximately $18 million in restructuring charges in the fourth quarter of 2025 and expects about $50 million in additional charges in 2026.

The players

Masco Corporation

A global leader in the design, manufacture and distribution of branded home improvement and building products, headquartered in Livonia, Michigan.

Rick Westenberg

Chief Financial Officer of Masco Corporation.

John Nuti

Chief Executive Officer of Masco Corporation.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

Masco's focus on restructuring, market share gains, and margin expansion amid a challenging market environment highlights the company's efforts to adapt and position itself for future growth in the home improvement and building products industry.