Masco (NYSE:MAS) Misses Q4 Revenue Outlook, Sales Down 1.9% Amid Organic Declines

Masco (NYSE:MAS) reported Q4 CY2025 revenue of $1.79 billion, 1.9% below year-on-year and 6.4% below consensus, as organic revenue declined 1.5%YoY over the last two years. Non-GAAP EPS of $0.82 beat by 3.2% and operating margin contracted 2 percentage points to 13.8% on higher expenses. Key context: The company posted 5.1% CAGR in EPS over five years, offset by a 2.6% annual revenue contraction and a 1% annualized growth rate. Share repurchases reduced the share count by 54.9%, but EPS did not grow over the last two years. Looking ahead, sell-side analysts average 3.2% revenue growth and 5.7% EPS expansion over the next 12 months, though both lag the industrials sector. The stock rose 4.7% to $74.98 on the earnings release.