Masco

Q2 FY2026 EarningsQ2 FY26 results presented a significant beat on the bottom line despite a slight revenue miss. Adjusted EPS reached $1.64 vs. $1.31 expected (+25.12%), driven by a massive gross margin expansion of 43.6% vs. 36.7% consensus, largely aided by a $95M IEEPA tariff refund. Full-year FY26 adjusted EPS guidance was raised to $4.40 - $4.60, significantly above the previous consensus mean of ~$4.23.