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.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Masco(MAS) the Revenue is 1.992 B (-2.88%), Miss estimate;the EBIT is 482 M (+16.71%), Beat estimate;the EPS is 1.6 (+25%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.99B2.88%
2.09B1.68%
-0.09B4.56%
EBITExceed expectations
0.48B16.71%
0.40B4.05%
+0.09B20.76%
EPSExceed expectations
1.625.00%
1.28580.45%
+0.314224.55%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf