종목/MAS
Masco Corporation
Net income per common share $3.91 - $4.11
Net income per common share, as adjusted $4.10 - $4.30
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Masco Corporation provides home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, shower drains, steam shower systems, water filtration systems, and sinks and kitchen accessories; acrylic tubs, bath and shower enclosures, and shower bases and trays; spas, exercise pools, and aquatic fitness systems and saunas; brass, copper, and composite plumbing system component and other non-decorative plumbing products; water products; and thermoplastic products, extruded plastic profiles, and specialized fabrication products, as well as PEX tubing products. This segment provides its products under the DELTA, BRIZO, PEERLESS, HANSGROHE, AXOR, KRAUS, NEWPORT BRASS, GINGER, WALTEC, BRISTAN, HERITAGE, MIROLIN, HOT SPRING, CALDERA, FREEFLOW SPAS, FANTASY SPAS, AQUATERRA, LIFESMART, ENDLESS POOLS, TYLO, FINNLEO, HELO, BRASSCRAFT, PLUMBSHOP, and MASTER PLUMBER brands, as well as under private label to home center and online retailers, mass merchandisers, wholesalers and distributors, plumbers, building contractors, remodelers, smaller retailers, and consumers and homebuilders. Its Decorative Architectural Products segment offers paints, primers, specialty coatings, stains, and waterproofing products, as well as paint applicators and accessories; cabinet and door hardware, functional hardware, hook and hook rail products, and outdoor living hardware; and decorative bath hardware, shower accessories, and shower doors. This segment provides its products under the BEHR, KILZ, WHIZZ, LIBERTY, and FRANKLIN BRASS brands to home center and other retailers, mass and online retailers, other specialty retailers, and original equipment manufacturers and wholesalers. The company was incorporated in 1929 and is headquartered in Livonia, Michigan.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 22일 (수) | 2026 Q1 | $0.88 | $1.04 | +17.6% | $1.92B | — |
| 12월 1일 (월) | 2025 Q4 | $0.79 | $0.82 | +3.2% | $1.92B | — |
| RTX |
| RTX |
| 241B |
| +16.1% |
| 100% (4/4) |
| ABBNY | ABB Ltd | 193B | −6.6% | 50% (2/4) |
매출·조정 EPS·조정 영업이익 모두 의미 있는 YoY 상승을 기록했고, 회사가 가이던스를 유지하면서도 적극적 주주환원을 계속한 점은 투자자에게 긍정적으로 해석될 가능성이 큼. 다만 가이던스 상향이 없고 매크로 불확실성을 언급한 점은 향후 리스크로 작용할 수 있어 시장 반응은 '온건한 호조(constructive but cautious)' 톤이 될 가능성이 높음.
| 9월 1일 (월) | 2025 Q3 | $1.03 | $0.97 | −5.7% | $2.05B | — |
| 6월 1일 (일) | 2025 Q2 | $1.08 | $1.30 | +20.7% | $1.80B | — |
| 3월 1일 (토) | 2025 Q1 | $0.91 | $0.87 | −4.8% | — | — |