MAS

EX-99

2 a930268-kex99.htm

EX-99

Document

Exhibit 99

MASCO CORPORATION REPORTS THIRD QUARTER 2026 RESULTS

Highlights

•Net sales increased 3 percent to $1,966 million; net sales increased 4 percent excluding our divestiture and currency

•Operating profit margin was 17.2 percent; adjusted operating profit margin was 17.9 percent

•Earnings per share were $1.17; adjusted earnings per share grew 23 percent to $1.19 per share

•Returned $322 million to shareholders through dividends and share repurchases

•Expect 2026 earnings per share in the range of $4.51 - $4.61 per share, and on an adjusted basis, $4.65 - $4.75 per share

LIVONIA, Mich. (October 28, 2026) - Masco Corporation (NYSE: MAS), one of the world’s leading manufacturers of branded home improvement and building products, reported its third quarter 2026 results.

2026 Third Quarter Results

•On a reported basis, compared to the third quarter 2025:

•Net sales increased 3 percent to $1,966 million; in local currency and excluding our divestiture of Bristan, net sales increased 4 percent

◦Plumbing Products’ net sales increased 4 percent; in local currency and excluding our divestiture, net sales increased 5 percent

◦Decorative Architectural Products’ net sales were flat to the prior year

◦In local currency, North American net sales increased 5 percent

◦In local currency, International net sales decreased 5 percent and excluding our divestiture, decreased 1 percent

•Gross margin increased 240 basis points to 36.6 percent from 34.2 percent

•Operating profit increased 12 percent to $338 million from $303 million

•Operating margin increased 140 basis points to 17.2 percent from 15.8 percent

•Net income per common share increased 30 percent to $1.17, compared to $0.90

•Compared to the third quarter 2025, results for key financial measures, as adjusted for certain items (see Exhibit A) and applying a normalized tax rate of 24.5 percent, were as follows:

•Gross margin increased 250 basis points to 37.1 percent from 34.6 percent

•Operating profit increased 13 percent to $351 million from $312 million

•Operating margin increased 160 basis points to 17.9 percent from 16.3 percent

•Net income per common share increased 23 percent to $1.19, compared to $0.97

•Liquidity at the end of the third quarter was $1,610 million (including availability under our revolving credit facility)

“Our strong third quarter results reflect the strength of our teams, the disciplined execution of our strategy, and the resilience of our business,” said Masco’s President and CEO, Jon Nudi. “We are executing well against our strategy, delivering above-market growth and building momentum throughout the organization. In the third quarter, net sales increased 3 percent, or 4 percent excluding the impacts of our divestiture and currency, adjusted operating margin expanded 160 basis points to 17.9 percent, and adjusted earnings per share grew 23 percent. In addition, we returned $322 million to shareholders through dividends and share repurchases, demonstrating the strength of our cash flow generation and our ongoing commitment to disciplined capital allocation and shareholder value creation.”

“Based on the strength of our operational performance year-to-date, we now expect adjusted earnings per share to be in the range of $4.65 to $4.75, compared to our previous guidance range of $4.40 to $4.60,” continued Nudi. “While we expect the demand environment to remain challenged in the near term, the long-term fundamentals of the repair and remodel market remain strong, and we are executing well. We remain confident in our ability to leverage the power of our industry-leading brands, to expand our commercial capabilities and to drive operational excellence to create long-term shareholder value.”

1

Dividend Declaration

Masco’s Board of Directors declared a quarterly dividend of $0.32 per share, payable on November 23, 2026 to shareholders of record on November 6, 2026.

About Masco

Headquartered in Livonia, Michigan, Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Our portfolio of industry leading brands includes Behr® paint; Delta® and hansgrohe® faucets, bath and shower fixtures; Liberty® branded decorative and functional hardware; and HotSpring® spas. We leverage our powerful brands across product categories, sales channels and geographies to create value for our customers and shareholders. For more information about Masco Corporation, visit www.masco.com.

The 2026 third quarter supplemental material, including a presentation in PDF format, is available on the Company’s website at www.masco.com.

Conference Call Details

A conference call regarding items contained in this release is scheduled for Wednesday, October 28, 2026 at 8:00 a.m. ET. Participants in the call are asked to register five to ten minutes prior to the scheduled start time by dialing 585-542-9983 or 833-461-5787. Please us

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