Every 8-K that Masco Corporation (MAS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MAS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MAS filings page.
Masco Corporation reported second quarter 2026 results with lower sales but significantly higher profitability. Net sales decreased 3 percent to $1,992 million, while gross margin expanded to 43.6% from 37.6% and operating margin improved to 23.6% from 20.1%.
Net income attributable to Masco increased to $318 million, and diluted EPS rose 25 percent to $1.60. On an adjusted basis, EPS grew 26 percent to $1.64 and operating margin reached 24.2%. Results included an approximately $95 million net benefit from IEEPA tariff refunds.
For the first half of 2026, net cash from operating activities increased to $417 million, and total liquidity was $1,548 million, including availability under the revolving credit facility. The company returned $454 million to shareholders through dividends and share repurchases and now expects 2026 EPS of $4.21–$4.41 and adjusted EPS of $4.40–$4.60 per share.
Masco Corporation held its 2026 annual meeting and adopted several governance changes through amendments to its Certificate of Incorporation and Bylaws. Stockholders approved moving advance notice provisions for director nominations into the Bylaws, authorizing shareholders’ right to call special meetings, and limiting liability of certain officers as permitted by law.
Effective May 8, 2026, shareholders owning at least 25% of the voting power for at least one year can request that the Board call a special meeting. The Bylaws now also specify timing, procedural and information requirements for director nominations. Stockholders elected four directors, approved executive compensation in a non-binding advisory vote, and ratified PricewaterhouseCoopers LLP as independent auditors for 2026.
Amendments to limit certain officer liability and to move advance notice provisions received strong support, while a separate shareholder proposal on special meeting rights did not pass. A total of 202,913,475 common shares were outstanding and entitled to vote as of the record date.
Masco Corporation reported solid growth for the first quarter of 2026. Net sales rose 6 percent to $1,918 million, with Plumbing Products up 9 percent and Decorative Architectural Products flat versus a year ago. Reported gross margin held steady at 35.8 percent, while operating profit increased to $316 million, lifting the operating margin to 16.5 percent.
Earnings improved meaningfully. Diluted earnings per share were $1.05, up from $0.87, and adjusted earnings per share grew 20 percent to $1.04. Adjusted operating margin reached 16.9 percent as the company managed costs and recorded modest rationalization charges.
Masco also returned significant cash to shareholders and reaffirmed its outlook. The company repurchased 3.1 million shares for $202 million and returned a total of $267 million through dividends and buybacks. Liquidity was $1,261 million, and Masco maintained its 2026 earnings per share guidance of $3.91–$4.11 reported and $4.10–$4.30 on an adjusted basis.
Masco Corporation reported that Jai Shah, its Group President, Plumbing and Wellness, will conclude his service with the company on July 3, 2026. Under an agreement dated April 16, 2026, Mr. Shah will receive a cash payment of $1,206,000 after his employment ends.
He will also be eligible for a prorated 2026 cash bonus based on his target opportunity and Masco’s 2026 performance, plus a cash amount equal to a prorated annual restricted stock unit award. Subject to achieving performance goals, he may receive a prorated share award under the 2024-2026 Long-Term Incentive Program. He will additionally receive cash equal to the value of his remaining unvested RSUs under a prior retention incentive agreement, calculated using Masco’s closing share price on March 6, 2027, while those RSUs themselves are forfeited.
Masco Corporation entered a new unsecured revolving credit agreement on March 20, 2026, providing aggregate commitments of $1 billion. The facility replaces and fully refinances the company’s prior 2022 credit agreement of the same size, with initial borrowings used to repay outstanding amounts and related fees.
The revolving facility, available to Masco and Masco Europe S.à r.l. in multiple currencies, includes a $500 million foreign currency sublimit and up to $25 million in letters of credit. It matures on March 20, 2031, with options for up to two one-year extensions, and includes financial covenants on leverage and interest coverage.
Masco Corporation reported a change to previously described equity compensation for its President and Chief Executive Officer, Jonathon J. Nudi. The company had indicated he would receive a restricted stock unit (RSU) award equal to 159% of his annual base salary, pro-rated for his service during 2025 starting July 7, 2025. Instead, on February 6, 2026, the Board’s Compensation and Talent Committee approved a full-value RSU award for Mr. Nudi of $1,749,000.
Masco Corporation reported softer 2025 results but higher EPS and robust cash generation. Full-year net sales fell 3 percent to $7,562 million, while reported earnings per share increased to $3.86 and adjusted earnings per share declined 3 percent to $3.96.
Fourth quarter net sales decreased 2 percent to $1,793 million, with Plumbing Products up 5 percent and Decorative Architectural Products down 15 percent. Reported EPS for the quarter was $0.80 and adjusted EPS was $0.82, down 8 percent year over year as margins compressed.
Masco generated strong cash from operations of $1,098 million and ended 2025 with total liquidity of $1,647 million. The company returned $832 million to shareholders through dividends and share repurchases in 2025, declared a $0.32 quarterly dividend, and authorized a new $2.0 billion share repurchase program.
Management is implementing restructuring actions with about $18 million of charges in the fourth quarter of 2025 and an expected $50 million in 2026, and is integrating Liberty Hardware into Delta Faucet. For 2026, Masco expects EPS of $3.91–$4.11 and adjusted EPS of $4.10–$4.30.
Masco Corporation detailed the compensation arrangement for Imran Ahmad, its former Group President, Decorative Architectural Products, following the previously announced conclusion of his service on December 31, 2025. Under an agreement effective January 12, 2026, he will receive a cash payment of $998,875.
He is also eligible for a 2025 cash bonus based on his individual target opportunity, the cash equivalent of an annual restricted stock unit award based on his individual target opportunity, and a cash payment under the Company’s 2023-2025 Long-Term Incentive Program, in each case only if the established performance goals are met. In addition, he may exercise the vested portion of his stock options and stock appreciation rights for 90 days after his service ends.
Masco Corporation reported a leadership change on its board of directors. The board appointed Gary A. Coombe as a Class II director, effective January 1, 2026. He will serve on the company’s Audit Committee and its Corporate Governance and Nominating Committee, taking on key oversight roles.
Mr. Coombe, age 61, has been the Procter & Gamble Company’s Chief Executive Officer – Grooming since 2018 and has held global leadership roles at P&G since joining in 1986. Masco states there are no arrangements behind his selection, no family relationships with current leadership, and no related-party transactions requiring disclosure. The board determined he meets New York Stock Exchange and SEC independence requirements, and he will be compensated under Masco’s standard nonemployee director program.
Masco Corporation reported a leadership change in its Decorative Architectural Products segment. Imran Ahmad, who serves as Group President for this segment, will conclude his service with the company on December 31, 2025, when his position is eliminated. Masco stated that President and CEO Jon Nudi will assume oversight of the Decorative Architectural Products segment going forward. This filing focuses on the management transition and organizational realignment within that business area.
Masco Corporation furnished a press release as Exhibit 99 reporting its third-quarter 2025 results and related supplemental materials. The company also scheduled an investor conference call and webcast on October 29, 2025 to discuss these results.
The materials are being furnished under Item 2.02 and, as stated, are not deemed “filed” for purposes of Section 18 of the Exchange Act. This is a routine disclosure directing investors to the accompanying press release and webcast for details on Masco’s Q3 2025 performance.