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In the last reported quarter, the company’s adjusted earnings topped the Zacks Consensus Estimate by 26.2% while the net sales missed the same by 4.6%. Year over year, the bottom line grew 26.2% while the top line declined 2.9%.
Masco’s earnings topped the consensus mark in three of the last four quarters and missed on the remaining occasion, with the average surprise being 11.1%.
How Are Estimates Placed for MAS Stock?
For the third quarter, the Zacks Consensus Estimate for earnings per share (EPS) has remained unchanged at $1.01 over the past 60 days. However, the estimated figure indicates a 4.1% improvement from the year-ago EPS of 97 cents.
The consensus estimate for net sales is pegged at $1.93 billion, which indicates 0.8% growth from the prior-year quarter’s figure of $1.92 billion.
Masco’s net sales are expected to have inched up in the third quarter because of sales improvements in its Decorative Architectural Products segment (which accounted for 32.9% of total net sales in the second quarter of 2026). The segment is likely to have witnessed quarterly growth because of robust PRO paint sales trends.
The partial offset to the top-line growth during the third quarter is likely to have been caused by weakness in the Plumbing Products segment (which accounted for 67.1% of total net sales in the second quarter of 2026). Low volumes and targeted investments in the North American market are expected to have pulled back sales growth.
Segment-wise, our Zacks model expects the Plumbing Products segment’s net sales to decline 2.3% year over year to $1.22 billion in the third quarter. Our expectations for the Decorative Architectural Products segment’s net sales indicate a 9.8% year-over-year growth to $735.7 million.
Geographically, we expect net sales in North America (which accounted for 78% of second-quarter 2026 total net sales) to climb 2.7% year over year to $1.55 billion. Net sales in International (which accounted for 22% of second-quarter 2026 total net sales) are anticipated to grow year over year by 4.2% to $421.8 million.
Margins
The company’s bottom line in the third quarter is likely to have increased year over year due to Masco’s active execution of restructuring and productivity initiatives. Beyond restructuring, MAS continues to mitigate tariff and commodity pressures through sourcing optimization, pricing discipline and ongoing cost-saving initiatives. These efforts include cost reductions, footprint changes and productivity improvements across the supply chain.
What Our Model Unveils for Masco
Our proven model does not predict an earnings beat for Masco this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here.
MAS’ Earnings ESP: The company has an Earnings ESP of +1.83%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
MAS’ Zacks Rank: The stock currently carries a Zacks Rank #4 (Sell).
Here are some stocks from the Zacks Construction sector, which per our model, have the right combination of elements to deliver an earnings beat this time around.
Sterling Infrastructure, Inc. (STRL - Free Report) has an Earnings ESP of +0.80% and a Zacks Rank of 2 at present.
Sterling’s earnings beat estimates in each of the last four quarters, the average surprise being 27.2%. The company’s earnings for the third quarter of 2026 are expected to grow 74.4% year over year.
AAON, Inc. (AAON - Free Report) currently has an Earnings ESP of +2.66% and a Zacks Rank of 3.
AAON’s earnings beat estimates in three of the last four quarters and missed on the remaining occasion, the average surprise being 21.6%. The company’s earnings for the third quarter of 2026 are expected to increase 54.1% year over year.
Argan, Inc. (AGX - Free Report) has an Earnings ESP of +4.79% and a Zacks Rank of 3.
Argan’s earnings beat estimates in each of the last four quarters, the average surprise being 44.2%. The company’s earnings for the third quarter of fiscal 2027 are expected to increase 53.9% year over year.
View the Zacks #1 Rank List
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Masco to Report Q3 Earnings: Here's What to Expect This Season
Key Takeaways
Masco Corporation (MAS - Free Report) is scheduled to report third-quarter 2026 results on Oct. 28, before the opening bell.
In the last reported quarter, the company’s adjusted earnings topped the Zacks Consensus Estimate by 26.2% while the net sales missed the same by 4.6%. Year over year, the bottom line grew 26.2% while the top line declined 2.9%.
Masco’s earnings topped the consensus mark in three of the last four quarters and missed on the remaining occasion, with the average surprise being 11.1%.
How Are Estimates Placed for MAS Stock?
For the third quarter, the Zacks Consensus Estimate for earnings per share (EPS) has remained unchanged at $1.01 over the past 60 days. However, the estimated figure indicates a 4.1% improvement from the year-ago EPS of 97 cents.
The consensus estimate for net sales is pegged at $1.93 billion, which indicates 0.8% growth from the prior-year quarter’s figure of $1.92 billion.
Masco Corporation Price and EPS Surprise
Masco Corporation price-eps-surprise | Masco Corporation Quote
Factors Likely to Define Masco’s Q3 Results
Sales
Masco’s net sales are expected to have inched up in the third quarter because of sales improvements in its Decorative Architectural Products segment (which accounted for 32.9% of total net sales in the second quarter of 2026). The segment is likely to have witnessed quarterly growth because of robust PRO paint sales trends.
The partial offset to the top-line growth during the third quarter is likely to have been caused by weakness in the Plumbing Products segment (which accounted for 67.1% of total net sales in the second quarter of 2026). Low volumes and targeted investments in the North American market are expected to have pulled back sales growth.
Segment-wise, our Zacks model expects the Plumbing Products segment’s net sales to decline 2.3% year over year to $1.22 billion in the third quarter. Our expectations for the Decorative Architectural Products segment’s net sales indicate a 9.8% year-over-year growth to $735.7 million.
Geographically, we expect net sales in North America (which accounted for 78% of second-quarter 2026 total net sales) to climb 2.7% year over year to $1.55 billion. Net sales in International (which accounted for 22% of second-quarter 2026 total net sales) are anticipated to grow year over year by 4.2% to $421.8 million.
Margins
The company’s bottom line in the third quarter is likely to have increased year over year due to Masco’s active execution of restructuring and productivity initiatives. Beyond restructuring, MAS continues to mitigate tariff and commodity pressures through sourcing optimization, pricing discipline and ongoing cost-saving initiatives. These efforts include cost reductions, footprint changes and productivity improvements across the supply chain.
What Our Model Unveils for Masco
Our proven model does not predict an earnings beat for Masco this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here.
MAS’ Earnings ESP: The company has an Earnings ESP of +1.83%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
MAS’ Zacks Rank: The stock currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks With the Favorable Combination
Here are some stocks from the Zacks Construction sector, which per our model, have the right combination of elements to deliver an earnings beat this time around.
Sterling Infrastructure, Inc. (STRL - Free Report) has an Earnings ESP of +0.80% and a Zacks Rank of 2 at present.
Sterling’s earnings beat estimates in each of the last four quarters, the average surprise being 27.2%. The company’s earnings for the third quarter of 2026 are expected to grow 74.4% year over year.
AAON, Inc. (AAON - Free Report) currently has an Earnings ESP of +2.66% and a Zacks Rank of 3.
AAON’s earnings beat estimates in three of the last four quarters and missed on the remaining occasion, the average surprise being 21.6%. The company’s earnings for the third quarter of 2026 are expected to increase 54.1% year over year.
Argan, Inc. (AGX - Free Report) has an Earnings ESP of +4.79% and a Zacks Rank of 3.
Argan’s earnings beat estimates in each of the last four quarters, the average surprise being 44.2%. The company’s earnings for the third quarter of fiscal 2027 are expected to increase 53.9% year over year.