Masco (MAS) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, February 10, 2026 astatine 8:44 AM CST 52 min read

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Feb. 10, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Jonathon Nudi

• Chief Financial Officer — Rick Westenberg

Jonathon Nudi: Good morning, everyone, and convey you for joining us. Please crook to Slide five. I privation to commencement contiguous by highlighting immoderate of our cardinal accomplishments from 2025, which we achieved portion navigating a dynamic and challenging environment. Following that, I volition crook to our fiscal results for 2025 and stock our expectations for 2026. Starting with our plumbing products segment, we proceed to show our marketplace enactment adjacent arsenic we enactment to mitigate the impacts of higher tariff costs. Delta Faucet was awarded the Home Depot Kitchen and Bath Partner of the Year. This grant recognizes the spot of our brand, lawsuit service, and innovation.

Ulta besides continued to execute notable marketplace stock gains successful the e-commerce channel, driven by our industry-leading capabilities that present solutions for consumers. At Hansgrohe, we proceed to beryllium a planetary leader, gaining further marketplace stock done premium products with industry-leading designs. Hansgrohe besides continues to show enactment and committedness to sustainability, having precocious received aggregate awards for firm strategy accumulation initiatives astatine the German Sustainability Projects 2025 grant ceremony. At Watkins Wellness, our integration of Sana 360 into our existing trader web has generated double-digit income maturation successful a marketplace with ongoing opportunities for accrued household penetration. We besides introduced our acold plunge products, further expanding our beingness successful the user wellness market.

In our decorative architectural segment, the spot of our brands continues to resonate with our customers. Behr was erstwhile again rated fig 1 successful interior paint, fig 1 successful exterior paint, and fig 1 successful exterior stain successful a third-party study, demonstrating the exceptional prime and spot of our starring Behr brand. Our continued strategical alignment and concern with The Home Depot led to our designation arsenic supplier of the twelvemonth for the overgarment section successful the United States and Canada, and interconnected spouse of the twelvemonth successful Mexico. Our yearly pro income are astir $950 million, and our stock of the pro overgarment marketplace has grown implicit 200 ground points since 2019.

We person continued gathering capabilities to heighten the buying acquisition for our pro customers, including expanded transportation options, loyalty programs, and a increasing income force, allowing america to further capitalize connected the sizable maturation accidental successful the pro overgarment market. I privation to convey each of our employees for their resilience, commitment, and leadership, which made these accomplishments possible. Now onto our results. Please crook to descent six. Beginning with our 4th quarter, results wide were mostly successful enactment with our expectations arsenic we proceed to navigate a dynamic geopolitical and macroeconomic environment. Net income decreased 2% oregon 3% successful section currency, chiefly owed to little volumes. Operating nett was $259 million, and operating nett borderline was 14.4%.