Company Dossier · Industrials
Masco
- S&P 500
- Russell 1000
What Masco is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $7.68 billion, down 0.3% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.94 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.16 billion, down 5.9% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.57 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 10, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $5.1 million on the open market.SEC Form 4
- 924 institutional managers reported a position at June 30, 2026 (+85 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Masco is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings36th pct
- Deals and private raises48th pct
- Patent publications23rd pct
Confident ↔ Hedging
Mixed
- Call sentiment36th pct
- Call confidence47th pct
- Guidance changes97th pct
- Risk factors added64th pct
- Insider open-market trades—
- + Guidance changes
- − Call sentiment
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver53rd pct
- Stress filings50th pct
Credit
How these are built →Masco's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.1B
- Due within a year $0.1B
- Longer term $2.9B
- Default point $1.6B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Masco: guidance raised minus lowered
Guidance Ledger statements by quarter
Masco: earnings call sentiment
Palanor Discourse score per call, −1 to +1
Hiring and ownership
In the news
Headlines that name Masco, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveMasco's Limited New Construction Exposure Is A Positive (Upgrade) (NYSE:MAS)
seekingalpha.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (MASCO CORPORATION)third_quarter 2026 · $0.0 million
- Oct 20, 2026PatentPatent granted: HARDWARE ASSEMBLYUS 12768194
- Oct 19, 2026LobbyingLobbying report (THE LAURIN BAKER GROUP, LLC)third_quarter 2026 · $0.0 million
- Sep 22, 2026Patent
- Sep 8, 2026Patent
- Aug 25, 2026PatentPatent granted: SHOWER DOOR ASSEMBLY DISPLAYUS 12714243
- Aug 18, 2026Patent
- Jul 18, 2026LobbyingLobbying report (THE LAURIN BAKER GROUP, LLC)second_quarter 2026 · $0.0 million
- Jul 17, 2026LobbyingLobbying report (MASCO CORPORATION)second_quarter 2026 · $0.1 million
- May 14, 20268-KShareholder vote resultsItem 5.07
- Apr 21, 20268-KDirector or officer changeItem 5.02
- Apr 20, 2026LobbyingLobbying report (MASCO CORPORATION)first_quarter 2026 · $0.2 million
- Apr 16, 2026LobbyingLobbying report (THE LAURIN BAKER GROUP, LLC)first_quarter 2026 · $0.0 million
- Mar 26, 20268-KMaterial agreement signedItem 1.01
- Mar 26, 20268-KMaterial agreement terminatedItem 1.02
- Feb 12, 20268-KDirector or officer changeItem 5.02
- Feb 10, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 19, 2026LobbyingLobbying report (THE LAURIN BAKER GROUP, LLC)fourth_quarter 2025 · $0.0 million
- Jan 14, 2026LobbyingLobbying report (MASCO CORPORATION)fourth_quarter 2025 · $0.1 million
- Jan 12, 20268-KDirector or officer changeItem 5.02
- Dec 16, 20258-KDirector or officer changeItem 5.02
- Dec 8, 20258-KDirector or officer changeItem 5.02
- Jul 9, 20258-KDirector or officer changeItem 5.02
- May 15, 20258-KShareholder vote resultsItem 5.07
- Mar 6, 20258-KDirector or officer changeItem 5.02
- Feb 27, 20258-KDirector or officer changeItem 5.02
- Feb 11, 20258-KDirector or officer changeItem 5.02
- Feb 11, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 6, 20258-KDirector or officer changeItem 5.02
- Feb 8, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Owens Corning OC | $9.8B | $0.9B | Jun 30, 2026 |
| Lennox International LII | $5.3B | $0.7B | Mar 31, 2026 |
| Fortune Brands Innovations FBIN | $4.4B | $0.4B | Jun 27, 2026 |
| Allegion ALLE | $4.3B | $0.7B | Jun 30, 2026 |
| Builders FirstSource BLDR | $14.4B | $0.6B | Jun 30, 2026 |
| A. O. Smith AOS | $3.8B | $0.6B | Jun 30, 2026 |
| Carrier Global CARR | $21.9B | $1.7B | Mar 31, 2026 |
| Trane Technologies TT | $22.2B | $2.5B | Jun 30, 2026 |