New York, Feb 10, 2026, 10:32 a.m. EST — Regular session
- Masco shares rise sharply after the company beat quarterly profit estimates and issued 2026 guidance.
- A new $2 billion share repurchase plan and a fresh dividend declaration add to the support.
- Investors focus on pricing power, tariffs and the health of repair-and-remodel demand.
Masco Corp shares climbed about 9% on Tuesday, trading at $77.95 in morning dealings after touching $78.95.
The home-improvement products maker beat Wall Street estimates for fourth-quarter adjusted profit after raising prices to offset tariff-related costs, even as a soft housing backdrop weighed on demand. Masco forecast full-year adjusted earnings of $4.10 to $4.30 per share, versus analysts’ average estimate of $4.19, and posted adjusted quarterly profit of 82 cents per share on sales of $1.79 billion. 1
Why this matters now: investors are trying to work out who can still push through price increases without losing too much volume. In building products, “repair and remodel” is the catch-all for homeowners’ spending on upgrades and fixes, and it has been choppy as borrowing costs stay high.
Masco’s own numbers showed the split in its business. Plumbing products sales grew while its decorative architectural business sagged, and margins tightened. Gross margin fell 80 basis points — eight-tenths of a percentage point — to 33.9%, and the company said it expects global repair-and-remodel markets to be “roughly flat” in 2026. CEO Jon Nudi also flagged restructuring moves and said Masco expects about $50 million of additional charges this year. The board declared a quarterly dividend of 32 cents a share, payable March 9 to shareholders of record on Feb. 20, and approved a new $2.0 billion buyback effective Tuesday. 2
The move in Masco outpaced some peers in early trade. Fortune Brands Innovations rose about 3%, while paint maker PPG was little changed and Spectrum Brands traded higher.
Some of the immediate optimism is mechanical. A buyback headline and a guide that edges past consensus tend to pull in fast money, especially after a stock has lagged for stretches.
But the same quarter that beat on profit also underlined the risk: sales missed expectations and one of Masco’s big categories is shrinking. If price hikes stop sticking or volumes keep sliding, margin repair gets harder, particularly with tariff and commodity costs still in the mix.
Traders will watch how much of the day’s jump holds into the close and whether management’s comments point to steadier spring demand. The next hard dates on the calendar are the Feb. 20 dividend record date and the March 9 payout, alongside any early signs the company is stepping into the market under the new buyback authorization.
