Every material Form 8-K Masco has filed with the SEC since February 27, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Masco reported third quarter 2026 net sales of $1,966 million, up 3 percent from a year earlier, and adjusted earnings per share of $1.19, up 23 percent. The company raised its 2026 adjusted earnings per share guidance to $4.65 to $4.75 from $4.40 to $4.60, which is favorable for shareholders, though management said it expects the demand environment to remain challenged in the near term.
Net sales rose 3 percent to $1,966 million; excluding the Bristan divestiture and currency, sales rose 4 percent
Reported earnings per share were $1.17, up 30 percent from $0.90; adjusted earnings per share were $1.19, up 23 percent from $0.97
2026 adjusted earnings per share guidance raised to $4.65 to $4.75 from $4.40 to $4.60
Returned $322 million to shareholders through dividends and buybacks; declared a $0.32 per share quarterly dividend payable November 23, 2026
Masco reported second quarter 2026 net sales down 3% to $1,992 million, while reported earnings per share rose 25% to $1.60. The company raised its 2026 adjusted EPS guidance to $4.40-$4.60 from $4.10-$4.30, citing an anticipated full-year net benefit of about $85 million from IEEPA tariff refunds, so shareholders should note that part of the profit gain comes from this one-time item rather than sales growth.
Net sales decreased 3% to $1,992 million; North American sales fell 5% in local currency while International sales rose 4%.
Reported EPS rose 25% to $1.60; adjusted EPS rose 26% to $1.64, including a net benefit of about $95 million from IEEPA tariff refunds in the quarter.
2026 adjusted EPS guidance raised to $4.40-$4.60 from $4.10-$4.30 per share.
Returned $454 million to shareholders through dividends and share repurchases in the quarter.
Masco reported first quarter 2026 net sales of $1,918 million, up 6% from a year earlier, and adjusted earnings per share of $1.04, up 20%. The company kept its 2026 adjusted EPS guidance at $4.10 to $4.30 per share, citing a dynamic macroeconomic and geopolitical environment. Shareholders also received $267 million through dividends and share repurchases in the quarter.
Net sales rose 6% to $1,918 million; Plumbing Products sales rose 9% and Decorative Architectural Products was flat
Reported EPS was $1.05 versus $0.87 a year earlier; adjusted EPS was $1.04, up 20%
2026 adjusted EPS guidance maintained at $4.10 to $4.30 per share; reported EPS guidance is $3.91 to $4.11
Repurchased 3.1 million shares for $202 million; cash and cash investments were $388 million at March 31, 2026
Masco Corporation said Jai Shah, its Group President, Plumbing and Wellness, will end his service with the company on July 3, 2026. Under an agreement dated April 16, 2026, he will receive a $1,206,000 cash payment, prorated 2026 bonus and RSU cash equivalent, and a prorated share award under the 2024-2026 LTIP if performance goals are met, and he forfeits his remaining unvested retention RSUs.
Jai Shah, Group President, Plumbing and Wellness, will conclude service on July 3, 2026
Agreement dated April 16, 2026 provides a $1,206,000 cash payment
Payments include a prorated 2026 cash bonus and a prorated cash equivalent of an annual RSU award
Shah forfeits remaining unvested RSUs under the retention incentive agreement dated March 5, 2025
Masco entered a new $1 billion unsecured revolving credit agreement on March 20, 2026, which fully replaced its 2022 credit agreement of the same size. Proceeds of the initial borrowings repaid the outstanding 2022 revolving loans, and future borrowings are available for general corporate purposes, including acquisitions and working capital. For shareholders, the filing shows a refinancing of existing credit capacity rather than a change in headline results, with a matures date of March 20, 2031.
New $1 billion revolving credit facility dated March 20, 2026, with JPMorgan Chase Bank, N.A. and J.P. Morgan SE as administrative agent
Replaces the 2022 Credit Agreement in full, which had the same $1 billion of commitments
Covenants require a maximum net debt to Consolidated EBITDA ratio of 4.00 to 1.00 and a minimum interest coverage ratio of 2.50 to 1.00
Matures March 20, 2031; the Company may request up to two one-year extensions and an increase of up to $500 million in commitments
Masco's Compensation and Talent Committee approved a $1,749,000 full-value restricted stock unit award for CEO Jonathon Nudi on February 6, 2026, replacing the previously expected award sized at 159% of his base salary. The filing describes this as a change to his 2025 pro-rata equity grant, which started July 7, 2025, and does not describe any change to his role or to company financial results.
Award approved by the Compensation and Talent Committee on February 6, 2026
Full-value RSU award of $1,749,000 for President and CEO Jonathon J. Nudi
Replaces prior expectation of an RSU award equal to 159% of annual base salary, pro-rated for service from July 7, 2025
Masco reported fourth-quarter and full-year 2025 results, with net sales and adjusted earnings per share both down from 2024. The company forecast 2026 adjusted EPS of $4.10 to $4.30, above its 2025 adjusted EPS of $3.96, and announced a new $2.0 billion share repurchase program and a $0.32 quarterly dividend.
Q4 2025 net sales fell 2% to $1,793 million; adjusted EPS fell 8% to $0.82 from $0.89
Full-year 2025 net sales fell 3% to $7,562 million; adjusted EPS fell 3% to $3.96
2026 EPS guidance: $3.91-$4.11 reported and $4.10-$4.30 adjusted, with about $50 million of additional restructuring charges expected in 2026
Board authorized a new $2.0 billion share repurchase program effective February 10, 2026; quarterly dividend of $0.32 payable March 9, 2026
Masco entered into an agreement effective January 12, 2026 with former Group President, Decorative Architectural Products Imran Ahmad, whose service ended December 31, 2025. The agreement sets out a $998,875 cash payment plus conditional payments tied to 2025 bonus and 2023-2025 LTIP performance goals, and a 90-day window to exercise vested options and stock appreciation rights.
Cash payment of $998,875 to Imran Ahmad
2025 cash bonus and 2023-2025 LTIP cash payment are conditional on established performance goals being met
Cash equivalent of an annual restricted stock unit award based on his individual target opportunity
Vested stock options and SARs exercisable for 90 days after service ended December 31, 2025
Masco's board appointed Gary A. Coombe, currently CEO-Grooming at Procter & Gamble, as a Class II director effective January 1, 2026. He will sit on the Audit Committee and the Corporate Governance and Nominating Committee, and the board determined he is independent under NYSE and SEC rules.
Appointed by the board on December 16, 2025, effective January 1, 2026
Serves on the Audit Committee and the Corporate Governance and Nominating Committee
Age 61; CEO-Grooming at Procter & Gamble since 2018; with P&G since 1986
Will receive compensation under the company's standard nonemployee director arrangements
Masco announced that Imran Ahmad, Group President of Decorative Architectural Products, will leave the company on December 31, 2025, when his position is eliminated. CEO Jon Nudi will take over oversight of the Decorative Architectural Products segment.
Imran Ahmad's departure is effective December 31, 2025, when his position is eliminated
Ahmad leads the Decorative Architectural Products segment, which passes to CEO Jon Nudi
The filing was announced December 8, 2025 and does not describe financial impact or a replacement
Masco reported third quarter 2025 net sales of $1,917 million, down 3% from a year earlier, and adjusted earnings per share of $0.97, down 10%. The company narrowed its full-year 2025 adjusted EPS expectation to $3.90 to $3.95, lowering the top of its prior $3.90 to $4.10 range, which signals weaker profit expectations for shareholders.
Q3 2025 net sales fell 3% to $1,917 million; Decorative Architectural Products sales fell 12%.
Q3 adjusted EPS was $0.97, down 10% from $1.08; reported EPS was $0.90, up from $0.77.
2025 adjusted EPS outlook is $3.90 to $3.95, versus the prior range of $3.90 to $4.10.
Masco repurchased 1.8 million shares for $124 million and declared a quarterly dividend of $0.31 per share payable November 24, 2025.
Masco reported second quarter 2025 results, with net sales down 2% to $2,051 million while adjusted earnings per share grew 8% to $1.30. The company also restored its full-year 2025 guidance, expecting adjusted earnings per share of $3.90 to $4.10, and declared a quarterly dividend of $0.31 per share.
Net sales decreased 2% to $2,051 million; in local currency and excluding divestitures, sales were in line with the prior year
Reported earnings per share were $1.28 versus $1.17; adjusted earnings per share were $1.30 versus $1.20
2025 adjusted earnings per share guidance is $3.90 to $4.10 (reported basis $3.87 to $4.07)
Quarterly dividend of $0.31 per share is payable August 25, 2025 to holders of record on August 8, 2025
Masco Corporation entered into an agreement dated July 8, 2025 with Keith J. Allman, its former President and Chief Executive Officer, tied to his previously announced retirement. The agreement sets out prorated compensation, including a 2025 cash bonus, the cash equivalent of a 2025 restricted stock unit award, and share awards under two long-term incentive programs, with payouts subject to performance goals.
Agreement dated July 8, 2025 with Keith J. Allman, former President and CEO, tied to his retirement that day
2025 cash bonus and 2025 restricted stock unit cash equivalent are prorated through his last day of employment
LTIP share awards under the 2023-2025 and 2024-2026 programs depend on meeting performance goals and are prorated for time employed
Masco reported first quarter 2025 results on April 23, 2025, with net sales down 6% to $1,801 million and diluted earnings per share of $0.87, compared with $0.97 a year earlier. The company is not providing full-year 2025 financial guidance because of uncertainty tied to new tariffs and the macroeconomic environment. Shareholders receive a clear view of weaker quarterly results but no company outlook for the year.
Net sales were $1,801 million, down 6% from $1,926 million; down 3% in local currency and excluding divestitures.
Operating profit fell 10% to $286 million from $318 million; EPS was $0.87 versus $0.97 (adjusted EPS $0.87 versus $0.93).
No full-year 2025 financial guidance, citing uncertainty about tariffs and demand, pricing and product costs.
Returned $196 million to shareholders through dividends and share repurchases, including 1.8 million shares repurchased for $130 million.
Masco Corporation said CEO Keith Allman will retire effective July 6, 2025, and its Board has elected Jonathon Nudi, a General Mills executive and Masco director since June 2023, to succeed him as President and CEO effective July 7, 2025. Nudi's compensation includes a $1,100,000 base salary, a $1,120,000 RSU make-whole grant, and a $350,000 relocation bonus, and the filing also discloses a $1,500,000 retention RSU award to Group President Jai Shah.
Keith Allman retires as President and CEO effective July 6, 2025; Nudi takes over July 7, 2025
Nudi's base salary is $1,100,000, with a target annual cash bonus of 150% of base salary
Nudi receives RSUs valued at $1,120,000 as a partial make-whole grant, plus a $350,000 one-time relocation bonus
Jai Shah received RSUs valued at $1,500,000 under a retention agreement dated March 5, 2025
Masco Corporation's board elected Heath M. Eisman, 50, as Vice President, Controller and Chief Accounting Officer, effective February 27, 2025. He previously served as the company's Director, Financial Reporting since 2014 and will receive a $310,000 annual base salary with incentive programs targeting 40% of salary. The change is a senior finance leadership appointment that shareholders may want to note, though the filing describes no change in company results or strategy.
Heath M. Eisman, 50, elected by the board on February 26, 2025, effective February 27, 2025
Annual base salary of $310,000, with target incentive opportunity of 40% of base salary under annual and long-term programs
Payouts capped at 200% of target; annual restricted stock unit award equal in value to 40% of base salary
Prior role: Director, Financial Reporting at Masco since 2014; earlier at Caterpillar Inc. and PricewaterhouseCoopers
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