Every material Form 8-K Masco filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Masco filing is on SEC EDGAR ↗. 8-K briefs of other companies →