Every material Form 8-K MasterBrand filed with the SEC in 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.
MasterBrand reported third quarter 2025 net sales of $698.9 million, down 2.7% from a year earlier, and diluted earnings per share of $0.14 versus $0.22. The company updated its full-year 2025 outlook to account for the expected impact of recently enacted tariffs, and it said the outlook excludes the pending American Woodmark merger. The weaker profit and the tariff-related guidance update matter to shareholders because they signal pressure on earnings and cash flow ahead of the merger.
Q3 2025 net sales were $698.9 million, down 2.7% year over year; net income was $18.1 million versus $29.1 million
Diluted EPS was $0.14 versus $0.22; adjusted diluted EPS was $0.33 versus $0.40
2025 adjusted EBITDA guidance is $315 million to $335 million; adjusted diluted EPS guidance is $1.01 to $1.13
Thirty-nine week free cash flow was $65.0 million, versus $142.3 million a year earlier
MasterBrand signed a merger agreement with American Woodmark, under which American Woodmark shareholders would receive 5.150 MasterBrand shares for each share they own, with closing expected in early 2026 subject to shareholder and regulatory approvals. The same day, MasterBrand reported second quarter 2025 results in which net sales rose 8% but net income fell 18% and diluted EPS declined to $0.29 from $0.35, while it maintained its 2025 outlook.
Exchange ratio of 5.150 MasterBrand shares per American Woodmark share; implied pro forma equity value of $2.4 billion and enterprise value of $3.6 billion
Termination fees of $30.0 million payable by MasterBrand and $25.0 million payable by American Woodmark; $35.0 million reverse termination fee payable by MasterBrand in certain antitrust-related cases
Expected run-rate cost synergies of approximately $90 million by the end of year three; closing expected in early 2026
Q2 2025: net sales up 8% to $730.9 million; net income down 18% to $37.3 million; adjusted EBITDA flat at $105.4 million; 2025 outlook maintained
MasterBrand reported first quarter 2025 results for the period ended March 30, 2025. Net sales rose 3% to $660.3 million, helped by the Supreme acquisition, but net income fell 65% to $13.3 million and diluted earnings per share were $0.10, compared with $0.29 a year earlier. The company revised its 2025 outlook, citing weaker end-market demand and the net impact of enacted tariffs, which matters to shareholders because profit is falling while the guidance points to lower full-year results.
Net sales rose 3% to $660.3 million, including 10% growth from Supreme, while base business volume fell 9%.
Net income fell to $13.3 million from $37.5 million; adjusted diluted EPS was $0.18 versus $0.31.
2025 guidance: net sales down a low single-digit percentage; adjusted EBITDA of $315 million to $365 million; adjusted diluted EPS of $1.03 to $1.32.
Free cash flow was negative $41.2 million for the quarter, and the company repurchased about $11.4 million of stock.
MasterBrand reported fourth-quarter 2024 net sales of $667.7 million, down 1% from a year earlier, and net income of $14.0 million, down 61%. The company also introduced 2025 guidance calling for adjusted EBITDA of $380 million to $410 million and adjusted diluted EPS of $1.40 to $1.57, while noting that tariff impacts beyond those in effect on the release date are not included.
Q4 2024 diluted EPS was $0.11 versus $0.28 in Q4 2023; adjusted diluted EPS was $0.21 versus $0.35
Full-year 2024 net sales were $2.7 billion, down 1%; net income was $125.9 million, down 31%
2025 outlook: adjusted EBITDA of $380 million to $410 million; adjusted diluted EPS of $1.40 to $1.57 (full-year 2024 adjusted diluted EPS was $1.37)
No shares were repurchased in Q4 2024; the company repurchased about 371 thousand shares for about $6.5 million over the full year
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI'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 MasterBrand filing is on SEC EDGAR ↗. 8-K briefs of other companies →