Masco said net sales for the 3 months ended September 30, 2025 were $1,917 million, down 3% compared to the same period in the prior year. Excluding divestitures and the effect of currency translation, net sales decreased 2%, the company said, citing lower sales volume across the entire company, which decreased sales by 4%, partially offset by higher net selling prices of plumbing products, which increased sales by 2%.

1. 01

   Masco said net sales for the 3 months ended September 30, 2025 were $1,917 million, down 3% compared to the same period in the prior year. Excluding divestitures and the effect of currency translation, net sales decreased 2%, the company said, citing lower sales volume across the entire company, which decreased sales by 4%, partially offset by higher net selling prices of plumbing products, which increased sales by 2%.

2. 02

   Masco said gross profit for Q3 2025 was $656 million, down 10%, and operating profit was $303 million, down 15%. The company cited negative impacts from higher commodity and tariff costs, lower sales volume of 4%, and the divestiture of Kichler of 2%, partially offset by higher net selling prices of 7% and cost savings initiatives.

3. 03

   Masco said net sales in the Plumbing Products segment for Q3 2025 increased 2% and in the Decorative Architectural Products segment decreased 12%. For the latter, the company said the divestiture of Kichler of 7% and lower sales volume of 7% accounted for the decrease, partially offset by higher net selling prices of 1%.

4. 04

   Masco said net cash provided by operations for the 9 months ended September 30, 2025 was $604 million and net cash used for financing activities was $592 million. The company said share repurchases and retirements accounted for $354 million and cash dividends for $197 million, and as of September 30, approximately $542 million remained under the 2022 authorization.

Key figures

Quarter ended September 30, 2025

Revenue

$1.9B

Operating income

$303M

Net income

$189M

EPS

$0.90

Gross profit

$656M

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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