Is Masco profitable in 2026?

Yes. Masco posted FY2025 net income of about $810M on $7.562B revenue (2025-12-31), and Q1 2026 adjusted EPS rose about 20% year over year to $1.04-1.05 on $1.92B revenue, beating consensus, per its April 2026 earnings report.

Could AI replace Masco's business?

Unlikely. Masco manufactures and distributes physical products like Behr paint and Delta faucets through exclusive retail deals and plumber-trusted brands; core manufacturing, distribution, and code-compliance installation work sit largely outside AI substitution, with only minor smart-home feature exposure as of 2026.

Who is Masco's biggest competitor?

Masco competes with Fortune Brands Innovations (Moen) and Kohler in plumbing, and Sherwin-Williams and PPG in coatings, per its 2026 competitor filings. No single rival has displaced Masco's leading position as of Q1 2026, when revenue grew 6.5% year over year.

Masco (NYSE: MAS) is a publicly traded company with no parent, roughly 93.9% institutionally owned as of July 11, 2026, and a market cap of about $15.7-15.9B as of July 20, 2026, per MarketBeat and GuruFocus data.

Is Masco laying off workers in 2026?

No mass layoffs are disclosed. Company-reported headcount held steady at 18,000 through 2025, though Revelio Labs' third-party estimate shows a slight decline to 15,945 by December 2025 and a 22.1% drop in active job postings that year versus 2024.

How dependent is Masco on Home Depot?

Very dependent. Home Depot is Masco's largest customer, generating $2.9B of 2025 sales, about 38% of revenue, through an exclusive Behr paint retail relationship; Masco won Home Depot's Kitchen & Bath Partner of the Year award in 2025.

Manufacturing companies · United States

Masco

masco.com ↗

Maker of Behr paint, Delta faucets, and hansgrohe fixtures for home repair and remodel.

Hard to displace

Assessed 20 July 2026 · Evidence as of 20 July 2026

Strong structural protection; the business model survives ai pressure.

On the recordSince 20 July 2026 · Checkable from July 29, 2026 · Every call on the record Checkpoint: Q2 2026 earnings report

The call

Masco leans hard on one retailer for nearly 40% of sales, and that concentration matters far more than any AI risk to a paint and faucet maker.

Masco is a big company that makes paint (sold mostly at Home Depot), faucets, and bathroom and kitchen parts. It is hard to replace because Home Depot needs Masco's paint brand and homeowners trust Masco's faucet names like Delta, and new builders have to follow building codes that favor these trusted brands. The biggest risk is that Home Depot could renegotiate their paint deal or start buying from someone else, since that one relationship brings in more than one dollar out of every three dollars Masco makes.

Why

AI pressure: None apparent. Paint and plumbing fixtures need physical manufacturing and code compliance, not something a chatbot or agent can replace. Could AI do the core job? Unlikely.

Bigger players: Home Depot. Home Depot could dual-source paint or push private label, and it already takes $2.9B of Masco's revenue through one exclusive deal. Could a giant copy it? No, they are blocked.

What protects it. The exclusive Behr paint deal with Home Depot and decades of plumbing code trust in Delta and hansgrohe brands.

What would change this call

Home Depot renegotiates, dual-sources, or ends Behr's exclusive paint placement. Would show Masco's largest distribution moat is eroding.
Masco Q2 2026 earnings (July 29, 2026) vs $1.16-1.30 EPS, $2.09B revenue consensus. Would show whether Q1 2026 growth rebound is continuing or reversing.
Execution and results in Plumbing and Wellness after Jai Shah's July 3, 2026 departure. Would show whether leadership transition disrupts a core segment.

Key numbers

FY2025 revenue $7.562B, down 3% (2025-12-31)
Home Depot is $2.9B, 38% of 2025 sales (2025-12-31)
New $2.0B buyback authorized (2026-02-10)

Named risks

Home Depot concentration: $2.9B, about 38% of FY2025 revenue via exclusive Behr deal. Severity: high
Rising copper, zinc, and petrochemical input costs expected to exceed tariff-mitigation benefits in H2 2026. Severity: medium
Leadership churn: new CEO since July 2025, new Executive Committee since January 2026, Group President Plumbing departure July 2026. Severity: medium
DIY paint volumes tied to depressed existing-home-sales macro, outside company control. Severity: medium
Conflicting headcount data (company vs Revelio Labs) suggests a modest ongoing workforce decline. Severity: low

Rivals, as read in July 2026

Rival	Direction	Evidence
Fortune Brands Innovations (Moen)	contesting	Cited as closest plumbing/hardware rival as of July 2026, no share-loss evidence found
Sherwin-Williams	contesting	Coatings rival alongside PPG; Masco's Behr paint held HD exclusivity through 2025
Kohler Co.	contesting	Private premium plumbing/bath competitor named in March 2026 competitor mapping
LIXIL Group (American Standard, Grohe)	contesting	Named peer in global plumbing/fixtures market as of 2026 competitor analysis
Home Depot (as channel gatekeeper)	gaining on	Masco won HD's Kitchen and Bath Partner of the Year for 2025; Q1 2026 revenue beat consensus

Questions people ask

Is Masco profitable in 2026?: Yes. Masco posted FY2025 net income of about $810M on $7.562B revenue (2025-12-31), and Q1 2026 adjusted EPS rose about 20% year over year to $1.04-1.05 on $1.92B revenue, beating consensus, per its April 2026 earnings report.
Could AI replace Masco's business?: Unlikely. Masco manufactures and distributes physical products like Behr paint and Delta faucets through exclusive retail deals and plumber-trusted brands; core manufacturing, distribution, and code-compliance installation work sit largely outside AI substitution, with only minor smart-home feature exposure as of 2026.
Who is Masco's biggest competitor?: Masco competes with Fortune Brands Innovations (Moen) and Kohler in plumbing, and Sherwin-Williams and PPG in coatings, per its 2026 competitor filings. No single rival has displaced Masco's leading position as of Q1 2026, when revenue grew 6.5% year over year.
Who owns Masco?: Masco (NYSE: MAS) is a publicly traded company with no parent, roughly 93.9% institutionally owned as of July 11, 2026, and a market cap of about $15.7-15.9B as of July 20, 2026, per MarketBeat and GuruFocus data.
Is Masco laying off workers in 2026?: No mass layoffs are disclosed. Company-reported headcount held steady at 18,000 through 2025, though Revelio Labs' third-party estimate shows a slight decline to 15,945 by December 2025 and a 22.1% drop in active job postings that year versus 2024.
How dependent is Masco on Home Depot?: Very dependent. Home Depot is Masco's largest customer, generating $2.9B of 2025 sales, about 38% of revenue, through an exclusive Behr paint retail relationship; Masco won Home Depot's Kitchen & Bath Partner of the Year award in 2025.

Timeline

2026-07-29Q2 2026 earnings due; consensus ~$2.09B revenue, $1.16-1.30 EPS
2026-07-03Group President Plumbing and Wellness Jai Shah's departure takes effect
2026-04-22Q1 2026 earnings call flags copper, zinc, petrochemical cost headwinds for H2
2026-04-21Q1 2026 results reported: $1.92B revenue, up 6.5% YoY; Shah departure announced
2026-02-10FY2025 results reported ($7.562B revenue, ~$810M net income); $2.0B buyback authorized
2026-01-01New Executive Committee takes effect to accelerate growth
2025-07-07Jonathon Nudi becomes President and CEO, succeeding Keith Allman
2025-03-06Masco announces CEO succession plan naming Jonathon Nudi
2024-09-03Masco agrees to sell Kichler Lighting to Kingswood Capital for ~$125M

Revision history

20 July 2026

First assessed. Hard to displace. The text above is fixed as of this date and is not edited afterwards.

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