Latest news with #Masco
Yahoo
7 days ago
- Business
- Yahoo
Home Construction Materials Stocks Q1 Results: Benchmarking American Woodmark (NASDAQ:AMWD)
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let's take a look at how home construction materials stocks fared in Q1, starting with American Woodmark (NASDAQ:AMWD). Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies. The 12 home construction materials stocks we track reported a satisfactory Q1. As a group, revenues were in line with analysts' consensus estimates. Thankfully, share prices of the companies have been resilient as they are up 6.1% on average since the latest earnings results. Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation. American Woodmark reported revenues of $400.4 million, down 11.7% year on year. This print fell short of analysts' expectations by 6.6%. Overall, it was a softer quarter for the company with full-year EBITDA guidance missing analysts' expectations. 'Demand for our products in the new construction and remodel market were weaker than expected as uncertainty regarding tariff policies and declining consumer confidence slowed foot traffic with builders and retailers. However, our teams continued to execute well and delivered Adjusted EBITDA margins of 11.8% for the fourth fiscal quarter,' said Scott Culbreth, President and CEO. American Woodmark delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 1% since reporting and currently trades at $55.97. Read our full report on American Woodmark here, it's free. Aiming to build safer and stronger buildings, Simpson (NYSE:SSD) designs and manufactures structural connectors, anchors, and other construction products. Simpson reported revenues of $538.9 million, up 1.6% year on year, outperforming analysts' expectations by 2%. The business had an exceptional quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. The market seems happy with the results as the stock is up 7.3% since reporting. It currently trades at $164.74. Is now the time to buy Simpson? Access our full analysis of the earnings results here, it's free. Headquartered just outside of Detroit, MI, Masco (NYSE:MAS) designs and manufactures home-building products such as glass shower doors, decorative lighting, bathtubs, and faucets. Masco reported revenues of $1.80 billion, down 6.5% year on year, falling short of analysts' expectations by 2%. It was a disappointing quarter as it posted a significant miss of analysts' adjusted operating income estimates. Interestingly, the stock is up 7.5% since the results and currently trades at $65.91. Read our full analysis of Masco's results here. Addressing the demand for aesthetically-pleasing and unique outdoor living spaces, Trex Company (NYSE:TREX) makes wood-alternative decking, railing, and patio furniture. Trex reported revenues of $340 million, down 9% year on year. This result surpassed analysts' expectations by 3.5%. Taking a step back, it was a mixed quarter as it also logged a narrow beat of analysts' adjusted operating income estimates but a miss of analysts' EBITDA estimates. The stock is up 6.4% since reporting and currently trades at $62. Read our full, actionable report on Trex here, it's free. Initially in the defense industry, Griffon (NYSE:GFF) is a now diversified company specializing in home improvement, professional equipment, and building products. Griffon reported revenues of $611.7 million, down 9.1% year on year. This number missed analysts' expectations by 1%. Taking a step back, it was still a strong quarter as it recorded an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. The stock is up 15.1% since reporting and currently trades at $77.96. Read our full, actionable report on Griffon here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
07-07-2025
- Business
- Yahoo
Earnings Preview: What to Expect From Masco's Report
With a market cap of $14 billion, Masco Corporation (MAS) is a leading manufacturer and distributor of home improvement and building products, serving customers across North America, Europe, and internationally. Operating through its Plumbing Products and Decorative Architectural Products segments, the company offers a wide range of branded solutions for residential construction and remodeling. The Livonia, Michigan-based company is expected to release its fiscal Q2 2025 earnings results before the market opens on Thursday, Jul. 31. Ahead of this event, analysts project MAS to report an EPS of $1.07, a 10.8% decrease from $1.20 in the year-ago quarter. The company has exceeded or met Wall Street's bottom-line estimates in three of the last four quarters while missing on another occasion. In Q1 2025, Masco missed the consensus EPS estimate by 5.4%. Chevron Stock's 4.6% Dividend Yield and 1.67% One Month Short Put Yield Make CVX a Buy Tariff Dealine, Fed Minutes and Other Key Thing to Watch this Week SoFi Stock Is Betting on Crypto Again. How Should You Play SOFI Stock Here? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2025, analysts forecast the home improvement firm to report EPS of $3.50, down 14.6% from $4.10 in fiscal 2024. However, EPS is expected to grow 17.1% year-over-year to $4.10 in fiscal 2026. Masco has risen 2.5% over the past 52 weeks, underperforming the broader S&P 500 Index's ($SPX) 13.4% return and the Industrial Select Sector SPDR Fund's (XLI) 22.8% gain over the same period. Shares of Masco fell 3.4% on Apr. 23 due to disappointing Q1 2025 results. The company missed both sales and earnings estimates, reporting EPS of $0.87 and sales dropped 6.5% to $1.8 billion. Sales in its high-margin Decorative Architectural Products segment plunged 16%, while Plumbing Products revenue slipped 1%, signaling broad-based weakness. Additionally, Masco withdrew its full-year profit forecast, citing uncertainty stemming from trade tariffs, cost inflation, and weakened consumer demand, which further shook investor confidence. Analysts' consensus view on Masco stock is cautiously optimistic, with an overall 'Moderate Buy' rating. Among 20 analysts covering the stock, eight suggest a "Strong Buy," 11 give a "Hold," and one provides a "Moderate Sell" rating. As of writing, MAS is trading below the average analyst price target of $69.78. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-07-2025
- Business
- Yahoo
1 Unpopular Stock that Deserves a Second Chance and 2 to Think Twice About
When Wall Street turns bearish on a stock, it's worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bearish calls are justified. Keeping that in mind, here is one stock where you should be greedy instead of fearful and two where the skepticism is well-placed. Consensus Price Target: $69.91 (5.3% implied return) Headquartered just outside of Detroit, MI, Masco (NYSE:MAS) designs and manufactures home-building products such as glass shower doors, decorative lighting, bathtubs, and faucets. Why Is MAS Risky? Organic revenue growth fell short of our benchmarks over the past two years and implies it may need to improve its products, pricing, or go-to-market strategy Estimated sales for the next 12 months are flat and imply a softer demand environment Shrinking returns on capital suggest that increasing competition is eating into the company's profitability At $66.38 per share, Masco trades at 15.3x forward P/E. Dive into our free research report to see why there are better opportunities than MAS. Consensus Price Target: $39.33 (3.3% implied return) With roots dating back to 1982 and a strong presence in the Mid-Atlantic region, United Bankshares (NASDAQ:UBSI) is a bank holding company that provides commercial and retail banking services through its United Bank subsidiary across multiple states. Why Are We Wary of UBSI? Sales were flat over the last two years, indicating it's failed to expand this cycle Net interest income trends were unexciting over the last four years as its 6.4% annual growth was below the typical bank company Capital trends were unexciting over the last two years as its 7.3% annual tangible book value per share growth was below the typical bank company United Bankshares's stock price of $38.09 implies a valuation ratio of 1x forward P/B. To fully understand why you should be careful with UBSI, check out our full research report (it's free). Consensus Price Target: $22.89 (-5.6% implied return) Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation. Why Do We Love BE? Impressive 14.5% annual revenue growth over the last five years indicates it's winning market share this cycle Incremental sales significantly boosted profitability as its annual earnings per share growth of 68.2% over the last two years outstripped its revenue performance Free cash flow margin is now positive, showing the company has crossed a key inflection point Bloom Energy is trading at $24.24 per share, or 54.1x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
Business Wire
01-07-2025
- Business
- Business Wire
Masco Corporation Announces Date for Earnings Release and Conference Call for 2025 Second Quarter
LIVONIA, Mich.--(BUSINESS WIRE)--Masco Corporation (NYSE: MAS) announced today that it will hold a conference call regarding 2025 second quarter results on Thursday, July 31 at 8:00 a.m. ET. The conference call will be hosted by Masco President and Chief Executive Officer Jon Nudi. Participants in the call are asked to register five to ten minutes prior to the scheduled start time by dialing (800) 549-8228 or (289) 819-1520. Please use the conference identification number 73279. The 2025 second quarter results and supplemental material will be distributed at 7:00 a.m. ET on July 31 and will be available on the Company's website at The conference call will be webcast simultaneously and in its entirety through the Masco Corporation website. Shareholders, media representatives and others interested in Masco may participate in the webcast by registering through the Investor Relations section on the Company's website. A replay of the call will be available on Masco's website or by phone by dialing (888) 660-6264 or (289) 819-1325. Please use the playback passcode 73279 #. The telephone replay will be available approximately two hours after the end of the call and continue through August 31, 2025. Headquartered in Livonia, Michigan, Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Our portfolio of industry-leading brands includes Behr ® paint; Delta ® and hansgrohe ® faucets, bath and shower fixtures; Liberty ® branded decorative and functional hardware; and HotSpring ® spas. We leverage our powerful brands across product categories, sales channels and geographies to create value for our customers and shareholders. For more information about Masco Corporation, visit
Yahoo
24-06-2025
- Business
- Yahoo
Q1 Rundown: Masco (NYSE:MAS) Vs Other Home Construction Materials Stocks
As the Q1 earnings season comes to a close, it's time to take stock of this quarter's best and worst performers in the home construction materials industry, including Masco (NYSE:MAS) and its peers. Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies. The 12 home construction materials stocks we track reported a satisfactory Q1. As a group, revenues were in line with analysts' consensus estimates. While some home construction materials stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.4% since the latest earnings results. Headquartered just outside of Detroit, MI, Masco (NYSE:MAS) designs and manufactures home-building products such as glass shower doors, decorative lighting, bathtubs, and faucets. Masco reported revenues of $1.80 billion, down 6.5% year on year. This print fell short of analysts' expectations by 2%. Overall, it was a disappointing quarter for the company with a significant miss of analysts' adjusted operating income estimates. 'During the first quarter, we delivered solid adjusted operating profit margin of 16.0 percent and adjusted earnings per share of $0.87, and we returned $196 million to shareholders through dividends and share repurchases,' said Masco President and CEO, Keith Allman. The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $61.79. Read our full report on Masco here, it's free. Aiming to build safer and stronger buildings, Simpson (NYSE:SSD) designs and manufactures structural connectors, anchors, and other construction products. Simpson reported revenues of $538.9 million, up 1.6% year on year, outperforming analysts' expectations by 2%. The business had an exceptional quarter with a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' EPS estimates. The market seems content with the results as the stock is up 2.8% since reporting. It currently trades at $157.80. Is now the time to buy Simpson? Access our full analysis of the earnings results here, it's free. Targeting a wide customer base of residential and commercial customers, Fortune Brands (NYSE:FBIN) makes plumbing, security, and outdoor living products. Fortune Brands reported revenues of $1.03 billion, down 6.9% year on year, falling short of analysts' expectations by 2.8%. It was a softer quarter as it posted a miss of analysts' organic revenue estimates and a slight miss of analysts' EBITDA estimates. As expected, the stock is down 2.4% since the results and currently trades at $51.44. Read our full analysis of Fortune Brands's results here. Founded in the 1960s as a general wood-making company, JELD-WEN (NYSE:JELD) manufactures doors, windows, and other related building products. JELD-WEN reported revenues of $776 million, down 19.1% year on year. This number surpassed analysts' expectations by 0.8%. It was an exceptional quarter as it also recorded a solid beat of analysts' organic revenue estimates and an impressive beat of analysts' adjusted operating income estimates. JELD-WEN had the slowest revenue growth among its peers. The stock is down 30.2% since reporting and currently trades at $3.91. Read our full, actionable report on JELD-WEN here, it's free. Initially in the defense industry, Griffon (NYSE:GFF) is a now diversified company specializing in home improvement, professional equipment, and building products. Griffon reported revenues of $611.7 million, down 9.1% year on year. This result missed analysts' expectations by 1%. Taking a step back, it was still a strong quarter as it put up an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. The stock is up 4.4% since reporting and currently trades at $70.73. Read our full, actionable report on Griffon here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
