Masco Corp
MAS: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| !gV | LOCK|GsJ | LOCK|?&!<tYK |
Masco Earnings: Tariffs Erode Pricing Actions, and Sluggish Housing Turnover Continues to Slow Sales
The US repair and remodel market has yet to turn the corner, and Masco's third-quarter organic revenue declined 2% year over year. Tariffs overcame pricing actions in the quarter, and adjusted operating margin fell 190 basis points to 16.3%. Management sees $60 million more in tariff costs in 2025.
