| MAS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.37 vs. cons ~$1.34 |
MEDIUM |
| MAS |
Report |
Net sales |
BEAT |
pred ~$2.10B vs. cons ~$2.08B |
MEDIUM |
| MAS |
Report |
Adjusted operating margin |
IN-LINE |
pred ~19.6% vs. cons ~19.8% (vs 20.1% Q2'25; YoY step-down is expected) |
MEDIUM |
| MAS |
Guide |
FY2026 adjusted EPS guide |
UNCHANGED |
guide ~$4.20 midpoint ($4.10-$4.30) vs. cons ~$4.22 (FY2026); possible modest low-end raise |
MEDIUM |
| MAS |
Guide |
FY2026 adjusted operating margin |
UNCHANGED |
guide ~17% vs. cons ~17.1% (FY2026) |
MEDIUM |
| MAS |
Guide |
Plumbing organic/local-currency volume |
BETTER |
guide ~+2% volume vs. cons ~+1% (Q2/H2 2026); durability of Q1 share gains is the swing factor |
LOW |
| MAS |
Guide |
H2 price/cost & commodity (copper>$6/lb, resins) headwind |
LOWER |
guide net slight gross-margin headwind vs. cons ~neutral (H2 2026) |
LOW |
| MAS |
Guide |
FY2026 buyback/M&A capital return envelope |
BETTER |
guide >=$800M vs. prior ~$600M (FY2026) |
MEDIUM |
| MAS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| MAS |
Return |
5-day cumulative residual |
-2.5% (FADE) |
Likely a quality beat on sales/EPS with reaffirmed (not raised) FY guide. But Q2 margin steps down off a 20.1% peak and the beat uses up buffer, so the out-period math implies H2 estimate trims as the copper/resin commodity headwind flows through inventory. With the stock up ~27% YTD and near highs (priced for perfection), a reaffirm rather than a raise drives a 'sell-the-news' fade even on decent numbers, unless plumbing volume/share and an R&R inflection surprise clearly to the upside. |
LOW |