| MAS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.37 vs. cons $1.35 |
MEDIUM |
| MAS |
Report |
Net sales |
IN-LINE |
pred ~$2.11B vs. cons $2.10B |
MEDIUM |
| MAS |
Report |
Adjusted operating margin |
IN-LINE |
pred ~19.4% vs. cons 19.5% |
MEDIUM |
| MAS |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$4.20 midpoint vs. cons $4.21 (FY2026) |
HIGH |
| MAS |
Guide |
Net-sales growth guidance |
BETTER |
guide ~2.0% growth vs. cons 1.5% growth (FY2026) |
MEDIUM |
| MAS |
Guide |
Adjusted operating-margin guidance |
UNCHANGED |
guide ~17.0% vs. cons 17.0% (FY2026) |
HIGH |
| MAS |
Guide |
Plumbing Products sales-growth guidance |
UNCHANGED |
guide ~2.0% growth vs. cons 2.0% growth (FY2026) |
MEDIUM |
| MAS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| MAS |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A ~$0.02 EPS beat versus $1.35 consensus paired with an unchanged ~$4.20 FY2026 midpoint versus $4.21 consensus implies lower second-half earnings power; investors are likely to reduce out-period margin and EPS estimates as commodity costs and the difficult plumbing pricing comparison move into 2H. |
MEDIUM |