| MAS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.330 vs. cons $1.313 |
MEDIUM |
| MAS |
Report |
Plumbing sales |
IN-LINE |
pred ~$1.414B vs. cons $1.404B |
MEDIUM |
| MAS |
Report |
Decorative Architectural operating margin |
MISS |
pred ~20.3% vs. cons 20.93% |
MEDIUM |
| MAS |
Guide |
FY26 adjusted EPS |
LOWER |
guide $4.10-$4.30, midpoint $4.20 vs. cons $4.271 |
MEDIUM |
| MAS |
Guide |
FY26 sales |
UNCHANGED |
guide up low single digits vs. cons +2.7% |
MEDIUM |
| MAS |
Guide |
FY26 operating margin |
UNCHANGED |
guide ~17.0% vs. cons 16.95% |
MEDIUM |
| MAS |
Guide |
H2 price-cost / DIY-PRO commentary |
UNCHANGED |
maintain cautious commodity and muted-DIY commentary; consensus UNVERIFIED |
LOW |
| MAS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| MAS |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit H2 cut drives revisions |
LOW |