Masco Corporation: Inside the Wellness Boom Driving Its Hot Tub & Sauna Surge!

Masco Corporation’s third-quarter 2025 performance reflects a mixed landscape of challenges and opportunities. The company’s net sales experienced a 3% decrease in local currency (2% excluding the divestiture of Kichler), impacted by prevailing geopolitical and macroeconomic uncertainties. A 1% rise in plumbing sales in local currency illustrates some positive performance, notably from Delta Faucet’s strong showing in e-commerce and trade channels. However, international sales, particularly in China, faced increased challenges, neutralizing gains in European markets. The divestiture of Kichler has implications for year-over-year comparisons, further complicating performance evaluation. Operating profit for the quarter stood at $312 million with a margin of 16.3%, leaving room for scrutiny amidst higher costs and external pressures such as tariffs and commodity price surges. Masco cites tariff impacts, notably the elevated 145% tariff on imports from China, adding approximately $15 million in costs for this quarter alone.