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Masco Corporation Is Repositioning Its Paint Business—Can the Home Depot Alliance Reignite Growth?

Masco Corporation’s latest financial results for the fourth quarter and full year 2025 indicate several key dynamics that highlight both opportunities and challenges for the company. The company’s overall performance was largely in line with expectations, considering the intricate geopolitical and macroeconomic environment. Here’s a detailed analysis based on the call. Masco Corporation has maintained strong positions within its market segments, including Plumbing Products and Decorative Architectural Products. The Plumbing Products segment, in particular, reported a 3% increase in local currency sales, driven by strong performances in North America due to favorable pricing strategies. Delta Faucet gained significant traction, particularly in trade and e-commerce channels—an impressive achievement given the global tariff challenges. Furthermore, Hansgrohe’s continuous market share growth in Europe, especially Germany, solidifies its leadership in premium products. In terms of strategic initiatives, Masco successfully integrated Sauna360 into its Watkins Wellness business, resulting in double-digit sales growth.