MA

Masco Corporation stock research

Dec 31, 2024

FY2024 Q4

Masco (MAS) Gross Margin — Quarter Ended Dec 31, 2024

Revenue and cost of revenue both decreased from the prior quarter, resulting in a lower gross profit and a weakened gross margin. Compared to the same quarter one year earlier, revenue and cost of revenue were slightly lower, while gross profit and gross margin remained stable.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

Revenue and cost of revenue both decreased from the prior quarter, resulting in a lower gross profit and a weakened gross margin. Compared to the same quarter one year earlier, revenue and cost of revenue were slightly lower, while gross profit and gross margin remained stable.

  • The gross margin weakened sequentially as the decline in gross profit outpaced the decline in revenue. The year-over-year comparison shows gross margin was unchanged, indicating a stable relationship between revenue and cost of revenue over that period.
  • Compared to the immediately preceding quarter, revenue and gross profit were lower, and gross margin weakened. Compared to the same quarter one year earlier, revenue was slightly lower, gross profit was slightly lower, and gross margin was unchanged.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

34.8%

Gross profit

$636.0M

Revenue

$1.8B

Cost of revenue

$1.2B

Quarter-over-quarter change

-1.8 pts

Year-over-year change

+0.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2024$1.9B$685.0M$1.2B35.6%
Jun 30, 2024$2.1B$785.0M$1.3B37.5%
Sep 30, 2024$2.0B$725.0M$1.3B36.6%
Dec 31, 2024$1.8B$636.0M$1.2B34.8%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2024

-1.8 pts

Year-over-year change

Dec 31, 2023

+0.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin weakened sequentially as the decline in gross profit outpaced the decline in revenue. The year-over-year comparison shows gross margin was unchanged, indicating a stable relationship between revenue and cost of revenue over that period.

Compared to the immediately preceding quarter, revenue and gross profit were lower, and gross margin weakened. Compared to the same quarter one year earlier, revenue was slightly lower, gross profit was slightly lower, and gross margin was unchanged.

Monitor the trajectory of gross margin in the upcoming quarter to see if the sequential weakening continues or stabilizes.

MAS Gross Margin — Quarter Ended Dec 31, 2024