MA

Masco Corporation stock research

Jun 30, 2025

FY2025 Q2

Masco (MAS) Gross Margin — Quarter Ended Jun 30, 2025

Revenue was unchanged compared to the same quarter last year, while gross profit and gross margin both improved sequentially from the prior quarter. The cost of revenue rose in absolute terms year over year, leading to a slightly lower gross profit compared to the prior year.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue was unchanged compared to the same quarter last year, while gross profit and gross margin both improved sequentially from the prior quarter. The cost of revenue rose in absolute terms year over year, leading to a slightly lower gross profit compared to the prior year.

  • Gross margin strengthened versus the preceding quarter, driven by a proportionally smaller increase in cost of revenue relative to revenue. The year-over-year comparison shows a stable gross margin despite a small decline in gross profit.
  • Compared to the prior quarter, revenue, gross profit, and gross margin were all higher. Relative to the same quarter one year earlier, revenue was flat, gross profit was lower, and gross margin was essentially stable.

Gross margin snapshot

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

Gross margin

37.6%

Gross profit

$772.0M

Revenue

$2.1B

Cost of revenue

$1.3B

Quarter-over-quarter change

+1.9 pts

Year-over-year change

+0.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$2.0B$725.0M$1.3B36.6%
Dec 31, 2024$1.8B$636.0M$1.2B34.8%
Mar 31, 2025$1.8B$644.0M$1.2B35.8%
Jun 30, 2025$2.1B$772.0M$1.3B37.6%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2025

+1.9 pts

Year-over-year change

Jun 30, 2024

+0.1 pts

What the margin says

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

Gross margin strengthened versus the preceding quarter, driven by a proportionally smaller increase in cost of revenue relative to revenue. The year-over-year comparison shows a stable gross margin despite a small decline in gross profit.

Compared to the prior quarter, revenue, gross profit, and gross margin were all higher. Relative to the same quarter one year earlier, revenue was flat, gross profit was lower, and gross margin was essentially stable.

Monitor the trend in cost of revenue relative to revenue, as its absolute increase year over year compressed gross profit.

MAS Gross Margin — Quarter Ended Jun 30, 2025