Masco Corporation stock research
FY2025 Q4
Masco (MAS) Gross Margin — Quarter Ended Dec 31, 2025
In this quarter, revenue and cost of revenue both decreased relative to the prior quarter, resulting in a lower gross profit. Gross margin weakened compared to both the immediately preceding quarter and the same quarter one year earlier.
Gross margin takeaway
Quarter ended Dec 31, 2025 · FY2025 Q4
In this quarter, revenue and cost of revenue both decreased relative to the prior quarter, resulting in a lower gross profit. Gross margin weakened compared to both the immediately preceding quarter and the same quarter one year earlier.
- The most observable driver is the decline in gross profit, which decreased more proportionally than the reduction in revenue, leading to a lower gross margin.
- Compared with the prior quarter, revenue was lower while cost of revenue also decreased, but gross profit fell by a larger relative amount, causing gross margin to dip. Versus the same quarter last year, revenue was flat but gross profit declined, resulting in a weaker gross margin.
Gross margin snapshot
The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.
Gross margin
33.8%
Gross profit
$606.0M
Revenue
$1.8B
Cost of revenue
$1.2B
Quarter-over-quarter change
-0.4 pts
Year-over-year change
-1.0 pts
Quarterly gross margin trend
A four-quarter view of the revenue and direct-cost bridge behind gross margin.
| Period | Revenue | Gross profit | Cost of revenue | Gross margin |
|---|---|---|---|---|
| Mar 31, 2025 | $1.8B | $644.0M | $1.2B | 35.8% |
| Jun 30, 2025 | $2.1B | $772.0M | $1.3B | 37.6% |
| Sep 30, 2025 | $1.9B | $656.0M | $1.3B | 34.2% |
| Dec 31, 2025 | $1.8B | $606.0M | $1.2B | 33.8% |
Quarterly comparisons
Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.
Previous-quarter change
Sep 30, 2025
-0.4 pts
Year-over-year change
Dec 31, 2024
-1.0 pts
What the margin says
Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.
The most observable driver is the decline in gross profit, which decreased more proportionally than the reduction in revenue, leading to a lower gross margin.
Compared with the prior quarter, revenue was lower while cost of revenue also decreased, but gross profit fell by a larger relative amount, causing gross margin to dip. Versus the same quarter last year, revenue was flat but gross profit declined, resulting in a weaker gross margin.
Monitor the trajectory of gross profit relative to revenue, as the trend of contracting gross margin may continue if cost reductions do not keep pace.