2026 Masco Investor Day
On May 13, 2026, Masco shared its latest strategic and financial updates with the investment community. Explore the presentations, executive insights, and video highlights that shaped the day.
Three drivers of above-market growth
Masco will deliver above-market top- and bottom-line growth through a consumer-driven strategy, leveraging industry-leading brands, expanded commercial capabilities, and enhanced operational excellence.
Industry-Leading Brands
A focused portfolio across Plumbing, Paint and Wellness — where roughly 90% of sales are branded, consumer-facing products driven by design and innovation.
Expanded Commercial Capabilities
Digital marketing, e-commerce leadership and consumer-driven data and analytics — meeting decision makers across the purchase journey with personalized experiences.
Enhanced Operational Excellence
A flatter leadership structure, new Centers of Excellence, footprint optimization and the Masco Operating System — funding growth investments through scale and cost discipline.
Resilient performance
through cycles
From 2019–2025 Masco navigated a pandemic, supply-chain shocks, inflation and tariffs while achieving strong earnings growth and driving strong returns on investments and to shareholders.
Adjusted compound annual EPS growth, 2019–2025
Average annual return on invested capital, 2019-2025
Avg Adjusted Free cash flow conversion
Capital returned to shareholders, 2015-2025
Reduction in share count, 2015–2025
Payout Ratio Target
Where the growth comes from.
Leaders of the four largest units detailed specific plans to accelerate top-line growth above the market over the next three years.
"Built to win by taking share, expanding margins and compounding value through any point in the cycle."
— Jill Ehnes, President, Delta Faucet & North America Plumbing
The largest branded faucet and showering player globally — Delta, hansgrohe, Brizo, AXOR and Newport Brass — anchored in repair & remodel, scaling digital leadership, luxury and a growing global-projects pipeline.
$4.5B
The largest branded faucet and showering player globally — Delta, hansgrohe, Brizo, AXOR and Newport Brass — anchored in repair & remodel, scaling digital leadership, luxury and a growing global-projects pipeline.
100+
Countries served, ~35 dedicated commercial markets
~25%
New-product vitality, on a path toward 30% with a $1.5B+ pipeline
1.5x
Online faucet share vs. nearest competitor; ~15% e-comm CAGR
"We want to make it easier for pros to specify Behr, buy Behr and stay with Behr."
— VJ Teenarsipur, President, Behr Paint Co.
The #1 DIY brand and fastest-growing Pro brand, powered by a repeatable innovation engine and an exclusive scale partnership with The Home Depot — with a large runway in Pro repaint and adjacent categories.
~30%
DIY share — the category's #1 brand, top-rated across paints & stains
12%
Countries served, ~35 dedicated commercial markets
$2.4B
Home Depot partnership today — from $5M in 1979, across 2,350 stores
$2B+
One-step adjacency opportunity: stains, sealants, patch & repair
"This whitespace is our greatest asset."
— Steve Stigers, President, Watkins Wellness
The only at-scale player across hot tubs, saunas, aquatic fitness and cold plunge — riding a $1.5T global wellness megatrend with low household penetration and the industry's largest exclusive dealer network.
$1.5T
Global wellness trend; ~$500B in the U.S. growing ~8% annually
8%
Watkins revenue CAGR over the last decade.
700+
Dealers across 1,500+ locations; 70% exclusivity in North America
15→25%
Targeted sauna category share by 2030
"Our digital strategy isn't a channel strategy — it is the strategy."
— Lauren Westin, VP, Enterprise Digital Acceleration
A Digital Center of Excellence built to scale proven capabilities enterprise-wide — optimizing for both human shoppers and AI agents across four accelerating trends shaping every purchase.
4
Trends: digital-first discovery, personalization, creative influence, AI-assisted decisions
~27%
Of U.S. faucet & showering revenue now online — and accelerating
ChatHUE
AI color assistant for Behr, with agentic in-room visualization
COE
Build once, scale across every brand — innovation, acceleration, enablement
Recap of the Day
Watch highlights from the 2026 Masco Investor Day, featuring discussions on strategy, performance, and financial outlook.
A leadership team built for pace
JN
President and Chief Executive Officer
RW
Vice President, General Counsel and Secretary
JN
Chief Technology and AI Officer
JE
President, Delta Faucet Company & North American Plumbing
The foundation is strong, and The strategy is clear
Explore the presentation deck and full replay from Masco's 2026 Investor Day.