Faucets · Architectural paint · Home-improvement products
Masco
Masco makes and sells Delta faucets and Behr paint. Home Depot accounted for $2.9 billion, about 38%, of 2025 consolidated sales. Q2 2026 sales fell 3% to $1.992 billion, reflecting lower North American volume.
Business categories Construction & Building Products · Industrial Infrastructure & Heavy Industry · primary
- Construction & Building Products: Otis Worldwide Corporation · Vulcan Materials Company · Allegion · Builders FirstSource · Hyundai Elevator
MAS Updated Oct 22, 2026 4 AI consumers· 2 recurring
Per the valuechain.wiki graph, Masco is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 2 companies within two hops; the links are backed by 9 dated sources, 2 of them primary filings (as of 2026-10-22).
Financials & Segments
- Total revenue · FY2025 revenue $7.562B; H1 2026 revenue $3.910B
- Segments · Plumbing Products · Decorative Architectural Products
Revenue from
- The Home Depot High confidence· Amount $2.9B · FY2025 · Masco-reported net sales to The Home Depot
The Home Depot was Masco’s largest customer in 2025, accounting for $2.9 billion, about 38% of consolidated net sales. Masco grants Home Depot retail-channel exclusivity for the Behr brand in North America.Mentions KO Newspim Published Apr 24, 2026: Masco: Plumbing Strength, Margin Improvement and Capital AllocationConfirms EN Masco Investor Relations Published Mar 3, 2026: Masco Corp. Raymond James Institutional Investors Conference TranscriptConfirms EN Masco Investor Relations Published Oct 29, 2025: Masco Corp. Q3 2025 Earnings Call Corrected Transcript - Lowe's Companies, Inc. High confidence
Masco sells Delta faucets and other plumbing products through Lowe’s. In 2025, Lowe’s accounted for less than 10% of Masco consolidated net sales; the exact value and percentage were not disclosed. Behr paint is exclusive to Home Depot. - Ferguson High confidence
Ferguson is a significant Masco customer. Its share of Masco 2025 consolidated net sales was below 10%; the exact amount is undisclosed.
Pays to
- Brass, copper and zinc suppliers (undisclosed) High confidence
Masco procures metal inputs for plumbing products, including Delta faucets, from multiple outside sources. Supplier identities and individual purchase amounts are undisclosed.Confirms KO Newspim Published Apr 24, 2026: Masco: Plumbing Strength, Margin Improvement and Capital AllocationMentions KO Morningstar via Orangeboard Published Apr 4, 2025: Masco: Tariff fears are overdone, and shares appear undervalued - Acrylic-resin and titanium-dioxide suppliers (undisclosed) High confidence
Masco uses acrylic resins and titanium dioxide to make architectural coatings including Behr paint. Supplier identities and individual purchase amounts are undisclosed.
Investments
- Manufacturing and distribution assets (internal investment) High confidence· Amount $77M · H1 2026 · Masco consolidated property additions
Masco invests in its own manufacturing and distribution assets. Consolidated property additions were $77 million in H1 2026. This is an internal asset category, not an external counterparty.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| The Home Depot, Inc. | lead1 | +59.5 | -22 | +12.8 | +15 | -9.3 | -6.7 |
| Lowe's Companies, Inc. | lead1 | +63.3 | -21.5 | +14 | +13 | -0.3 | -17.2 |
| Masco | node | +29.6 | -32.1 | +46.6 | +10 | -10.9 | +19.1 |
YTD as of 2026-10-21 · source: Yahoo Finance
In 2021, Home Depot gained 59.5% and Lowe’s 63.3%; Masco rose 29.6%, lagging the demand end. In 2022, Masco fell 32.1%, more than Home Depot’s 22.0% and Lowe’s 21.5% declines. By October 21, 2026, Masco was up 19.1% year to date, ahead of Home Depot at -6.7% and Lowe’s at -17.2%. Yet Masco’s Q2 2026 sales fell 3% year over year on lower North American volume, while plumbing commodity costs rose. Its $2.9 billion of FY2025 sales to Home Depot represented about 38% of consolidated sales, but quarterly customer-level sales for 2026 are undisclosed. The supplier’s share-price lead therefore does not establish rising retailer orders. The next tests are Home Depot comparable sales and a recovery in Masco paint and plumbing volumes. Metal and coatings suppliers remain unnamed, preventing a separate return-propagation test on the input side.
Analysis generated from returns as of 2026-10-21Analyses covering this node
← All companiesMarkdown · JSON · Customers · Suppliers · Ripple