Feed / MAS

Masco Corporation

MAS

Industrials · 72.94 -0.4% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

Masco Corporation's move is spreading beyond its market group.

MAS accounts for 0.5% of the group's measured movement across 6.5 effective names. raw member direction is mixed; 0 of 12 SPY-adjusted paths align to the mixed. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveFlat / inactive path#12 of 12 by movement share
Group movement share0.5%Absolute path energy—not portfolio weight
Relative path+0.02%flat
Effective breadth6.5 / 12broad
Relative alignment0/12mixed path · 0 counter-moving
Capital-flow agreement12%not yet clean
SEQUENCE READ

CSL, RPM, JHX moved materially before MAS. MAS crossed its material path threshold at 10:30 ET. TREX, HD followed.

What changed
  • Revenue increased 6.5% versus the comparable filing period.
  • Operating cash flow covered only -0.37x net income.
EVIDENCE COVERAGE

5 of 12 members in Construction Building Products are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 8 of 12 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MBC remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 4 of 12 members or fewer.

Watch this read

Who this business touches

The relationships behind MAS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HD38.0% of MAScustomerFeb 10, 2026 ▾

“Our BEHR products are sold through The Home Depot, our largest customer overall, as well as this segment’s largest customer.”

FBINFortune Brands Innovations, Inc.competitorFeb 10, 2026 ▾

“Competitors for these products include American Bath Group, LLC's Dreamline brand, Fortune Brands Innovations, Inc.'s Moen brand, Gatco Inc., Kohler Co.”

Depended on by

FBINFortune Brands Innovations, Inc.competitorFeb 23, 2026 ▾

“This segment’s chief competitors include Masco, Kohler, LIXIL Group, InSinkErator (owned by Whirlpool Corporation), Huida, Hgill, and Jomoo and imported private-label brands.”

Filing peers

FBINMBCNX

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

MAS is currently a Participant in the organic co-movement group Construction Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.