Masco Corporation

MAS

$71.57

+0.21%

N/A+$0.15

Basic Materials

Construction Materials

NYSE

Active Trading

Masco Corporation is a prominent global manufacturer and distributor of home improvement and building products, serving markets across North America, Europe, and ...

Supply Chain of MAS

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

BASF SE

Wieland-Werke AG

LyondellBasell Industries N.V.

Chemours Company

NYSE:CC

Titanium Dioxide (TiO2) pigment supplier for Behr paint architectural coatings

Tronox Holdings plc

NYSE:TROX

Titanium Dioxide (TiO2) pigment supplier for paint formulation

Kronos Worldwide Inc.

NYSE:KRO

Titanium Dioxide (TiO2) pigment supplier for paint and coatings

BASF SE

ETR:BAS

Supplier of acrylic resins, dispersions, additives, and specialty chemicals for paint manufacturing

Dow Inc.

NYSE:DOW

Supplier of acrylic latex binders, solvents, and specialty chemical intermediates for paint formulations

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

Ferguson Enterprises (Ferguson plc)

WinWholesale Inc.

Wolseley Canada Inc.

PulteGroup Inc.

The Home Depot Inc.

NYSE:HD

Largest customer; exclusive U.S. retailer for Behr paint and Kilz primers; major distributor of Delta Faucet, Liberty Hardware, and other Masco plumbing brands via in-store and online channels · 35.0%

Lowe's Companies Inc.

NYSE:LOW

Major home improvement retail partner; carries Masco plumbing products including Delta Faucet, BrassCraft, and Liberty Hardware; limited paint segment exposure given Behr's Home Depot exclusivity · 12.0%

Ferguson Enterprises (Ferguson plc)

NYSE:FERG

Leading wholesale distributor of plumbing supplies and HVAC equipment; key channel for Delta Faucet, BrassCraft, and PlumbMaster products to professional plumbing contractors and commercial projects · 8.0%

WinWholesale Inc.

National wholesale distributor of plumbing, electrical, and industrial supplies; carries Masco plumbing brands to trade professionals · 3.0%

Wolseley Canada Inc.

Canadian wholesale plumbing and HVAC distributor; distributes Delta Faucet and other Masco plumbing products in Canada · 2.0%

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

Fortune Brands Innovations Inc.

Kohler Co.

Fortune Brands Innovations Inc.

NYSE:FBIN

Direct competitor in plumbing (Moen, House of Rohl) and outdoor living. Same end-markets (home improvement, new construction). Shared upstream metal and plastic supply chains and downstream distribution partners (Home Depot, Lowe's, Ferguson).

The Sherwin-Williams Company

NYSE:SHW

Peer in architectural paint and coatings. Competing directly with Behr in the paint segment. Similar raw material exposures (TiO2, resins, solvents, additives) and sensitivity to housing market.

Kohler Co.

Unconfirmed

Private company but a primary direct competitor to Delta Faucet in the plumbing fixtures market. Shares the same customer base (Home Depot, Lowe's, Ferguson) and upstream metal/plastics supply ecosystem. Not publicly listed.

Geographic

Region-level exposures that can distort the supply network.

Geographic

North America (United States)

China & Southeast Asia

Mexico

The Home Depot Inc.

Lowe's Companies Inc.

Unbranded Chinese foundries and component manufacturers

Delta Faucet Mexico manufacturing operations

North America (United States)

Primary market concentration; >90% of Masco revenue is generated in the US. Any downturn in US housing, construction, or home improvement spending directly impacts performance.

The Home Depot Inc.NYSE:HDExclusive Behr paint retailer and major plumbing distribution partner

Lowe's Companies Inc.NYSE:LOWSecondary home improvement retail partner for plumbing products

China & Southeast Asia

Sourcing of brass castings, metal components, plastic parts, packaging materials, and some electronic components for smart faucets. Tariff escalation or trade restrictions could increase input costs.

Unbranded Chinese foundries and component manufacturersSuppliers of brass castings, forged metal parts, and injection-molded plastic components for Delta faucet assembly

Mexico

Manufacturing and sourcing for plumbing components; Delta Faucet operates manufacturing facilities in Mexico; nearshoring trend benefits this exposure. USMCA trade framework governs cross-border flows.

Delta Faucet Mexico manufacturing operationsCaptive manufacturing facilities producing faucets and fittings for North American market

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

Critical

Extreme dependency on The Home Depot, which accounts for an estimated ~35% of total Masco revenue due to the exclusive Behr paint partnership and strong plumbing product placement. Losing this relationship would be critically disruptive.

Customer

High

Combined exposure to the top two home improvement retailers (Home Depot + Lowe's) likely exceeds 45% of total revenue, creating significant customer concentration risk.

Foundry

Medium

Dependency on specific brass and metal foundries for plumbing fixture castings; many metal supply chains are concentrated in specific regions (Midwest US, Mexico, China) creating potential single-source bottleneck risk.

Other

High

TiO2 pigment supply is concentrated among a small number of global producers (Chemours, Tronox, Kronos). TiO2 price volatility directly impacts Behr paint margins and cost structure.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Plumbing Products

66.0%

$5.0B

High volumes of brass, zinc, stainless steel, engineered plastics (ABS/PVC/PEX), ceramic cartridges, rubber seals, and electronic components for smart fixtures. Segment drives Tier 1 foundry/metal fabrication and plastic injection molding suppliers.

Decorative Architectural Products

34.0%

$2.6B

Drives demand for titanium dioxide (TiO2), acrylic resins, solvents, additives, color pigments, and metal/plastic packaging. Intensive raw material cost exposure; sources globally from chemical and specialty material suppliers.

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Masco Corporation

Supply Chain of MAS

Upstream

Chemours Company

Tronox Holdings plc

Kronos Worldwide Inc.

BASF SE

Dow Inc.

Mueller Industries Inc.

Wieland-Werke AG

LyondellBasell Industries N.V.

View More

Downstream

The Home Depot Inc.

Lowe's Companies Inc.

Ferguson Enterprises (Ferguson plc)

WinWholesale Inc.

Wolseley Canada Inc.

Lennar Corporation

D.R. Horton Inc.

PulteGroup Inc.

View More

Proxies

Fortune Brands Innovations Inc.

The Sherwin-Williams Company

Kohler Co.

Geographic

North America (United States)

China & Southeast Asia

Mexico

Supply Chain of MAS

Upstream

Chemours Company

Tronox Holdings plc

Kronos Worldwide Inc.

BASF SE

Dow Inc.

Mueller Industries Inc.

Wieland-Werke AG

LyondellBasell Industries N.V.

View More

Downstream

The Home Depot Inc.

Lowe's Companies Inc.

Ferguson Enterprises (Ferguson plc)

WinWholesale Inc.

Wolseley Canada Inc.

Lennar Corporation

D.R. Horton Inc.

PulteGroup Inc.

View More

Proxies

Fortune Brands Innovations Inc.

The Sherwin-Williams Company

Kohler Co.

Geographic

North America (United States)

China & Southeast Asia

Mexico