Based in Jasper, Indiana, MasterBrand, Inc. is a North American provider of residential cabinetry. The company produces and markets cabinets specifically designed ...
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Est. EPS $0.04 · Revenue $1.06B · 3 analysts
Est. EPS $0.10 · Revenue $3.50B · 3 analysts
Est. EPS $-0.04 · Revenue $962.00M · 1 analysts
Est. EPS $0.16 · Revenue $1.08B · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.7B | +1.3% | +31.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $26.7M | -78.8% | -274.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +30.3% | -4.9% | +6.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.9% | -48.4% | -121.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.0% | -79.1% | -183.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $117.5M | -44.3% | +188.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.3% | -45.0% | +166.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 100.3% | +20.0% | -11.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.67x | +1.7% | -15.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.1B | +5.8% | +43.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.21 vs 1.05 | -80.0% | -0.38 vs 0.10 | -500.0% |
| Revenue Surprise | $2.7B vs $2.7B | +1.4% | $815.2M vs $743.0M | +9.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Young Mark A. | officer: VP, Chief Accounting Officer | Common Stock, par value $0.01 per share | D | 3,057 | $9.15 |
| Aug 25, 2026 | Young Mark A. | officer: VP, Chief Accounting Officer | Common Stock, par value $0.01 per share | D | 2,943 | $9.15 |
| Aug 11, 2026 | Wanninger Kurt | officer: EVP & Chief Operations Officer | Common Stock, par value $0.01 per share | D | 50,000 | $9.22 |
| Jun 11, 2026 | Fracassa Philip D. | director | Common Stock, par value $0.01 per share | A | 5,000 | $9.11 |
| Jun 10, 2026 | Kendrick Bruce Alan | officer: EVP & Chief HR Officer | Common Stock, par value $0.01 per share | D | 26,245 | $9.02 |
Operator: Good afternoon, and welcome to MasterBrand's Second Quarter 2026 Earnings Conference Call. Please note that this conference call is being recorded. I would now like to turn the call over to Henry Harrison, Senior Director of Corporate Financial Planning and Analysis. Henry Harrison: Thank you, and good afternoon. We appreciate you joining us for today's call. With me on the call today are Dave Banyard, President and Chief Executive Officer of MasterBrand; and Andi Simon, Executive Vice President and Chief Financial Officer. We issued a press release earlier this afternoon disclosing our second quarter 2026 financial results. This document is available on the Investors section of our website at masterbrand.com. I'd like to remind you that this call will include forward-looking statements in either our prepared remarks or the associated question-and-answer session. These forward-looking statements are based on current expectations and market outlook and are subject to certain risks and uncertainties that may cause actual results to differ materially from those currently anticipated. Additional information regarding these factors appears in the section entitled Forward-Looking Statements in the press release we issued today. More information about risks can be found in our filings with the Securities and Exchange Commission, including under the heading Risk Factors in our full year 2025 Form 10-K and updated as necessary in our subsequent 2026 Form 10-Qs, which are available at sec.gov and at masterbrand.com. The forward-looking statements in this call speak only as of today, and the company does not undertake any obligation to update or revise any of these statements, except as required by law. Today's discussion includes certain non-GAAP financial measures. Please refer to the reconciliation tables, which are in the press release issued earlier this afternoon and are also available at sec.gov and at masterbrand.com. Our prepared remarks today will include a business update from Dave, followed by a discussion of our second quarter 2026 financial results from Andi, along with our second half 2026 financial outlook. Finally, Dave will make some closing remarks before we host a question-and-answer session. With that, let me turn the call over to Dave. R. Banyard: Thank you, and good afternoon, everyone. We appreciate you joining us for today's call. The second quarter marked an important milestone for MasterBrand. On May 28, we completed our merger with American Woodmark, bringing together 2 industry leaders to create the most comprehensive portfolio of trusted cabinet brands in North America. I want to start by welcoming our new associates from American Woodmark and thanking our teams for staying focused on executing and delivering for our customers through the close. This is our first earnings call as a combined company, and the commitment we have seen across the organization in these first weeks has only strengthened our conviction in …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
R. David Banyard Jr. | Chief Executive Officer, President & Director | USD 2,428,822 | Male | 1969 | Active |
Andrea H. Simon | Executive Vice President & Chief Financial Officer | USD 1,018,562 | Female | 1976 | Active |
Kurt W. Wanninger | Executive Vice President & Chief Operating Officer | USD 916,156 | Male | 1961 | Active |
Navi Grewal | Executive Vice President and Chief Digital & Technology Officer | USD 886,018 | Female | 1974 | Active |
Andrean Renee Horton | Executive Vice President, Chief Legal Officer & Secretary | USD 881,051 | Female | 1974 | Active |
Bruce A. Kendrick | Executive Vice President & Chief Human Resources Officer | USD 514,228 | Male | 1967 | Active |
Farand Pawlak | Vice President of Investor Relations & External Communications | — | — | — | Active |
Mark A. Young | Chief Accounting Officer & Vice President | — | Male | 1977 | Active |
Rob Andersen | Executive VP and Chief Commercial Officer of Dealer, Builder Direct & Distributor | — | Male | — | Active |
Dana Hudson | Executive VP & Chief Growth Officer | — | Female | — | Active |
MasterBrand NYSE: MBC reported second-quarter results that included a partial-period contribution from American Woodmark following the completion of their merger on May 28, while management outlined a second-half outlook centered on integration, cost savings and tariff mitigation.
MasterBrand, Inc. (MBC) Q2 2026 Earnings Call Transcript
BEACHWOOD, Ohio--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced second quarter 2026 financial results. “The second quarter marked an important milestone for MasterBrand. We completed our merger with American Woodmark, establishing the most comprehensive portfolio of trusted cabinetry brands in North America, while our legacy business delivered results largely in line with our outlook.
BEACHWOOD, Ohio--(BUSINESS WIRE)--MasterBrand, Inc. (NYSE: MBC, the “Company,” or “MasterBrand”), the largest residential cabinet manufacturer in North America, today announced it will release its second quarter 2026 financial results after the market close on Tuesday, August 4, 2026. The Company will hold a live conference call and webcast at 4:30 p.m. ET the same day to discuss the financial results and business outlook. Telephone access to the live call will be available at (877) 407-4019 (U.
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