MasterBrand (MBC)
Builds stock-to-premium cabinetry for dealers, retailers, builders, and home projects.
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Manufactures residential cabinets for remodeling and new construction, spanning stock, semi-custom, and premium categories in one reportable segment. Sales are concentrated in the United States and flow through dealers, retailers, and builders, with a larger brand portfolio after the American Woodmark merger.
Manufactures and sells residential cabinetry for remodeling and new-construction markets. Product families span stock, semi-custom, and premium cabinets for kitchens, bathrooms, and other home spaces across the enlarged post-merger brand portfolio.
Dealer, retailer, and builder channels sit inside a single reportable segment. Sales are concentrated in the United States with Canadian reach, and service execution matters because major home-center customers and independent dealers shape demand.
Current operations reflect the Fortune Brands spin-off, Supreme Cabinetry acquisition, and American Woodmark merger. The business depends on remodeling and new-construction cycles, cabinet input costs, tariff mitigation, labor availability, and integration of acquired cabinet platforms.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | Target: — | Target: $10 |
| Apr 14, 2025 | Zelman & Assoc | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $241.6M · Total debt $1.69B · Total assets $4.48B · Shareholders' equity $1.97B
- Revenue
- $815.2M
- Operating income
- −$27.8M
- Net income
- −$57.6M
No dividends on record.
| Institutions | 172.98% | 221.39M shares | |
|---|---|---|---|
| 352 holders · as of Jun 30, 2026 | |||
| Insiders | 3.35% | 4.28M shares | |
| 17 holders · as of Aug 26, 2026 | |||
| Adds to | 176.33% | ||
127.98M company shares as of Sep 10, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (203.49M in the company's Sep 22, 2026 report, 127.98M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 176.33%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 24.65% | 31.55M | as of Jun 30, 2026 |
Pzena Investment Management LLCInstitution | 11.98% | 15.33M | as of Jun 30, 2026 |
Coliseum Capital Management, LLCInstitution | 10.31% | 13.20M | as of Jun 30, 2026 |
Gates Capital Management, Inc.Institution | 10.30% | 13.19M | as of Jun 30, 2026 |
FMR LLCInstitution | 8.10% | 10.37M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Mark A. Young | officer: VP, Chief Accounting Officer | −6,000 | $9.15 |
| Aug 11, 2026 | Kurt Wanninger | officer: EVP & Chief Operations Officer | −50,000 | $9.22 |
| Jun 11, 2026 | Philip D. Fracassa | director | +5,000 | $9.11 |
| Jun 10, 2026 | Bruce Alan Kendrick | officer: EVP & Chief HR Officer | −26,245 | $9.02 |
| Jun 8, 2026 | David D. Petratis | director | +11,587 | $8.82 |
- Lowe's
Retail kitchen and builder-interiors channel power
- Home Depot
Home-center cabinet assortment and remodel channel power
- Builders FirstSource
Builder-channel supply overlap in cabinets and related products
- Wayfair
Online home-goods assortment in cabinets and vanities
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MasterBrand | $7.44 | +9.02% | $872.9M | — | 67.4 | 0.3 | +11.5% |
| Lowe's | $195.49 | +2.36% | $107.12B | 16.1 | 15.6 | 1.2 | +8.3% |
| Home Depot | $304.10 | +2.32% | $296.34B | 20.8 | 19.7 | 1.8 | +5.7% |
| Builders FirstSource | $60.93 | +4.12% | $6.30B | 64.3 | 16.9 | 0.4 | −8.8% |
| Wayfair | $107.22 | +2.16% | $14.38B | — | 31.7 | 1.1 | +7.5% |
| Median | 20.8 | 18.3 | 1.1 | +6.6% |