MasterBrand, Inc. ($MBC) reported second-quarter 2026 revenue of $815.2 million, up 11.5% from a year earlier and above the analyst estimate of $750.5 million. The top line showed solid growth, but profitability weakened sharply.
Gross profit fell to $205.5 million, while operating loss widened to $27.8 million. Net loss attributable to common shareholders came in at $57.6 million, or -$0.38 per diluted share, compared with a smaller loss a year ago.
On the cash side, operating activities generated $138.8 million, up 63.7% year over year, while capital spending remained modest at $10.2 million. The company ended the quarter with $241.6 million in cash and cash equivalents.
- Revenue: $815.2 million
- Operating cash flow: $138.8 million
- Cash and cash equivalents: $241.6 million
- Total liabilities: $2.5 billion
At the same time, costs pressured results, with cost of sales rising to $609.7 million and total liabilities increasing to $2.5 billion. Overall, the quarter featured stronger sales and cash generation, but softer margins and a deeper bottom-line loss.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
MasterBrand, Inc. Insider Trading Activity
MasterBrand, Inc. insiders have traded $MBC stock on the open market 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MBC stock by insiders over the last 6 months:
- R DAVID BANYARD (CEO & President) purchased 60,000 shares for an estimated $505,800
- BRUCE ALAN KENDRICK (EVP & Chief HR Officer) sold 26,245 shares for an estimated $236,816
- DAVID D PETRATIS purchased 11,587 shares for an estimated $102,240
- MARK A. YOUNG (VP, Chief Accounting Officer) sold 11,765 shares for an estimated $101,179
- PHILIP D. FRACASSA purchased 5,000 shares for an estimated $45,550
- ANDREA HELEN SIMON (EVP & CFO) purchased 5,000 shares for an estimated $42,800
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
MasterBrand, Inc. Hedge Fund Activity
We have seen 155 institutional investors add shares of MasterBrand, Inc. stock to their portfolio, and 136 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BOSTON PARTNERS removed 6,727,552 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $69,226,510
- DIAMETER CAPITAL PARTNERS LP removed 4,464,839 shares (-74.3%) from their portfolio in Q1 2026, for an estimated $37,102,812
- APOLLO MANAGEMENT HOLDINGS, L.P. added 2,638,219 shares (+inf%) to their portfolio in Q1 2026, for an estimated $21,923,599
- MONARCH ALTERNATIVE CAPITAL LP added 2,000,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $16,620,000
- COLISEUM CAPITAL MANAGEMENT, LLC added 1,922,096 shares (+17.8%) to their portfolio in Q1 2026, for an estimated $15,972,617
- TEACHER RETIREMENT SYSTEM OF TEXAS removed 1,412,327 shares (-82.5%) from their portfolio in Q1 2026, for an estimated $11,736,437
- ACK ASSET MANAGEMENT LLC added 1,400,000 shares (+60.9%) to their portfolio in Q1 2026, for an estimated $11,634,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
