MasterBrand, Inc. (MBC) Q3 2025 Earnings Call Transcript
MasterBrand, Inc. ( MBC ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Henry Harrison R. Banyard - CEO, President & Director Andrea Simon - Executive VP & CFO Conference Call Participants Garik Shmois - Loop Capital Markets LLC, Research Division Presentation Operator ” Henry Harrison ” R.
MasterBrand: Undervalued Play With Upside Potential Thanks To American Woodmark Deal
MasterBrand, Inc. is positioned to benefit significantly from its merger with American Woodmark Corporation, driven by operational synergies and digital transformation. Employees will most likely understand and be prepared for the merger because MBC reported a number of acquisitions in the past. MBC appears undervalued on a standalone basis, with free cash flow and EV/EBITDA metrics suggesting 30% upside potential even if the merger does not close.
MasterBrand, Inc. (MBC) Q2 2025 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Andrea H. Simon - Executive VP & CFO Henry Harrison - Senior Director of FP&A and MasterBrand R.
Mirriad shares spike 15% on latest ad contract; investors still heavily out of pocket
Mirriad Advertising PLC (AIM:MIRI, OTCQX:MMDDF) shares surged 15% on Friday after the company secured a two-year deal with MBC Media Solutions, the advertising division of Middle East broadcaster MBC Group. Under the agreement, Mirriad will provide exclusive virtual in-video advertising services across MBC's subscription and linear TV channels.
Mirriad Advertising rallies on Middle East contract news
Mirriad Advertising PLC (AIM:MIRI, OTCQX:MMDDF) has entered into a two-year services agreement with MBC Media Solutions FZ-LLC. MBC is the advertising arm of MBC Group, a satellite broadcasting company operating in the Middle East and North Africa.
MasterBrand: Leader In Residential Cabinet Business, Trading At Deep Discount
MasterBrand has been operating for over seven decades and is currently the #1 North American residential cabinet manufacturer. The stock price has dropped over 36% in the last year as investors worry about the company's margin compression and reliance on the housing sector. Despite short-term headwinds, MasterBrand is well positioned to weather the difficult environment.
MasterBrand, Inc. (MBC) Q1 2025 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations, Treasury & Corporate Communications Dave Banyard - President & Chief Executive Officer Andi Simon - Executive Vice President & Chief Financial Officer Conference Call Participants Garik Shmois - Loop Capital Markets Adam Baumgarten - Zelman & Associates Tom Mahoney - Cleveland Research Operator Welcome to MasterBrand's First Quarter 2025 Earnings Conference Call. During the company's prepared remarks, all participants will be in a listen-only mode.
MasterBrand Cabinets: Macro Uncertainty Top Of Mind
MasterBrand Cabinets posted a worse-than-expected quarter in Q4, but most of my previous thesis remains intact, structurally speaking. Sales will likely soften further throughout 2025, but between cross-selling opportunities and margin growth initiatives, they can partly offset market headwinds. The bigger valuation worry is just the macro degrading more than expected, but at today's price, I think investors can earn an attractive IRR over time.
MasterBrand, Inc. (MBC) Q4 2024 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC ) Q4 2024 Earnings Conference Call February 18, 2025 4:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations, Treasury and Corporate Communications Dave Banyard - President and Chief Executive Officer Andi Simon - Executive Vice President and Chief Financial Officer Conference Call Participants Adam Baumgarten - Zelman & Associates Garik Shmois - Loop Capital Markets Operator Greetings, and welcome to MasterBrand's Fourth Quarter and Full Year 2024 Earnings Conference Call. During the company's prepared remarks, all participants will be in a listen-only mode.
MasterBrand: Market Share Gains And End Market Recovery Should Drive Upside
MasterBrand: Market Share Gains And End Market Recovery Should Drive Upside
MasterBrand, Inc. (MBC) Q3 2024 Earnings Call Transcript
MasterBrand, Inc. (NYSE:MBC ) Q3 2024 Earnings Conference Call November 5, 2024 4:30 PM ET Company Participants Farand Pawlak - Vice President of Investor Relations, Treasury and Corporate Communications Dave Banyard - President & Chief Executive Officer Andi Simon - Executive Vice President & Chief Financial Officer Conference Call Participants Garik Shmois - Loop Capital Markets Adam Baumgarten - Zelman & Associates Tom Mahoney - Cleveland Research Operator Greetings and welcome to the MasterBrand's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
MasterBrand: Crafting A Comeback
MasterBrand is a leading North American cabinetry manufacturer, showing stable revenue growth despite FY23 challenges, and has improved margins through strategic initiatives and cost-saving measures. The acquisition of Supreme Cabinetry Brands enhances MBC's premium offerings and distribution, positioning it for growth as the housing market recovers due to Federal Reserve rate cuts. Management has increased the 2024 outlook, expecting a low single-digit YoY increase and adjusted EBITDA margin within 14.0% to 14.5%.
