Keith Allman

Keith Allman leads Masco Corporation as President and CEO, overseeing one of the leading manufacturers of home improvement and building products in North America. Masco's portfolio includes some of the most recognized brands in home renovation: Delta and Hansgrohe faucets and shower systems, Behr and Kilz paints and stains (sold exclusively through The Home Depot), HanStone quartz countertops, Watkins and BrassCraft plumbing products, and Liberty Hardware decorative hardware. Masco's business model benefits from the repair and remodel (R&R) market, which represents approximately 85% of the company's revenue and is generally more stable than new construction. The R&R market is driven by the aging U.S. housing stock (median home age exceeds 40 years), rising home equity that finances renovations, and the ongoing desire of homeowners to upgrade their living spaces. The exclusive partnership with Home Depot for Behr paint is particularly valuable — Behr is the #1 selling interior paint brand in the U.S. Masco has also been expanding its presence in the premium segment through Hansgrohe (a German luxury faucet and shower brand) and growing internationally. Key stock drivers include U.S. housing repair and remodel spending, existing home sales (which trigger renovation activity), new residential construction, Behr/Home Depot partnership health, input costs (copper, zinc, titanium dioxide), competitive dynamics with Moen (Fortune Brands), Kohler, and Sherwin-Williams, and consumer sentiment toward home improvement.