The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Masco (NYSE: MAS) and the rest of the home construction materials stocks fared in Q1.

Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies.

The 11 home construction materials stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was 1.6% above.

In light of this news, share prices of the companies have held steady as they are up 4% on average since the latest earnings results.

Masco (NYSE: MAS)

Headquartered just outside of Detroit, MI, Masco (NYSE: MAS) designs and manufactures home-building products such as glass shower doors, decorative lighting, bathtubs, and faucets.

Masco reported revenues of $1.92 billion, up 6.5% year on year. This print exceeded analysts’ expectations by 4.6%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ organic revenue and EBITDA estimates.

Interestingly, the stock is up 10.2% since reporting and currently trades at $73.60.

Is now the time to buy Masco? Access our full analysis of the earnings results here, it’s free.

Best Q1: Simpson (NYSE: SSD)

Aiming to build safer and stronger buildings, Simpson (NYSE: SSD) designs and manufactures structural connectors, anchors, and other construction products.

Simpson reported revenues of $588 million, up 9.1% year on year, outperforming analysts’ expectations by 6.4%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 6.5% since reporting. It currently trades at $198.66.

Is now the time to buy Simpson? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Griffon (NYSE: GFF)

Initially in the defense industry, Griffon (NYSE: GFF) is a now diversified company specializing in home improvement, professional equipment, and building products.

Griffon reported revenues of $421.9 million, down 1.1% year on year, exceeding analysts’ expectations by 1.8%. Still, it was a slower quarter as it posted full-year revenue and EBITDA guidance missing analysts’ expectations.

Griffon delivered the weakest full-year guidance update in the group. As expected, the stock is down 3.4% since the results and currently trades at $89.44.

Read our full analysis of Griffon’s results here.

JELD-WEN (NYSE: JELD)

Founded in the 1960s as a general wood-making company, JELD-WEN (NYSE: JELD) manufactures doors, windows, and other related building products.

JELD-WEN reported revenues of $722.1 million, down 6.9% year on year. This print was in line with analysts’ expectations. Taking a step back, it was a mixed quarter as it also recorded full-year EBITDA guidance exceeding analysts’ expectations but a significant miss of analysts’ adjusted operating income estimates.

JELD-WEN achieved the highest full-year guidance raise among its peers. The stock is up 19.8% since reporting and currently trades at $1.67.

Read our full, actionable report on JELD-WEN here, it’s free.

Gibraltar (NASDAQ: ROCK)

Gibraltar (NASDAQ: ROCK) makes renewable energy, agriculture technology and infrastructure products. Its mission statement is to make everyday living more sustainable.

Gibraltar reported revenues of $356.3 million, up 44.6% year on year. This result surpassed analysts’ expectations by 1.8%. Taking a step back, it was a slower quarter as it produced a significant miss of analysts’ adjusted operating income estimates.

Gibraltar scored the fastest revenue growth among its peers. The stock is up 6.1% since reporting and currently trades at $40.22.

Read our full, actionable report on Gibraltar here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.