The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how home construction materials stocks fared in Q1, starting with Owens Corning (NYSE: OC).

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 10 home construction materials stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 4.6% on average since the latest earnings results.

Owens Corning (NYSE: OC)

Credited with the discovery of fiberglass, Owens Corning (NYSE: OC) supplies building and construction materials to the United States and international markets.

Owens Corning reported revenues of $2.27 billion, down 10.5% year on year. This print exceeded analysts’ expectations by 4.1%. Overall, it was a stunning quarter for the company with a beat of analysts’ EPS and adjusted operating income estimates.

Owens Corning delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 2.1% since reporting and currently trades at $125.50.

Is now the time to buy Owens Corning? 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 content with the results as the stock is up 1.8% since reporting. It currently trades at $189.85.

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 5% since the results and currently trades at $87.92.

Read our full analysis of Griffon’s results here.

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 number surpassed analysts’ expectations by 4.6%. Overall, it was a stunning quarter as it also put up an impressive beat of analysts’ organic revenue and EBITDA estimates.

The stock is up 5.3% since reporting and currently trades at $70.28.

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

Builders FirstSource (NYSE: BLDR)

Headquartered in Irving, TX, Builders FirstSource (NYSE: BLDR) is a construction materials manufacturer that offers a variety of lumber and lumber-related building products.

Builders FirstSource reported revenues of $3.29 billion, down 10.1% year on year. This print beat analysts’ expectations by 3.6%. It was a strong quarter as it also logged a solid beat of analysts’ adjusted operating income estimates and an impressive beat of analysts’ revenue estimates.

Builders FirstSource delivered the highest full-year guidance raise among its peers. The stock is down 8.6% since reporting and currently trades at $76.19.

Read our full, actionable report on Builders FirstSource 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 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.