Looking back on home construction materials stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Simpson (NYSE: SSD) and its peers.

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 3.3% on average since the latest earnings results.

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. This print exceeded analysts’ expectations by 6.4%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ EBITDA estimates and a beat of analysts’ EPS estimates.

"Simpson delivered a solid first quarter with net sales up 9.1% year‑over‑year to $588.0 million and operating margin improvement of 50 basis points to 19.5%," said Mike Olosky, President and Chief Executive Officer of Simpson Manufacturing Co., Inc.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $188.37.

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

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, outperforming analysts’ expectations by 4.1%. The business had a stunning quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

Owens Corning pulled off the highest guidance raise of the whole group. The market seems happy with the results as the stock is up 13.1% since reporting. It currently trades at $138.98.

Is now the time to buy Owens Corning? 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 guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations.

Griffon delivered the weakest full-year guidance update in the group. As expected, the stock is down 4% since the results and currently trades at $88.89.

Read our full analysis of Griffon’s results here.

Quanex (NYSE: NX)

Starting in the seamless tube industry, Quanex (NYSE: NX) manufactures building products like window, door, kitchen, and bath cabinet components.

Quanex reported revenues of $462.4 million, up 2.2% year on year. This print beat analysts’ expectations by 0.6%. It was a very strong quarter as it also logged a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

The stock is up 2.6% since reporting and currently trades at $18.28.

Read our full, actionable report on Quanex 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 number topped analysts’ expectations by 3.6%. Zooming out, it was a mixed quarter as it also produced an impressive beat of analysts’ EBITDA estimates but full-year EBITDA guidance missing analysts’ expectations significantly.

The stock is down 15.4% since reporting and currently trades at $70.54.

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

Market Update

Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.

Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.

By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.