As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at business services & supplies stocks, starting with Interface (NASDAQ: TILE).

This is a sector that encompasses many types of business, and so it follows that a number of trends will impact the space. For industrial and environmental services companies, for example, trends around environmental compliance and increasing corporate ESG commitments matter while for safety and security services companies, the intersection of physical security, cybersecurity, and workplace safety regulations are the topics du jour. Broadly, AI and automation could be tailwinds for companies in the space that invest wisely. On the other hand, shifting regulatory frameworks could force continual changes in go-to-market and costly investments.

The 20 business services & supplies stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.4% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 9.9% on average since the latest earnings results.

Interface (NASDAQ: TILE)

Pioneering carbon-neutral flooring since its founding in 1973, Interface (NASDAQ: TILE) is a global manufacturer of modular carpet tiles, luxury vinyl tile (LVT), and rubber flooring that specializes in carbon-neutral and sustainable flooring solutions.

Interface reported revenues of $331 million, up 11.3% year on year. This print exceeded analysts’ expectations by 3.5%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS and revenue estimates.

“We delivered a strong start to 2026, with currency-neutral net sales growth of 7% and adjusted earnings per diluted share growth of 64%, reflecting consistent execution and continued momentum across the business,” commented Laurel Hurd, CEO of Interface.

Interestingly, the stock is up 15.8% since reporting and currently trades at $31.89.

We think Interface is a good business, but is it a buy today? Read our full report here, it’s free.

Best Q1: Brady (NYSE: BRC)

Founded in 1914 and evolving through more than a century of industrial innovation, Brady (NYSE: BRC) manufactures and supplies identification solutions and workplace safety products that help companies identify and protect their premises, products, and people.

Brady reported revenues of $435.2 million, up 13.8% year on year, outperforming analysts’ expectations by 7.2%. The business had a stunning quarter with an impressive beat of analysts’ revenue estimates and a solid beat of analysts’ full-year EPS guidance estimates.

The market seems happy with the results as the stock is up 16.4% since reporting. It currently trades at $82.63.

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

Weakest Q1: MillerKnoll (NASDAQ: MLKN)

Created through the 2021 merger of industry icons Herman Miller and Knoll, MillerKnoll (NASDAQ: MLKN) designs, manufactures, and distributes interior furnishings for offices, healthcare facilities, educational settings, and homes worldwide.

MillerKnoll reported revenues of $926.6 million, up 5.8% year on year, falling short of analysts’ expectations by 1.6%. It was a disappointing quarter as it posted a significant miss of analysts’ EPS estimates.

As expected, the stock is down 15.5% since the results and currently trades at $16.36.

Read our full analysis of MillerKnoll’s results here.

OPENLANE (NYSE: OPLN)

Facilitating the sale of approximately 1.3 million used vehicles in 2023, OPENLANE (NYSE: OPLN) operates digital marketplaces that connect sellers and buyers of used vehicles across North America and Europe, facilitating wholesale transactions.

OPENLANE reported revenues of $527.9 million, up 14.7% year on year. This result beat analysts’ expectations by 7.2%. It was a stunning quarter as it also produced a beat of analysts’ EPS and revenue estimates.

OPENLANE pulled off the biggest analyst estimate beat among its peers. The stock is up 18.5% since reporting and currently trades at $38.01.

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

Tetra Tech (NASDAQ: TTEK)

With a 50-year legacy of "Leading with Science" and operations on all seven continents, Tetra Tech (NASDAQ: TTEK) provides high-end consulting and engineering services focused on water management, environmental solutions, and sustainable infrastructure for government and commercial clients worldwide.

Tetra Tech reported revenues of $1.05 billion, down 4.9% year on year. This number topped analysts’ expectations by 4.8%. Overall, it was a strong quarter as it also logged a solid beat of analysts’ revenue estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Tetra Tech had the slowest revenue growth among its peers. The stock is down 9.7% since reporting and currently trades at $28.79.

Read our full, actionable report on Tetra Tech 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.