As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the home construction materials industry, including Hayward (NYSE: HAYW) 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 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.

While some home construction materials stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.7% since the latest earnings results.

Hayward (NYSE: HAYW)

Credited with introducing the first variable-speed pool pump, Hayward (NYSE: HAYW) makes residential and commercial pool equipment and accessories.

Hayward reported revenues of $255.2 million, up 11.5% year on year. This print exceeded analysts’ expectations by 6.5%. Overall, it was a stunning quarter for the company with a solid beat of analysts’ EBITDA estimates.

Hayward achieved the biggest analyst estimates beat of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 13.6% since reporting and currently trades at $13.66.

Is now the time to buy Hayward? 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 an impressive beat of analysts’ EBITDA estimates.

However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $184.66.

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 full-year EBITDA guidance missing analysts’ expectations.

Griffon delivered the weakest full-year guidance update in the group. As expected, the stock is down 8.6% since the results and currently trades at $84.65.

Read our full analysis of Griffon’s results here.

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 beat analysts’ expectations by 4.1%. It was a stunning quarter as it also put up a beat of analysts’ EPS and adjusted operating income estimates.

Owens Corning had the slowest revenue growth among its peers. The stock is down 4.2% since reporting and currently trades at $117.75.

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

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 topped analysts’ expectations by 4.6%. Overall, it was a stunning quarter as it also logged a solid beat of analysts’ organic revenue and EBITDA estimates.

The stock is flat since reporting and currently trades at $66.82.

Read our full, actionable report on Masco 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.