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 Q4. Today, we are looking at home construction materials stocks, starting with JELD-WEN (NYSE: JELD).

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 12 home construction materials stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 22% since the latest earnings results.

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 $802 million, down 10.5% year on year. This print exceeded analysts’ expectations by 7.6%. Despite the top-line beat, it was still a mixed quarter for the company with a solid beat of analysts’ EBITDA estimates but full-year EBITDA guidance missing analysts’ expectations significantly.

"Fourth-quarter results came in at the high end of our expectations, reflecting disciplined execution and a clear focus on operational and cost rigor," said Chief Executive Officer William J. Christensen.

Unsurprisingly, the stock is down 38.3% since reporting and currently trades at $1.30.

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

Best Q4: Trex (NYSE: TREX)

Addressing the demand for aesthetically-pleasing and unique outdoor living spaces, Trex Company (NYSE: TREX) makes wood-alternative decking, railing, and patio furniture.

Trex reported revenues of $161.1 million, down 3.9% year on year, outperforming analysts’ expectations by 11.3%. The business had a stunning quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

Trex pulled off the biggest analyst estimates beat among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 11.8% since reporting. It currently trades at $36.56.

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

Weakest Q4: Fortune Brands (NYSE: FBIN)

Targeting a wide customer base of residential and commercial customers, Fortune Brands (NYSE: FBIN) makes plumbing, security, and outdoor living products.

Fortune Brands reported revenues of $1.08 billion, down 2.4% year on year, falling short of analysts’ expectations by 5.5%. It was a disappointing quarter as it posted full-year EPS guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 37% since the results and currently trades at $39.24.

Read our full analysis of Fortune Brands’s results here.

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 $349.4 million, up 6.8% year on year. This print beat analysts’ expectations by 5%. Overall, it was a strong quarter as it also produced an impressive beat of analysts’ revenue estimates and a solid beat of analysts’ EBITDA estimates.

The stock is down 13% since reporting and currently trades at $13.63.

Read our full, actionable report on Hayward 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 $268.7 million, up 16% year on year. This number topped analysts’ expectations by 1.3%. It was a strong quarter as it also recorded full-year revenue guidance exceeding analysts’ expectations and a narrow beat of analysts’ revenue estimates.

Gibraltar achieved the fastest revenue growth among its peers. The stock is down 20.1% since reporting and currently trades at $39.31.

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 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.