As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the building materials industry, including Sherwin-Williams (NYSE: SHW) and its peers.

Traditionally, building materials companies have built competitive advantages with economies of scale, brand recognition, and strong relationships with builders and contractors. More recently, advances to address labor availability and job site productivity have spurred innovation. Additionally, companies in the space that can produce more energy-efficient materials have opportunities to take share. However, these companies are at the whim of 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 building materials companies.

The 9 building materials stocks we track reported a slower Q4. As a group, revenues missed analysts’ consensus estimates by 1.2% 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 11.5% since the latest earnings results.

Sherwin-Williams (NYSE: SHW)

Widely known for its success in the paint industry, Sherwin-Williams (NYSE: SHW) is a manufacturer of paints, coatings, and related products.

Sherwin-Williams reported revenues of $5.60 billion, up 5.6% year on year. This print exceeded analysts’ expectations by 0.8%. Overall, it was a satisfactory quarter for the company with a solid beat of analysts’ EBITDA estimates but full-year EPS guidance missing analysts’ expectations significantly.

"Sherwin-Williams delivered strong fourth quarter results driven by solid core performance amid continued demand choppiness, and inclusive of the first full quarter of the Suvinil acquisition," said Chair, President and Chief Executive Officer, Heidi G. Petz.

The stock is down 9% since reporting and currently trades at $318.

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

Best Q4: Carlisle (NYSE: CSL)

Originally founded as Carlisle Tire and Rubber Company, Carlisle Companies (NYSE: CSL) is a multi-industry product manufacturer focusing on construction materials and weatherproofing technologies.

Carlisle reported revenues of $1.13 billion, flat year on year, outperforming analysts’ expectations by 1.4%. The business had a very strong quarter with a solid beat of analysts’ adjusted operating income estimates.

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 5.9% since reporting. It currently trades at $335.

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

Slowest Q4: UFP Industries (NASDAQ: UFPI)

Beginning as a lumber supplier in the 1950s, UFP Industries (NASDAQ: UFPI) is a holding company making building materials for the construction, retail, and industrial sectors.

UFP Industries reported revenues of $1.33 billion, down 9% year on year, falling short of analysts’ expectations by 5%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

UFP Industries delivered the slowest revenue growth in the group. As expected, the stock is down 15% since the results and currently trades at $90.37.

Read our full analysis of UFP Industries’s results here.

Martin Marietta Materials (NYSE: MLM)

Operating one of North America's largest networks of quarries, including 14 underground mines, Martin Marietta Materials (NYSE: MLM) is a natural resource-based building materials company that supplies aggregates, cement, and other construction materials for infrastructure and building projects.

Martin Marietta Materials reported revenues of $1.53 billion, up 8.6% year on year. This number lagged analysts' expectations by 5.1%. It was a softer quarter as it also produced full-year revenue guidance missing analysts’ expectations and a significant miss of analysts’ revenue estimates.

Martin Marietta Materials pulled off the fastest revenue growth but had the weakest performance against analyst estimates and weakest performance against analyst estimates among its peers. The stock is down 15.7% since reporting and currently trades at $597.18.

Read our full, actionable report on Martin Marietta Materials here, it’s free.

Resideo (NYSE: REZI)

Resideo Technologies, Inc. (NYSE: REZI) is a manufacturer and distributor of technology-driven products and solutions for home comfort, energy management, water management, and safety and security.

Resideo reported revenues of $1.90 billion, up 2% year on year. This print topped analysts’ expectations by 1.2%. Taking a step back, it was a mixed quarter as it also logged full-year EBITDA guidance exceeding analysts’ expectations but a significant miss of analysts’ adjusted operating income estimates.

Resideo scored the highest full-year guidance raise among its peers. The stock is down 3% since reporting and currently trades at $34.64.

Read our full, actionable report on Resideo 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.

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