As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the building materials industry, including UFP Industries (NASDAQ: UFPI) 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 10% since the latest earnings results.

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. This print fell short of analysts’ expectations by 5%. Overall, it was a disappointing quarter for the company with a significant miss of analysts’ revenue estimates and a significant miss of analysts’ adjusted operating income estimates.

Will Schwartz, President and CEO of UFP Industries, commented, "We continue to see trends stabilizing across the majority of our businesses. Despite generally soft end-market demand, our fourth quarter sales and profits were in line with internal expectations. While 2025 proved to be a challenging year given market volatility, our team made meaningful progress navigating this environment and executing on our strategy. Our disciplined focus on cost controls and growth investments leaves us on stronger footing and well-positioned as conditions improve. After several years of headwinds, we continue to see markets normalizing and are cautiously optimistic on our business prospects in 2026."

UFP Industries delivered the slowest revenue growth of the whole group. Unsurprisingly, the stock is down 13.4% since reporting and currently trades at $92.09.

Read our full report on UFP Industries 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 an impressive beat of analysts’ adjusted operating income estimates and a solid 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 $352.66.

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

Vulcan Materials (NYSE: VMC)

Founded in 1909, Vulcan Materials (NYSE: VMC) is a producer of construction aggregates, primarily crushed stone, sand, and gravel.

Vulcan Materials reported revenues of $1.91 billion, up 3.2% year on year, falling short of analysts’ expectations by 1.7%. It was a disappointing quarter as it posted full-year EBITDA guidance missing analysts’ expectations significantly and a significant miss of analysts’ adjusted operating income estimates.

As expected, the stock is down 16.6% since the results and currently trades at $273.10.

Read our full analysis of Vulcan Materials’s results here.

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 result beat analysts’ expectations by 1.2%. More broadly, it was a mixed quarter as it also recorded 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 2.6% since reporting and currently trades at $34.79.

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

Tecnoglass (NYSE: TGLS)

The first-ever Colombian company to trade on the NASDAQ, Tecnoglass (NYSE: TGLS) is a manufacturer of architectural glass, windows, and aluminum products.

Tecnoglass reported revenues of $245.3 million, up 2.4% year on year. This number surpassed analysts’ expectations by 1.7%. However, it was a softer quarter as it recorded full-year EBITDA guidance missing analysts’ expectations significantly and a significant miss of analysts’ adjusted operating income estimates.

Tecnoglass delivered the biggest analyst estimates beat among its peers. The stock is down 13.2% since reporting and currently trades at $42.63.

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

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