As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the building materials industry, including Vulcan Materials (NYSE: VMC) 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.

While some building materials stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.3% since the latest earnings results.

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. This print fell short of analysts’ expectations by 1.7%. Overall, it was a disappointing quarter for the company with full-year EBITDA guidance missing analysts’ expectations significantly and a significant miss of analysts’ adjusted operating income estimates.

Ronnie Pruitt, Vulcan Materials' Chief Executive Officer, said, "Our aggregates-led business delivered another year of strong earnings growth and margin expansion. Adjusted EBITDA for the full year improved 13 percent over the prior year, and margin expanded 160 basis points. Through a consistent focus on commercial and operational execution, we continue to deliver attractive organic growth and expand our industry-leading aggregates cash gross profit per ton, which increased to $11.33 per ton. The resulting strong cash generation, coupled with disciplined M&A and portfolio management, positions us well to continue compounding results and creating value for our shareholders in 2026 and beyond."

Unsurprisingly, the stock is down 9.2% since reporting and currently trades at $297.35.

Read our full report on Vulcan Materials 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 and an impressive beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 9.5% since reporting. It currently trades at $389.60.

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 estimates and a significant miss of analysts’ adjusted operating income estimates.

UFP Industries delivered the slowest revenue growth in the group. As expected, the stock is down 7.4% since the results and currently trades at $98.50.

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%. Overall, it was a softer quarter as it also recorded full-year revenue guidance missing analysts’ expectations significantly 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 6.6% since reporting and currently trades at $661.30.

Read our full, actionable report on Martin Marietta Materials 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 print surpassed analysts’ expectations by 1.7%. Zooming out, it was a softer quarter as it produced full-year EBITDA guidance missing analysts’ expectations significantly and a significant miss of analysts’ adjusted operating income estimates.

Tecnoglass achieved the biggest analyst estimates beat among its peers. The stock is down 6.7% since reporting and currently trades at $45.83.

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

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