Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow.
Due to this bearish outlook, the industry has tumbled by 2.3% over the past six months. This drawdown was disheartening since the S&P 500 held its ground.
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold.
Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
A company with profits isn’t always a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Building and construction materials manufacturer Owens Corning (NYSE:OC) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 10% year on year to $2.53 billion. Its GAAP profit of $2.95 per share was in line with analysts’ consensus estimates.
Owens Corning returned $159 million to shareholders via $59 million in dividends and $100 million in share buybacks, with 5.7 million shares still authorized for repurchase.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn
as the industry has shed 13.5% over the past six months. This drop was worse than the S&P 500’s 7.5% loss.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Trex (NYSE:TREX) and its peers.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Masco (NYSE:MAS) and the rest of the home construction materials stocks fared in Q4.
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 home construction materials industry, including Hayward (NYSE:HAYW) and its peers.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how home construction materials stocks fared in Q4, starting with Simpson (NYSE:SSD).
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Griffon (NYSE:GFF) and the rest of the home construction materials stocks fared in Q4.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at American Woodmark (NASDAQ:AMWD) and the best and worst performers in the home construction materials industry.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the home construction materials stocks, including Quanex (NYSE:NX) and its peers.
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the home construction materials stocks, including Fortune Brands (NYSE:FBIN) and its peers.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at JELD-WEN (NYSE:JELD) and its peers.
