Home Depot reported higher first-quarter sales and reaffirmed its 2026 outlook as consumers continued spending on home improvement projects despite housing affordability pressures
Home Depot reported higher first-quarter sales and modest comparable sales growth as it reaffirmed its fiscal 2026 outlook amid ongoing housing market pressure.
TopBuild’s Q1 results show commercial demand offsetting weak housing, as the company prepares to combine with QXO and expand its reach in building products.
AD’s Q1 growth signals strong interior build-out demand, with rising supplier purchases potentially tightening availability of gypsum, framing and ceiling systems if momentum continues.
FMI Corp., a construction-focused consulting firm, warns of a fragmented 2026: modest growth, weak core sectors and rising data center demand reshaping contractors’ strategies.
QXO’s earnings matched expectations, but analysts say the real story is the company’s aggressive acquisition strategy and its growing role in the construction supply chain.
Amrize reported softer residential demand in late 2025, but commercial construction, infrastructure and data center activity helped stabilize results heading into 2026.