Wrapping up Q3 earnings, we look at the numbers and key takeaways for the home construction materials stocks, including Trex (NYSE: TREX) and its peers.

Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential 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 home construction materials companies.

The 12 home construction materials stocks we track reported a slower Q3. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 0.5% below.

Thankfully, share prices of the companies have been resilient as they are up 6.8% on average since the latest earnings results.

Trex (NYSE: TREX)

Addressing the demand for aesthetically-pleasing and unique outdoor living spaces, Trex Company (NYSE: TREX) makes wood-alternative decking, railing, and patio furniture.

Trex reported revenues of $285.3 million, up 22.1% year on year. This print fell short of analysts’ expectations by 5.3%. Overall, it was a softer quarter for the company with full-year revenue guidance missing analysts’ expectations and revenue guidance for next quarter missing analysts’ expectations significantly.

Trex achieved the fastest revenue growth but had the weakest performance against analyst estimates of the whole group. Still, the market seems discontent with the results. The stock is down 24.1% since reporting and currently trades at $43.69.

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

Best Q3: Quanex (NYSE: NX)

Starting in the seamless tube industry, Quanex (NYSE: NX) manufactures building products like window, door, kitchen, and bath cabinet components.

Quanex reported revenues of $489.8 million, flat year on year, outperforming analysts’ expectations by 4.4%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates.

The market seems happy with the results as the stock is up 24.1% since reporting. It currently trades at $18.71.

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

Slowest Q3: American Woodmark (NASDAQ: AMWD)

Starting as a small millwork shop, American Woodmark (NASDAQ: AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation.

American Woodmark reported revenues of $394.6 million, down 12.8% year on year, falling short of analysts’ expectations by 2.4%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

Interestingly, the stock is up 21.4% since the results and currently trades at $62.95.

Read our full analysis of American Woodmark’s results here.

Simpson (NYSE: SSD)

Aiming to build safer and stronger buildings, Simpson (NYSE: SSD) designs and manufactures structural connectors, anchors, and other construction products.

Simpson reported revenues of $623.5 million, up 6.2% year on year. This result surpassed analysts’ expectations by 3.1%. More broadly, it was a satisfactory quarter as it also recorded an impressive beat of analysts’ revenue estimates but a miss of analysts’ EBITDA estimates.

The stock is up 7% since reporting and currently trades at $188.13.

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

Gibraltar (NASDAQ: ROCK)

Gibraltar (NASDAQ: ROCK) makes renewable energy, agriculture technology and infrastructure products. Its mission statement is to make everyday living more sustainable.

Gibraltar reported revenues of $310.9 million, up 12.2% year on year. This print came in 2.1% below analysts' expectations. Overall, it was a softer quarter as it also logged a significant miss of analysts’ revenue and EBITDA estimates.

The stock is down 15.1% since reporting and currently trades at $57.

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

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