As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at commercial building products stocks, starting with Johnson Controls (NYSE: JCI).

Commercial building products companies, which often serve more complicated projects, can supplement their core business with higher-margin installation and consulting services revenues. 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 commercial 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 commercial building products companies.

The 5 commercial building products stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 0.9%.

While some commercial building products stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.8% since the latest earnings results.

Johnson Controls (NYSE: JCI)

Founded after patenting the electric room thermostat, Johnson Controls (NYSE: JCI) specializes in building products and technology solutions, including HVAC systems, fire and security systems, and energy storage.

Johnson Controls reported revenues of $6.14 billion, up 8.2% year on year. This print exceeded analysts’ expectations by 1.4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ adjusted operating income estimates and full-year EPS guidance beating analysts’ expectations.

"We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth," said Joakim Weidemanis, Chief Executive Officer of Johnson Controls.

The stock is down 4.4% since reporting and currently trades at $138.47.

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

Best Q1: Apogee (NASDAQ: APOG)

Involved in the design of the Apple Store on Fifth Avenue in New York City, Apogee (NASDAQ: APOG) sells architectural products and services such as high-performance glass for commercial buildings.

Apogee reported revenues of $351.4 million, up 1.6% year on year, outperforming analysts’ expectations by 4.7%. The business had an exceptional quarter with an impressive beat of analysts’ adjusted operating income and revenue estimates.

Apogee pulled off the biggest analyst estimate beat and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 5.7% since reporting. It currently trades at $37.62.

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

Weakest Q1: Insteel (NYSE: IIIN)

Growing from a small wire manufacturer to one of the largest in the U.S., Insteel (NYSE: IIIN) provides steel wire reinforcing products for concrete.

Insteel reported revenues of $172.7 million, up 7.5% year on year, falling short of analysts’ expectations by 3.1%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates.

Insteel delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 24.3% since the results and currently trades at $27.70.

Read our full analysis of Insteel’s results here.

AZZ (NYSE: AZZ)

Responsible for projects like nuclear facilities, AZZ (NYSE: AZZ) is a provider of metal coating and power infrastructure solutions.

AZZ reported revenues of $385.1 million, up 9.4% year on year. This print topped analysts’ expectations by 0.7%. It was a strong quarter as it also produced an impressive beat of analysts’ adjusted operating income and EPS estimates.

AZZ pulled off the fastest revenue growth but had the weakest full-year guidance update among its peers. The stock is up 4.6% since reporting and currently trades at $141.17.

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

Janus (NYSE: JBI)

Standing out with its digital keyless entry into self-storage room technology, Janus (NYSE: JBI) is a provider of easily accessible self-storage solutions.

Janus reported revenues of $222.7 million, up 5.8% year on year. This number surpassed analysts’ expectations by 0.5%. Zooming out, it was a slower quarter as it produced a significant miss of analysts’ adjusted operating income and EPS estimates.

The stock is up 4.2% since reporting and currently trades at $5.30.

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

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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