Homebuilders and Building Products: Building products tracker: 1Q26 sales and channel momentum by category

Research evidence excerpt

Homebuilders and Building Products: Building products tracker: 1Q26 sales and channel momentum by category

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Homebuilders and Building Products

Building products tracker: 1Q26 sales and

channel momentum by category

Industry Overview

1Q26 home center sales stable vs. 4Q25 22 May 2026

Overall end market demand as measured by Home Depot (HD) and Lowe’s (LOW) Equity

comparable sales and BAC aggregated credit and debit card data was relatively stable in United States

1Q26 compared to 4Q25. HD comparable sales increased 0.6% YoY in 1Q26 and HD Homebuilders and Building Products

maintained F2026 comparable sales guidance of flat to +2% YoY. LOW comparable sales

increased 0.6% YoY in 1Q26 and LOW maintained F2026 comparable sales guidance of

flat to +2% YoY.

Plumbing, paint, and decking sales grew YoY in 1Q

Plumbing sales increased YoY driven by a mid-single digit price benefit with mixed

volumes. Paint manufacturer sales turned positive and retail had positive YoY growth. Rafe Jadrosich

Composite decking sales also turned positive with continued growth in sell-out. ResearchBofAS Analyst

+1 646 855 5815

Roofing & doors/windows were the weakest categories rafe.jadrosich@bofa.com

Roofing shipments declined (10%) YoY as the industry laps tough storm comparisons George L. Staphos Research Analyst

from last year. Doors/windows sales were down double digits YoY. Siding sales turned BofAS

sharply negative (-9% YoY) partially due to destock. Cabinets, appliances (ex. addt’l +1george.l.staphos@bofa.com646 855 4495

shipping days), and flooring (ex. addt’l shipping days) all declined in the MSD range YoY. Shaun Calnan, CFA

Research Analyst

BofASMost categories still down YoY, but improved vs. 4Q25 +1 646 855 1362

YoY growth in 8 out of 11 categories improved in 1Q26 vs.