Home-improvement stocks to track
Watch Home Depot, Lowe’s, Masco, Medallion Financial, Jewett‑Cameron Trading and ToughBuilt as real‑time indicators of remodel demand and consumer spending. Industry pros are calling 2026 “the year of growth” for remodelers — but emphasizing profitability and operational efficiency over raw sales gains ( ).
MarketBeat’s March 18 screener flagged Home Depot after the retailer’s share-price slide and a headline noting analysts still see upside for the stock. (marketbeat.com)) The Home Depot reported fourth-quarter fiscal 2025 sales of $38.2 billion, a $1.5 billion decline versus the prior-year quarter, with comparable sales up 0.4% and a quarterly dividend raised to $2.33 per share payable March 26, 2026. (ir.homedepot.com)) Lowe’s said fourth-quarter sales were $20.6 billion, comparable sales rose 1.3%, adjusted diluted EPS was $1.98, and full‑year 2026 guidance calls for total sales of $92.0–$94.0 billion with comparable sales flat to up 2%. (corporate.lowes.com)) Masco reported Q4 net sales of $1,793 million (down 2%), full‑year 2025 net sales of $7,562 million (down 3%), and forecast 2026 earnings per share in a $3.91–$4.11 range (adjusted $4.10–$4.30). (investor.masco.com)) Medallion Financial posted Q4 2025 net income of $12.2 million, or $0.50 per share (up 20% year‑over‑year), quarterly loan originations of $421.3 million and full‑year originations of $1.505 billion, with net book value per share $17.53 at year‑end. (markets.businessinsider.com)) Jewett‑Cameron Trading is a small, diversified lumber and outdoor‑products company operating pet, fencing and industrial wood segments and has recent SEC filings including a 10‑Q and 8‑K in early 2026. (stockanalysis.com)) ToughBuilt Industries has continued to publish SEC filings and press releases while addressing past Nasdaq delinquency notices and remains an actively traded, smaller‑cap tool‑and‑accessory maker under the TBLT ticker. (ir.toughbuilt.com)) Industry panels and trade groups point to structural tailwinds for remodeling in 2026 — an aging housing stock, the “lock‑in” effect and aging‑in‑place trends — while ProRemodeler’s March 18 podcast argues that growth in 2026 must be driven by defined plans and metrics, not only top‑line gains. (nahb.org))
