Shares of Owens Corning (OC) surged nearly 13% on Wednesday, their biggest gain since April 2009 at the start of the bull market.

The construction supply company blew the doors off earnings and revenue estimates on home-builder demand for roofing and insulation products. It was a similar story for coatings and paint-maker Valspar (VAL), which also beat on top and bottom-line forecasts this earnings season.

The solid results are lifting shares of other companies that are leveraged to a recovering U.S. housing market:

Home Construction Stocks Rally

Ticker

Company

Business

Last

Change

% Chg

(OC) Owens Corning Insulation, roofing shingles

44.66

4.92

12.38%

(VAL) Valspar Corporation Paints & coatings

75.83

5.24

7.42%

(GNRC) Generac Holdings Inc. Electric generators

49.55

1.55

3.23%

(USG) USG Corporation Gypsum wallboard

34.24

0.94

2.82%

(UFPI) Universal Forest Products, Inc. Lumber, plywood, particle board

50.23

1.01

2.05%

(LII) Lennox International Inc. HVAC, residential cooling & heating

88.44

1.11

1.27%

(SHW) Sherwin-Williams Company Paints & coatings

185.56

2.14

1.17%

(LPX) Louisiana-Pacific Corporation Plywood, Oriented Strand Board

17.37

0.18

1.05%