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U.K. (FTSE) Construction Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies14
  • 7D5.4%
  • 3M7.1%
  • 1Y58.6%
  • YTD8.6%

The Construction industry is up 5.4% in the last week, with Balfour Beatty up 4.0%. In the last 12 months, the industry was up 59%. As for the next few years, earnings are expected to grow by 4.7% per annum.

Industry Valuation and Performance

Has the U.K. Construction Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026UK£10.4bUK£26.6bUK£758.5m13.9x13.8x0.4x
Fri, 13 Mar 2026UK£10.2bUK£26.6bUK£758.5m14x13.5x0.4x
Sun, 08 Feb 2026UK£10.3bUK£25.6bUK£638.3m15.4x16.2x0.4x
Tue, 06 Jan 2026UK£9.8bUK£25.6bUK£638.5m14x15.3x0.4x
Thu, 04 Dec 2025UK£9.7bUK£25.6bUK£637.8m14.7x15.1x0.4x
Sat, 01 Nov 2025UK£9.4bUK£25.6bUK£638.4m15.4x14.8x0.4x
Mon, 29 Sep 2025UK£8.8bUK£25.6bUK£640.6m14.1x13.8x0.3x
Wed, 27 Aug 2025UK£8.4bUK£25.6bUK£642.7m14.1x13.1x0.3x
Fri, 25 Jul 2025UK£8.5bUK£25.0bUK£637.0m14.8x13.3x0.3x
Sun, 22 Jun 2025UK£8.1bUK£25.0bUK£639.0m13.7x12.7x0.3x
Tue, 20 May 2025UK£7.8bUK£24.9bUK£635.9m13.5x12.2x0.3x
Thu, 17 Apr 2025UK£6.9bUK£24.9bUK£636.3m11.8x10.8x0.3x
Sat, 15 Mar 2025UK£6.7bUK£24.9bUK£638.4m10.7x10.4x0.3x
Mon, 10 Feb 2025UK£7.3bUK£24.5bUK£658.9m11.7x11.1x0.3x
Wed, 08 Jan 2025UK£7.5bUK£24.5bUK£651.0m11.5x11.5x0.3x
Fri, 06 Dec 2024UK£7.7bUK£24.6bUK£651.0m11.7x11.8x0.3x
Sun, 03 Nov 2024UK£7.9bUK£24.4bUK£666.6m11.7x11.8x0.3x
Tue, 01 Oct 2024UK£7.3bUK£24.2bUK£645.0m11.9x11.3x0.3x
Thu, 29 Aug 2024UK£7.3bUK£24.0bUK£635.7m15.8x11.5x0.3x
Sat, 27 Jul 2024UK£7.2bUK£23.7bUK£551.7m15.7x13.1x0.3x
Mon, 24 Jun 2024UK£6.5bUK£24.2bUK£557.5m14.1x11.7x0.3x
Wed, 22 May 2024UK£6.6bUK£24.2bUK£563.1m12.2x11.7x0.3x
Fri, 19 Apr 2024UK£5.9bUK£24.1bUK£552.8m10.4x10.7x0.2x
Sun, 17 Mar 2024UK£6.1bUK£24.1bUK£550.0m10.4x11x0.3x
Tue, 13 Feb 2024UK£5.5bUK£23.3bUK£600.2m10.9x9.2x0.2x
Thu, 11 Jan 2024UK£5.5bUK£23.3bUK£601.5m9.6x9.1x0.2x
Sat, 09 Dec 2023UK£5.3bUK£23.3bUK£598.8m8.8x8.9x0.2x
Mon, 06 Nov 2023UK£5.1bUK£23.3bUK£595.7m9.2x8.6x0.2x
Wed, 04 Oct 2023UK£5.1bUK£23.3bUK£595.5m9.4x8.6x0.2x
Fri, 01 Sep 2023UK£5.1bUK£23.0bUK£579.6m10x8.8x0.2x
Sun, 30 Jul 2023UK£5.3bUK£22.4bUK£606.2m11.4x8.7x0.2x
Tue, 27 Jun 2023UK£4.9bUK£22.4bUK£605.3m12x8.1x0.2x
Thu, 25 May 2023UK£5.3bUK£22.4bUK£577.9m12.4x9.1x0.2x
Sat, 22 Apr 2023UK£5.1bUK£22.3bUK£501.4m13.4x10.3x0.2x
Price to Earnings Ratio

10.3x


Total Market Cap: UK£5.1bTotal Earnings: UK£501.4mTotal Revenue: UK£22.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Construction Industry Price to Earnings3Y Average 11.5x202420252026
Current Industry PE
  • Investors are optimistic on the British Construction industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 13.8x which is higher than its 3-year average PE of 11.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.29x.
Past Earnings Growth
  • The earnings for companies in the Construction industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.K. Industrials industry?

GB Market1.71%
Industrials2.91%
Construction5.39%
Construction and Engineering5.39%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BBY Balfour BeattyUK£8.204.7%
+UK£178.7m		90.1%PE15x
MGNS Morgan Sindall GroupUK£45.548.0%
+UK£157.7m		31.4%PE12.1x
KLR Keller GroupUK£21.949.9%
+UK£132.8m		54.7%PE10.6x
KIE Kier GroupUK£2.1410.6%
+UK£89.9m		63.6%PE15.5x
RNWH Renew HoldingsUK£9.618.8%
+UK£61.7m		37.1%PE17.1x

Latest News

BBY
UK£8.20
Balfour Beatty
7D
4.7%
1Y
90.1%
VANL
UK£0.50
Van Elle Holdings
7D
52.7%
1Y
48.2%

VANL: Cash Offer And Stable Assumptions Will Shape Future Returns

Analysts have made a small adjustment to their fair value estimate for Van Elle Holdings, keeping it around £0.47 per share as they fine tune assumptions on the discount rate, revenue growth, profit margins and future P/E, which together shape the latest price target update. What's in the News Strabag UK Limited has agreed a recommended cash offer to acquire the entire issued and to be issued ordinary share capital of Van Elle Holdings through a Court sanctioned scheme of arrangement under Part 26 of the Companies Act.
GFRD
UK£5.27
Galliford Try Holdings
7D
6.1%
1Y
39.8%

GFRD: Dividend And Education Framework Participation Will Support Future Rerating

Analysts have kept their fair value estimate for Galliford Try Holdings steady at £6.52 per share, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions used to support the updated price target view. What's in the News The Board declared an interim dividend of 6.5 pence per share, compared with 5.5 pence for H1 2025.
COST
UK£1.98
Costain Group
7D
5.2%
1Y
92.4%
KIE
UK£2.14
Kier Group
7D
10.6%
1Y
63.6%
MGNS
UK£45.54
Morgan Sindall Group
7D
8.0%
1Y
31.4%

MGNS: Rising Dividend And Stronger Fit Out Outlook Will Support Upside

Analysts have modestly reduced their price target for Morgan Sindall Group to reflect a slightly lower assumed future P/E multiple, while keeping fair value estimates broadly unchanged at approximately £54.27 per share. What's in the News Proposed final dividend set at 108.0 pence per share for FY 2024, compared with 90.0 pence per share for FY 2023.
KLR
UK£21.94
Keller Group
7D
9.9%
1Y
54.7%

KLR: Higher Dividend And Buybacks Will Support A Fairly Priced Outlook

Analysts have lifted the price target on Keller Group to £22.00 from £16.60, reflecting updated fair value estimates and revised long term P/E assumptions that suggest the shares are now closer to what analysts see as fairly valued. Analyst Commentary Recent research points to a more balanced view on Keller Group, with the higher £22.00 price target sitting alongside a move to a Hold stance.
RNWH
UK£9.61
Renew Holdings
7D
8.8%
1Y
37.1%