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U.K. (FTSE) Construction Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies13
  • 7D2.4%
  • 3M7.3%
  • 1Y39.1%
  • YTD22.8%

The Construction industry is up 2.4% in the last week, with Balfour Beatty up 2.1%. In the last 12 months, the industry was up 39%. As for the next few years, earnings are expected to grow by 6.7% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026UK£11.6bUK£26.9bUK£756.7m15.8x15.4x0.4x
Mon, 06 Jul 2026UK£11.6bUK£26.6bUK£729.7m15.7x15.9x0.4x
Wed, 03 Jun 2026UK£10.4bUK£26.7bUK£754.5m14.6x13.8x0.4x
Fri, 01 May 2026UK£10.6bUK£26.6bUK£753.8m14.9x14x0.4x
Sun, 29 Mar 2026UK£9.6bUK£26.6bUK£758.5m13.1x12.7x0.4x
Tue, 24 Feb 2026UK£10.8bUK£25.6bUK£638.3m16.1x16.9x0.4x
Thu, 22 Jan 2026UK£9.8bUK£25.6bUK£638.5m14.3x15.4x0.4x
Sat, 20 Dec 2025UK£9.8bUK£25.6bUK£638.5m14x15.3x0.4x
Mon, 17 Nov 2025UK£9.1bUK£25.6bUK£638.4m14.6x14.3x0.4x
Wed, 15 Oct 2025UK£9.6bUK£25.6bUK£638.4m15.4x15.1x0.4x
Fri, 12 Sep 2025UK£8.5bUK£25.6bUK£642.7m13.6x13.2x0.3x
Sun, 10 Aug 2025UK£8.6bUK£25.0bUK£637.0m14.5x13.5x0.3x
Tue, 08 Jul 2025UK£8.3bUK£25.0bUK£637.8m14.4x13x0.3x
Thu, 05 Jun 2025UK£7.8bUK£25.0bUK£639.1m13.7x12.2x0.3x
Sat, 03 May 2025UK£7.3bUK£24.9bUK£636.3m12.8x11.5x0.3x
Mon, 31 Mar 2025UK£6.9bUK£24.9bUK£638.4m11.7x10.8x0.3x
Wed, 26 Feb 2025UK£7.2bUK£24.5bUK£658.9m11.8x11x0.3x
Fri, 24 Jan 2025UK£7.5bUK£24.5bUK£652.0m11.9x11.5x0.3x
Sun, 22 Dec 2024UK£7.6bUK£24.6bUK£651.0m11.8x11.7x0.3x
Tue, 19 Nov 2024UK£7.8bUK£24.4bUK£666.6m12x11.6x0.3x
Thu, 17 Oct 2024UK£7.7bUK£24.4bUK£666.6m11.2x11.5x0.3x
Sat, 14 Sep 2024UK£7.2bUK£24.2bUK£646.5m12.4x11.1x0.3x
Mon, 12 Aug 2024UK£7.1bUK£24.0bUK£594.3m15.7x12x0.3x
Wed, 10 Jul 2024UK£6.7bUK£23.7bUK£551.0m14.8x12.1x0.3x
Fri, 07 Jun 2024UK£6.5bUK£24.2bUK£562.9m12.7x11.6x0.3x
Sun, 05 May 2024UK£6.2bUK£24.1bUK£562.8m11.9x11.1x0.3x
Tue, 02 Apr 2024UK£6.1bUK£24.1bUK£549.9m10.2x11x0.3x
Thu, 29 Feb 2024UK£5.6bUK£23.6bUK£653.8m9.7x8.6x0.2x
Sat, 27 Jan 2024UK£5.7bUK£23.3bUK£600.3m11.1x9.5x0.2x
Mon, 25 Dec 2023UK£5.5bUK£23.3bUK£601.5m9.7x9.2x0.2x
Wed, 22 Nov 2023UK£5.2bUK£23.3bUK£594.2m9.6x8.8x0.2x
Fri, 20 Oct 2023UK£4.9bUK£23.3bUK£595.5m9.2x8.2x0.2x
Sun, 17 Sep 2023UK£5.2bUK£23.2bUK£597.6m9.6x8.7x0.2x
Tue, 15 Aug 2023UK£5.2bUK£22.8bUK£619.6m10x8.4x0.2x
Price to Earnings Ratio

8.4x


Total Market Cap: UK£5.2bTotal Earnings: UK£619.6mTotal Revenue: UK£22.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Construction Industry Price to Earnings3Y Average 12.1x202420252026
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 15.4x which is higher than its 3-year average PE of 12.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.31x.
Past Earnings Growth
  • The earnings for companies in the Construction industry have grown 6.9% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Market0.89%
Industrials4.27%
Construction2.36%
Construction and Engineering2.36%
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£8.812.1%
+UK£87.5m		58.9%PE15.8x
KIE Kier GroupUK£2.514.6%
+UK£48.1m		20.2%PE18x
KLR Keller GroupUK£30.761.7%
+UK£35.4m		127.5%PE13.5x
MGNS Morgan Sindall GroupUK£44.941.4%
+UK£29.9m		-1.2%PE11.1x
GFRD Galliford Try HoldingsUK£6.194.9%
+UK£28.4m		43.3%PE16.6x

Latest News

KLR
UK£30.76
Keller Group
7D
1.7%
1Y
127.5%
Narrative Update • Aug 05

KLR: North American Trading Strength And Record Order Book Will Guide Fair Value

Analysts have lifted the Keller Group price target to about £31.50 from roughly £24.00, reflecting updated fair value assumptions and higher medium term earnings estimates following stronger North American trading and upgraded FY26 expectations. Analyst Commentary Recent research on Keller Group points to a more constructive stance on the stock, with higher price targets and refreshed earnings assumptions that reflect the latest trading update and revised FY26 guidance.
MGNS
UK£44.94
Morgan Sindall Group
7D
1.4%
1Y
-1.2%
KIE
UK£2.51
Kier Group
7D
4.6%
1Y
20.2%
GFRD
UK£6.19
Galliford Try Holdings
7D
4.9%
1Y
43.3%
SFR
UK£0.39
Severfield
7D
3.5%
1Y
24.8%
BBY
UK£8.81
Balfour Beatty
7D
2.1%
1Y
58.9%
Narrative Update • Jul 07

BBY: Grid Contract Wins And Dividend Policy Will Support Future Upside

Analysts have adjusted their fair value estimate for Balfour Beatty to £10.40 from £9.90, reflecting updated assumptions on growth, margins and discount rates, alongside a recent neutral initiation from Street research. What’s in the News for Balfour Beatty Balfour Beatty secured a two year contract worth £325 million from Scottish and Southern Electricity Networks to deliver the Netherton Hub in Aberdeenshire, focused on strengthening the UK national grid and enabling transmission of renewable energy from northern Scotland.
COST
UK£2.16
Costain Group
7D
2.1%
1Y
28.3%
RNWH
UK£9.24
Renew Holdings
7D
3.0%
1Y
8.6%
NEXS
UK£1.04
Nexus Infrastructure
7D
-1.4%
1Y
-33.7%