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U.S. Building Industry Analysis

UpdatedOct 23, 2025
DataAggregated Company Financials
Companies50
  • 7D-2.0%
  • 3M-9.9%
  • 1Y-5.7%
  • YTD2.5%

The Building industry is up 1.7% in the last week, with Masco up 2.2%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the U.S. Building Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Oct 2025US$391.6bUS$161.0bUS$12.6b19.7x31.1x2.4x
Sat, 20 Sep 2025US$389.0bUS$160.9bUS$12.5b22.8x31x2.4x
Mon, 18 Aug 2025US$396.2bUS$160.7bUS$12.9b22.9x30.8x2.5x
Wed, 16 Jul 2025US$408.4bUS$162.0bUS$14.1b20.5x29.1x2.5x
Fri, 13 Jun 2025US$395.4bUS$163.5bUS$14.0b21.7x28.2x2.4x
Sun, 11 May 2025US$385.9bUS$163.4bUS$14.0b21.3x27.5x2.4x
Tue, 08 Apr 2025US$328.9bUS$162.6bUS$13.4b18.1x24.6x2x
Thu, 06 Mar 2025US$354.7bUS$162.5bUS$13.4b19.9x26.4x2.2x
Sat, 01 Feb 2025US$394.2bUS$164.2bUS$14.5b20.4x27.3x2.4x
Mon, 30 Dec 2024US$391.5bUS$163.6bUS$14.3b21.4x27.3x2.4x
Wed, 27 Nov 2024US$442.2bUS$162.3bUS$14.3b22.5x31x2.7x
Fri, 25 Oct 2024US$420.1bUS$165.6bUS$14.7b22.9x28.6x2.5x
Sun, 22 Sep 2024US$418.2bUS$164.3bUS$16.4b22x25.5x2.5x
Tue, 20 Aug 2024US$374.6bUS$164.4bUS$16.4b20.7x22.8x2.3x
Thu, 18 Jul 2024US$397.1bUS$162.7bUS$14.2b22.2x27.9x2.4x
Sat, 15 Jun 2024US$374.3bUS$162.7bUS$14.3b20.1x26.2x2.3x
Mon, 13 May 2024US$380.2bUS$166.5bUS$14.5b21.7x26.2x2.3x
Wed, 10 Apr 2024US$376.0bUS$165.2bUS$14.7b23.2x25.6x2.3x
Fri, 08 Mar 2024US$368.7bUS$166.7bUS$14.8b23.1x24.9x2.2x
Sun, 04 Feb 2024US$343.3bUS$175.8bUS$15.4b20.1x22.3x2x
Tue, 02 Jan 2024US$333.6bUS$175.3bUS$14.8b20.4x22.5x1.9x
Thu, 30 Nov 2023US$293.4bUS$175.3bUS$15.0b16.9x19.5x1.7x
Sat, 28 Oct 2023US$257.6bUS$176.9bUS$14.3b16.4x18x1.5x
Mon, 25 Sep 2023US$270.3bUS$171.9bUS$14.8b16.7x18.2x1.6x
Wed, 23 Aug 2023US$278.7bUS$171.9bUS$14.8b17.1x18.8x1.6x
Fri, 21 Jul 2023US$291.9bUS$174.1bUS$15.2b16.7x19.2x1.7x
Sun, 18 Jun 2023US$268.0bUS$174.0bUS$15.2b15.7x17.6x1.5x
Tue, 16 May 2023US$250.5bUS$174.1bUS$15.2b14.6x16.5x1.4x
Thu, 13 Apr 2023US$239.2bUS$175.5bUS$16.6b13.5x14.4x1.4x
Sat, 11 Mar 2023US$245.6bUS$175.5bUS$16.6b13.4x14.8x1.4x
Mon, 06 Feb 2023US$261.8bUS$177.9bUS$16.9b14.3x15.5x1.5x
Wed, 04 Jan 2023US$233.3bUS$176.3bUS$17.3b14.5x13.5x1.3x
Fri, 02 Dec 2022US$244.9bUS$173.0bUS$17.1b15.4x14.3x1.4x
Sun, 30 Oct 2022US$228.0bUS$170.9bUS$16.8b14.1x13.6x1.3x
Price to Earnings Ratio

13.6x


Total Market Cap: US$228.0bTotal Earnings: US$16.8bTotal Revenue: US$170.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 22.8x202320242025
Current Industry PE
  • Investors are optimistic on the American Building industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.6x which is higher than its 3-year average PE of 22.8x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 9.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market-0.14%
Industrials-0.81%
Building-2.02%
Building Products-2.02%
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
MAS MascoUS$68.982.2%
+US$307.8m		-15.8%PE17.9x
SSD Simpson ManufacturingUS$174.272.5%
+US$175.6m		-1.3%PE22x
FBIN Fortune Brands InnovationsUS$50.782.2%
+US$128.4m		-41.4%PE15.5x
ROCK Gibraltar IndustriesUS$69.495.4%
+US$104.2m		6.8%PE15.1x
NX Quanex Building ProductsUS$15.065.6%
+US$36.5m		-49.1%PS0.4x

Latest News

CARR
US$56.74
Carrier Global
7D
-0.8%
1Y
-29.0%
LII
US$493.07
Lennox International
7D
-6.4%
1Y
-19.1%
NX
US$15.06
Quanex Building Products
7D
5.6%
1Y
-49.1%
TGLS
US$59.69
Tecnoglass
7D
-5.6%
1Y
-13.7%

Is Tecnoglass Inc. (NYSE:TGLS) Expensive For A Reason? A Look At Its Intrinsic Value

Oct 21
Is Tecnoglass Inc. (NYSE:TGLS) Expensive For A Reason? A Look At Its Intrinsic Value
TT
US$408.50
Trane Technologies
7D
-3.3%
1Y
3.2%

Commercial HVAC Energy Efficiency Will Drive Future Success

Analysts have raised their price target for Trane Technologies to $463.08 from $457.60, citing improving growth and profitability projections as key factors behind the upward revision. What's in the News Trane Technologies introduced AI Control, an AI-powered solution that analyzes building data such as occupancy, weather, and energy use to automatically optimize HVAC operations for efficiency and sustainability.
MAS
US$68.98
Masco
7D
2.2%
1Y
-15.8%

Masco (NYSE:MAS) Has A Pretty Healthy Balance Sheet

Oct 18
Masco (NYSE:MAS) Has A Pretty Healthy Balance Sheet
ROCK
US$69.49
Gibraltar Industries
7D
5.4%
1Y
6.8%
FBIN
US$50.78
Fortune Brands Innovations
7D
2.2%
1Y
-41.4%

Aging US Housing Trends Will Drive Remodeling Transformation

Analysts have modestly adjusted their price target for Fortune Brands Innovations, lowering it from $66.94 to $65.80. This change reflects updated expectations around growth, profit margin improvements, and strategic initiatives that support improved earnings guidance for fiscal 2025.
CSL
US$331.72
Carlisle Companies
7D
0.1%
1Y
-27.7%

Resilient Commercial Reroofing And Sustainable Insulation Will Shape The Industry

Analysts have revised their price target for Carlisle Companies downward, decreasing it from $407.71 to $384.29. They cite slightly softer projected revenue growth, even as profit margins show modest improvement.
JBI
US$10.07
Janus International Group
7D
0.8%
1Y
2.2%
UFPI
US$91.78
UFP Industries
7D
0.4%
1Y
-29.4%
AAON
US$97.70
AAON
7D
-2.3%
1Y
-8.1%

Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency

Analysts have raised AAON's fair value estimate from $98.75 to $103.25, citing improved outlooks for industrial efficiency and data center exposure as key drivers behind the price target increase. Analyst Commentary Analyst sentiment on AAON remains largely positive following recent earnings and coverage updates.
TREX
US$50.51
Trex Company
7D
-3.7%
1Y
-19.6%

Eco Friendly Trends Will Drive Composite Decking Demand

The analyst price target for Trex Company has been reduced by $2 to $70, as analysts cite a modest softening in reported growth, balanced by long-term strengths in the decking market. Analyst Commentary Recent analyst updates on Trex Company highlight a mix of optimism about the company's long-term prospects and caution regarding shorter-term market signals.
SSD
US$174.27
Simpson Manufacturing
7D
2.5%
1Y
-1.3%
JCI
US$108.54
Johnson Controls International
7D
-2.1%
1Y
41.9%

Lean Practices And York HVAC Systems Will Drive Future Success

Analysts have modestly increased their price target for Johnson Controls International to approximately $114.95 from $113.55, citing anticipated gains in data center demand and a favorable sector outlook. Analyst Commentary Recent updates from Wall Street reflect a cautiously optimistic sentiment toward Johnson Controls International.
BLDR
US$122.57
Builders FirstSource
7D
-2.9%
1Y
-31.6%