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U.S. Building Industry Analysis

UpdatedNov 23, 2025
DataAggregated Company Financials
Companies51
  • 7D-1.9%
  • 3M-10.0%
  • 1Y-13.0%
  • YTD-2.0%

Over the last 7 days, the Building industry has dropped 1.9%, driven by a pullback from Johnson Controls International of 4.4%. The industry has fallen 13% in the last year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Nov 2025US$356.7bUS$161.0bUS$11.1b17.3x32.2x2.2x
Tue, 21 Oct 2025US$385.4bUS$161.0bUS$12.6b20.5x30.6x2.4x
Thu, 18 Sep 2025US$388.6bUS$160.9bUS$12.5b23x31x2.4x
Sat, 16 Aug 2025US$401.4bUS$160.7bUS$12.9b22.9x31.2x2.5x
Mon, 14 Jul 2025US$409.3bUS$162.0bUS$14.1b21.4x29.1x2.5x
Wed, 11 Jun 2025US$398.3bUS$163.5bUS$14.0b22.3x28.4x2.4x
Fri, 09 May 2025US$379.0bUS$163.5bUS$14.1b20.3x26.9x2.3x
Sun, 06 Apr 2025US$328.9bUS$162.6bUS$13.4b18.4x24.6x2x
Tue, 04 Mar 2025US$370.4bUS$162.5bUS$13.4b20.2x27.7x2.3x
Thu, 30 Jan 2025US$395.2bUS$163.8bUS$14.4b20.3x27.5x2.4x
Sat, 28 Dec 2024US$396.5bUS$163.6bUS$14.3b21.4x27.7x2.4x
Mon, 25 Nov 2024US$434.2bUS$162.3bUS$14.3b22.1x30.4x2.7x
Wed, 23 Oct 2024US$427.5bUS$164.3bUS$16.4b22.5x26x2.6x
Fri, 20 Sep 2024US$409.2bUS$164.3bUS$16.4b22.3x24.9x2.5x
Sun, 18 Aug 2024US$374.6bUS$164.4bUS$16.4b20.4x22.8x2.3x
Tue, 16 Jul 2024US$381.1bUS$162.7bUS$14.2b21.4x26.8x2.3x
Thu, 13 Jun 2024US$364.9bUS$163.8bUS$14.3b20.4x25.4x2.2x
Sat, 11 May 2024US$381.1bUS$166.5bUS$14.5b21.7x26.3x2.3x
Mon, 08 Apr 2024US$375.1bUS$165.2bUS$14.7b23.6x25.5x2.3x
Wed, 06 Mar 2024US$363.6bUS$166.7bUS$14.8b22.9x24.5x2.2x
Fri, 02 Feb 2024US$340.4bUS$175.8bUS$15.4b20x22.1x1.9x
Sun, 31 Dec 2023US$333.8bUS$175.3bUS$14.8b20.4x22.5x1.9x
Tue, 28 Nov 2023US$298.0bUS$175.2bUS$15.0b16.9x19.9x1.7x
Thu, 26 Oct 2023US$244.5bUS$171.9bUS$14.8b15.9x16.5x1.4x
Sat, 23 Sep 2023US$270.3bUS$171.9bUS$14.8b16.7x18.2x1.6x
Mon, 21 Aug 2023US$279.4bUS$171.9bUS$14.8b17.1x18.9x1.6x
Wed, 19 Jul 2023US$296.7bUS$174.1bUS$15.2b16.4x19.5x1.7x
Fri, 16 Jun 2023US$263.8bUS$174.0bUS$15.2b15.8x17.3x1.5x
Sun, 14 May 2023US$247.9bUS$174.1bUS$15.2b14.6x16.4x1.4x
Tue, 11 Apr 2023US$234.0bUS$175.5bUS$16.6b13.4x14.1x1.3x
Thu, 09 Mar 2023US$257.8bUS$175.5bUS$16.7b14.3x15.5x1.5x
Sat, 04 Feb 2023US$261.9bUS$177.9bUS$16.9b14.3x15.5x1.5x
Mon, 02 Jan 2023US$230.3bUS$176.3bUS$17.3b14.6x13.3x1.3x
Wed, 30 Nov 2022US$239.3bUS$173.0bUS$17.1b15.2x14x1.4x
Price to Earnings Ratio

14x


Total Market Cap: US$239.3bTotal Earnings: US$17.1bTotal Revenue: US$173.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 23.4x202320242025
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 32.2x which is higher than its 3-year average PE of 23.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 14% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

US Market-2.02%
Industrials-1.81%
Building-1.88%
Building Products-1.88%
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$62.242.5%
+US$309.5m		-21.2%PE15.6x
OC Owens CorningUS$104.212.3%
+US$195.6m		-48.6%PS0.7x
WMS Advanced Drainage SystemsUS$146.751.7%
+US$195.2m		11.3%PE24.9x
ALLE AllegionUS$162.871.0%
+US$139.4m		15.2%PE21.9x
AZZ AZZUS$102.724.7%
+US$137.7m		7.5%PE9.8x

Latest News

JCI
US$113.55
Johnson Controls International
7D
-4.4%
1Y
36.1%
OC
US$104.21
Owens Corning
7D
2.3%
1Y
-48.6%

OC: Shares Will Advance as Manufacturing Expansion Drives Future Opportunity

Analysts have revised their price target for Owens Corning downward from $152.56 to $140.88. They cite updated expectations for lower profit margins and modestly weaker revenue growth.
TGLS
US$47.29
Tecnoglass
7D
5.2%
1Y
-40.4%

TGLS: Share Price Will Likely Outperform as Margins Remain Attractive

Analysts have revised Tecnoglass's fair value target downward from $90.75 to $74.00, citing slightly softer revenue growth forecasts and a marginal decline in projected profit margins. What's in the News Tecnoglass issued revenue guidance for the full year 2025, projecting revenue between $970 million and $990 million.
ALLE
US$162.87
Allegion
7D
1.0%
1Y
15.2%

ALLE: Expanded Access Solutions Will Drive Higher Demand In 2025

Narrative Update: Analyst Price Target Change for Allegion Analysts have maintained Allegion's price target at $183.09, citing a steady outlook that reflects minor updates in discount rate and valuation metrics but no significant change in the company’s fair value estimate. What's in the News Zentra and Gatewise, Allegion US brands, will unveil expanded wallet-based access control solutions at OPTECH 2025.
TT
US$410.10
Trane Technologies
7D
-1.9%
1Y
-1.8%

TT: Share Buybacks And AI Solutions Will Drive Stronger Margins Ahead

Narrative Update: Analyst Price Target Lifted for Trane Technologies Analysts have raised their price target for Trane Technologies from $477.69 to $482.02, citing improvements in profit margin expectations along with slight adjustments to growth and discount rate assumptions. What's in the News Issued earnings guidance for the fourth quarter and full-year 2025, projecting approximately 3% organic revenue growth for Q4, 7% full-year reported revenue growth, and GAAP continuing EPS of $13.15 to $13.25 for 2025 (guidance announcement).
ROCK
US$47.44
Gibraltar Industries
7D
-19.8%
1Y
-33.2%
WMS
US$146.75
Advanced Drainage Systems
7D
1.7%
1Y
11.3%

WMS: Margin Expansion Will Drive Outperformance Versus Building Products Peers

Analysts have raised their price target for Advanced Drainage Systems to approximately $172 from $161. They cite the company’s strong margin expansion and robust revenue growth in recent results.
CARR
US$52.41
Carrier Global
7D
-3.1%
1Y
-31.9%
AAON
US$91.52
AAON
7D
-2.7%
1Y
-33.4%
CSL
US$309.35
Carlisle Companies
7D
0.9%
1Y
-31.2%

CSL: Expanded Buyback Authorization Will Drive Long-Term Value

Analysts have lowered their price target for Carlisle Companies from $374.75 to $369.50. They cite tempered expectations around revenue growth and profit margins, which offset a slightly higher future P/E ratio.
MAS
US$62.24
Masco
7D
2.5%
1Y
-21.2%

MAS: Share Repurchase Completion Will Drive Stronger Financial Performance Ahead

Narrative Update on Masco: Analyst Price Target Adjustment Analysts have slightly reduced their price target for Masco, lowering it from $73.78 to $73.67. This change reflects modest shifts in projected growth rates and profit margins.
BLDR
US$101.62
Builders FirstSource
7D
-1.8%
1Y
-43.1%

BLDR: Margins Will Stabilize as Market Recovery Signals Strength Ahead

Analysts have reduced their price target for Builders FirstSource by $7, citing stabilizing margins and signs of a bottoming market. They continue to maintain a positive outlook for eventual recovery.
CSW
US$259.00
CSW Industrials
7D
3.0%
1Y
-39.3%

CSW: Share Repurchase Activity Will Drive Further Shareholder Value

Narrative Update on CSW Industrials: Analyst Price Target Adjustment Analysts have slightly lowered their fair value estimate for CSW Industrials from $287.83 to $283.33 per share. They cited updated projections for discount rate, revenue growth, profit margin, and future price-to-earnings ratio as the rationale for this adjustment.
LII
US$465.12
Lennox International
7D
-1.4%
1Y
-29.3%

LII: Rising Profit Margins And Share Buybacks Will Boost Future Returns

Analysts have slightly lowered their price target for Lennox International from $575.25 to $572.13, citing an increase in projected revenue growth and profit margin. These improvements are partially offset by a higher discount rate and a modest decline in the forecasted future P/E ratio.
REZI
US$29.84
Resideo Technologies
7D
-9.6%
1Y
9.7%

The Market Doesn't Like What It Sees From Resideo Technologies, Inc.'s (NYSE:REZI) Revenues Yet As Shares Tumble 27%

Nov 08
The Market Doesn't Like What It Sees From Resideo Technologies, Inc.'s (NYSE:REZI) Revenues Yet As Shares Tumble 27%
AZZ
US$102.72
AZZ
7D
4.7%
1Y
7.5%