Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Building Industry Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies49
  • 7D9.6%
  • 3M14.1%
  • 1Y16.5%
  • YTD16.1%

In the last week, the Building industry is up 9.6%, with Johnson Controls International up 13%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026US$431.1bUS$164.1bUS$11.7b22.8x36.8x2.6x
Thu, 08 Jan 2026US$368.6bUS$163.6bUS$11.6b19.8x31.9x2.3x
Sat, 06 Dec 2025US$373.3bUS$163.6bUS$11.2b19.6x33.2x2.3x
Mon, 03 Nov 2025US$390.7bUS$160.8bUS$12.3b21.2x31.8x2.4x
Wed, 01 Oct 2025US$384.3bUS$160.9bUS$12.5b21.7x30.7x2.4x
Fri, 29 Aug 2025US$405.9bUS$160.7bUS$12.8b23.4x31.6x2.5x
Sun, 27 Jul 2025US$430.0bUS$162.1bUS$14.1b21.3x30.5x2.7x
Tue, 24 Jun 2025US$394.8bUS$163.5bUS$14.0b20.2x28.2x2.4x
Thu, 22 May 2025US$404.2bUS$163.4bUS$14.0b21.5x28.8x2.5x
Sat, 19 Apr 2025US$341.4bUS$162.7bUS$13.4b18.7x25.5x2.1x
Mon, 17 Mar 2025US$359.0bUS$162.7bUS$13.4b19.5x26.8x2.2x
Wed, 12 Feb 2025US$391.9bUS$162.1bUS$14.1b20.6x27.8x2.4x
Fri, 10 Jan 2025US$391.2bUS$163.6bUS$14.3b20.6x27.3x2.4x
Sun, 08 Dec 2024US$430.6bUS$162.3bUS$14.3b22.8x30.1x2.7x
Tue, 05 Nov 2024US$403.7bUS$166.0bUS$14.8b21.9x27.3x2.4x
Thu, 03 Oct 2024US$424.9bUS$164.3bUS$16.4b22.6x25.9x2.6x
Sat, 31 Aug 2024US$388.7bUS$164.3bUS$16.4b21.5x23.7x2.4x
Mon, 29 Jul 2024US$386.9bUS$163.7bUS$16.5b21.5x23.5x2.4x
Wed, 26 Jun 2024US$372.2bUS$162.7bUS$14.3b20x26x2.3x
Fri, 24 May 2024US$382.2bUS$163.8bUS$14.3b21.1x26.6x2.3x
Sun, 21 Apr 2024US$352.4bUS$165.2bUS$14.7b22.5x23.9x2.1x
Tue, 19 Mar 2024US$365.3bUS$166.7bUS$14.8b23.1x24.6x2.2x
Thu, 15 Feb 2024US$341.7bUS$168.2bUS$14.9b20.9x22.9x2x
Sat, 13 Jan 2024US$330.5bUS$175.3bUS$14.8b19.5x22.3x1.9x
Mon, 11 Dec 2023US$313.4bUS$175.2bUS$15.0b18.3x20.9x1.8x
Wed, 08 Nov 2023US$281.1bUS$175.7bUS$14.2b17.1x19.9x1.6x
Fri, 06 Oct 2023US$266.0bUS$171.9bUS$14.8b16.6x17.9x1.5x
Sun, 03 Sep 2023US$294.8bUS$171.9bUS$14.8b17.7x19.9x1.7x
Tue, 01 Aug 2023US$300.1bUS$174.7bUS$14.8b17.1x20.3x1.7x
Thu, 29 Jun 2023US$277.5bUS$174.0bUS$15.2b16.3x18.2x1.6x
Sat, 27 May 2023US$244.4bUS$174.0bUS$15.2b14.2x16.1x1.4x
Mon, 24 Apr 2023US$244.9bUS$175.5bUS$16.6b14.2x14.7x1.4x
Wed, 22 Mar 2023US$242.4bUS$175.5bUS$16.7b13.6x14.5x1.4x
Fri, 17 Feb 2023US$257.2bUS$178.9bUS$16.9b14.3x15.2x1.4x
Price to Earnings Ratio

15.2x


Total Market Cap: US$257.2bTotal Earnings: US$16.9bTotal Revenue: US$178.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 24.7x202420252026
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 36.8x which is higher than its 3-year average PE of 24.7x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 11% per year over the last three years,
  • Revenues have also declined 2.8% 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 Market0.33%
Industrials4.03%
Building9.57%
Building Products9.57%
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
JCI Johnson Controls InternationalUS$139.0013.0%
+US$9.8b		55.3%PE44.5x
TT Trane TechnologiesUS$459.798.2%
+US$7.5b		27.6%PE34.4x
CARR Carrier GlobalUS$65.328.2%
+US$3.8b		-1.4%PE37.5x
CSL Carlisle CompaniesUS$401.7112.9%
+US$1.9b		12.2%PE22.6x
WMS Advanced Drainage SystemsUS$172.6910.4%
+US$1.3b		36.0%PE28.6x

Latest News

OC
US$135.75
Owens Corning
7D
11.1%
1Y
-24.6%
CARR
US$65.32
Carrier Global
7D
8.2%
1Y
-1.4%

CARR: Heat Pump Progress And AI Energy Tools Will Support Future Upside

Our updated view on Carrier Global lifts the fair value estimate by about US$1 to roughly US$72, as analysts factor in higher assumed revenue growth, a slightly lower discount rate, and a richer future P/E multiple, partially offset by more conservative margin expectations. Analyst Commentary Recent Street research on Carrier Global shows a mix of optimism and caution, with several firms adjusting their price targets within a relatively tight range.
ALLE
US$177.94
Allegion
7D
7.5%
1Y
36.3%
WMS
US$172.69
Advanced Drainage Systems
7D
10.4%
1Y
36.0%
BNC
US$4.73
CEA Industries
7D
-7.4%
1Y
-37.8%
JCI
US$139.00
Johnson Controls International
7D
13.0%
1Y
55.3%

JCI: Future Returns Will Hinge On Applied HVAC And AI Cooling Execution

Analysts have lifted their price target on Johnson Controls International to about $138 from roughly $132, reflecting updated assumptions around fair value, slightly higher projected revenue growth and profit margins, and a P/E profile that aligns with a series of recent target increases across the Street. Analyst Commentary Recent research updates on Johnson Controls International show a cluster of higher price targets and at least one rating upgrade, all keyed to refreshed earnings models and sector views rather than a single company specific event.
TT
US$459.79
Trane Technologies
7D
8.2%
1Y
27.6%

TT: AI Energy Efficiency Partnerships And Capital Returns Will Support Measured Future Upside

Analysts have lifted their price target for Trane Technologies by about $4, reflecting revised assumptions around fair value, revenue, profit margins, and future P/E expectations. What's in the News Board approves a 12% dividend increase, setting the quarterly dividend at $1.05 per ordinary share, or $4.20 per share on an annualized basis, payable March 31, 2026, to shareholders of record on March 6, 2026 (Dividend Increases).
LII
US$529.29
Lennox International
7D
6.9%
1Y
-9.2%

LII: Commercial Expansion And Buybacks Will Support Steady Balanced Long Term Outlook

Analysts have adjusted their price target for Lennox International to reflect an updated fair value estimate of about $555. They cited revised assumptions around discount rate, revenue growth, profit margin, and future P/E expectations.
CSL
US$401.71
Carlisle Companies
7D
12.9%
1Y
12.2%
REZI
US$35.95
Resideo Technologies
7D
-0.06%
1Y
62.7%

REZI: Future Smart Home Product Adoption Will Drive Bullish Repricing

The analyst price target for Resideo Technologies has shifted from US$41.50 to US$45.00, with analysts pointing to updated assumptions for the discount rate, revenue growth, profit margin and future P/E as key drivers of this change. What's in the News Spruce Point Capital called for an investigation into Resideo Technologies' financial reporting, putting a spotlight on the company's accounting and disclosure practices (Periodical).
JCTC
US$1.90
Jewett-Cameron Trading
7D
-4.0%
1Y
-59.1%
ILAG
US$2.74
Intelligent Living Application Group
7D
-13.6%
1Y
-66.1%
CAPT
US$0.52
Captivision
7D
-6.5%
1Y
13.0%