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U.S. Building Industry Analysis

UpdatedSep 10, 2025
DataAggregated Company Financials
Companies49
  • 7D0.2%
  • 3M2.6%
  • 1Y8.4%
  • YTD6.5%

Over the last 7 days, the Building industry has risen 1.2%, driven by gains from Builders FirstSource of 6.6%. In the same time, Quanex Building Products was down 24%. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Sep 2025US$392.4bUS$160.9bUS$12.5b23x31.3x2.4x
Fri, 08 Aug 2025US$392.3bUS$160.4bUS$12.9b22.3x30.5x2.4x
Sun, 06 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Tue, 03 Jun 2025US$394.8bUS$163.3bUS$14.0b21x28.2x2.4x
Thu, 01 May 2025US$357.1bUS$162.7bUS$13.3b19.8x26.8x2.2x
Sat, 29 Mar 2025US$363.4bUS$162.7bUS$13.4b19.7x27.1x2.2x
Mon, 24 Feb 2025US$374.9bUS$161.9bUS$13.8b20.3x27.1x2.3x
Wed, 22 Jan 2025US$407.0bUS$163.6bUS$14.3b20.9x28.4x2.5x
Fri, 20 Dec 2024US$394.0bUS$163.6bUS$14.3b22.1x27.5x2.4x
Sun, 17 Nov 2024US$423.1bUS$162.3bUS$14.3b21.9x29.6x2.6x
Tue, 15 Oct 2024US$428.7bUS$164.3bUS$16.4b23.5x26.1x2.6x
Thu, 12 Sep 2024US$385.1bUS$164.3bUS$16.4b20.6x23.4x2.3x
Sat, 10 Aug 2024US$362.7bUS$164.4bUS$16.4b20.3x22.1x2.2x
Mon, 08 Jul 2024US$359.6bUS$162.7bUS$14.3b19.4x25.1x2.2x
Wed, 05 Jun 2024US$369.6bUS$163.8bUS$14.3b20x25.8x2.3x
Fri, 03 May 2024US$364.8bUS$166.7bUS$14.4b21.8x25.3x2.2x
Sun, 31 Mar 2024US$378.3bUS$165.2bUS$14.7b24.4x25.7x2.3x
Tue, 27 Feb 2024US$354.1bUS$166.9bUS$14.8b23x24x2.1x
Thu, 25 Jan 2024US$332.4bUS$175.3bUS$14.8b19.6x22.5x1.9x
Sat, 23 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Mon, 20 Nov 2023US$297.0bUS$175.2bUS$15.0b17.2x19.8x1.7x
Wed, 18 Oct 2023US$269.6bUS$171.9bUS$14.8b17.3x18.2x1.6x
Fri, 15 Sep 2023US$280.2bUS$171.9bUS$14.8b17.6x18.9x1.6x
Sun, 13 Aug 2023US$290.4bUS$171.9bUS$14.8b17.3x19.6x1.7x
Tue, 11 Jul 2023US$282.7bUS$174.2bUS$15.2b16.2x18.6x1.6x
Thu, 08 Jun 2023US$256.7bUS$174.0bUS$15.2b15.1x16.9x1.5x
Sat, 06 May 2023US$248.2bUS$174.2bUS$15.2b15x16.3x1.4x
Mon, 03 Apr 2023US$246.5bUS$175.5bUS$16.6b13.8x14.8x1.4x
Wed, 01 Mar 2023US$251.6bUS$175.4bUS$16.7b14.5x15x1.4x
Fri, 27 Jan 2023US$248.2bUS$176.3bUS$17.3b14.3x14.3x1.4x
Sun, 25 Dec 2022US$231.7bUS$173.1bUS$17.1b14.7x13.5x1.3x
Tue, 22 Nov 2022US$240.7bUS$172.9bUS$17.1b15x14x1.4x
Thu, 20 Oct 2022US$212.5bUS$169.1bUS$15.6b14.7x13.6x1.3x
Sat, 17 Sep 2022US$222.6bUS$169.0bUS$15.5b15.4x14.3x1.3x
Price to Earnings Ratio

14.3x


Total Market Cap: US$222.6bTotal Earnings: US$15.5bTotal Revenue: US$169.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 22.2x202320242025
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 32.0x which is higher than its 3-year average PE of 22.2x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 6.9% 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 Market1.39%
Industrials-0.041%
Building0.18%
Building Products0.18%
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
LII Lennox InternationalUS$558.082.7%
+US$509.7m		-0.02%PE23.5x
BLDR Builders FirstSourceUS$140.452.2%
+US$341.6m		-17.8%PE20.5x
REZI Resideo TechnologiesUS$35.646.1%
+US$303.5m		98.2%PS0.7x
AOS A. O. SmithUS$72.002.3%
+US$227.0m		-8.5%PE19.5x
MAS MascoUS$73.451.5%
+US$224.0m		-6.2%PE19.1x

Latest News

BLDR
US$140.45
Builders FirstSource
7D
2.2%
1Y
-17.8%

Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 19% Below Its Share Price

Sep 09
Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 19% Below Its Share Price
AOS
US$72.00
A. O. Smith
7D
2.3%
1Y
-8.5%

Estimating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

Sep 09
Estimating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)
NX
US$15.29
Quanex Building Products
7D
-26.4%
1Y
-41.6%
JCI
US$106.29
Johnson Controls International
7D
0.3%
1Y
51.1%
ALLE
US$169.97
Allegion
7D
1.2%
1Y
24.8%
TT
US$409.41
Trane Technologies
7D
-0.4%
1Y
18.3%

Investors Shouldn't Overlook Trane Technologies' (NYSE:TT) Impressive Returns On Capital

Sep 07
Investors Shouldn't Overlook Trane Technologies' (NYSE:TT) Impressive Returns On Capital
LII
US$558.08
Lennox International
7D
2.7%
1Y
-0.02%

Lennox International (NYSE:LII) Has A Pretty Healthy Balance Sheet

Sep 07
Lennox International (NYSE:LII) Has A Pretty Healthy Balance Sheet
AAON
US$78.16
AAON
7D
-4.3%
1Y
-11.4%
ROCK
US$59.08
Gibraltar Industries
7D
-2.6%
1Y
-10.1%

Focused Realignment Will Unlock Urban Infrastructure And Agtech Opportunities

As key valuation metrics such as the discount rate (8.07%) and future P/E (21.33x) remained steady, the consensus analyst price target for Gibraltar Industries was unchanged at $85.00. What's in the News Gibraltar Industries plans to sell its renewables business to focus on building products and structures, with board approval and divestiture process underway.
REZI
US$35.64
Resideo Technologies
7D
6.1%
1Y
98.2%

Smart Home Integration And Safety Will Expand Energy Efficiency

Despite the consensus price target for Resideo Technologies holding steady at $35.00, analysts highlight that resolving obligations to Honeywell and the planned ADI spin-off improve the capital structure and unlock value, reinforcing confidence in the company’s strategic direction. Analyst Commentary Elimination of future monetary obligations to Honeywell resolves a major financial burden for Resideo.
OC
US$149.12
Owens Corning
7D
-0.2%
1Y
-5.5%

Sustainable Construction Trends Will Spur Resilient Building Demand

As the analyst reasoning is unavailable and both the discount rate and future P/E remain unchanged, key valuation inputs for Owens Corning are stable, leaving the consensus analyst price target effectively unchanged at $175.93. What's in the News The company did not repurchase any shares under the buyback announced on May 14, 2025.
WMS
US$138.20
Advanced Drainage Systems
7D
-2.3%
1Y
-2.1%

Advanced Drainage Systems, Inc.'s (NYSE:WMS) 27% Price Boost Is Out Of Tune With Earnings

Aug 31
Advanced Drainage Systems, Inc.'s (NYSE:WMS) 27% Price Boost Is Out Of Tune With Earnings
CSW
US$252.68
CSW Industrials
7D
-5.2%
1Y
-20.4%
MAS
US$73.45
Masco
7D
1.5%
1Y
-6.2%
CSL
US$382.22
Carlisle Companies
7D
1.0%
1Y
-3.7%
APOG
US$41.56
Apogee Enterprises
7D
-3.6%
1Y
-34.3%