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U.S. Building Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies51
  • 7D-5.4%
  • 3M-13.9%
  • 1Y-14.5%
  • YTD-4.7%

Over the last 7 days, the Building industry has dropped 5.4%, driven by a pullback from Johnson Controls International of 6.0%. However, the industry is down 15% over the past 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
Fri, 21 Nov 2025US$352.1bUS$161.0bUS$11.1b16.7x31.8x2.2x
Sun, 19 Oct 2025US$380.6bUS$161.0bUS$12.6b20.4x30.2x2.4x
Tue, 16 Sep 2025US$391.1bUS$160.9bUS$12.5b23.5x31.2x2.4x
Thu, 14 Aug 2025US$402.5bUS$160.7bUS$12.9b23.3x31.3x2.5x
Sat, 12 Jul 2025US$407.1bUS$162.0bUS$14.0b21.6x29.1x2.5x
Mon, 09 Jun 2025US$397.0bUS$163.5bUS$14.0b21.4x28.3x2.4x
Wed, 07 May 2025US$383.7bUS$162.7bUS$13.4b19.9x28.6x2.4x
Fri, 04 Apr 2025US$363.9bUS$162.6bUS$13.4b18.6x27.2x2.2x
Sun, 02 Mar 2025US$370.4bUS$162.5bUS$13.4b20.9x27.7x2.3x
Tue, 28 Jan 2025US$411.3bUS$163.6bUS$14.3b20.8x28.7x2.5x
Thu, 26 Dec 2024US$396.5bUS$163.6bUS$14.3b21.9x27.7x2.4x
Sat, 23 Nov 2024US$429.7bUS$162.3bUS$14.3b22.1x30.1x2.6x
Mon, 21 Oct 2024US$431.7bUS$164.3bUS$16.4b24.1x26.3x2.6x
Wed, 18 Sep 2024US$403.7bUS$164.3bUS$16.4b22x24.6x2.5x
Fri, 16 Aug 2024US$371.5bUS$164.4bUS$16.4b20.6x22.6x2.3x
Sun, 14 Jul 2024US$381.1bUS$162.7bUS$14.2b21.5x26.8x2.3x
Tue, 11 Jun 2024US$366.3bUS$163.8bUS$14.3b19.8x25.5x2.2x
Thu, 09 May 2024US$374.4bUS$166.4bUS$14.5b21.5x25.9x2.3x
Sat, 06 Apr 2024US$368.8bUS$165.2bUS$14.7b23.6x25.1x2.2x
Mon, 04 Mar 2024US$361.5bUS$166.7bUS$14.8b22.9x24.4x2.2x
Wed, 31 Jan 2024US$338.5bUS$175.4bUS$15.3b19.9x22.1x1.9x
Fri, 29 Dec 2023US$335.8bUS$175.3bUS$14.8b20.6x22.7x1.9x
Sun, 26 Nov 2023US$298.0bUS$175.2bUS$15.0b17.1x19.9x1.7x
Tue, 24 Oct 2023US$249.5bUS$171.8bUS$14.8b16.5x16.9x1.5x
Thu, 21 Sep 2023US$275.1bUS$171.9bUS$14.8b17.3x18.6x1.6x
Sat, 19 Aug 2023US$278.8bUS$171.9bUS$14.8b17.1x18.8x1.6x
Mon, 17 Jul 2023US$291.0bUS$174.1bUS$15.2b16.4x19.1x1.7x
Wed, 14 Jun 2023US$266.6bUS$174.0bUS$15.2b15.5x17.5x1.5x
Fri, 12 May 2023US$248.7bUS$174.1bUS$15.2b14.6x16.4x1.4x
Sun, 09 Apr 2023US$230.7bUS$175.5bUS$16.7b13.1x13.9x1.3x
Tue, 07 Mar 2023US$259.5bUS$175.5bUS$16.7b14x15.6x1.5x
Thu, 02 Feb 2023US$258.6bUS$176.3bUS$17.1b15.1x15.1x1.5x
Sat, 31 Dec 2022US$232.8bUS$176.3bUS$17.3b14.6x13.4x1.3x
Mon, 28 Nov 2022US$243.7bUS$173.0bUS$17.2b15.3x14.2x1.4x
Price to Earnings Ratio

14.2x


Total Market Cap: US$243.7bTotal Earnings: US$17.2bTotal Revenue: US$173.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 23.3x202320242025
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 31.8x which is higher than its 3-year average PE of 23.3x.
  • 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-3.20%
Industrials-3.26%
Building-5.36%
Building Products-5.36%
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
AZZ AZZUS$99.491.9%
+US$55.6m		4.3%PE9.5x
TGLS TecnoglassUS$45.912.2%
+US$46.6m		-41.0%PE11.8x
APOG Apogee EnterprisesUS$34.051.2%
+US$8.4m		-58.5%PE16.5x
BNC CEA IndustriesUS$5.242.3%
+US$5.2m		-12.2%PS56.1x
APT Alpha Pro TechUS$4.565.1%
+US$2.3m		-15.2%PE12.8x

Latest News

JCI
US$112.99
Johnson Controls International
7D
-6.0%
1Y
34.5%
TT
US$400.06
Trane Technologies
7D
-3.6%
1Y
-3.7%

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).
CARR
US$50.36
Carrier Global
7D
-8.7%
1Y
-33.7%
AAON
US$89.16
AAON
7D
-6.3%
1Y
-34.2%
FBIN
US$44.49
Fortune Brands Innovations
7D
-8.9%
1Y
-41.3%

FBIN: Share Buyback Program Will Drive Long-Term Shareholder Value

Analysts have slightly reduced their price target on Fortune Brands Innovations, lowering it by $0.75 to $62.69. They cited modestly weaker results and lowered management guidance as contributing factors.
CSL
US$295.41
Carlisle Companies
7D
-6.5%
1Y
-33.1%

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.
BLDR
US$94.85
Builders FirstSource
7D
-8.7%
1Y
-46.1%

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.
LII
US$444.26
Lennox International
7D
-6.8%
1Y
-31.7%

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.
TGLS
US$45.91
Tecnoglass
7D
2.2%
1Y
-41.0%
APT
US$4.56
Alpha Pro Tech
7D
5.1%
1Y
-15.2%
APOG
US$34.05
Apogee Enterprises
7D
1.2%
1Y
-58.5%
BNC
US$5.24
CEA Industries
7D
2.3%
1Y
-12.2%
AZZ
US$99.49
AZZ
7D
1.9%
1Y
4.3%