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

U.S. Building Industry Analysis

UpdatedOct 02, 2025
DataAggregated Company Financials
Companies50
  • 7D2.4%
  • 3M-2.6%
  • 1Y-2.9%
  • YTD5.9%

Over the last 7 days, the Building industry has risen 2.4%, driven by gains from Trane Technologies of 5.3%. In the same time, Simpson Manufacturing was down 5.2%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Oct 2025US$388.9bUS$160.9bUS$12.5b21.8x31x2.4x
Sat, 30 Aug 2025US$402.7bUS$160.7bUS$12.8b23.3x31.4x2.5x
Mon, 28 Jul 2025US$430.0bUS$162.1bUS$14.1b21.3x30.5x2.7x
Wed, 25 Jun 2025US$398.1bUS$163.5bUS$14.0b20.7x28.4x2.4x
Fri, 23 May 2025US$393.5bUS$163.4bUS$14.0b21.5x28.1x2.4x
Sun, 20 Apr 2025US$341.4bUS$162.7bUS$13.4b18.7x25.5x2.1x
Tue, 18 Mar 2025US$359.0bUS$162.7bUS$13.4b19.9x26.8x2.2x
Thu, 13 Feb 2025US$390.8bUS$162.1bUS$14.1b20.3x27.8x2.4x
Sat, 11 Jan 2025US$391.2bUS$163.6bUS$14.3b20.1x27.3x2.4x
Mon, 09 Dec 2024US$430.6bUS$162.3bUS$14.3b22.8x30.1x2.7x
Wed, 06 Nov 2024US$403.5bUS$165.5bUS$14.5b22.2x27.7x2.4x
Fri, 04 Oct 2024US$422.4bUS$164.3bUS$16.4b22.6x25.7x2.6x
Sun, 01 Sep 2024US$395.7bUS$164.3bUS$16.4b21.5x24.1x2.4x
Tue, 30 Jul 2024US$386.9bUS$163.7bUS$16.5b21.6x23.5x2.4x
Thu, 27 Jun 2024US$364.9bUS$162.7bUS$14.3b20.2x25.5x2.2x
Sat, 25 May 2024US$380.0bUS$163.8bUS$14.3b21.2x26.5x2.3x
Mon, 22 Apr 2024US$352.4bUS$165.2bUS$14.7b22.5x23.9x2.1x
Wed, 20 Mar 2024US$371.4bUS$166.7bUS$14.8b23.3x25.1x2.2x
Fri, 16 Feb 2024US$348.5bUS$168.2bUS$14.9b21.1x23.4x2.1x
Sun, 14 Jan 2024US$330.5bUS$175.3bUS$14.8b19.5x22.3x1.9x
Tue, 12 Dec 2023US$315.9bUS$175.2bUS$15.0b18.5x21x1.8x
Thu, 09 Nov 2023US$282.0bUS$175.6bUS$14.2b16.9x19.9x1.6x
Sat, 07 Oct 2023US$268.6bUS$171.9bUS$14.8b16.7x18.1x1.6x
Mon, 04 Sep 2023US$294.8bUS$171.9bUS$14.8b17.7x19.9x1.7x
Wed, 02 Aug 2023US$302.7bUS$174.7bUS$14.8b17.2x20.5x1.7x
Fri, 30 Jun 2023US$280.9bUS$174.0bUS$15.2b16.3x18.5x1.6x
Sun, 28 May 2023US$244.4bUS$174.0bUS$15.2b14.2x16.1x1.4x
Tue, 25 Apr 2023US$242.8bUS$175.5bUS$16.6b14x14.6x1.4x
Thu, 23 Mar 2023US$238.5bUS$175.5bUS$16.7b13.4x14.3x1.4x
Sat, 18 Feb 2023US$256.3bUS$175.6bUS$16.7b15x15.4x1.5x
Mon, 16 Jan 2023US$250.9bUS$176.3bUS$17.3b15.2x14.5x1.4x
Wed, 14 Dec 2022US$243.1bUS$173.0bUS$17.1b15.2x14.2x1.4x
Fri, 11 Nov 2022US$241.2bUS$172.6bUS$17.5b15.4x13.8x1.4x
Sun, 09 Oct 2022US$215.4bUS$169.1bUS$15.6b14.8x13.8x1.3x
Price to Earnings Ratio

13.8x


Total Market Cap: US$215.4bTotal Earnings: US$15.6bTotal Revenue: US$169.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 22.5x202320242025
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 30.7x which is higher than its 3-year average PE of 22.5x.
  • 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 7.0% 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 Market0.77%
Industrials1.13%
Building2.38%
Building Products2.38%
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
TT Trane TechnologiesUS$425.415.3%
+US$4.7b		9.7%PE32.9x
JCI Johnson Controls InternationalUS$108.892.2%
+US$1.5b		42.2%PE35.8x
BLDR Builders FirstSourceUS$126.746.3%
+US$828.0m		-35.1%PE18.5x
LII Lennox InternationalUS$537.062.8%
+US$513.5m		-9.3%PE22.6x
AAON AAONUS$95.925.4%
+US$401.9m		-10.6%PE64.1x

Latest News

BLDR
US$126.74
Builders FirstSource
7D
6.3%
1Y
-35.1%
CARR
US$59.46
Carrier Global
7D
0.8%
1Y
-26.2%
MAS
US$70.22
Masco
7D
-1.9%
1Y
-15.7%
TT
US$425.41
Trane Technologies
7D
5.3%
1Y
9.7%
FBIN
US$52.99
Fortune Brands Innovations
7D
-1.7%
1Y
-39.5%
LII
US$537.06
Lennox International
7D
2.8%
1Y
-9.3%

Samsung And Ariston Alliances Will Shape Energy-Efficient HVAC Trends

The reduction in Lennox International’s consensus price target primarily reflects lowered revenue growth expectations, resulting in the fair value decreasing from $650.88 to $636.81. What's in the News Lennox accelerated its digital strategy by launching AI-powered support tools for HVAC technicians and homeowners, improving troubleshooting efficiency and receiving a 96% positive feedback rate from over 7,000 registered users.
SSD
US$167.34
Simpson Manufacturing
7D
-5.2%
1Y
-12.7%
AZZ
US$109.07
AZZ
7D
-2.2%
1Y
35.2%
JCI
US$108.89
Johnson Controls International
7D
2.2%
1Y
42.2%
WMS
US$140.74
Advanced Drainage Systems
7D
1.8%
1Y
-9.8%
AAON
US$95.92
AAON
7D
5.4%
1Y
-10.6%

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

The rise in AAON’s consensus price target reflects a higher future P/E multiple, indicating increased optimism for growth, with fair value now at $98.75. What's in the News AAON provided Q3 2025 guidance with expected YoY sales growth in the low single digits and Q4 2025 guidance with YoY sales growth in the high twenties.
OC
US$141.30
Owens Corning
7D
-1.4%
1Y
-18.1%
REZI
US$42.66
Resideo Technologies
7D
5.3%
1Y
117.9%

Smart Home Integration And Safety Will Expand Energy Efficiency

Resideo Technologies’ consensus price target was raised from $35.00 to $41.50 as analysts cited resolution of the Honeywell agreement, reduced financial risk, and the value-unlocking ADI spinoff as key drivers for a higher fair value. Analyst Commentary Resolution of the indemnification and reimbursement agreement with Honeywell eliminates a significant financial burden.
JELD
US$4.91
JELD-WEN Holding
7D
-5.8%
1Y
-69.6%

Does JELD-WEN Holding (NYSE:JELD) Have A Healthy Balance Sheet?

Sep 19
Does JELD-WEN Holding (NYSE:JELD) Have A Healthy Balance Sheet?
JBI
US$9.79
Janus International Group
7D
-2.4%
1Y
2.7%

Does Janus International Group (NYSE:JBI) Have A Healthy Balance Sheet?

Sep 17
Does Janus International Group (NYSE:JBI) Have A Healthy Balance Sheet?
TGLS
US$66.10
Tecnoglass
7D
-1.5%
1Y
-4.9%