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U.S. Building Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies52
  • 7D-2.2%
  • 3M0.8%
  • 1Y4.9%
  • YTD12.5%

The Building industry is down 2.2% over the last week with Trane Technologies the worst performer, down 1.5%. This takes the industry's 12 month performance to a gain of 4.9%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026US$444.7bUS$164.5bUS$11.2b22.1x39.7x2.7x
Thu, 11 Jun 2026US$441.5bUS$161.9bUS$11.3b20.1x39.1x2.7x
Sat, 09 May 2026US$436.4bUS$162.6bUS$11.3b21.8x38.5x2.7x
Mon, 06 Apr 2026US$378.1bUS$158.6bUS$11.8b19.4x32x2.4x
Wed, 04 Mar 2026US$428.3bUS$158.6bUS$12.0b22.3x35.8x2.7x
Fri, 30 Jan 2026US$380.2bUS$163.8bUS$11.5b21.1x33x2.3x
Sun, 28 Dec 2025US$373.2bUS$163.6bUS$11.6b19.4x32.3x2.3x
Tue, 25 Nov 2025US$356.8bUS$161.0bUS$11.1b17.3x32.2x2.2x
Thu, 23 Oct 2025US$391.6bUS$161.0bUS$12.6b19.7x31.1x2.4x
Sat, 20 Sep 2025US$389.0bUS$160.9bUS$12.5b22.8x31x2.4x
Mon, 18 Aug 2025US$396.2bUS$160.7bUS$12.9b22.9x30.8x2.5x
Wed, 16 Jul 2025US$408.4bUS$162.0bUS$14.1b20.5x29.1x2.5x
Fri, 13 Jun 2025US$395.4bUS$163.5bUS$14.0b21.7x28.2x2.4x
Sun, 11 May 2025US$385.9bUS$163.4bUS$14.0b21.3x27.5x2.4x
Tue, 08 Apr 2025US$328.9bUS$162.6bUS$13.4b18.1x24.6x2x
Thu, 06 Mar 2025US$354.7bUS$162.5bUS$13.4b19.9x26.4x2.2x
Sat, 01 Feb 2025US$394.2bUS$164.2bUS$14.5b20.4x27.3x2.4x
Mon, 30 Dec 2024US$391.5bUS$163.6bUS$14.3b21.4x27.3x2.4x
Wed, 27 Nov 2024US$442.2bUS$162.3bUS$14.3b22.5x31x2.7x
Fri, 25 Oct 2024US$420.1bUS$165.6bUS$14.7b22.9x28.6x2.5x
Sun, 22 Sep 2024US$418.2bUS$164.3bUS$16.4b22x25.5x2.5x
Tue, 20 Aug 2024US$374.6bUS$164.4bUS$16.4b20.7x22.8x2.3x
Thu, 18 Jul 2024US$397.1bUS$162.7bUS$14.2b22.2x27.9x2.4x
Sat, 15 Jun 2024US$374.3bUS$162.7bUS$14.3b20.1x26.2x2.3x
Mon, 13 May 2024US$380.2bUS$166.5bUS$14.5b21.7x26.2x2.3x
Wed, 10 Apr 2024US$376.0bUS$165.2bUS$14.7b23.2x25.6x2.3x
Fri, 08 Mar 2024US$368.7bUS$166.7bUS$14.8b23.1x24.9x2.2x
Sun, 04 Feb 2024US$343.3bUS$175.8bUS$15.4b20.1x22.3x2x
Tue, 02 Jan 2024US$333.6bUS$175.3bUS$14.8b20.4x22.5x1.9x
Thu, 30 Nov 2023US$293.4bUS$175.3bUS$15.0b16.9x19.5x1.7x
Sat, 28 Oct 2023US$257.6bUS$176.9bUS$14.3b16.4x18x1.5x
Mon, 25 Sep 2023US$270.3bUS$171.9bUS$14.8b16.7x18.2x1.6x
Wed, 23 Aug 2023US$278.7bUS$171.9bUS$14.8b17.1x18.8x1.6x
Fri, 21 Jul 2023US$291.9bUS$174.1bUS$15.2b16.7x19.2x1.7x
Price to Earnings Ratio

19.2x


Total Market Cap: US$291.9bTotal Earnings: US$15.2bTotal Revenue: US$174.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 27.6x202420252026
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 39.7x which is higher than its 3-year average PE of 27.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 9.6% 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 Market-0.93%
Industrials-3.37%
Building-2.19%
Building Products-2.19%
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$145.243.3%
+US$2.8b		37.0%PE43.2x
TT Trane TechnologiesUS$483.551.6%
+US$1.7b		10.8%PE36.4x
CARR Carrier GlobalUS$69.761.6%
+US$905.3m		-7.5%PE45.2x
REZI Resideo TechnologiesUS$36.8613.7%
+US$670.8m		59.7%PS0.7x
CSW CSW IndustrialsUS$292.857.9%
+US$347.9m		0.5%PE42.7x

Latest News

TREX
US$44.17
Trex Company
7D
-6.2%
1Y
-27.4%
CARR
US$69.76
Carrier Global
7D
1.6%
1Y
-7.5%
CSW
US$292.85
CSW Industrials
7D
7.9%
1Y
0.5%
JCI
US$145.24
Johnson Controls International
7D
3.3%
1Y
37.0%
HAYW
US$15.88
Hayward Holdings
7D
-3.4%
1Y
10.9%
SSD
US$189.18
Simpson Manufacturing
7D
-1.5%
1Y
18.9%
ALLE
US$136.51
Allegion
7D
-2.0%
1Y
-6.2%
BLDR
US$75.16
Builders FirstSource
7D
-4.2%
1Y
-40.3%
TT
US$483.55
Trane Technologies
7D
1.6%
1Y
10.8%
LII
US$562.77
Lennox International
7D
1.0%
1Y
-6.9%
MAIR
US$35.34
Madison Air Solutions
7D
1.4%
1Y
n/a
AAON
US$112.93
AAON
7D
2.7%
1Y
52.1%
Seeking Alpha • Jul 04

AAON's Plunge Was Well Deserved

Summary AAON, Inc. remains rated a soft 'sell' due to valuation concerns despite strong operational performance driven by data center investments. The recent share price decline of 22% since May reflects overvaluation, even as revenue and backlog growth remain robust, especially in the BASX and Coil Products segments. Profit margins are under pressure, particularly in the AAON Oklahoma segment, raising concerns about the sustainability of current profitability as sales expand. Even under aggressive growth scenarios, AAON trades at lofty multiples; a further 10% price decline may justify a 'hold' rating if data center momentum persists. Read the full article on Seeking Alpha
REZI
US$36.86
Resideo Technologies
7D
13.7%
1Y
59.7%
Narrative Update • Jul 02

REZI: ADI Spin Off Plan Will Support Bullish Repricing

Analysts have adjusted the Resideo Technologies price target from $49 to $51, citing the recently renegotiated parent-company agreement that frees up $140M in annual cash flow and the planned spin-off of the lower margin distribution arm as key supports for the updated view. Analyst Commentary Recent commentary around Resideo Technologies focuses on how the new parent-company agreement and the planned spin-off could affect valuation, cash generation, and execution risk.
MAS
US$77.85
Masco
7D
-1.9%
1Y
20.8%
Narrative Update • Jul 02

MAS: Strong Capital Returns And Buybacks Will Support Future Earnings Power

Analysts have modestly raised their price target for Masco to $95.60 from $93.13, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly shift the valuation outlook. What’s in the News for Masco Masco reported first quarter results with revenue up 6.5% year over year and net profit up 14.52%, supported by organic revenue and EBITDA growth.
GFF
US$90.83
Griffon
7D
-1.6%
1Y
18.6%
CSL
US$338.35
Carlisle Companies
7D
-4.4%
1Y
-15.1%