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

U.S. Building Industry Analysis

UpdatedAug 18, 2026
DataAggregated Company Financials
Companies52
  • 7D-0.3%
  • 3M6.5%
  • 1Y4.3%
  • YTD11.3%

Over the last 7 days, the Building industry has dropped 1.1%, driven by Carlisle Companies declining 6.4%. Over the past 12 months, the industry was up 6.3%. Looking forward, 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, 18 Aug 2026US$442.7bUS$169.8bUS$12.1b23.2x36.5x2.6x
Thu, 16 Jul 2026US$446.9bUS$164.5bUS$11.2b22.5x39.9x2.7x
Sat, 13 Jun 2026US$435.1bUS$161.9bUS$11.3b20.6x38.6x2.7x
Mon, 11 May 2026US$435.0bUS$162.6bUS$11.3b21.8x38.3x2.7x
Wed, 08 Apr 2026US$379.8bUS$158.6bUS$11.8b19.4x32.2x2.4x
Fri, 06 Mar 2026US$411.6bUS$158.6bUS$11.9b22x34.6x2.6x
Sun, 01 Feb 2026US$391.0bUS$163.8bUS$11.5b20.8x33.9x2.4x
Tue, 30 Dec 2025US$372.8bUS$163.6bUS$11.6b19.3x32.3x2.3x
Thu, 27 Nov 2025US$366.3bUS$160.9bUS$11.1b18.9x33.1x2.3x
Sat, 25 Oct 2025US$383.3bUS$161.0bUS$12.6b19.8x30.4x2.4x
Mon, 22 Sep 2025US$388.1bUS$160.9bUS$12.5b22.8x31x2.4x
Wed, 20 Aug 2025US$400.4bUS$160.7bUS$12.9b23.1x31.1x2.5x
Fri, 18 Jul 2025US$402.6bUS$162.0bUS$14.1b21.1x28.6x2.5x
Sun, 15 Jun 2025US$388.5bUS$163.5bUS$14.0b21.1x27.7x2.4x
Tue, 13 May 2025US$385.9bUS$163.4bUS$14.0b22.3x27.5x2.4x
Thu, 10 Apr 2025US$318.5bUS$162.6bUS$13.4b19.2x23.8x2x
Sat, 08 Mar 2025US$361.5bUS$162.5bUS$13.4b19.2x26.9x2.2x
Mon, 03 Feb 2025US$389.2bUS$164.2bUS$14.5b20.4x26.9x2.4x
Wed, 01 Jan 2025US$388.1bUS$163.6bUS$14.3b21x27.1x2.4x
Fri, 29 Nov 2024US$435.9bUS$162.3bUS$14.3b22.5x30.5x2.7x
Sun, 27 Oct 2024US$410.9bUS$165.6bUS$14.7b22x27.9x2.5x
Tue, 24 Sep 2024US$418.2bUS$164.3bUS$16.4b22x25.5x2.5x
Thu, 22 Aug 2024US$378.6bUS$164.4bUS$16.4b20.9x23x2.3x
Sat, 20 Jul 2024US$381.5bUS$162.7bUS$14.2b22x26.8x2.3x
Mon, 17 Jun 2024US$369.8bUS$162.7bUS$14.3b20.1x25.9x2.3x
Wed, 15 May 2024US$376.9bUS$166.5bUS$14.5b21.7x26x2.3x
Fri, 12 Apr 2024US$366.1bUS$165.2bUS$14.7b23x24.9x2.2x
Sun, 10 Mar 2024US$364.6bUS$166.7bUS$14.8b23x24.6x2.2x
Tue, 06 Feb 2024US$334.7bUS$169.3bUS$14.7b20.2x22.7x2x
Thu, 04 Jan 2024US$324.5bUS$175.3bUS$14.8b20.1x21.9x1.9x
Sat, 02 Dec 2023US$297.4bUS$175.2bUS$15.0b17.5x19.8x1.7x
Mon, 30 Oct 2023US$257.4bUS$176.9bUS$14.3b16.2x18x1.5x
Wed, 27 Sep 2023US$267.7bUS$171.9bUS$14.8b16.8x18.1x1.6x
Fri, 25 Aug 2023US$279.4bUS$171.9bUS$14.8b17.2x18.9x1.6x
Price to Earnings Ratio

18.9x


Total Market Cap: US$279.4bTotal Earnings: US$14.8bTotal Revenue: US$171.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 28.2x202420252026
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 36.5x which is higher than its 3-year average PE of 28.2x.
  • The 3-year average PS ratio of 2.3x 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 6.4% 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 Market0.11%
Industrials0.95%
Building-0.31%
Building Products-0.31%
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$153.922.1%
+US$2.0b		45.6%PE42.8x
MOD Modine ManufacturingUS$216.7513.5%
+US$1.4b		55.4%PE79.8x
WMS Advanced Drainage SystemsUS$147.984.5%
+US$475.8m		4.9%PE24.4x
TREX Trex CompanyUS$48.751.2%
+US$59.1m		-22.5%PE28x
CSTE CaesarstoneUS$3.4334.5%
+US$30.4m		124.2%PS0.3x

Latest News

MAIR
US$29.57
Madison Air Solutions
7D
-2.5%
1Y
n/a
REZI
US$20.64
Resideo Technologies
7D
-14.7%
1Y
-35.1%
BLDR
US$70.21
Builders FirstSource
7D
-2.5%
1Y
-48.6%
Narrative Update • Aug 14

BLDR: Housing Recovery And Cost Cuts Are Expected To Restore Earnings Power

Analysts have trimmed the consolidated price target for Builders FirstSource to $80.71 from $97.81 as they factor in tougher housing conditions, more cautious assumptions for revenue growth and margins, and slightly lower future P/E expectations. Analyst Commentary Recent research on Builders FirstSource reflects a mix of confidence in the company’s execution and caution around the housing cycle, margins, and valuation.
IIIN
US$32.82
Insteel Industries
7D
1.5%
1Y
-10.5%
MOD
US$216.75
Modine Manufacturing
7D
13.5%
1Y
55.4%
Narrative Update • Aug 14

MOD: Data Center Capacity Agreement And Backlog Will Drive Future Upside

Analysts have trimmed their fair value estimate for Modine Manufacturing to $280 from $325, reflecting a modestly higher discount rate, slightly lower revenue growth and profit margin assumptions, and a reduced future P/E, even as recent research continues to highlight strong data center demand, record orders, and some production and timing related risks around the near term ramp. Analyst Commentary Recent Street research on Modine Manufacturing shows a mix of enthusiasm for the data center opportunity and a growing focus on execution risk, especially around the ramp in new programs and margins.
JCI
US$153.92
Johnson Controls International
7D
2.1%
1Y
45.6%
Narrative Update • Aug 14

JCI: AI Data Center Cooling Euphoria Will Eventually Squeeze Future Returns

Johnson Controls International's analyst fair value estimate has shifted from $120.46 to $129.00 as analysts factor in updated views on data center tailwinds, operational changes, and potential portfolio moves highlighted in recent research. Analyst Commentary Recent research on Johnson Controls International points to a mix of optimism around data center exposure and operational changes, alongside more measured views on valuation and execution risk.
LII
US$416.13
Lennox International
7D
-1.7%
1Y
-30.7%
Narrative Update • Aug 13

LII: Reset Expectations After Guidance Cut And Legal Scrutiny Will Shape Returns

The analyst price target for Lennox International has been reset from $468.53 to $450.00. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for this change.
AZZ
US$153.24
AZZ
7D
0.7%
1Y
35.7%
TREX
US$48.75
Trex Company
7D
1.2%
1Y
-22.5%
Narrative Update • Aug 12

TREX: Distribution Rebuild And Margin Execution Will Challenge Bullish 2026 Outlook

Trex Company’s analyst price target has shifted higher, with the updated fair value estimate rising from $36.24 to $44.27. Analysts point to stronger margin assumptions, slightly firmer revenue expectations, and confidence that the stock is receiving a P/E multiple they view as more in line with recent guidance and early Q2 signals.
CSTE
US$3.43
Caesarstone
7D
34.5%
1Y
124.2%
CSL
US$360.70
Carlisle Companies
7D
-6.4%
1Y
-4.6%
WMS
US$147.98
Advanced Drainage Systems
7D
4.5%
1Y
4.9%
ALLE
US$162.10
Allegion
7D
-2.1%
1Y
-3.1%
Narrative Update • Aug 08

ALLE: Q2 Execution And Americas Demand Will Offset Margin And Construction Risks

The analyst price target for Allegion has been raised by about $4.80, supported by research that points to stronger recent Q2 performance in the Americas, steadier margins, and slightly higher assumed revenue growth and future P/E multiples. Analyst Commentary Recent research on Allegion gives you a mixed but useful picture.
TT
US$475.32
Trane Technologies
7D
-0.4%
1Y
10.8%
CARR
US$62.56
Carrier Global
7D
-1.4%
1Y
-5.9%
SSD
US$195.89
Simpson Manufacturing
7D
0.3%
1Y
4.2%