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U.S. Building Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies52
  • 7D-0.9%
  • 3M-0.3%
  • 1Y0.5%
  • YTD11.6%

Over the last 7 days, the Building industry has remained flat, although notably Madison Air Solutions gained 5.6%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Jul 2026US$434.0bUS$164.5bUS$11.2b22.1x38.7x2.6x
Sat, 20 Jun 2026US$447.8bUS$161.9bUS$11.3b21.1x39.7x2.8x
Mon, 18 May 2026US$424.3bUS$162.9bUS$11.4b20.3x37.4x2.6x
Wed, 15 Apr 2026US$417.0bUS$158.6bUS$11.8b21.3x35.3x2.6x
Fri, 13 Mar 2026US$391.8bUS$158.6bUS$11.9b20.7x32.9x2.5x
Sun, 08 Feb 2026US$431.1bUS$164.1bUS$11.7b22.9x36.8x2.6x
Tue, 06 Jan 2026US$374.9bUS$163.6bUS$11.6b19.8x32.4x2.3x
Thu, 04 Dec 2025US$374.1bUS$163.6bUS$11.2b19.4x33.3x2.3x
Sat, 01 Nov 2025US$388.7bUS$160.8bUS$12.3b21.2x31.6x2.4x
Mon, 29 Sep 2025US$383.4bUS$160.9bUS$12.5b21.8x30.6x2.4x
Wed, 27 Aug 2025US$401.6bUS$160.7bUS$12.8b23.5x31.3x2.5x
Fri, 25 Jul 2025US$423.3bUS$162.1bUS$14.1b21.1x30x2.6x
Sun, 22 Jun 2025US$386.0bUS$163.5bUS$14.0b19.8x27.5x2.4x
Tue, 20 May 2025US$408.2bUS$163.4bUS$14.0b22.3x29.1x2.5x
Thu, 17 Apr 2025US$346.0bUS$162.6bUS$13.4b18.6x25.8x2.1x
Sat, 15 Mar 2025US$348.6bUS$162.7bUS$13.4b19.5x26x2.1x
Mon, 10 Feb 2025US$386.3bUS$164.4bUS$14.5b19.8x26.6x2.3x
Wed, 08 Jan 2025US$392.1bUS$163.6bUS$14.3b20.7x27.4x2.4x
Fri, 06 Dec 2024US$433.5bUS$162.3bUS$14.3b22.7x30.3x2.7x
Sun, 03 Nov 2024US$403.7bUS$166.0bUS$14.8b21.6x27.3x2.4x
Tue, 01 Oct 2024US$423.3bUS$164.3bUS$16.4b22.8x25.8x2.6x
Thu, 29 Aug 2024US$390.1bUS$164.3bUS$16.4b21.1x23.7x2.4x
Sat, 27 Jul 2024US$374.7bUS$163.7bUS$16.5b21.5x22.7x2.3x
Mon, 24 Jun 2024US$368.1bUS$162.7bUS$14.3b20.7x25.8x2.3x
Wed, 22 May 2024US$381.0bUS$163.8bUS$14.3b21.3x26.6x2.3x
Fri, 19 Apr 2024US$353.6bUS$165.2bUS$14.7b22.6x24x2.1x
Sun, 17 Mar 2024US$366.2bUS$166.7bUS$14.8b23.3x24.7x2.2x
Tue, 13 Feb 2024US$350.8bUS$168.2bUS$14.9b21.1x23.5x2.1x
Thu, 11 Jan 2024US$332.4bUS$175.3bUS$14.8b19.8x22.4x1.9x
Sat, 09 Dec 2023US$308.8bUS$175.2bUS$15.0b18.3x20.6x1.8x
Mon, 06 Nov 2023US$283.3bUS$175.6bUS$14.1b17.2x20x1.6x
Wed, 04 Oct 2023US$268.7bUS$171.9bUS$14.8b16.3x18.1x1.6x
Fri, 01 Sep 2023US$291.0bUS$171.9bUS$14.8b17.5x19.6x1.7x
Sun, 30 Jul 2023US$296.1bUS$174.7bUS$14.8b17.2x20x1.7x
Price to Earnings Ratio

20x


Total Market Cap: US$296.1bTotal Earnings: US$14.8bTotal Revenue: US$174.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 27.8x202420252026
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 38.7x which is higher than its 3-year average PE of 27.8x.
  • 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 8.9% 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 Market-1.35%
Industrials-0.71%
Building-0.93%
Building Products-0.93%
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
MAIR Madison Air SolutionsUS$35.825.6%
+US$947.4m		n/aPE188.4x
MOD Modine ManufacturingUS$249.647.6%
+US$938.9m		152.7%PE109.1x
ALLE AllegionUS$139.953.0%
+US$354.9m		-9.3%PE19x
UFPI UFP IndustriesUS$86.702.0%
+US$97.1m		-17.4%PE19.1x
AWI Armstrong World IndustriesUS$157.280.9%
+US$58.9m		-6.1%PE21.9x

Latest News

TT
US$473.60
Trane Technologies
7D
-1.4%
1Y
3.1%
UFPI
US$86.70
UFP Industries
7D
2.0%
1Y
-17.4%
AWI
US$157.28
Armstrong World Industries
7D
0.9%
1Y
-6.1%
APOG
US$40.18
Apogee Enterprises
7D
2.4%
1Y
-6.7%
Seeking Alpha • Jul 18

Apogee Enterprises: Decent Financials, But Weak Momentum Make It A Hold

Summary Apogee Enterprises is rated hold due to weak price momentum, average financials, and underwhelming dividend growth despite a moderate valuation discount. Q1 2027 results showed a double beat, but segment performance was mixed, with Architectural Glass struggling and Architectural Services posting growth. APOG trades at an ~18% discount to estimated fair value, with a forward dividend yield of 2.63% and expected earnings growth of 12%. The Kalwall acquisition boosts FY27 revenue guidance but is not expected to be materially accretive to total earnings. Read the full article on Seeking Alpha
WMS
US$141.75
Advanced Drainage Systems
7D
-6.3%
1Y
20.6%
IIIN
US$31.70
Insteel Industries
7D
7.0%
1Y
-15.6%
BLDR
US$71.03
Builders FirstSource
7D
-6.6%
1Y
-47.3%
Narrative Update • Jul 17

BLDR: Compressed Multiples Will Test Margin Resilience As Volumes Stay Soft

Analysts have trimmed the Builders FirstSource fair value estimate from $76.00 to $70.00 and lowered the implied future P/E assumption. This reflects a series of reduced Street price targets that still point to potential margin support as volumes recover on leaner cost structures and greater automation.
OC
US$139.86
Owens Corning
7D
-2.6%
1Y
-4.4%
MOD
US$249.64
Modine Manufacturing
7D
7.6%
1Y
152.7%
MAIR
US$35.82
Madison Air Solutions
7D
5.6%
1Y
n/a
CSL
US$327.78
Carlisle Companies
7D
-4.7%
1Y
-22.8%
CARR
US$68.10
Carrier Global
7D
-0.9%
1Y
-14.5%
AAON
US$107.17
AAON
7D
-5.3%
1Y
36.1%
Narrative Update • Jul 14

AAON: Record Data Center Backlog Will Drive Future Stock Upside

Analysts have raised their price target on AAON to $150 from $120, citing updated assumptions around revenue growth, profit margins, and a lower projected P/E multiple reflected in recent Street research. What’s in the News for AAON AAON reported record first quarter sales, with BASX branded data center cooling solutions contributing US$228.6 million and source reports citing a 72.4% year over year BASX sales increase.
ALLE
US$139.95
Allegion
7D
3.0%
1Y
-9.3%
NX
US$18.47
Quanex Building Products
7D
4.7%
1Y
-7.0%
Narrative Update • Jul 09

NX: Index Removals And Higher Margin Outlook Will Drive Future Upside

Analysts have revised their price target on Quanex Building Products to $30.00 from $35.00, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples. What’s in the News for Quanex Building Products Quanex Building Products Corporation (NYSE: NX) was removed from the Russell 2000 Value-Defensive Index, according to index provider data.
LII
US$532.78
Lennox International
7D
-2.9%
1Y
-19.4%