Narrative Update • Jun 01

Over the last 7 days, the Building industry has risen 1.1%, and Madison Air Solutions contributed the most with a gain of 9.5%. This means that the industry has gained 7.1% over the past year. Looking forward, earnings are forecast to grow by 20% annually.
Has the U.S. Building Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | US$422.7b | US$161.9b | US$11.3b | 20.5x | 37.4x | 2.6x |
| Thu, 30 Apr 2026 | US$430.5b | US$162.1b | US$11.9b | 21.5x | 36.2x | 2.7x |
| Sat, 28 Mar 2026 | US$372.6b | US$158.6b | US$11.8b | 19.3x | 31.6x | 2.3x |
| Mon, 23 Feb 2026 | US$434.0b | US$160.4b | US$12.1b | 22.6x | 36x | 2.7x |
| Wed, 21 Jan 2026 | US$385.3b | US$163.7b | US$11.6b | 21.6x | 33.3x | 2.4x |
| Fri, 19 Dec 2025 | US$364.4b | US$163.6b | US$11.6b | 19.7x | 31.5x | 2.2x |
| Sun, 16 Nov 2025 | US$363.5b | US$161.0b | US$11.1b | 17.5x | 32.8x | 2.3x |
| Tue, 14 Oct 2025 | US$376.2b | US$160.9b | US$12.6b | 21.5x | 29.9x | 2.3x |
| Thu, 11 Sep 2025 | US$392.4b | US$160.9b | US$12.5b | 23.4x | 31.3x | 2.4x |
| Sat, 09 Aug 2025 | US$393.8b | US$160.7b | US$12.9b | 22.4x | 30.5x | 2.4x |
| Mon, 07 Jul 2025 | US$405.3b | US$162.0b | US$13.8b | 21.1x | 29.3x | 2.5x |
| Wed, 04 Jun 2025 | US$390.6b | US$163.3b | US$14.0b | 21.4x | 27.9x | 2.4x |
| Fri, 02 May 2025 | US$366.8b | US$163.2b | US$13.5b | 19.8x | 27.1x | 2.2x |
| Sun, 30 Mar 2025 | US$351.9b | US$162.7b | US$13.4b | 19.7x | 26.3x | 2.2x |
| Tue, 25 Feb 2025 | US$374.9b | US$162.5b | US$13.4b | 21.5x | 27.9x | 2.3x |
| Thu, 23 Jan 2025 | US$413.4b | US$163.6b | US$14.3b | 20.8x | 28.9x | 2.5x |
| Sat, 21 Dec 2024 | US$389.9b | US$163.6b | US$14.3b | 22.1x | 27.2x | 2.4x |
| Mon, 18 Nov 2024 | US$423.1b | US$162.3b | US$14.3b | 21.9x | 29.6x | 2.6x |
| Wed, 16 Oct 2024 | US$429.2b | US$164.3b | US$16.4b | 23.8x | 26.1x | 2.6x |
| Fri, 13 Sep 2024 | US$385.1b | US$164.3b | US$16.4b | 21.1x | 23.4x | 2.3x |
| Sun, 11 Aug 2024 | US$363.9b | US$164.4b | US$16.4b | 20.3x | 22.1x | 2.2x |
| Tue, 09 Jul 2024 | US$359.6b | US$162.7b | US$14.3b | 19.9x | 25.1x | 2.2x |
| Thu, 06 Jun 2024 | US$364.0b | US$163.8b | US$14.3b | 20.2x | 25.4x | 2.2x |
| Sat, 04 May 2024 | US$367.9b | US$166.6b | US$14.4b | 22.2x | 25.5x | 2.2x |
| Mon, 01 Apr 2024 | US$378.3b | US$165.2b | US$14.7b | 24.4x | 25.7x | 2.3x |
| Wed, 28 Feb 2024 | US$354.1b | US$166.8b | US$14.8b | 22.9x | 23.9x | 2.1x |
| Fri, 26 Jan 2024 | US$328.2b | US$175.3b | US$14.8b | 20.2x | 22.2x | 1.9x |
| Sun, 24 Dec 2023 | US$332.5b | US$175.3b | US$14.8b | 20.5x | 22.5x | 1.9x |
| Tue, 21 Nov 2023 | US$297.0b | US$175.2b | US$15.0b | 17.2x | 19.8x | 1.7x |
| Thu, 19 Oct 2023 | US$257.4b | US$171.9b | US$14.8b | 16.7x | 17.4x | 1.5x |
| Sat, 16 Sep 2023 | US$280.2b | US$171.9b | US$14.8b | 17.6x | 18.9x | 1.6x |
| Mon, 14 Aug 2023 | US$290.4b | US$171.9b | US$14.8b | 17.3x | 19.6x | 1.7x |
| Wed, 12 Jul 2023 | US$286.2b | US$174.2b | US$15.2b | 16.4x | 18.8x | 1.6x |
| Fri, 09 Jun 2023 | US$261.3b | US$174.0b | US$15.2b | 15.1x | 17.2x | 1.5x |
17.2x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 1.58% | |
| Industrials | 1.37% | |
| Building | 1.15% | |
| Building Products | 1.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MAIR Madison Air Solutions | US$43.86 | 9.5% +US$1.9b | n/a | PE230.7x | |
| CARR Carrier Global | US$65.11 | 3.1% +US$1.6b | -7.4% | PE42.2x | |
| MOD Modine Manufacturing | US$288.52 | 10.7% +US$1.5b | 224.9% | PE125.4x | |
| MBC MasterBrand | US$8.65 | 12.2% +US$786.6m | -11.9% | PS0.7x | |
| LII Lennox International | US$496.77 | 2.5% +US$422.1m | -10.0% | PE21.8x |