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U.S. Building Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies51
  • 7D-1.1%
  • 3M12.8%
  • 1Y7.4%
  • YTD14.5%

Over the last 7 days, the Building industry has dropped 4.5%, driven by declines in Trane Technologies and Carrier Global of 5.0% and 7.8%, respectively. On the other hand Owens Corning is actually up 11%. This takes the industry's 12 month performance to a gain of 7.6%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 04 Jul 2026US$443.5bUS$161.9bUS$11.2b23.1x39.4x2.7x
Mon, 01 Jun 2026US$422.7bUS$161.9bUS$11.3b20.5x37.4x2.6x
Wed, 29 Apr 2026US$436.5bUS$162.1bUS$11.9b22x36.7x2.7x
Fri, 27 Mar 2026US$391.6bUS$158.6bUS$11.8b19.5x33.2x2.5x
Sun, 22 Feb 2026US$434.0bUS$160.4bUS$12.1b22.6x36x2.7x
Tue, 20 Jan 2026US$385.3bUS$163.7bUS$11.6b21.9x33.3x2.4x
Thu, 18 Dec 2025US$367.9bUS$163.6bUS$11.3b19.6x32.6x2.2x
Sat, 15 Nov 2025US$371.4bUS$161.0bUS$11.1b17.5x33.5x2.3x
Mon, 13 Oct 2025US$376.2bUS$160.9bUS$12.6b21.5x29.9x2.3x
Wed, 10 Sep 2025US$392.4bUS$160.9bUS$12.5b23x31.3x2.4x
Fri, 08 Aug 2025US$392.3bUS$160.4bUS$12.9b22.3x30.5x2.4x
Sun, 06 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Tue, 03 Jun 2025US$394.8bUS$163.3bUS$14.0b21x28.2x2.4x
Thu, 01 May 2025US$357.1bUS$162.7bUS$13.3b19.8x26.8x2.2x
Sat, 29 Mar 2025US$363.4bUS$162.7bUS$13.4b19.7x27.1x2.2x
Mon, 24 Feb 2025US$374.9bUS$161.9bUS$13.8b20.3x27.1x2.3x
Wed, 22 Jan 2025US$407.0bUS$163.6bUS$14.3b20.9x28.4x2.5x
Fri, 20 Dec 2024US$394.0bUS$163.6bUS$14.3b22.1x27.5x2.4x
Sun, 17 Nov 2024US$423.1bUS$162.3bUS$14.3b21.9x29.6x2.6x
Tue, 15 Oct 2024US$428.7bUS$164.3bUS$16.4b23.5x26.1x2.6x
Thu, 12 Sep 2024US$385.1bUS$164.3bUS$16.4b20.6x23.4x2.3x
Sat, 10 Aug 2024US$362.7bUS$164.4bUS$16.4b20.3x22.1x2.2x
Mon, 08 Jul 2024US$359.6bUS$162.7bUS$14.3b19.4x25.1x2.2x
Wed, 05 Jun 2024US$369.6bUS$163.8bUS$14.3b20x25.8x2.3x
Fri, 03 May 2024US$364.8bUS$166.7bUS$14.4b21.8x25.3x2.2x
Sun, 31 Mar 2024US$378.3bUS$165.2bUS$14.7b24.4x25.7x2.3x
Tue, 27 Feb 2024US$354.1bUS$166.9bUS$14.8b23x24x2.1x
Thu, 25 Jan 2024US$332.4bUS$175.3bUS$14.8b19.6x22.5x1.9x
Sat, 23 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Mon, 20 Nov 2023US$297.0bUS$175.2bUS$15.0b17.2x19.8x1.7x
Wed, 18 Oct 2023US$269.6bUS$171.9bUS$14.8b17.3x18.2x1.6x
Fri, 15 Sep 2023US$280.2bUS$171.9bUS$14.8b17.6x18.9x1.6x
Sun, 13 Aug 2023US$290.4bUS$171.9bUS$14.8b17.3x19.6x1.7x
Tue, 11 Jul 2023US$282.7bUS$174.2bUS$15.2b16.2x18.6x1.6x
Price to Earnings Ratio

18.6x


Total Market Cap: US$282.7bTotal Earnings: US$15.2bTotal Revenue: US$174.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 27.4x202420252026
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 40.1x which is higher than its 3-year average PE of 27.4x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 9.6% per year over the last three years,
  • Revenues have also declined 2.4% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.63%
Industrials-0.14%
Building-1.14%
Building Products-1.14%
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$140.761.7%
+US$1.4b		31.9%PE41.9x
OC Owens CorningUS$151.0611.6%
+US$1.3b		4.0%PS1.2x
FBIN Fortune Brands InnovationsUS$53.2215.8%
+US$866.1m		-0.4%PE23.4x
MAS MascoUS$82.773.5%
+US$555.6m		24.7%PE19.6x
LII Lennox InternationalUS$570.031.1%
+US$214.4m		-5.7%PE25x

Latest News

AOS
US$62.72
A. O. Smith
7D
1.6%
1Y
-7.7%
AAON
US$107.62
AAON
7D
-15.1%
1Y
43.0%
MAS
US$82.77
Masco
7D
3.5%
1Y
24.7%
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.
CARR
US$70.07
Carrier Global
7D
-4.8%
1Y
-7.4%
SSD
US$200.72
Simpson Manufacturing
7D
-4.4%
1Y
23.0%
FBIN
US$53.22
Fortune Brands Innovations
7D
15.8%
1Y
-0.4%
Narrative Update • Jun 30

FBIN: New Leadership And Portfolio Review Will Shape Future Shareholder Returns

Analysts have raised the fair value estimate for Fortune Brands to $49.92 from $46.64, citing a lower discount rate, a slightly higher assumed future P/E multiple of 16.32, and recent research pointing to potential portfolio changes under the new CEO as key drivers of the higher price target range. Analyst Commentary Recent Street research on Fortune Brands shows a mix of optimism around the leadership change and caution around execution and capital allocation, which feeds directly into how analysts frame valuation and risk.
HAYW
US$16.97
Hayward Holdings
7D
2.9%
1Y
19.5%
MOD
US$230.97
Modine Manufacturing
7D
-9.8%
1Y
120.9%
CSL
US$366.73
Carlisle Companies
7D
-5.6%
1Y
-7.8%
OC
US$151.06
Owens Corning
7D
11.6%
1Y
4.0%
JCI
US$140.76
Johnson Controls International
7D
1.7%
1Y
31.9%
Narrative Update • Jun 29

JCI: Future Upside Will Depend On Data Center Cooling Execution

The analyst price target for Johnson Controls International has been raised from $138.11 to $155.21 as analysts factor in higher projected revenue growth, slightly stronger profit margins, and supportive research citing data center demand, operational changes, and potential portfolio actions. Analyst Commentary Recent research on Johnson Controls International points to a mix of optimism and caution, with several firms adjusting price targets and reassessing execution risks as the company focuses on data center demand and internal transformation efforts.
BLDR
US$84.69
Builders FirstSource
7D
-5.0%
1Y
-33.4%
LII
US$570.03
Lennox International
7D
1.1%
1Y
-5.7%
Seeking Alpha • Jun 25

Lennox International: Valuation A Bit Too Hot, Upside Potential A Bit Too Cold

Summary Lennox International benefits from robust HVAC demand, especially in its Building Climate Solutions segment, amid data center expansion. LII's Q1 2026 net sales rose 5.9% YoY to $1.14B, with BCS profit up 62.5% YoY, offsetting Home Comfort Solutions weakness. Technical indicators show bullish momentum, but LII trades above its five-year average P/E, suggesting a premium valuation and potential for a pullback. Commodity inflation, tariffs, and a weak housing market pose risks; I recommend staying on the sidelines and waiting for a better entry point. Read the full article on Seeking Alpha
MAIR
US$37.18
Madison Air Solutions
7D
-1.1%
1Y
n/a
Seeking Alpha • Jun 23

Madison Air Solutions: Mission-Critical Air Demand Makes This A Buy

Summary Initiating Madison Air Solutions (MAIR) at buy, driven by robust structural demand for mission-critical air solutions beyond traditional HVAC cycles. MAIR’s Commercial segment benefits from AI-driven data center growth, with Q1 2026 organic sales up 17.2% and backlog surging 125% year-over-year. AprilAire acquisition strengthens Residential portfolio, targeting higher revenue per job and reducing reliance on equipment replacement cycles. Valuation at 23x EBITDA offers ~60% upside if MAIR achieves $1.59B adj. EBITDA by FY29; key risks are backlog conversion pace and Residential segment softness. Read the full article on Seeking Alpha
ZWS
US$49.16
Zurn Elkay Water Solutions
7D
-3.4%
1Y
30.9%
Analysis Article • Jun 19

Zurn Elkay Water Solutions (ZWS) Stock Could Be 11.1% Undervalued After Strong Earnings

Recent quarterly results at Zurn Elkay Water Solutions (ZWS) showed strong year over year gains in both revenue and net profit, drawing investor attention as the company’s market cap adjusted to the improved financial picture. See our latest analysis for Zurn Elkay Water Solutions. The recent earnings update comes on top of meaningful share price strength for Zurn Elkay Water Solutions, with a 30-day share price return of 7.79% and a 90-day gain of 14.14%, while the 1-year total shareholder...
ALLE
US$140.58
Allegion
7D
0.6%
1Y
-5.1%