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U.S. Building Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies53
  • 7D-2.5%
  • 3M-5.2%
  • 1Y6.7%
  • YTD11.1%

Over the last 7 days, the Building industry has dropped 2.5%, driven by Trane Technologies declining 3.5%. On the other hand AAON is actually up 38%. Over the past 12 months, the industry was up 6.7%. 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
Thu, 14 May 2026US$430.2bUS$162.7bUS$11.4b20.6x37.9x2.6x
Sat, 11 Apr 2026US$406.9bUS$158.6bUS$11.8b21.1x34.5x2.6x
Mon, 09 Mar 2026US$388.5bUS$158.6bUS$11.9b21.3x32.6x2.5x
Wed, 04 Feb 2026US$396.9bUS$163.8bUS$11.5b21.5x34.4x2.4x
Fri, 02 Jan 2026US$366.8bUS$163.6bUS$11.6b19.2x31.7x2.2x
Sun, 30 Nov 2025US$370.7bUS$160.9bUS$11.1b19x33.5x2.3x
Tue, 28 Oct 2025US$387.9bUS$161.0bUS$12.6b19.9x30.8x2.4x
Thu, 25 Sep 2025US$385.8bUS$160.9bUS$12.5b22.1x30.8x2.4x
Sat, 23 Aug 2025US$394.6bUS$160.7bUS$12.9b23.6x30.7x2.5x
Mon, 21 Jul 2025US$409.7bUS$162.0bUS$14.1b21.1x29.1x2.5x
Wed, 18 Jun 2025US$392.3bUS$163.5bUS$14.0b20.2x28x2.4x
Fri, 16 May 2025US$400.2bUS$163.4bUS$14.0b21.9x28.6x2.4x
Sun, 13 Apr 2025US$345.6bUS$162.6bUS$13.4b18.9x25.8x2.1x
Tue, 11 Mar 2025US$365.0bUS$162.5bUS$13.4b19x27.2x2.2x
Thu, 06 Feb 2025US$381.1bUS$164.4bUS$14.5b19.8x26.3x2.3x
Sat, 04 Jan 2025US$386.8bUS$163.6bUS$14.3b20.9x27x2.4x
Mon, 02 Dec 2024US$437.7bUS$162.3bUS$14.3b22.4x30.6x2.7x
Wed, 30 Oct 2024US$416.4bUS$165.4bUS$14.6b21.7x28.4x2.5x
Fri, 27 Sep 2024US$418.8bUS$164.3bUS$16.4b22.6x25.5x2.5x
Sun, 25 Aug 2024US$393.6bUS$164.4bUS$16.4b21.2x23.9x2.4x
Tue, 23 Jul 2024US$378.3bUS$162.7bUS$14.2b21.9x26.6x2.3x
Thu, 20 Jun 2024US$377.7bUS$162.7bUS$14.3b20.7x26.4x2.3x
Sat, 18 May 2024US$375.3bUS$163.8bUS$14.4b20.9x26.1x2.3x
Mon, 15 Apr 2024US$365.2bUS$165.2bUS$14.7b22.9x24.8x2.2x
Wed, 13 Mar 2024US$360.6bUS$166.7bUS$14.8b23.1x24.3x2.2x
Fri, 09 Feb 2024US$341.3bUS$168.2bUS$14.9b20.9x22.9x2x
Sun, 07 Jan 2024US$327.2bUS$175.3bUS$14.8b20.4x22.1x1.9x
Tue, 05 Dec 2023US$304.3bUS$175.2bUS$15.0b17.9x20.3x1.7x
Thu, 02 Nov 2023US$268.9bUS$175.7bUS$14.2b16.5x19x1.5x
Sat, 30 Sep 2023US$274.8bUS$171.9bUS$14.8b16.8x18.5x1.6x
Mon, 28 Aug 2023US$280.7bUS$171.9bUS$14.8b17.2x19x1.6x
Wed, 26 Jul 2023US$292.8bUS$174.2bUS$15.2b16.6x19.3x1.7x
Fri, 23 Jun 2023US$272.7bUS$174.0bUS$15.2b15.8x17.9x1.6x
Sun, 21 May 2023US$251.0bUS$174.0bUS$15.2b14.6x16.5x1.4x
Price to Earnings Ratio

16.5x


Total Market Cap: US$251.0bTotal Earnings: US$15.2bTotal Revenue: US$174.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 26.4x202420252026
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 37.9x which is higher than its 3-year average PE of 26.4x.
  • The 3-year average PS ratio of 2.2x 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 9.2% per year over the last three years,
  • Revenues have also declined 2.2% 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 Market0.55%
Industrials-1.83%
Building-2.53%
Building Products-2.53%
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
AAON AAONUS$135.3737.7%
+US$3.0b		29.1%PE93.9x
MAIR Madison Air SolutionsUS$42.507.3%
+US$1.4b		n/aPE216.5x
JCI Johnson Controls InternationalUS$143.800.5%
+US$402.7m		49.2%PE42.8x
MOD Modine ManufacturingUS$279.201.8%
+US$262.6m		165.7%PE150.5x
APT Alpha Pro TechUS$6.0829.4%
+US$14.1m		35.1%PE17.1x

Latest News

MAIR
US$42.50
Madison Air Solutions
7D
7.3%
1Y
n/a
MAS
US$67.48
Masco
7D
-6.2%
1Y
1.3%
AAON
US$135.37
AAON
7D
37.7%
1Y
29.1%
MOD
US$279.20
Modine Manufacturing
7D
1.8%
1Y
165.7%
REZI
US$30.11
Resideo Technologies
7D
-26.7%
1Y
41.5%
CARR
US$65.57
Carrier Global
7D
-3.4%
1Y
-10.6%
JCI
US$143.80
Johnson Controls International
7D
0.5%
1Y
49.2%
APT
US$6.08
Alpha Pro Tech
7D
29.4%
1Y
35.1%
TT
US$471.02
Trane Technologies
7D
-3.5%
1Y
12.2%
ROCK
US$38.22
Gibraltar Industries
7D
0.8%
1Y
-38.0%
BLDR
US$72.32
Builders FirstSource
7D
-9.6%
1Y
-39.5%
CSL
US$345.82
Carlisle Companies
7D
-7.5%
1Y
-13.4%
WMS
US$137.94
Advanced Drainage Systems
7D
-7.2%
1Y
13.4%
Narrative Update • May 06

WMS: Expanded Buyback And Analyst Day Will Support Higher Future P/E Multiple

Analysts held the fair value estimate for Advanced Drainage Systems at $190.30, making modest adjustments to underlying assumptions. This reflects a mix of recent Street research in which several firms raised longer term price targets, while others trimmed them by $5 to $17 based on their updated views of the business and its outlook.
LII
US$507.50
Lennox International
7D
-6.3%
1Y
-14.2%
Narrative Update • May 03

LII: Future Cash Generation From M&A And Buybacks Will Support Upside

Analysts have nudged their price target for Lennox International up from $645 to $650, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that slightly adjust the risk and earnings profile without changing the overall investment story. What's in the News Lennox International maintains 2026 earnings guidance, with earnings per share expected in a range of $23.50 to $25.00 and revenue growth guidance for the year updated to approximately 8%, including a 4% contribution from completed acquisitions (company guidance).
CSTE
US$1.49
Caesarstone
7D
7.2%
1Y
-28.7%
ILAG
US$4.11
Intelligent Living Application Group
7D
9.1%
1Y
8.4%