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U.S. Building Industry Analysis

UpdatedJan 20, 2026
DataAggregated Company Financials
Companies53
  • 7D2.1%
  • 3M-2.2%
  • 1Y-1.1%
  • YTD2.8%

Over the last 7 days, the Building industry has risen 2.3%, driven by gains from Johnson Controls International of 2.9%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 08 Jun 2023US$256.7bUS$174.0bUS$15.2b15.1x16.9x1.5x
Sat, 06 May 2023US$248.2bUS$174.2bUS$15.2b15x16.3x1.4x
Mon, 03 Apr 2023US$246.5bUS$175.5bUS$16.6b13.8x14.8x1.4x
Wed, 01 Mar 2023US$251.6bUS$175.4bUS$16.7b14.5x15x1.4x
Fri, 27 Jan 2023US$248.2bUS$176.3bUS$17.3b14.3x14.3x1.4x
Price to Earnings Ratio

14.3x


Total Market Cap: US$248.2bTotal Earnings: US$17.3bTotal Revenue: US$176.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 24.4x202420252026
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 33.3x which is higher than its 3-year average PE of 24.4x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 13% 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 Market-0.55%
Industrials2.19%
Building2.08%
Building Products2.08%
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$114.612.9%
+US$2.1b		41.2%PE40.8x
TT Trane TechnologiesUS$389.531.1%
+US$900.3m		0.09%PE29.3x
AAON AAONUS$94.0810.2%
+US$710.1m		-27.7%PE76.5x
CARR Carrier GlobalUS$56.191.5%
+US$682.2m		-19.3%PE34.3x
MOD Modine ManufacturingUS$136.887.6%
+US$508.1m		3.1%PE38.7x

Latest News

JCI
US$114.61
Johnson Controls International
7D
2.9%
1Y
41.2%
AAON
US$94.08
AAON
7D
10.2%
1Y
-27.7%

AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

Jan 17
AAON, Inc. (NASDAQ:AAON) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable
CARR
US$56.19
Carrier Global
7D
1.5%
1Y
-19.3%
JCTC
US$1.81
Jewett-Cameron Trading
7D
-24.1%
1Y
-60.0%
AWI
US$196.12
Armstrong World Industries
7D
-1.2%
1Y
31.9%
MOD
US$136.88
Modine Manufacturing
7D
7.6%
1Y
3.1%
LII
US$525.87
Lennox International
7D
-1.4%
1Y
-18.8%
CSL
US$363.72
Carlisle Companies
7D
2.1%
1Y
-9.0%

CSL: Share Repurchases And Flat 2025 Outlook Will Shape Future Returns

Analysts have kept their price target for Carlisle Companies steady at approximately US$369.50, citing only minor tweaks to discount rate, revenue growth, profit margin, and forward P/E assumptions that do not materially change their overall view. What's in the News Carlisle Companies reported that from July 1, 2025 to September 30, 2025, it repurchased 800,000 shares for US$296.04 million, equal to 1.88% of its shares.
SSD
US$188.13
Simpson Manufacturing
7D
4.6%
1Y
11.5%

SSD: Housing Uncertainty And Buybacks Will Shape Balanced Future Returns

Analysts have kept their fair value estimate for Simpson Manufacturing steady at about $194.75 per share, with only small tweaks to inputs like the discount rate and future P/E, as they balance the company’s strong structural connector position against ongoing uncertainty in U.S. housing starts and new residential construction. Analyst Commentary Bullish Takeaways Bullish analysts highlight Simpson’s roughly 80% share in structural connectors as a key support for its pricing power and long term earnings resilience.
TT
US$389.53
Trane Technologies
7D
1.1%
1Y
0.09%

TT: AI Building Decarbonization And Data Center Cooling Will Support Future Upside

Analysts now see slightly less upside for Trane Technologies, trimming their fair value estimate from about US$482.28 to around US$479.91, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Trane Technologies and Amazon reported results from an AI powered building decarbonization project using BrainBox AI and AWS.
REZI
US$37.88
Resideo Technologies
7D
-0.4%
1Y
65.0%
UFPI
US$107.89
UFP Industries
7D
5.4%
1Y
-7.6%

UFPI: Housing Recovery Will Eventually Reward Patient Home Improvement Exposure

Analysts have maintained their fair value estimate for UFP Industries at $109.40, making only minor model adjustments, as they balance a Hold-rated $95 target with a call for patience in light of muted home improvement spending and softer new residential construction. Analyst Commentary Recent research keeps UFP Industries in Hold territory, with a fair value estimate of $109.40 and a $95 target.
ILAG
US$3.69
Intelligent Living Application Group
7D
-6.3%
1Y
-57.3%
NCL
US$0.19
Northann
7D
-6.3%
1Y
-92.4%
CSTE
US$2.00
Caesarstone
7D
-5.2%
1Y
-52.4%
WXM
US$0.51
WF International
7D
-7.1%
1Y
n/a