Narrative Update • Jun 23

Over the last 7 days, the Building industry has dropped 1.5%, driven by a pullback from Johnson Controls International of 2.7%. Over the past 12 months, the industry was up 9.8%. 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 |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | US$449.9b | US$161.9b | US$11.3b | 20.8x | 39.9x | 2.8x |
| Fri, 22 May 2026 | US$415.0b | US$162.9b | US$11.4b | 21.1x | 36.6x | 2.5x |
| Sun, 19 Apr 2026 | US$428.1b | US$161.9b | US$11.9b | 21.5x | 36x | 2.6x |
| Tue, 17 Mar 2026 | US$378.5b | US$158.6b | US$11.9b | 20.8x | 31.8x | 2.4x |
| Thu, 12 Feb 2026 | US$438.8b | US$164.1b | US$11.7b | 23.6x | 37.5x | 2.7x |
| Sat, 10 Jan 2026 | US$368.4b | US$163.6b | US$11.6b | 21.6x | 31.9x | 2.3x |
| Mon, 08 Dec 2025 | US$372.5b | US$163.6b | US$11.2b | 19.6x | 33.1x | 2.3x |
| Wed, 05 Nov 2025 | US$385.9b | US$157.4b | US$12.7b | 20.5x | 30.5x | 2.5x |
| Fri, 03 Oct 2025 | US$390.0b | US$160.9b | US$12.5b | 22.2x | 31.1x | 2.4x |
| Sun, 31 Aug 2025 | US$397.4b | US$160.7b | US$12.8b | 23.3x | 30.9x | 2.5x |
| Tue, 29 Jul 2025 | US$430.0b | US$162.1b | US$14.1b | 21.4x | 30.5x | 2.7x |
| Thu, 26 Jun 2025 | US$398.0b | US$163.5b | US$14.0b | 20.2x | 28.4x | 2.4x |
| Sat, 24 May 2025 | US$393.5b | US$163.4b | US$14.0b | 21.2x | 28.1x | 2.4x |
| Mon, 21 Apr 2025 | US$341.4b | US$162.7b | US$13.4b | 18.7x | 25.5x | 2.1x |
| Wed, 19 Mar 2025 | US$364.1b | US$162.7b | US$13.4b | 19.8x | 27.2x | 2.2x |
| Fri, 14 Feb 2025 | US$385.5b | US$162.1b | US$14.1b | 20.6x | 27.4x | 2.4x |
| Sun, 12 Jan 2025 | US$383.6b | US$163.6b | US$14.3b | 20.1x | 26.8x | 2.3x |
| Tue, 10 Dec 2024 | US$430.6b | US$162.3b | US$14.3b | 22.8x | 30.1x | 2.7x |
| Thu, 07 Nov 2024 | US$412.5b | US$165.6b | US$14.5b | 22.6x | 28.4x | 2.5x |
| Sat, 05 Oct 2024 | US$420.6b | US$164.3b | US$16.4b | 22.6x | 25.6x | 2.6x |
| Mon, 02 Sep 2024 | US$395.7b | US$164.3b | US$16.4b | 21.5x | 24.1x | 2.4x |
| Wed, 31 Jul 2024 | US$388.6b | US$163.7b | US$16.5b | 21.8x | 23.6x | 2.4x |
| Fri, 28 Jun 2024 | US$361.4b | US$162.7b | US$14.3b | 20.3x | 25.3x | 2.2x |
| Sun, 26 May 2024 | US$385.6b | US$163.8b | US$14.3b | 21.2x | 26.9x | 2.4x |
| Tue, 23 Apr 2024 | US$352.4b | US$165.2b | US$14.7b | 22.5x | 23.9x | 2.1x |
| Thu, 21 Mar 2024 | US$371.4b | US$166.7b | US$14.8b | 23.6x | 25.1x | 2.2x |
| Sat, 17 Feb 2024 | US$351.3b | US$168.2b | US$14.9b | 21x | 23.6x | 2.1x |
| Mon, 15 Jan 2024 | US$330.5b | US$175.3b | US$14.8b | 19.5x | 22.3x | 1.9x |
| Wed, 13 Dec 2023 | US$314.9b | US$175.4b | US$14.8b | 18.7x | 21.3x | 1.8x |
| Fri, 10 Nov 2023 | US$282.3b | US$175.4b | US$14.2b | 16.3x | 19.9x | 1.6x |
| Sun, 08 Oct 2023 | US$268.6b | US$171.9b | US$14.8b | 16.7x | 18.1x | 1.6x |
| Tue, 05 Sep 2023 | US$294.8b | US$171.9b | US$14.8b | 17.7x | 19.9x | 1.7x |
| Thu, 03 Aug 2023 | US$298.3b | US$173.2b | US$14.9b | 17.2x | 20x | 1.7x |
| Sat, 01 Jul 2023 | US$282.2b | US$174.0b | US$15.2b | 16.4x | 18.6x | 1.6x |
18.6x
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | -2.31% | |
| Industrials | -0.71% | |
| Building | -1.54% | |
| Building Products | -1.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SSD Simpson Manufacturing | US$197.71 | 1.1% +US$88.9m | 24.1% | PE22.9x | |
| TGLS Tecnoglass | US$45.38 | 1.2% +US$23.5m | -40.0% | PE13.5x | |
| HAYW Hayward Holdings | US$14.81 | 0.1% +US$4.3m | 6.2% | PE20x | |
| IIIN Insteel Industries | US$28.80 | 0.7% +US$4.1m | -21.1% | PE13.2x | |
| TGEN Tecogen | US$5.72 | 0.9% +US$1.5m | -21.9% | PS6.5x |