Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Building Industry Analysis

UpdatedMay 03, 2026
DataAggregated Company Financials
Companies53
  • 7D1.5%
  • 3M6.7%
  • 1Y14.3%
  • YTD13.6%

Over the last 7 days, the Building industry has risen 1.5%, driven by gains from Carrier Global of 11%. In the same time, Builders FirstSource was down 16%. This takes the industry's 12 month performance to a gain of 14%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 May 2026US$440.9bUS$162.1bUS$11.5b21.7x38.3x2.7x
Tue, 31 Mar 2026US$370.6bUS$158.6bUS$11.8b19.2x31.4x2.3x
Thu, 26 Feb 2026US$430.8bUS$158.8bUS$12.1b21.8x35.7x2.7x
Sat, 24 Jan 2026US$385.6bUS$163.7bUS$11.6b21.2x33.3x2.4x
Mon, 22 Dec 2025US$370.4bUS$163.6bUS$11.6b19.3x32x2.3x
Wed, 19 Nov 2025US$356.2bUS$161.0bUS$11.1b16.8x32.1x2.2x
Fri, 17 Oct 2025US$386.6bUS$160.9bUS$12.6b20.3x30.7x2.4x
Sun, 14 Sep 2025US$391.1bUS$160.9bUS$12.5b23.3x31.2x2.4x
Tue, 12 Aug 2025US$394.0bUS$160.7bUS$12.9b22.5x30.5x2.5x
Thu, 10 Jul 2025US$400.7bUS$162.0bUS$13.8b21.4x28.9x2.5x
Sat, 07 Jun 2025US$396.8bUS$163.5bUS$14.0b21.4x28.3x2.4x
Mon, 05 May 2025US$384.5bUS$162.9bUS$13.6b20.2x28.3x2.4x
Wed, 02 Apr 2025US$353.9bUS$162.6bUS$13.4b20.4x26.4x2.2x
Fri, 28 Feb 2025US$374.2bUS$162.5bUS$13.4b20.8x27.9x2.3x
Sun, 26 Jan 2025US$411.3bUS$163.6bUS$14.3b20.8x28.7x2.5x
Tue, 24 Dec 2024US$394.3bUS$163.6bUS$14.3b21.9x27.5x2.4x
Thu, 21 Nov 2024US$423.5bUS$162.3bUS$14.3b21.5x29.6x2.6x
Sat, 19 Oct 2024US$430.7bUS$164.3bUS$16.4b24.1x26.2x2.6x
Mon, 16 Sep 2024US$399.4bUS$164.3bUS$16.4b21.7x24.3x2.4x
Wed, 14 Aug 2024US$361.0bUS$164.4bUS$16.4b20.3x22x2.2x
Fri, 12 Jul 2024US$366.1bUS$162.7bUS$14.2b21.2x25.7x2.3x
Sun, 09 Jun 2024US$363.5bUS$163.8bUS$14.3b19.9x25.3x2.2x
Tue, 07 May 2024US$379.3bUS$166.6bUS$14.4b22.5x26.3x2.3x
Thu, 04 Apr 2024US$374.1bUS$165.2bUS$14.7b23.8x25.4x2.3x
Sat, 02 Mar 2024US$357.8bUS$166.7bUS$14.8b22.9x24.2x2.1x
Mon, 29 Jan 2024US$333.7bUS$175.3bUS$14.8b20.1x22.5x1.9x
Wed, 27 Dec 2023US$332.5bUS$175.3bUS$14.8b20.6x22.5x1.9x
Fri, 24 Nov 2023US$296.0bUS$175.2bUS$15.0b17.4x19.8x1.7x
Sun, 22 Oct 2023US$249.6bUS$171.8bUS$14.8b16.5x16.9x1.5x
Tue, 19 Sep 2023US$278.2bUS$171.9bUS$14.8b17.4x18.8x1.6x
Thu, 17 Aug 2023US$287.5bUS$171.9bUS$14.8b17.4x19.4x1.7x
Sat, 15 Jul 2023US$291.0bUS$174.1bUS$15.2b16.4x19.1x1.7x
Mon, 12 Jun 2023US$259.9bUS$174.0bUS$15.2b15x17.1x1.5x
Wed, 10 May 2023US$250.0bUS$174.1bUS$15.1b15.2x16.5x1.4x
Price to Earnings Ratio

16.5x


Total Market Cap: US$250.0bTotal Earnings: US$15.1bTotal Revenue: US$174.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 26.2x202420252026
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 38.3x which is higher than its 3-year average PE of 26.2x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 8.7% 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 Market0.85%
Industrials0.55%
Building1.53%
Building Products1.53%
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
CARR Carrier GlobalUS$67.6210.9%
+US$5.6b		-5.5%PE44.1x
MAIR Madison Air SolutionsUS$40.1718.7%
+US$3.2b		n/aPE204.6x
JCI Johnson Controls InternationalUS$145.082.2%
+US$1.9b		63.2%PE46.4x
LII Lennox InternationalUS$526.337.2%
+US$1.2b		-6.3%PE23.1x
MOD Modine ManufacturingUS$266.836.0%
+US$797.8m		195.8%PE143.9x

Latest News

CARR
US$67.62
Carrier Global
7D
10.9%
1Y
-5.5%
BLDR
US$75.72
Builders FirstSource
7D
-15.9%
1Y
-33.7%
AOS
US$60.35
A. O. Smith
7D
-6.3%
1Y
-11.8%
UFPI
US$85.18
UFP Industries
7D
-10.2%
1Y
-16.4%

UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 02
UFP Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
ALLE
US$135.49
Allegion
7D
-7.3%
1Y
-3.9%

Allegion plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

May 01
Allegion plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
LII
US$526.33
Lennox International
7D
7.2%
1Y
-6.3%
MAIR
US$40.17
Madison Air Solutions
7D
18.7%
1Y
n/a
AWI
US$168.46
Armstrong World Industries
7D
-5.5%
1Y
12.4%

Armstrong World Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Apr 30
Armstrong World Industries, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
AAON
US$93.59
AAON
7D
-6.0%
1Y
-5.8%

AAON: FY26 Guidance Will Support Long Term Upside Potential

Analysts nudged their price target on AAON shares up by $3 to $118, citing company guidance that is above Street expectations for FY26 revenue and gross profit as support for the move. Analyst Commentary Street research points to a mixed reaction around AAON, with the latest price target adjustment to US$118 reflecting confidence in the company’s FY26 guidance but also highlighting areas where expectations may be running ahead of what some see as a clean execution path.
JCI
US$145.08
Johnson Controls International
7D
2.2%
1Y
63.2%
MAS
US$71.24
Masco
7D
-4.0%
1Y
14.4%

Masco: Now Is Not The Time To Turn Bullish Yet

Apr 29
SSD
US$192.05
Simpson Manufacturing
7D
5.8%
1Y
22.2%
MOD
US$266.83
Modine Manufacturing
7D
6.0%
1Y
195.8%

MOD: Data Center Thermal One Stop Shop Will Drive Balanced AI Infrastructure Outlook

The analyst fair value estimate for Modine Manufacturing has increased from about $251.14 to $265.57. This change reflects updated views from multiple firms that cite the company’s role in data center cooling and refrigeration solutions and the potential for higher future P/E assumptions.
TGEN
US$4.95
Tecogen
7D
15.4%
1Y
84.7%
IIIN
US$26.40
Insteel Industries
7D
4.6%
1Y
-24.6%
WMS
US$147.31
Advanced Drainage Systems
7D
-3.1%
1Y
27.0%