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U.S. Building Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies52
  • 7D-0.5%
  • 3M10.0%
  • 1Y9.7%
  • YTD12.3%

Over the last 7 days, the Building industry has remained flat. As for the the longer term, the industry is up 9.7% over the past 12 months. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$420.3bUS$161.9bUS$11.3b20.7x37.2x2.6x
Sun, 10 May 2026US$436.4bUS$162.6bUS$11.3b21.8x38.5x2.7x
Tue, 07 Apr 2026US$378.1bUS$158.6bUS$11.8b19.6x32x2.4x
Thu, 05 Mar 2026US$412.3bUS$158.6bUS$12.0b22.3x34.5x2.6x
Sat, 31 Jan 2026US$393.2bUS$163.8bUS$11.5b21.3x34.1x2.4x
Mon, 29 Dec 2025US$373.2bUS$163.6bUS$11.6b19.4x32.3x2.3x
Wed, 26 Nov 2025US$360.0bUS$161.0bUS$11.1b18.3x32.5x2.2x
Fri, 24 Oct 2025US$378.6bUS$160.9bUS$12.6b19.8x30.1x2.4x
Sun, 21 Sep 2025US$388.1bUS$160.9bUS$12.5b22.8x31x2.4x
Tue, 19 Aug 2025US$396.2bUS$160.7bUS$12.9b22.9x30.8x2.5x
Thu, 17 Jul 2025US$402.0bUS$162.0bUS$14.1b20.4x28.6x2.5x
Sat, 14 Jun 2025US$395.2bUS$163.5bUS$14.0b21.1x28.2x2.4x
Mon, 12 May 2025US$385.9bUS$163.4bUS$14.0b21.3x27.5x2.4x
Wed, 09 Apr 2025US$325.2bUS$162.6bUS$13.4b17.7x24.3x2x
Fri, 07 Mar 2025US$363.7bUS$162.5bUS$13.4b19.3x27.1x2.2x
Sun, 02 Feb 2025US$389.2bUS$164.2bUS$14.5b20.4x26.9x2.4x
Tue, 31 Dec 2024US$391.5bUS$163.6bUS$14.3b20.4x27.3x2.4x
Thu, 28 Nov 2024US$438.2bUS$162.3bUS$14.3b22.5x30.7x2.7x
Sat, 26 Oct 2024US$414.2bUS$165.6bUS$14.7b22x28.1x2.5x
Mon, 23 Sep 2024US$418.2bUS$164.3bUS$16.4b22x25.5x2.5x
Wed, 21 Aug 2024US$380.0bUS$164.4bUS$16.4b20.6x23.1x2.3x
Fri, 19 Jul 2024US$384.6bUS$162.7bUS$14.2b22.2x27x2.4x
Sun, 16 Jun 2024US$369.8bUS$162.7bUS$14.3b20.1x25.9x2.3x
Tue, 14 May 2024US$376.9bUS$166.5bUS$14.5b21.5x26x2.3x
Thu, 11 Apr 2024US$374.7bUS$165.2bUS$14.7b22.9x25.5x2.3x
Sat, 09 Mar 2024US$364.7bUS$166.7bUS$14.8b23x24.6x2.2x
Mon, 05 Feb 2024US$343.3bUS$175.8bUS$15.4b20.1x22.3x2x
Wed, 03 Jan 2024US$332.8bUS$175.3bUS$14.8b20.2x22.5x1.9x
Fri, 01 Dec 2023US$296.0bUS$175.3bUS$15.0b17.1x19.7x1.7x
Sun, 29 Oct 2023US$257.6bUS$176.9bUS$14.3b16.4x18x1.5x
Tue, 26 Sep 2023US$271.5bUS$171.9bUS$14.8b16.8x18.3x1.6x
Thu, 24 Aug 2023US$283.9bUS$171.9bUS$14.8b17.2x19.2x1.7x
Sat, 22 Jul 2023US$290.4bUS$174.1bUS$15.2b16.6x19.1x1.7x
Mon, 19 Jun 2023US$268.0bUS$174.0bUS$15.2b15.7x17.6x1.5x
Price to Earnings Ratio

17.6x


Total Market Cap: US$268.0bTotal Earnings: US$15.2bTotal Revenue: US$174.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 27x202420252026
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 37.2x which is higher than its 3-year average PE of 27.0x.
  • 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 9.5% 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-2.36%
Industrials-0.96%
Building-0.52%
Building Products-0.52%
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$69.741.8%
+US$996.7m		-3.8%PE45.2x
MAS MascoUS$73.755.5%
+US$762.0m		15.5%PE17.5x
TREX Trex CompanyUS$46.3415.5%
+US$645.2m		-18.8%PE25.2x
FBIN Fortune Brands InnovationsUS$42.969.3%
+US$434.2m		-17.0%PE18.9x
GFF GriffonUS$95.3010.9%
+US$431.1m		36.1%PE97.8x

Latest News

TREX
US$46.34
Trex Company
7D
15.5%
1Y
-18.8%
MOD
US$271.51
Modine Manufacturing
7D
-9.9%
1Y
179.7%
AAON
US$128.64
AAON
7D
-10.4%
1Y
73.5%
WMS
US$135.06
Advanced Drainage Systems
7D
2.9%
1Y
16.8%
TT
US$460.14
Trane Technologies
7D
-0.8%
1Y
8.4%
AZZ
US$150.15
AZZ
7D
8.4%
1Y
64.5%
Seeking Alpha • Jun 10

AZZ Is Doing Well, But Not Well Enough To Be Excited About

Summary AZZ remains a 'hold' as valuation is not compelling despite strong operational performance and long-term growth prospects. AZZ's Metal Coatings segment saw robust revenue growth, while Precoat Metals faced headwinds from weak construction and transportation markets. Management guides for FY2027 revenue of $1.725–$1.775 billion and adjusted EPS of $6.50–$7, with EBITDA expected between $360–$400 million. Despite attractive end-market exposure and demonstrated growth, AZZ's current trading multiples are above my preferred threshold, justifying a neutral stance. Read the full article on Seeking Alpha
NX
US$16.90
Quanex Building Products
7D
-5.1%
1Y
-15.2%
Seeking Alpha • Jun 09

Quanex Building Products: I See The Value, But Not The Catalyst

Summary Quanex Building Products Corporation trades at a steep discount, with a forward P/E over 50% below the sector average and strong cash flow yield. NX faces significant margin pressure from broad-based input cost inflation and a make-to-stock model that delays price recovery. The Tyman acquisition expanded NX's reach but increased leverage to 3.1x net debt/EBITDA, limiting financial flexibility amid weak residential construction demand. I maintain a Hold rating; NX stock suits income and deep-value investors, but growth and momentum buyers should await improved cost control and restored guidance. Read the full article on Seeking Alpha
BLDR
US$78.57
Builders FirstSource
7D
4.8%
1Y
-31.7%
Narrative Update • Jun 09

BLDR: Rebased Multiples And Mix Shift Will Frame 2026 Execution Test

Analysts have trimmed the implied fair value for Builders FirstSource stock from about $103 to $76, reflecting a series of reduced price targets across the Street. They are factoring in a slightly higher discount rate, modestly different growth and margin assumptions, and lower future P/E expectations.
GFF
US$95.30
Griffon
7D
10.9%
1Y
36.1%
Narrative Update • Jun 08

GFF: North American Refocus And Buybacks Will Support Further Upside

Analysts have raised their price target on Griffon by $7 to reflect updated assumptions around the company’s discount rate and long term P/E expectations, as highlighted in recent Street research. What's in the News Griffon agreed to sell its AMES Australasia business into a joint venture with a management led investment group, receiving US$185 million at closing and retaining a 49% equity stake, while the management group will hold 51% (source: company announcement).
CARR
US$69.74
Carrier Global
7D
1.8%
1Y
-3.8%
JCI
US$144.01
Johnson Controls International
7D
-2.3%
1Y
39.0%
LII
US$517.03
Lennox International
7D
-0.2%
1Y
-6.0%
Narrative Update • Jun 06

LII: M&A And Buybacks Will Support Future Shareholder Returns

Analysts are maintaining their $650.00 price target on Lennox International, supported by updated assumptions that reflect small changes in discount rate, revenue growth, profit margin, and forward P/E inputs, with no change in their overall valuation view. What's in the News Lennox reported Q1 revenue of $1.14b, up 5.8% year over year, with results exceeding analyst expectations by 6.7%, supported by stabilizing end markets and contributions from acquired businesses such as Duro Dyne and Supco.
CSL
US$340.99
Carlisle Companies
7D
-0.5%
1Y
-7.1%
Narrative Update • Jun 05

CSL: Continued Buybacks And Stable Outlook Will Support Future Upside Potential

Analysts have kept their price target for Carlisle Companies effectively unchanged at about $410, with slight model tweaks to the discount rate and future P/E assumptions rather than any shift in the underlying growth or margin outlook. What's in the News Carlisle Companies reported that from January 1, 2026 to March 31, 2026, it repurchased 700,000 shares, or 1.71% of its stock, for US$249.77 million under its long running buyback program announced on November 3, 1999.
MAS
US$73.75
Masco
7D
5.5%
1Y
15.5%
Narrative Update • Jun 04

MAS: Future Returns Will Depend On Margins And Capital Deployment Choices

Analysts have trimmed their fair value estimate for Masco to $67 from $69 as they now apply a slightly higher discount rate and more modest assumptions for revenue growth and future P/E, while keeping profit margin expectations broadly similar. What's in the News Masco reported first quarter 2026 earnings and net sales that were above estimates, with Plumbing Products leading top line results and Decorative Architectural Products showing stronger profitability even with flat sales.
FBIN
US$42.96
Fortune Brands Innovations
7D
9.3%
1Y
-17.0%
Narrative Update • Jun 02

FBIN: Governance Reset And Insider Buying Will Shape Future Shareholder Returns

Analysts have reduced the price target on Fortune Brands to $46.64 from $50.29. This reflects updated assumptions that include a slightly higher discount rate, more conservative revenue growth and profit margin expectations, and a modestly lower future P/E multiple, along with a series of recent target cuts from major firms and ongoing leadership changes.
MAIR
US$40.26
Madison Air Solutions
7D
-7.2%
1Y
n/a