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U.S. Building Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies53
  • 7D-1.5%
  • 3M-7.9%
  • 1Y6.0%
  • YTD7.8%

Over the last 7 days, the Building industry has dropped 1.5%, driven by declines in Trane Technologies and Johnson Controls International of 3.3% and 3.3%, respectively. In the past year, the industry has gained 6.0%. 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
Sat, 23 May 2026US$412.3bUS$163.0bUS$11.3b21.3x36.4x2.5x
Mon, 20 Apr 2026US$428.1bUS$161.9bUS$11.9b21.5x36x2.6x
Wed, 18 Mar 2026US$379.6bUS$158.6bUS$11.9b20.8x31.9x2.4x
Fri, 13 Feb 2026US$443.6bUS$164.1bUS$11.6b23.3x38.1x2.7x
Sun, 11 Jan 2026US$376.4bUS$163.6bUS$11.6b21.6x32.6x2.3x
Tue, 09 Dec 2025US$371.5bUS$163.6bUS$11.2b19.3x33x2.3x
Thu, 06 Nov 2025US$379.0bUS$157.4bUS$12.7b19.5x29.9x2.4x
Sat, 04 Oct 2025US$390.4bUS$160.9bUS$12.5b22.4x31.2x2.4x
Mon, 01 Sep 2025US$397.4bUS$160.7bUS$12.8b23.3x30.9x2.5x
Wed, 30 Jul 2025US$428.3bUS$162.5bUS$14.1b22x30.5x2.6x
Fri, 27 Jun 2025US$396.1bUS$163.5bUS$14.0b20.5x28.3x2.4x
Sun, 25 May 2025US$391.2bUS$163.4bUS$14.0b21.2x27.9x2.4x
Tue, 22 Apr 2025US$341.4bUS$162.7bUS$13.4b18.3x25.5x2.1x
Thu, 20 Mar 2025US$363.1bUS$162.7bUS$13.4b20.1x27.1x2.2x
Sat, 15 Feb 2025US$387.5bUS$162.1bUS$14.1b20.7x27.5x2.4x
Mon, 13 Jan 2025US$383.6bUS$163.6bUS$14.3b20.1x26.8x2.3x
Wed, 11 Dec 2024US$425.6bUS$162.3bUS$14.3b22.3x29.8x2.6x
Fri, 08 Nov 2024US$421.9bUS$162.0bUS$14.3b22.2x29.5x2.6x
Sun, 06 Oct 2024US$422.1bUS$164.3bUS$16.4b22.6x25.7x2.6x
Tue, 03 Sep 2024US$395.7bUS$164.3bUS$16.4b21.5x24.1x2.4x
Thu, 01 Aug 2024US$392.7bUS$164.4bUS$16.6b21.5x23.7x2.4x
Sat, 29 Jun 2024US$364.3bUS$162.7bUS$14.3b20.1x25.5x2.2x
Mon, 27 May 2024US$385.6bUS$163.8bUS$14.3b21.2x26.9x2.4x
Wed, 24 Apr 2024US$362.3bUS$165.2bUS$14.7b23x24.6x2.2x
Fri, 22 Mar 2024US$376.2bUS$166.7bUS$14.8b24.1x25.4x2.3x
Sun, 18 Feb 2024US$347.2bUS$168.2bUS$14.9b21x23.3x2.1x
Tue, 16 Jan 2024US$330.5bUS$175.3bUS$14.8b19.5x22.3x1.9x
Thu, 14 Dec 2023US$315.0bUS$175.4bUS$14.8b18.9x21.3x1.8x
Sat, 11 Nov 2023US$279.7bUS$175.4bUS$14.2b16.6x19.7x1.6x
Mon, 09 Oct 2023US$268.6bUS$171.9bUS$14.8b16.7x18.1x1.6x
Wed, 06 Sep 2023US$284.9bUS$171.9bUS$14.8b17.1x19.2x1.7x
Fri, 04 Aug 2023US$293.9bUS$172.1bUS$14.8b17.2x19.8x1.7x
Sun, 02 Jul 2023US$282.2bUS$174.0bUS$15.2b16.4x18.6x1.6x
Tue, 30 May 2023US$244.4bUS$174.0bUS$15.2b14.2x16.1x1.4x
Price to Earnings Ratio

16.1x


Total Market Cap: US$244.4bTotal Earnings: US$15.2bTotal Revenue: US$174.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 26.6x202420252026
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 36.4x which is higher than its 3-year average PE of 26.6x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 9.4% 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 Market1.01%
Industrials0.56%
Building-1.48%
Building Products-1.48%
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
MAS MascoUS$67.263.3%
+US$420.7m		8.9%PE15.9x
ALLE AllegionUS$130.433.8%
+US$410.8m		-7.7%PE17.7x
BLDR Builders FirstSourceUS$74.155.3%
+US$402.3m		-31.6%PE27.4x
FBIN Fortune Brands InnovationsUS$37.659.5%
+US$391.3m		-25.1%PE16.5x
CSW CSW IndustrialsUS$278.008.6%
+US$362.8m		-7.6%PE36.1x

Latest News

LII
US$484.64
Lennox International
7D
-3.1%
1Y
-14.5%
CARR
US$63.14
Carrier Global
7D
-2.4%
1Y
-11.0%
WMS
US$133.00
Advanced Drainage Systems
7D
-1.9%
1Y
20.9%
TREX
US$39.18
Trex Company
7D
4.6%
1Y
-31.2%
MAS
US$67.26
Masco
7D
3.3%
1Y
8.9%
Narrative Update • May 21

MAS: Share Repurchases And Bolt On M&A Will Drive Future Upside

The analyst price target for Masco has been adjusted slightly to $80.67 from $81.05. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers of this fine tuning.
ALLE
US$130.43
Allegion
7D
3.8%
1Y
-7.7%
AZZ
US$137.90
AZZ
7D
-2.3%
1Y
55.0%
BLDR
US$74.15
Builders FirstSource
7D
5.3%
1Y
-31.6%
FBIN
US$37.65
Fortune Brands Innovations
7D
9.5%
1Y
-25.1%
MOD
US$260.52
Modine Manufacturing
7D
-4.0%
1Y
190.1%
TT
US$451.02
Trane Technologies
7D
-3.3%
1Y
6.6%
Narrative Update • May 17

TT: AI Thermal Management And Training Investments Will Support Steady Long-Term Outlook

Analysts have nudged their price target on Trane Technologies slightly higher to $518.30 from $517.69, reflecting updated views on the discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Raised full-year 2026 earnings guidance, with expected reported revenue growth of approximately 9.5% and projected GAAP and adjusted continuing EPS of US$14.75 to US$14.95 for 2026 (Company guidance).
OC
US$117.42
Owens Corning
7D
2.9%
1Y
-12.2%
JCI
US$138.36
Johnson Controls International
7D
-3.3%
1Y
41.2%
MAIR
US$40.04
Madison Air Solutions
7D
-2.3%
1Y
n/a
CSW
US$278.00
CSW Industrials
7D
8.6%
1Y
-7.6%
SSD
US$185.01
Simpson Manufacturing
7D
3.6%
1Y
19.8%
Narrative Update • May 11

SSD: Recent Buybacks And Dividend Policy Will Support Future Upside Potential

Analysts have lifted their average price target on Simpson Manufacturing to $217.80 from $210.20, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E following recent research moves across several firms. Analyst Commentary Recent price target changes on Simpson Manufacturing show a tight cluster of revisions, with several research shops adjusting their models around revenue growth, margins and the multiples they are willing to apply.