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U.S. Building Industry Analysis

UpdatedOct 13, 2025
DataAggregated Company Financials
Companies50
  • 7D-3.3%
  • 3M-4.6%
  • 1Y-8.6%
  • YTD2.6%

Over the last 7 days, the Building industry has dropped 3.3%, driven by pullbacks in Carrier Global and Johnson Controls International of 4.9% and 2.9%, respectively. Overall the industry is down 8.6% in 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Oct 2025US$376.2bUS$160.9bUS$12.6b21.5x29.9x2.3x
Thu, 11 Sep 2025US$392.4bUS$160.9bUS$12.5b23.4x31.3x2.4x
Sat, 09 Aug 2025US$393.8bUS$160.7bUS$12.9b22.4x30.5x2.4x
Mon, 07 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Wed, 04 Jun 2025US$390.6bUS$163.3bUS$14.0b21.4x27.9x2.4x
Fri, 02 May 2025US$366.8bUS$163.2bUS$13.5b19.8x27.1x2.2x
Sun, 30 Mar 2025US$351.9bUS$162.7bUS$13.4b19.7x26.3x2.2x
Tue, 25 Feb 2025US$374.9bUS$162.5bUS$13.4b21.5x27.9x2.3x
Thu, 23 Jan 2025US$413.4bUS$163.6bUS$14.3b20.8x28.9x2.5x
Sat, 21 Dec 2024US$389.9bUS$163.6bUS$14.3b22.1x27.2x2.4x
Mon, 18 Nov 2024US$423.1bUS$162.3bUS$14.3b21.9x29.6x2.6x
Wed, 16 Oct 2024US$429.2bUS$164.3bUS$16.4b23.8x26.1x2.6x
Fri, 13 Sep 2024US$385.1bUS$164.3bUS$16.4b21.1x23.4x2.3x
Sun, 11 Aug 2024US$363.9bUS$164.4bUS$16.4b20.3x22.1x2.2x
Tue, 09 Jul 2024US$359.6bUS$162.7bUS$14.3b19.9x25.1x2.2x
Thu, 06 Jun 2024US$364.0bUS$163.8bUS$14.3b20.2x25.4x2.2x
Sat, 04 May 2024US$367.9bUS$166.6bUS$14.4b22.2x25.5x2.2x
Mon, 01 Apr 2024US$378.3bUS$165.2bUS$14.7b24.4x25.7x2.3x
Wed, 28 Feb 2024US$354.1bUS$166.8bUS$14.8b22.9x23.9x2.1x
Fri, 26 Jan 2024US$328.2bUS$175.3bUS$14.8b20.2x22.2x1.9x
Sun, 24 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Tue, 21 Nov 2023US$297.0bUS$175.2bUS$15.0b17.2x19.8x1.7x
Thu, 19 Oct 2023US$257.4bUS$171.9bUS$14.8b16.7x17.4x1.5x
Sat, 16 Sep 2023US$280.2bUS$171.9bUS$14.8b17.6x18.9x1.6x
Mon, 14 Aug 2023US$290.4bUS$171.9bUS$14.8b17.3x19.6x1.7x
Wed, 12 Jul 2023US$286.2bUS$174.2bUS$15.2b16.4x18.8x1.6x
Fri, 09 Jun 2023US$261.3bUS$174.0bUS$15.2b15.1x17.2x1.5x
Sun, 07 May 2023US$248.2bUS$174.2bUS$15.2b15x16.3x1.4x
Tue, 04 Apr 2023US$246.8bUS$175.5bUS$16.6b13.8x14.8x1.4x
Thu, 02 Mar 2023US$252.4bUS$175.4bUS$16.7b14.4x15.1x1.4x
Sat, 28 Jan 2023US$250.2bUS$176.3bUS$17.3b14.7x14.5x1.4x
Mon, 26 Dec 2022US$231.7bUS$176.3bUS$17.3b14.4x13.4x1.3x
Wed, 23 Nov 2022US$243.5bUS$173.0bUS$17.2b15.2x14.2x1.4x
Fri, 21 Oct 2022US$206.1bUS$169.1bUS$15.6b14.6x13.2x1.2x
Price to Earnings Ratio

13.2x


Total Market Cap: US$206.1bTotal Earnings: US$15.6bTotal Revenue: US$169.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 22.7x202320242025
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 29.9x which is higher than its 3-year average PE of 22.7x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Building industry have declined 6.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-1.32%
Industrials-2.20%
Building-3.32%
Building Products-3.32%
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
BNC CEA IndustriesUS$9.440.4%
+US$1.7m		35.1%PS101x
WXM WF InternationalUS$3.441.9%
+US$357.5k		n/aPE91.6x

Latest News

AOS
US$67.68
A. O. Smith
7D
-6.5%
1Y
-18.1%
TT
US$418.76
Trane Technologies
7D
-1.4%
1Y
3.4%
OC
US$125.33
Owens Corning
7D
-8.4%
1Y
-33.2%
LII
US$524.25
Lennox International
7D
-5.3%
1Y
-13.6%

Samsung And Ariston Alliances Will Shape Energy-Efficient HVAC Trends

Analysts have lowered their price target for Lennox International from $636.81 to $626.50. They cited revised expectations for profit margins, as well as updated assumptions regarding revenue growth and discount rates.
CARR
US$56.87
Carrier Global
7D
-4.9%
1Y
-31.2%

Google Cloud And Air-Cooled Heat Pumps Will Power Smart Energy

Carrier Global's analyst price target has been reduced from $77.18 to $76.18. Analysts cite a softer residential HVAC outlook and ongoing margin pressures as key factors behind the revision.
JCI
US$106.38
Johnson Controls International
7D
-2.9%
1Y
36.9%

Lean Practices And York HVAC Systems Will Drive Future Success

Analysts have modestly increased their price target for Johnson Controls International to approximately $114.95 from $113.55, citing anticipated gains in data center demand and a favorable sector outlook. Analyst Commentary Recent updates from Wall Street reflect a cautiously optimistic sentiment toward Johnson Controls International.
BNC
US$9.44
CEA Industries
7D
0.4%
1Y
35.1%
BLDR
US$120.71
Builders FirstSource
7D
-5.0%
1Y
-38.6%
MAS
US$65.99
Masco
7D
-4.1%
1Y
-22.2%
WXM
US$3.44
WF International
7D
1.9%
1Y
n/a