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U.S. Building Industry Analysis

UpdatedDec 27, 2025
DataAggregated Company Financials
Companies52
  • 7D0.8%
  • 3M-2.9%
  • 1Y-0.3%
  • YTD0.9%

Over the last 7 days, the Building industry has remained flat. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Dec 2025US$372.8bUS$163.6bUS$11.6b19.4x32.2x2.3x
Mon, 24 Nov 2025US$356.7bUS$161.0bUS$11.1b17.3x32.2x2.2x
Wed, 22 Oct 2025US$385.4bUS$161.0bUS$12.6b20.8x30.6x2.4x
Fri, 19 Sep 2025US$384.9bUS$160.9bUS$12.5b23x30.7x2.4x
Sun, 17 Aug 2025US$396.2bUS$160.7bUS$12.9b22.9x30.8x2.5x
Tue, 15 Jul 2025US$409.3bUS$162.0bUS$14.1b21.2x29.1x2.5x
Thu, 12 Jun 2025US$397.2bUS$163.5bUS$14.0b21.7x28.3x2.4x
Sat, 10 May 2025US$384.9bUS$163.4bUS$14.0b21.3x27.4x2.4x
Mon, 07 Apr 2025US$328.9bUS$162.6bUS$13.4b18.4x24.6x2x
Wed, 05 Mar 2025US$361.1bUS$162.5bUS$13.4b19.6x27x2.2x
Fri, 31 Jan 2025US$388.8bUS$164.2bUS$14.5b20.7x26.9x2.4x
Sun, 29 Dec 2024US$391.5bUS$163.6bUS$14.3b21.4x27.3x2.4x
Tue, 26 Nov 2024US$434.2bUS$162.3bUS$14.3b23.1x30.4x2.7x
Thu, 24 Oct 2024US$420.4bUS$164.4bUS$16.5b22.6x25.4x2.6x
Sat, 21 Sep 2024US$421.0bUS$164.3bUS$16.4b22x25.6x2.6x
Mon, 19 Aug 2024US$374.6bUS$164.4bUS$16.4b20.4x22.8x2.3x
Wed, 17 Jul 2024US$382.5bUS$162.7bUS$14.2b22.7x26.9x2.4x
Fri, 14 Jun 2024US$374.3bUS$162.7bUS$14.3b20.5x26.2x2.3x
Sun, 12 May 2024US$380.2bUS$166.5bUS$14.5b21.7x26.2x2.3x
Tue, 09 Apr 2024US$375.1bUS$165.2bUS$14.7b23.4x25.5x2.3x
Thu, 07 Mar 2024US$359.5bUS$166.7bUS$14.8b23x24.3x2.2x
Sat, 03 Feb 2024US$343.3bUS$175.8bUS$15.4b20.1x22.3x2x
Mon, 01 Jan 2024US$333.6bUS$175.3bUS$14.8b20.4x22.5x1.9x
Wed, 29 Nov 2023US$297.2bUS$175.2bUS$15.0b16.8x19.9x1.7x
Fri, 27 Oct 2023US$258.6bUS$177.1bUS$14.3b16.3x18.1x1.5x
Sun, 24 Sep 2023US$270.3bUS$171.9bUS$14.8b16.7x18.2x1.6x
Tue, 22 Aug 2023US$279.4bUS$171.9bUS$14.8b17.2x18.9x1.6x
Thu, 20 Jul 2023US$295.2bUS$174.1bUS$15.2b16.5x19.4x1.7x
Sat, 17 Jun 2023US$268.0bUS$174.0bUS$15.2b15.7x17.6x1.5x
Mon, 15 May 2023US$247.9bUS$174.1bUS$15.2b14.6x16.4x1.4x
Wed, 12 Apr 2023US$237.1bUS$175.5bUS$16.6b13.4x14.2x1.4x
Fri, 10 Mar 2023US$252.4bUS$175.5bUS$16.7b13.9x15.2x1.4x
Sun, 05 Feb 2023US$261.8bUS$177.9bUS$16.9b14.3x15.5x1.5x
Tue, 03 Jan 2023US$230.3bUS$176.3bUS$17.3b14.6x13.3x1.3x
Price to Earnings Ratio

13.3x


Total Market Cap: US$230.3bTotal Earnings: US$17.3bTotal Revenue: US$176.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 24x20242025
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 32.2x which is higher than its 3-year average PE of 24.0x.
  • The 3-year average PS ratio of 2.1x 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 13% per year over the last three years,
  • Revenues have also declined 2.5% 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 Market1.24%
Industrials1.15%
Building0.77%
Building Products0.77%
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
JCI Johnson Controls InternationalUS$122.062.1%
+US$1.5b		52.9%PE43.3x
TT Trane TechnologiesUS$392.590.7%
+US$609.8m		5.1%PE29.5x
AWI Armstrong World IndustriesUS$192.253.2%
+US$260.5m		33.8%PE27.1x
MAS MascoUS$64.741.0%
+US$128.8m		-11.6%PE16.3x
WMS Advanced Drainage SystemsUS$149.630.8%
+US$87.1m		29.5%PE25.4x

Latest News

JCI
US$122.06
Johnson Controls International
7D
2.1%
1Y
52.9%
MAS
US$64.74
Masco
7D
1.0%
1Y
-11.6%

MAS: Share Repurchases Will Support Earnings Strength And Future Upside

Analysts have modestly raised their price target on Masco to approximately $74 from about $73, reflecting slightly lower discount rate assumptions, improved long term margin expectations, and a higher anticipated future earnings multiple despite somewhat softer projected revenue growth. What's in the News Updated share repurchase activity shows Masco bought back 1,754,423 shares between July 1 and September 30, 2025, for $123.51 million, bringing total repurchases under the October 26, 2022 authorization to 21,313,934 shares, or 9.76% of shares outstanding, for $1.46 billion (Key Developments).
JELD
US$2.46
JELD-WEN Holding
7D
-10.9%
1Y
-70.0%

JELD Will See Discounted Shares Rebound On Margin Recovery And Cash Generation

Analysts have lowered their price target on JELD-WEN Holding to $3.75 from $5.75, reflecting reduced expectations for revenue growth and profit margins, despite a somewhat higher assumed future P/E multiple. Analyst Commentary Bullish analysts note that, despite the lower price target, the new valuation still embeds an expectation of stabilization in JELD-WEN's fundamentals over the medium term.
AWI
US$192.25
Armstrong World Industries
7D
3.2%
1Y
33.8%

AWI: End Market Recovery Will Support Pricing Power And Margin Durability

Analysts have raised their price target on Armstrong World Industries to $220 from $205, citing modestly higher forward earnings estimates and a more constructive outlook for end markets and sector valuation multiples. Analyst Commentary Analysts are highlighting a mix of supportive fundamentals and residual risks as they reassess Armstrong World Industries' outlook.
CARR
US$53.59
Carrier Global
7D
-0.3%
1Y
-22.2%
UFPI
US$92.83
UFP Industries
7D
-0.4%
1Y
-17.3%

UFPI: Housing Recovery Will Drive Future Upside As Home Improvement Cycle Normalizes

Analysts have modestly reduced their price target on UFP Industries, trimming fair value by about $4 to roughly $109 per share. They are balancing improving long term profitability and revenue growth assumptions with a cautious stance toward near term softness in home improvement spending and residential construction.
OC
US$113.74
Owens Corning
7D
-0.7%
1Y
-33.3%

OC: Shares Will Rise As Dividend And Buybacks Offset Impairment

Analysts have nudged their price target on Owens Corning slightly lower to approximately $140.56 from about $140.63, reflecting modestly softer long term revenue and margin assumptions that are only partly offset by a slightly lower discount rate and a marginally higher future valuation multiple. What's in the News The Board of Directors approved a 15% increase in the quarterly cash dividend to $0.79 per share, payable January 21, 2026, to shareholders of record on January 5, 2026 (company announcement).
MOD
US$137.65
Modine Manufacturing
7D
1.1%
1Y
16.0%
ALLE
US$160.79
Allegion
7D
0.5%
1Y
21.8%

ALLE: Expanded Wallet Access And Connected Locks Will Drive Strong 2025 Returns

Analysts have modestly lowered their price target on Allegion to approximately $182 from about $183, reflecting slightly higher discount rate assumptions that more than offset marginally improved revenue growth expectations and a stable profit margin outlook. What's in the News Allegion raised its 2025 full year guidance, now expecting reported revenue growth of 7.0% to 8.0% and EPS of $7.45 to $7.55, or $8.10 to $8.20 on an adjusted basis (Corporate guidance) The company enhanced its LCN 2800IQ and 9500IQ Senior Swing operators with AdaptivIQ self adjusting technology and Smart Power Boost to improve durability, reduce maintenance and simplify installation in high traffic applications (Product announcement) Allegion brands Zentra and Gatewise will showcase expanded wallet based access control at OPTECH 2025, including tap and go smart lock and gate solutions that work via Apple and Google Wallet, even on low battery devices (Product announcement) Zentra introduced resident key capability in Google Wallet, enabling contactless access to buildings, amenities and units using Android phones and Wear OS smartwatches, aimed at enhancing resident experience and property NOI (Product announcement) Allegion Americas partnered with Brivo to deliver a Wi Fi based Connected Openings solution using Schlage XE360 wireless locks, reducing infrastructure needs and expanding real time electronic access control across property types (Client announcement) Valuation Changes The fair value estimate has fallen slightly to approximately $182.18 from about $183.09 per share.
TT
US$392.59
Trane Technologies
7D
0.7%
1Y
5.1%

TT: AI Building And Data Center Solutions Will Drive Future Margin Upside

Analysts slightly raised their price target on Trane Technologies by approximately 0.1 percent to about $482 per share, citing modest improvements in long term profit margin expectations and a marginally higher forward earnings multiple, despite largely unchanged growth and discount rate assumptions. What's in the News Trane Technologies completed the acquisition of BrainBox AI, expanding its AI driven building decarbonization and energy optimization capabilities after more than two years of prior collaboration.
APOG
US$37.96
Apogee Enterprises
7D
-2.1%
1Y
-47.5%
WMS
US$149.63
Advanced Drainage Systems
7D
0.8%
1Y
29.5%

WMS: End Market Outperformance Will Sustain Future Margin Resilience

Analysts have nudged up their price target on Advanced Drainage Systems by about $0.50 per share to reflect stronger than expected EBITDA growth, resilient pricing, and consistent outperformance compared with building products peers. Analyst Commentary Bullish analysts are framing the modest price target increase as a validation of Advanced Drainage Systems' ability to consistently outperform both internal plans and broader building products peers.
HAYW
US$15.94
Hayward Holdings
7D
-0.3%
1Y
3.2%

HAYW: Pricing Power And Margins Will Shape Future Shareholder Returns

Analysts have modestly lifted their price target on Hayward Holdings to approximately $17.71 per share, citing slightly higher discount rate assumptions and a marginally richer forward earnings multiple, while maintaining broadly unchanged views on revenue growth and profit margins. What's in the News Raised 2025 full year net sales guidance to a range of $1.095 billion to $1.110 billion, implying approximately 4% to 5.5% growth over 2024, up from prior guidance of $1.070 billion to $1.100 billion (Key Developments) Reported no share repurchases between July 28, 2025 and September 27, 2025 under the buyback announced on July 30, 2025, leaving that authorization effectively unused during the period (Key Developments) Completed repurchase of 4,769,834 shares, or about 2.21% of outstanding shares, for approximately $49.99 million between June 29, 2025 and July 26, 2025 under the buyback announced on July 28, 2022 (Key Developments) Valuation Changes Fair Value: Unchanged at approximately $17.71 per share, indicating no material reassessment of intrinsic value.
AOS
US$67.76
A. O. Smith
7D
-0.4%
1Y
-1.0%

AOS: Digital Leadership And Capital Returns Will Drive Next Phase Of Shareholder Value

Analysts have raised their price target on A. O.
AZZ
US$110.48
AZZ
7D
2.5%
1Y
34.6%
GFF
US$75.56
Griffon
7D
-1.5%
1Y
5.2%

Investors Can Find Comfort In Griffon's (NYSE:GFF) Earnings Quality

Nov 26
Investors Can Find Comfort In Griffon's (NYSE:GFF) Earnings Quality