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U.S. Building Industry Analysis

UpdatedMay 16, 2026
DataAggregated Company Financials
Companies53
  • 7D-2.5%
  • 3M-6.7%
  • 1Y3.0%
  • YTD9.5%

Over the last 7 days, the Building industry has dropped 2.5%, driven by declines in Carrier Global and Resideo Technologies of 3.2% and 29%, respectively. Over the past 12 months, the industry was up 3.0%. 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
Sat, 16 May 2026US$437.1bUS$162.7bUS$11.4b20.3x38.5x2.7x
Mon, 13 Apr 2026US$410.1bUS$158.6bUS$11.8b21.1x34.7x2.6x
Wed, 11 Mar 2026US$391.3bUS$158.6bUS$11.9b21.1x32.8x2.5x
Fri, 06 Feb 2026US$418.6bUS$164.4bUS$11.6b22.4x36x2.5x
Sun, 04 Jan 2026US$374.6bUS$163.6bUS$11.6b19.5x32.4x2.3x
Tue, 02 Dec 2025US$370.7bUS$160.9bUS$11.1b19.2x33.5x2.3x
Thu, 30 Oct 2025US$387.4bUS$160.8bUS$12.5b19.1x31x2.4x
Sat, 27 Sep 2025US$378.4bUS$160.9bUS$12.5b21.8x30.2x2.4x
Mon, 25 Aug 2025US$407.6bUS$160.7bUS$12.9b23.6x31.7x2.5x
Wed, 23 Jul 2025US$405.6bUS$162.0bUS$14.1b21.1x28.8x2.5x
Fri, 20 Jun 2025US$386.0bUS$163.5bUS$14.0b20x27.5x2.4x
Sun, 18 May 2025US$408.2bUS$163.4bUS$14.0b22.2x29.1x2.5x
Tue, 15 Apr 2025US$345.6bUS$162.6bUS$13.4b19x25.8x2.1x
Thu, 13 Mar 2025US$352.4bUS$162.7bUS$13.4b19.3x26.3x2.2x
Sat, 08 Feb 2025US$390.4bUS$164.4bUS$14.5b19.8x26.9x2.4x
Mon, 06 Jan 2025US$392.3bUS$163.6bUS$14.3b20.9x27.4x2.4x
Wed, 04 Dec 2024US$435.2bUS$162.3bUS$14.3b22.3x30.5x2.7x
Fri, 01 Nov 2024US$401.9bUS$166.0bUS$14.8b21.6x27.2x2.4x
Sun, 29 Sep 2024US$423.3bUS$164.3bUS$16.4b22.8x25.8x2.6x
Tue, 27 Aug 2024US$393.6bUS$164.4bUS$16.4b21.2x23.9x2.4x
Thu, 25 Jul 2024US$387.1bUS$162.7bUS$14.2b20.7x27.2x2.4x
Sat, 22 Jun 2024US$371.1bUS$162.7bUS$14.3b20.7x26x2.3x
Mon, 20 May 2024US$377.3bUS$163.8bUS$14.4b20.9x26.3x2.3x
Wed, 17 Apr 2024US$360.3bUS$165.2bUS$14.7b22.6x24.5x2.2x
Fri, 15 Mar 2024US$366.1bUS$166.7bUS$14.8b23.2x24.7x2.2x
Sun, 11 Feb 2024US$350.1bUS$168.2bUS$14.9b21x23.5x2.1x
Tue, 09 Jan 2024US$327.2bUS$175.3bUS$14.8b20.5x22.1x1.9x
Thu, 07 Dec 2023US$307.2bUS$175.2bUS$15.0b18x20.5x1.8x
Sat, 04 Nov 2023US$283.5bUS$175.6bUS$14.1b17.2x20.1x1.6x
Mon, 02 Oct 2023US$272.4bUS$171.9bUS$14.8b16.8x18.4x1.6x
Wed, 30 Aug 2023US$289.0bUS$171.9bUS$14.8b17.7x19.5x1.7x
Fri, 28 Jul 2023US$296.2bUS$174.3bUS$15.3b16.8x19.4x1.7x
Sun, 25 Jun 2023US$269.8bUS$174.0bUS$15.2b15.9x17.7x1.6x
Tue, 23 May 2023US$250.0bUS$174.0bUS$15.2b14.6x16.5x1.4x
Price to Earnings Ratio

16.5x


Total Market Cap: US$250.0bTotal Earnings: US$15.2bTotal Revenue: US$174.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Industry Price to Earnings3Y Average 26.5x202420252026
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 38.5x which is higher than its 3-year average PE of 26.5x.
  • 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 9.2% 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 Market-0.92%
Industrials-1.38%
Building-2.48%
Building Products-2.48%
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
JCI Johnson Controls InternationalUS$143.082.6%
+US$2.2b		46.1%PE42.6x
TT Trane TechnologiesUS$466.600.09%
+US$95.1m		8.7%PE35.1x
TGEN TecogenUS$6.5240.8%
+US$56.5m		49.9%PS7.5x
CSTE CaesarstoneUS$1.7224.6%
+US$11.8m		-16.9%PS0.2x
ILAG Intelligent Living Application GroupUS$4.166.4%
+US$519.2k		8.5%PS1.9x

Latest News

JCI
US$143.08
Johnson Controls International
7D
2.6%
1Y
46.1%
LII
US$499.99
Lennox International
7D
-4.1%
1Y
-17.5%
MAS
US$65.14
Masco
7D
-9.2%
1Y
-3.7%
CSTE
US$1.72
Caesarstone
7D
24.6%
1Y
-16.9%
OC
US$114.08
Owens Corning
7D
-6.2%
1Y
-21.4%
Seeking Alpha • May 14

Owens Corning: Trough Conditions For A Patient Investor's Setup

Summary Owens Corning is rated Buy, trading at 6.3x EV/EBITDA with a $1B capital return commitment and robust margin durability. Q1 '26 results showed revenue down 10% and EBITDA down 35%, but margin resilience and a portfolio transformation to pure-play building products underpin earnings quality. Q2 guidance calls for a sharp margin rebound to 20–22% despite $60M in geopolitical cost headwinds, with Roofing segment offering substantial upside operating leverage. At $122, OC offers 13–25% upside to consensus targets, a 10% capital return yield, and significant potential as housing volumes normalize. Read the full article on Seeking Alpha
REZI
US$28.35
Resideo Technologies
7D
-28.7%
1Y
34.1%
CARR
US$64.67
Carrier Global
7D
-3.2%
1Y
-14.5%
Narrative Update • May 14

CARR: Data Center Cooling For AI Workloads Will Drive Future Repricing

Analysts have raised their $ fair value estimate for Carrier Global to $75.51 from $71.03, citing updated assumptions for revenue growth, profit margins, and future P/E multiples. These updates are broadly consistent with recent price target increases from Baird, Citi, and Barclays, alongside fresh coverage from Evercore ISI and BNP Paribas.
ALLE
US$125.65
Allegion
7D
-6.5%
1Y
-13.7%
TT
US$466.60
Trane Technologies
7D
0.09%
1Y
8.7%
BLDR
US$70.41
Builders FirstSource
7D
-9.0%
1Y
-41.6%
CSL
US$330.82
Carlisle Companies
7D
-8.2%
1Y
-19.0%
TGEN
US$6.52
Tecogen
7D
40.8%
1Y
49.9%
ILAG
US$4.16
Intelligent Living Application Group
7D
6.4%
1Y
8.5%
WXM
US$0.58
WF International
7D
3.8%
1Y
-70.7%