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U.S. Construction Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies66
  • 7D16.3%
  • 3M46.7%
  • 1Y136.4%
  • YTD60.2%

The Construction industry is up 16% in the last week, with Sterling Infrastructure up 57%. In the same time, Primoris Services was down 40%. This takes the industry's 12 month performance to a gain of 136%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 May 2026US$462.0bUS$178.1bUS$7.1b51.6x64.8x2.6x
Mon, 06 Apr 2026US$343.0bUS$172.5bUS$6.7b34.8x51.5x2x
Wed, 04 Mar 2026US$352.8bUS$173.3bUS$6.7b33.3x52.8x2x
Fri, 30 Jan 2026US$307.4bUS$165.7bUS$10.0b36.8x30.7x1.9x
Sun, 28 Dec 2025US$275.3bUS$165.7bUS$10.0b31.9x27.5x1.7x
Tue, 25 Nov 2025US$260.6bUS$165.4bUS$10.0b33.2x26.1x1.6x
Thu, 23 Oct 2025US$273.3bUS$160.0bUS$9.9b32.6x27.5x1.7x
Sat, 20 Sep 2025US$258.2bUS$160.0bUS$9.9b36.5x26x1.6x
Mon, 18 Aug 2025US$236.5bUS$157.6bUS$10.0b33.3x23.7x1.5x
Wed, 16 Jul 2025US$225.8bUS$153.2bUS$7.2b32.7x31.5x1.5x
Fri, 13 Jun 2025US$207.6bUS$153.2bUS$7.2b30.3x28.9x1.4x
Sun, 11 May 2025US$187.2bUS$152.9bUS$7.2b26.4x26.2x1.2x
Tue, 08 Apr 2025US$141.5bUS$149.6bUS$6.8b21.2x20.8x0.9x
Thu, 06 Mar 2025US$156.7bUS$149.5bUS$6.8b25.8x23.2x1x
Sat, 01 Feb 2025US$188.9bUS$146.2bUS$3.9b32.5x47.8x1.3x
Mon, 30 Dec 2024US$188.9bUS$146.2bUS$3.9b32.7x48.1x1.3x
Wed, 27 Nov 2024US$207.2bUS$146.1bUS$3.9b35.2x53.1x1.4x
Fri, 25 Oct 2024US$185.2bUS$144.8bUS$4.1b34.1x45x1.3x
Sun, 22 Sep 2024US$177.4bUS$144.8bUS$4.0b30.9x44.6x1.2x
Tue, 20 Aug 2024US$160.7bUS$144.5bUS$4.0b26.2x40.4x1.1x
Thu, 18 Jul 2024US$165.3bUS$141.8bUS$3.4b26.4x48x1.2x
Sat, 15 Jun 2024US$163.7bUS$141.8bUS$3.4b24.7x47.6x1.2x
Mon, 13 May 2024US$162.6bUS$141.8bUS$3.5b26x46.9x1.1x
Wed, 10 Apr 2024US$154.4bUS$136.2bUS$3.5b24x44.6x1.1x
Fri, 08 Mar 2024US$145.9bUS$136.2bUS$3.5b26.2x41.9x1.1x
Sun, 04 Feb 2024US$126.8bUS$135.2bUS$3.6b24.7x35.3x0.9x
Tue, 02 Jan 2024US$127.2bUS$135.1bUS$3.6b25.5x35.6x0.9x
Thu, 30 Nov 2023US$112.6bUS$135.0bUS$3.5b21.7x32x0.8x
Sat, 28 Oct 2023US$103.2bUS$131.2bUS$3.3b19.8x30.9x0.8x
Mon, 25 Sep 2023US$114.1bUS$130.5bUS$3.4b20.3x34x0.9x
Wed, 23 Aug 2023US$120.8bUS$130.4bUS$3.3b21.1x36.2x0.9x
Fri, 21 Jul 2023US$122.2bUS$126.6bUS$3.2b21.2x37.8x1x
Sun, 18 Jun 2023US$115.1bUS$126.6bUS$3.2b19.7x35.6x0.9x
Tue, 16 May 2023US$109.3bUS$126.3bUS$3.2b19.1x34x0.9x
Price to Earnings Ratio

34x


Total Market Cap: US$109.3bTotal Earnings: US$3.2bTotal Revenue: US$126.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Construction Industry Price to Earnings3Y Average 37.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Construction industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 64.8x which is higher than its 3-year average PE of 37.1x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Construction industry have grown 31% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market3.19%
Industrials4.27%
Construction16.33%
Construction and Engineering16.33%
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
STRL Sterling InfrastructureUS$811.4157.4%
+US$9.1b		352.2%PE71.8x
FIX Comfort Systems USAUS$1.94k5.5%
+US$3.6b		342.2%PE55.8x
PWR Quanta ServicesUS$750.733.2%
+US$3.4b		130.1%PE102x
EME EMCOR GroupUS$924.063.6%
+US$1.4b		109.9%PE30.7x
MTZ MasTecUS$412.274.6%
+US$1.4b		179.2%PE71.5x

Latest News

EME
US$924.06
EMCOR Group
7D
3.6%
1Y
109.9%
TPC
US$81.96
Tutor Perini
7D
-11.8%
1Y
174.4%
LGN
US$97.44
Legence
7D
12.1%
1Y
n/a
APG
US$44.63
APi Group
7D
-2.4%
1Y
52.4%
PRIM
US$107.98
Primoris Services
7D
-40.4%
1Y
57.7%
ECG
US$158.42
Everus Construction Group
7D
7.5%
1Y
228.2%
LMB
US$74.13
Limbach Holdings
7D
-25.7%
1Y
-38.2%
MTZ
US$412.27
MasTec
7D
4.6%
1Y
179.2%
STRL
US$811.41
Sterling Infrastructure
7D
57.4%
1Y
352.2%
CTRI
US$33.60
Centuri Holdings
7D
-10.6%
1Y
60.7%
PWR
US$750.73
Quanta Services
7D
3.2%
1Y
130.1%
ROAD
US$131.36
Construction Partners
7D
6.2%
1Y
42.1%
FIX
US$1,942.02
Comfort Systems USA
7D
5.5%
1Y
342.2%
FLR
US$51.08
Fluor
7D
-4.3%
1Y
43.4%
Seeking Alpha • Apr 29

Fluor Corporation Positioned For Robust Growth In 2026

Summary Fluor Corporation is rated Buy, driven by a successful transition, strong contract wins, and robust capital allocation. FLR's $2.43B NuScale exit funds aggressive share repurchases, targeting $1.4B in 2026 after an 11% float reduction in 2025. Management forecasts 2026 adjusted EBITDA growth of 10%, with Wall Street projecting 26% EPS growth and 5.5% revenue growth. FLR's backlog, new awards, and strategic positioning in megatrends underpin confidence in sustained top- and bottom-line expansion. Read the full article on Seeking Alpha
ACM
US$81.47
AECOM
7D
-3.1%
1Y
-21.9%
Seeking Alpha • Apr 28

After Two Detrimental Earnings Events, Could AECOM Be Third Time Lucky?

Summary Recent earnings events have driven Aecom’s stock down 38% in six months, but Q2 2026 offers the potential for a shift. ACM’s accelerating AI adoption, robust data center servicing growth, and strategic buyback authorization ($1.34B authorization equating to 13% of market cap) position it for operating leverage and shareholder returns. At 10x forward EBITDA, Aecom is now one of the cheapest infrastructure consulting stocks around, with the market sleeping over its operating leverage capabilities. With a dividend growth track record of 20% CAGR, ACM is also likely to attract income investors looking for beaten-down dividend growers. The stock has now reached its lower Bollinger band on the monthly chart, while selling volumes have been on the wane. Read the full article on Seeking Alpha
ONEG
US$1.29
OneConstruction Group
7D
-85.4%
1Y
-57.6%