Construction sector

CONSTRUCTION · SECTOR · MARKET VIEW

Market view · as of Jun 2, 2026

CAT
$403.42B
+22.2% rev YoY
VMC
$36.71B
+7.4% rev YoY
MLM
$34.93B
+17.2% rev YoY
MAS
$14.17B
+6.5% rev YoY

Caterpillar dominates the construction sector with a market capitalization of $403.42 billion, significantly outpacing Vulcan Materials ($36.71 billion), Martin Marietta Materials ($34.93 billion), and Masco Corporation ($14.17 billion). Revenue growth across these constituents ranges from 6.5% at Masco to 22.2% at Caterpillar, while profit margins remain between 12.7% and 18.2%. Valuation multiples vary, with Masco trading at a P/E of 17.39, while the remaining firms command higher multiples ranging from 33.56 to 43.66.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
CAT$403.42B43.6622.2%18.2%
VMC$36.71B33.567.4%15.1%
MLM$34.93B36.4917.2%12.7%
MAS$14.17B17.396.5%16.5%

Sources this view read

  • fundamentals Construction constituent fundamentals (Alpha Vantage)

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