Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Aug 27, 2026
CAT
$372.93B
+24.0% rev YoY
VMC
$35.52B
+2.5% rev YoY
MLM
$37.76B
+21.0% rev YoY
MAS
$14.38B
-2.9% rev YoY
Caterpillar dominates the construction sector with a $372.93 billion market capitalization, significantly outpacing peers like Martin Marietta ($37.76 billion) and Vulcan Materials ($35.52 billion). Valuation multiples vary, with Caterpillar, Martin Marietta, and Vulcan Materials trading at P/E ratios between 32.36 and 34.97, while Masco trades at 16.8. Revenue performance is mixed, led by Caterpillar’s 24% and Martin Marietta’s 21% year-over-year growth, contrasting with Masco’s 2.9% decline. Profit margins remain relatively stable across the group, ranging from 20.2% at Martin Marietta to 23.6% at Masco.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $372.93B | 34.97 | 24.0% | 22.2% |
| VMC | $35.52B | 32.36 | 2.5% | 21.6% |
| MLM | $37.76B | 34.64 | 21.0% | 20.2% |
| MAS | $14.38B | 16.8 | -2.9% | 23.6% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)