Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Aug 28, 2026
CAT
$377.82B
+24.0% rev YoY
VMC
$35.47B
+2.5% rev YoY
MLM
$37.80B
+21.0% rev YoY
MAS
$14.51B
-2.9% rev YoY
Caterpillar dominates the construction sector with a $377.8 billion market capitalization, while Martin Marietta Materials and Vulcan Materials hold market caps of $37.8 billion and $35.5 billion, respectively. Caterpillar and Martin Marietta report year-over-year revenue growth of 24% and 21%, contrasting with Masco Corporation’s 2.9% revenue decline. Sector profit margins remain consistent between 20.2% and 23.6%, though valuation multiples diverge, as Masco trades at a 16.96 P/E compared to the 32.32 to 34.96 range observed across the other three constituents.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $377.82B | 34.96 | 24.0% | 22.2% |
| VMC | $35.47B | 32.32 | 2.5% | 21.6% |
| MLM | $37.80B | 34.62 | 21.0% | 20.2% |
| MAS | $14.51B | 16.96 | -2.9% | 23.6% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)