Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Aug 30, 2026
CAT
$367.85B
+24.0% rev YoY
VMC
$35.57B
+2.5% rev YoY
MLM
$37.71B
+21.0% rev YoY
MAS
$14.44B
-2.9% rev YoY
The construction sector exhibits varied growth profiles, with Caterpillar and Martin Marietta Materials posting year-over-year revenue increases of 24% and 21% respectively, while Masco Corporation reports a 2.9% decline. Valuation multiples also diverge, as Caterpillar, Vulcan Materials, and Martin Marietta trade at P/E ratios between 32.33 and 34.53, contrasting with Masco’s 16.88 multiple. Despite these differences, operating margins remain tightly clustered between 20.2% and 23.6% across the group.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $367.85B | 34.49 | 24.0% | 22.2% |
| VMC | $35.57B | 32.33 | 2.5% | 21.6% |
| MLM | $37.71B | 34.53 | 21.0% | 20.2% |
| MAS | $14.44B | 16.88 | -2.9% | 23.6% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)