Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Aug 31, 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 shows a wide divergence in performance, with Caterpillar and Martin Marietta Materials posting revenue growth of 24% and 21% respectively, while Masco Corporation reports a 2.9% contraction. Despite these varying growth profiles, operating margins remain tightly clustered between 20.2% and 23.6% across the group. Valuation multiples reflect this disparity, as Masco trades at a 16.76 PE, significantly lower than the 32.26 to 35.21 range observed for Caterpillar, Vulcan Materials, and Martin Marietta.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $367.85B | 35.21 | 24.0% | 22.2% |
| VMC | $35.57B | 32.26 | 2.5% | 21.6% |
| MLM | $37.71B | 34.37 | 21.0% | 20.2% |
| MAS | $14.44B | 16.76 | -2.9% | 23.6% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)