Construction sector

CONSTRUCTION · SECTOR · MARKET VIEW

Market view · as of Sep 1, 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

Caterpillar leads the construction sector by market capitalization at $367.85 billion, posting 24% year-over-year revenue growth. While Martin Marietta Materials also reported strong revenue growth of 21%, Masco Corporation experienced a 2.9% decline and trades at a lower price-to-earnings multiple of 16.76 compared to the 32.26–35.21 range seen across the rest of the group. Profit margins remain consistent across these constituents, ranging from 20.2% at Martin Marietta to 23.6% at Masco.

Constituents

CompanyMarket capP/ERev growth (YoY)Op margin
CAT$367.85B35.2124.0%22.2%
VMC$35.57B32.262.5%21.6%
MLM$37.71B34.3721.0%20.2%
MAS$14.44B16.76-2.9%23.6%

Sources this view read

  • fundamentals Construction constituent fundamentals (Alpha Vantage)

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