Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Sep 2, 2026
CAT
$366.58B
+24.0% rev YoY
VMC
$34.93B
+2.5% rev YoY
MLM
$36.84B
+21.0% rev YoY
MAS
$14.23B
-2.9% rev YoY
Caterpillar dominates the construction sector with a $366.58 billion market capitalization, while Martin Marietta Materials and Vulcan Materials hold market caps of $36.84 billion and $34.93 billion respectively. Revenue growth is polarized, with Caterpillar and Martin Marietta posting gains of 24% and 21%, contrasted by a 2.9% revenue decline at Masco Corporation. Sector-wide margins remain consistent, ranging from 20.2% to 23.6%, though Masco trades at a lower PE of 16.63 compared to the 31.79 to 34.49 range observed among the larger constituents.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $366.58B | 34.48 | 24.0% | 22.2% |
| VMC | $34.93B | 31.79 | 2.5% | 21.6% |
| MLM | $36.84B | 34.49 | 21.0% | 20.2% |
| MAS | $14.23B | 16.63 | -2.9% | 23.6% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)