Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Sep 3, 2026
CAT
$358.16B
+24.0% rev YoY
VMC
$33.65B
+2.5% rev YoY
MLM
$35.86B
+21.0% rev YoY
MAS
$13.85B
-2.9% rev YoY
The construction sector shows a significant divide in scale and performance; Caterpillar leads with a $358.16 billion market capitalization and 24% year-over-year revenue growth, while Vulcan Materials and Martin Marietta report revenue growth of 2.5% and 21% respectively. Valuation multiples vary, as Caterpillar, Vulcan, and Martin Marietta trade at P/E ratios of 33.57, 30.59, and 32.77, while Masco trades at 16.19 alongside a 2.9% revenue decline. Profit margins across these constituents remain consistent, ranging from 20.2% at Martin Marietta to 23.6% at Masco.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $358.16B | 33.57 | 24.0% | 22.2% |
| VMC | $33.65B | 30.59 | 2.5% | 21.6% |
| MLM | $35.86B | 32.77 | 21.0% | 20.2% |
| MAS | $13.85B | 16.19 | -2.9% | 23.6% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)