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7 segments · 19 companies

Housing & Building

+2.2%chain · 1M

Housing starts, renovation and commercial buildings drive materials, equipment and distribution; rates affect demand and financing.

The Housing & Building covers 7 segments and 19 companies, 0 of them chokepoints.
Over the past month the chain's median listed company returned +2.2%, against 0.0% for the S&P 500.
The strongest segment is Elevators & access (+4.8%) and the weakest Homebuilders (−6.7%), a 11.5-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

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Build & renovateBuilding systems

Basic materials

Aggregates, cement & materials+1.9%

CRH−2.3%MLM+1.9%VMC+6.8%

Building products

Finishes & coatings+4.7%

MAS+6.6%SHW+2.7%

HVAC & building controls+2.7%

LII−1.1%CARR+2.2%TT+7.7%JCI+3.1%

Elevators & access+4.8%

OTIS+6.3%ALLE+3.3%

Construction & channels

Homebuilders−6.7%

DHI−3.6%PHM−7.7%LEN−6.5%NVR−6.9%

Building & renovation channels+1.3%

BLDR−12.1%HD+2.9%LOW+0.2%POOL+2.3%

Housing & building demand

Homes, renovation & buildings

Which segments are leading

Median price return of the listed companies in each segment.

1M3M12M

Elevators & access+4.8%

Finishes & coatings+4.7%

HVAC & building controls+2.7%

Aggregates, cement & materials+1.9%

Building & renovation channels+1.3%

Homebuilders−6.7%

S&P 5000.0%

Finishes & coatings+2.5%

Elevators & access+2.5%

Building & renovation channels−4.6%

Homebuilders−4.8%

Aggregates, cement & materials−6.9%

HVAC & building controls−10.0%

S&P 500+4.7%

HVAC & building controls+6.0%

Finishes & coatings+5.9%

Elevators & access−15.3%

Homebuilders−16.0%

Aggregates, cement & materials−18.6%

Building & renovation channels−29.5%

S&P 500+15.8%

Key numbers

2025 US housing starts (units)1.36MU.S. Census · New Residential Construction, December 2025

Sources

U.S. Census · New Residential Construction 2026-10-07（查阅）
U.S. Census · New Residential Construction, December 2025 2026-02-18

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