Homebuilding & Building Products
Homebuilding & Building Products groups public homebuilders, manufacturers of construction materials, and component suppliers that serve new construction, renovation, and light commercial projects. Capital is flowing to the theme as household formation, an aging housing stock, and tighter energy and resilience codes create steady demand for materials, fixtures, and climate-control systems.
4 of 53 stocks are in a Stage 2 uptrend.
Stocks in this theme
| Ticker | Price | 1M | 3M | 1Y | Stage | Trend | vs 52w high |
|---|---|---|---|---|---|---|---|
| USLMUnited States Lime & Minerals Inc | $113.11 | -4.3% | +6.7% | -12.9% | Stage 3 | 1/7 | -18.89% |
| CSWCsw Industrials, Inc. | $288.08 | -6.8% | +5.4% | +19.8% | Stage 1 | 4/7 | -17.99% |
| MHKMohawk Industries Inc | $124.72 | -2.8% | +4.0% | -2.6% | Stage 1 | 6/7 | -10.98% |
| JCIJohnson Controls International plc | $148.65 | +7.5% | +2.7% | +37.4% | Stage 2 (re-acceleration) | 7/7 | -3.95% |
| AWIArmstrong World Industries Inc | $161.93 | -6.2% | +2.4% | -16.4% | Stage 3 | 1/7 | -20.51% |
| HHHHoward Hughes Holdings Inc. | $73.62 | +14.8% | +1.5% | -8.6% | Stage 3 | 3/7 | -18.06% |
| ACAArcosa, Inc. | $146.15 | +0.6% | +1.0% | +58.4% | Stage 2 (continuation) | 7/7 | -0.32% |
| SKYChampion Homes, Inc. | $85.7 | -4.0% | +1.0% | +14.7% | Stage 1 | 6/7 | -12.07% |
| MLIMueller Industries Inc | $60.61 | -3.5% | -1.4% | +19.6% | Stage 1 | 4/7 | -13.92% |
| JHXJames Hardie Industries plc | $25.31 | -14.8% | -1.6% | +34.6% | Stage 2 (continuation) | 7/7 | -18.56% |
| BCCBOISE CASCADE Co | $74.15 | -5.0% | -1.8% | -3.2% | Stage 1 | 3/7 | -18.54% |
| LENLennar Corp /New/ | $81.59 | -3.0% | -6.3% | -36.1% | Stage 4 | 0/7 | -38.71% |
| SHWSherwin Williams Co | $323.27 | -4.6% | -6.6% | -5.7% | Stage 1 | 2/7 | -13.24% |
| TTTrane Technologies plc | $451.98 | +1.7% | -6.7% | +9.1% | Stage 1 | 4/7 | -10.23% |
| CVCOCavco Industries, Inc. | $560.26 | +0.2% | -6.9% | -4.3% | Stage 3 | 4/7 | -19.71% |
| NVRNvr Inc | $6154.39 | -2.5% | -7.4% | -24.0% | Stage 4 | 1/7 | -24.74% |
| AOSSmith A O Corp | $56.37 | -4.7% | -10.1% | -21.1% | Stage 4 | 0/7 | -29.95% |
| TREXTrex Co Inc | $43.56 | -4.4% | -10.5% | -15.1% | Stage 2 (continuation) | 7/7 | -18.69% |
| CSLCarlisle Companies Inc | $322.17 | -7.0% | -10.7% | -3.6% | Stage 1 | 2/7 | -23.06% |
| RPMRpm International Inc/De/ | $98.67 | -5.2% | -10.8% | -15.7% | Stage 1 | 2/7 | -17.89% |
| PHMPultegroup Inc/Mi/ | $116.06 | -8.1% | -12.5% | -12.8% | Stage 1 | 2/7 | -18.59% |
| DHIHorton D R Inc /De/ | $136.65 | -5.5% | -13.0% | -19.5% | Stage 4 | 1/7 | -21.89% |
| UFPIUfp Industries Inc | $77.22 | -8.6% | -13.4% | -16.3% | Stage 4 | 0/7 | -33.21% |
| MHOM/I Homes, Inc. | $135.13 | -9.2% | -13.7% | -7.3% | Stage 1 | 4/7 | -17.1% |
| IBPInstalled Building Products, Inc. | $191.88 | -21.0% | -14.3% | -23.1% | Stage 4 | 0/7 | -44.25% |
| TOLToll Brothers, Inc. | $134.75 | -6.1% | -14.4% | -2.5% | Stage 1 | 2/7 | -18.88% |
| WLKWestlake Corp | $62.31 | -17.0% | -14.4% | -19.1% | Stage 4 | 2/7 | -49.5% |
| AYIAcuity Inc. (De) | $309.81 | -6.6% | -15.7% | -8.6% | Stage 3 | 3/7 | -17.75% |
| GRBKGreen Brick Partners, Inc. | $66.11 | -8.5% | -15.9% | -9.9% | Stage 1 | 3/7 | -17.97% |
| SSDSimpson Manufacturing Co., Inc. | $170.88 | -6.4% | -16.0% | +2.0% | Stage 1 | 3/7 | -18.65% |
| REZIResideo Technologies, Inc. | $18.15 | -7.5% | -16.1% | -36.9% | Stage 4 | 0/7 | -41.39% |
| VMCVulcan Materials CO | $244.63 | -9.3% | -17.1% | -19.3% | Stage 4 | 0/7 | -25.95% |
| MLMMartin Marietta Materials Inc | $479.81 | -7.5% | -17.2% | -22.8% | Stage 4 | 0/7 | -32.24% |
| MASMasco Corp /De/ | $67.4 | -6.6% | -17.4% | -3.8% | Stage 1 | 4/7 | -18.57% |
| LPXLouisiana-Pacific Corp | $64.55 | -8.4% | -17.9% | -24.2% | Stage 4 | 0/7 | -34.51% |
| WYWeyerhaeuser Co | $19.05 | -18.5% | -19.1% | -23.4% | Stage 4 | 0/7 | -29.7% |
| PATKPatrick Industries Inc | $67.78 | -17.1% | -20.5% | -34.5% | Stage 4 | 0/7 | -53.5% |
| CRHCrh Public Ltd Co | $82.8 | -12.2% | -21.3% | -27.7% | Stage 4 | 0/7 | -36.98% |
| CXCemex Sab De Cv | $9.51 | -11.4% | -21.6% | +5.1% | Stage 4 | 0/7 | -29.82% |
| EXPEagle Materials Inc | $171.02 | -12.0% | -22.0% | -26.6% | Stage 4 | 0/7 | -29.28% |
| OCOwens Corning | $116.74 | -15.5% | -22.5% | -18.4% | Stage 1 | 3/7 | -26.56% |
| MTHMeritage Homes CORP | $62.85 | -9.5% | -22.9% | -13.6% | Stage 1 | 0/7 | -26.22% |
| KBHKb Home | $46.47 | -12.8% | -23.3% | -26.6% | Stage 4 | 0/7 | -29.97% |
| CARRCARRIER GLOBAL Corp | $54.86 | -5.8% | -23.9% | -7.2% | Stage 1 | 2/7 | -27.82% |
| TTAMTitan America SA | $13.63 | -8.7% | -25.9% | -6.9% | Stage 4 | 0/7 | -29.45% |
| SPXCSPX Technologies, Inc. | $169.56 | -13.8% | -26.8% | -8.0% | Stage 4 | 0/7 | -31.19% |
| HAYWHayward Holdings, Inc. | $12.24 | -12.9% | -27.9% | -17.6% | Stage 4 | 0/7 | -29.29% |
| AAONAaon, Inc. | $82.76 | +8.9% | -28.9% | -9.5% | Stage 1 | 1/7 | -44.18% |
| AMRZAmrize Ltd | $37.39 | -14.4% | -29.1% | -22.0% | Stage 4 | 0/7 | -43.23% |
| FBINFortune Brands Innovations, Inc. | $38.05 | -14.2% | -29.7% | -28.4% | Stage 4 | 0/7 | -40.95% |
| BLDRBuilders FirstSource, Inc. | $57.01 | -14.1% | -32.8% | -52.3% | Stage 4 | 0/7 | -55.99% |
| LIILennox International Inc | $355.02 | -7.2% | -37.8% | -31.8% | Stage 4 | 0/7 | -38.04% |
| KNFKnife River Corp | $50.42 | -19.6% | -39.2% | -31.9% | Stage 4 | 0/7 | -46.34% |
Deep dive
The theme covers companies that build houses and companies that make the materials and components used in construction. Public homebuilders provide finished dwellings and managed new-community development, while manufacturers produce cement, aggregates, lumber, insulation, roofing, siding, windows, flooring, fixtures, paints, HVAC equipment, and specialty products used by contractors and DIY homeowners.
Demand for the group is driven by two broad trends. One is structural housing need: new household formation and underbuilt housing supply support new-home starts over time, while an aging housing stock and consumer interest in home improvement support renovation and replacement cycles. The other is regulatory and market pressure for higher energy efficiency, indoor air quality, and storm resilience, which raises demand for upgraded insulation, windows, HVAC equipment, and durable exterior materials.
The value chain splits into distinct roles. Homebuilders such as large national and regional builders manage land, permits, and finished construction; materials producers such as cement, aggregates, and wood-product firms supply bulk inputs; specialty manufacturers produce siding, cladding, roofing, insulation, flooring, decking, paints, and cabinetry; HVAC and controls firms supply heating, cooling, and energy-management systems; and distributors and installers route products to job sites and consumers. Examples among constituents include firms focused on fiber-cement siding, composite decking, insulation and roofing, flooring and ceilings, paints and coatings, HVAC equipment, heavy materials like aggregates and cement, wood products, and on-site installation services.
Whether the theme continues to attract capital depends on several moving parts. Interest rates and mortgage availability shape housing starts and affordability, while raw material and freight costs affect margins and pricing power. Labor availability and construction productivity set build pace, and regulatory changes in energy and resilience standards create pockets of demand. Company-specific factors such as scale, product mix, geographic exposure, balance-sheet strength, and the ability to pass through input-cost increases also determine which firms perform best within the group.