Sector Alpha Week of 2026-09-16
Not SEBI Registered !! Not Investment advice !!
20-quarter listed-company comparison

Building Products & Equipment Stocks

Building Products & Equipment: Johnson Controls International plc owns the largest revenue base; AAON, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Building Products & Equipment moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 41% behind S&P 500. Earnings across its companies fell 16% on average over the last four reported quarters.

ASLEEP · 1y −22.5%~Price down, no fundamental support3 of the 27 companies with a long enough price record ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS — · 9/27 >200d (−5) · 3/27 lead (−10) · EPS 10/27↑

20020262025202420232022 362347 TRAILING 12-MONTH EPS · 100 AT THE START0100220Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 17 reportingJun 2022 · trailing 12-month earnings per share at 103, against 100 at the start · no comparable year yet · 22 reportingSep 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 22 reportingDec 2022 · trailing 12-month earnings per share at 116, against 100 at the start · no comparable year yet · 24 reportingMar 2023 · trailing 12-month earnings per share at 116, against 100 at the start · up 22.4% on a year ago · 19 reportingJun 2023 · trailing 12-month earnings per share at 122, against 100 at the start · up 9.2% on a year ago · 22 reportingSep 2023 · trailing 12-month earnings per share at 123, against 100 at the start · up 1.1% on a year ago · 25 reportingDec 2023 · trailing 12-month earnings per share at 129, against 100 at the start · up 14.6% on a year ago · 22 reportingMar 2024 · trailing 12-month earnings per share at 149, against 100 at the start · up 20.6% on a year ago · 22 reportingJun 2024 · trailing 12-month earnings per share at 151, against 100 at the start · up 18.4% on a year ago · 22 reportingSep 2024 · trailing 12-month earnings per share at 158, against 100 at the start · up 16.0% on a year ago · 22 reportingDec 2024 · trailing 12-month earnings per share at 177, against 100 at the start · up 20.6% on a year ago · 22 reportingMar 2025 · trailing 12-month earnings per share at 171, against 100 at the start · up 4.3% on a year ago · 22 reportingJun 2025 · trailing 12-month earnings per share at 167, against 100 at the start · down 9.9% on a year ago · 22 reportingSep 2025 · trailing 12-month earnings per share at 156, against 100 at the start · down 29.6% on a year ago · 22 reportingDec 2025 · trailing 12-month earnings per share at 170, against 100 at the start · down 26.7% on a year ago · 21 reportingMar 2026 · trailing 12-month earnings per share at 155, against 100 at the start · down 13.0% on a year ago · 22 reportingJun 2026 · trailing 12-month earnings per share at 220, against 100 at the start · up 4.7% on a year ago · 7 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two220No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 362347 TRAILING 12-MONTH EPS · 100 AT THE START0100220Jun 22Jun 23Jun 24Jun 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 17 reportingJun 2022 · trailing 12-month earnings per share at 103, against 100 at the start · no comparable year yet · 22 reportingSep 2022 · trailing 12-month earnings per share at 115, against 100 at the start · no comparable year yet · 22 reportingDec 2022 · trailing 12-month earnings per share at 116, against 100 at the start · no comparable year yet · 24 reportingMar 2023 · trailing 12-month earnings per share at 116, against 100 at the start · up 22.4% on a year ago · 19 reportingJun 2023 · trailing 12-month earnings per share at 122, against 100 at the start · up 9.2% on a year ago · 22 reportingSep 2023 · trailing 12-month earnings per share at 123, against 100 at the start · up 1.1% on a year ago · 25 reportingDec 2023 · trailing 12-month earnings per share at 129, against 100 at the start · up 14.6% on a year ago · 22 reportingMar 2024 · trailing 12-month earnings per share at 149, against 100 at the start · up 20.6% on a year ago · 22 reportingJun 2024 · trailing 12-month earnings per share at 151, against 100 at the start · up 18.4% on a year ago · 22 reportingSep 2024 · trailing 12-month earnings per share at 158, against 100 at the start · up 16.0% on a year ago · 22 reportingDec 2024 · trailing 12-month earnings per share at 177, against 100 at the start · up 20.6% on a year ago · 22 reportingMar 2025 · trailing 12-month earnings per share at 171, against 100 at the start · up 4.3% on a year ago · 22 reportingJun 2025 · trailing 12-month earnings per share at 167, against 100 at the start · down 9.9% on a year ago · 22 reportingSep 2025 · trailing 12-month earnings per share at 156, against 100 at the start · down 29.6% on a year ago · 22 reportingDec 2025 · trailing 12-month earnings per share at 170, against 100 at the start · down 26.7% on a year ago · 21 reportingMar 2026 · trailing 12-month earnings per share at 155, against 100 at the start · down 13.0% on a year ago · 22 reportingJun 2026 · trailing 12-month earnings per share at 220, against 100 at the start · up 4.7% on a year ago · 7 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two220No earnings on file this far back — the price series reaches further than the filings do
Building Products & Equipment, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of 27 of its 29 companies — the 2 with too short a price record are ranked in the scorecard but cannot sit in this line. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Building Products & Equipment outperforming S&P 500?

Building Products & Equipment has underperformed S&P 500 by 23.1% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 13.6%. 3 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Quanex Building Products Corporation is the strongest against the sector itself at +25.8%.

-13.6%Sector vs S&P 500 · 13 weeks
-23.1%Sector vs S&P 500 · 52 weeks
3/28Stocks leading S&P 500
14/28Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Building Products & Equipment has underperformed S&P 500 by 23.1% over 52 weeks and 13.6% over 13 weeks. 3 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 14 of 28 beat the sector itself. Johnson Controls International plc leads with revenue of $24,995 million, based on 19 of 29 comparable companies through Jun 2026.

Companies
29
complete canonical membership
Combined market value
$347.2B
Trane Technologies plc
Revenue growing
12/19
positive TTM year-on-year growth
Beating S&P 500
3/28
positive Mansfield relative strength
Comparing 5 of 29
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Johnson Controls International plc has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 85.3% evidence confidence.
Carrier Global Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Trex Company, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Johnson Controls International plcJCI 67.5/100Favorable setup85% evidence ASLEEP 24.0/35 Revenue 6.8% · PAT 9.9% · OPM change 2 pp 95% evidence 12.3/25 ROCE 3.4% · OPM 14.9% 76% evidence 14.7/20 P/E 25.4× · PEG 0.48 65% evidence 16.5/20 RS sector 14% · RS bench 0.3% · 1Y 29.2%0 of 12 weeks ahead 100% evidence
Exact sum: 24 + 12.3 + 14.7 + 16.5 = 67.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Masco CorporationMAS 63.4/100Thin evidence · provisional58% evidence ASLEEP 21.4/35 Revenue — · PAT — · OPM change 0.6 pp 45% evidence 17.8/25 ROCE 12.6% · OPM 16.5% 76% evidence 11.0/20 P/E 18.7× · PEG — 15% evidence 13.2/20 RS sector 5.6% · RS bench -7.4% · 1Y -5.5%5 of 12 weeks ahead 100% evidence
Exact sum: 21.4 + 17.8 + 11 + 13.2 = 63.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Trex Company, Inc.TREX 59.0/100Mixed-positive evidence81% evidence ASLEEP 17.2/35 Revenue 5.3% · PAT -3.5% · OPM change 0.3 pp 83% evidence 16.5/25 ROCE 7.6% · OPM 24.3% 76% evidence 9.2/20 P/E 20.3× · PEG 1.98 65% evidence 16.1/20 RS sector 9.9% · RS bench -3.9% · 1Y -18.9%8 of 12 weeks ahead 100% evidence
Exact sum: 17.2 + 16.5 + 9.2 + 16.1 = 59 · Decision use: Price leads the evidence: RS versus the benchmark is -3.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
4Griffon CorporationGFF 58.3/100Mixed-positive evidence81% evidence FADING 13.6/35 Revenue -0.8% · PAT -71.7% · OPM change -0.6 pp 83% evidence 13.6/25 ROCE 4.8% · OPM 20.7% 76% evidence 12.5/20 P/E 559.1× · PEG 0.54 65% evidence 18.6/20 RS sector 18.2% · RS bench 3.9% · 1Y 22.9%7 of 12 weeks ahead 100% evidence
Exact sum: 13.6 + 13.6 + 12.5 + 18.6 = 58.3 · Decision use: Price leads the evidence: RS versus the benchmark is 3.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
5Apogee Enterprises, Inc.APOG 57.9/100Mixed-positive evidence71% evidence ASLEEP 20.8/35 Revenue 1.8% · PAT 37.3% · OPM change 3.5 pp 71% evidence 9.2/25 ROCE 2.1% · OPM 5.5% 76% evidence 16.0/20 P/E 12× · PEG 0.33 65% evidence 11.9/20 RS sector 5% · RS bench -8.1% · 1Y -14%6 of 12 weeks ahead 70% evidence
Exact sum: 20.8 + 9.2 + 16 + 11.9 = 57.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Carlisle Companies IncorporatedCSL 54.3/100Thin evidence · provisional58% evidence ASLEEP 19.9/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence 15.6/25 ROCE 6.9% · OPM 17.1% 76% evidence 10.6/20 P/E 20.8× · PEG — 15% evidence 8.2/20 RS sector -2.2% · RS bench -14.3% · 1Y -6.1%2 of 12 weeks ahead 100% evidence
Exact sum: 19.9 + 15.6 + 10.6 + 8.2 = 54.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Armstrong World Industries, Inc.AWI 54.0/100Thin evidence · provisional58% evidence ASLEEP 17.6/35 Revenue — · PAT — · OPM change -2.7 pp 45% evidence 16.7/25 ROCE 8% · OPM 23% 76% evidence 10.5/20 P/E 22× · PEG — 15% evidence 9.2/20 RS sector -5% · RS bench -16.9% · 1Y -19.7%5 of 12 weeks ahead 100% evidence
Exact sum: 17.6 + 16.7 + 10.5 + 9.2 = 54 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Arlo Technologies, Inc.ARLO 52.1/100Thin evidence · provisional58% evidence TURNING 23.4/35 Revenue 10.7% · PAT — · OPM change 6.2 pp 62% evidence 9.3/25 ROCE 5% · OPM 5% 76% evidence 9.5/20 P/E 47.8× · PEG — 15% evidence 9.9/20 RS sector 1.3% · RS bench -11.4% · 1Y -25.8%1 of 12 weeks ahead 70% evidence
Exact sum: 23.4 + 9.3 + 9.5 + 9.9 = 52.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9NPK International Inc.NPKI 50.1/100Thin evidence · provisional52% evidence ASLEEP 18.0/35 Revenue — · PAT — · OPM change -1.7 pp 45% evidence 12.4/25 ROCE 4.3% · OPM 19.2% 76% evidence 9.9/20 P/E 31.8× · PEG — 15% evidence 9.8/20 RS sector 1.3% · RS bench -11% · 1Y 18.2%0 of 12 weeks ahead 70% evidence
Exact sum: 18 + 12.4 + 9.9 + 9.8 = 50.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Trane Technologies plcTT 49.9/100Mixed-negative evidence85% evidence ASLEEP 18.8/35 Revenue 7% · PAT 4.4% · OPM change -1 pp 95% evidence 16.8/25 ROCE 8.2% · OPM 19.3% 76% evidence 5.0/20 P/E 37.2× · PEG 4.26 65% evidence 9.3/20 RS sector 2.2% · RS bench -10.2% · 1Y 3.7%0 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 16.8 + 5 + 9.3 = 49.9 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
11Perma-Pipe International Holdings, Inc.PPIH 49.2/100Mixed-negative evidence79% evidence TURNING 15.2/35 Revenue 24.4% · PAT 5.9% · OPM change -7.7 pp 95% evidence 10.6/25 ROCE 3.4% · OPM 9.2% 76% evidence 9.0/20 P/E 19.3× · PEG 2 65% evidence 14.4/20 RS sector 11.7% · RS bench -1.9% · 1Y 27%1 of 12 weeks ahead 70% evidence
Exact sum: 15.2 + 10.6 + 9 + 14.4 = 49.2 · Decision use: Price leads the evidence: RS versus the benchmark is -1.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
12Aspen Aerogels, Inc.ASPN 46.8/100Thin evidence · provisional58% evidence ASLEEP 20.0/35 Revenue -47.4% · PAT — · OPM change 325.2 pp 62% evidence 3.0/25 ROCE -5.2% · OPM -55% 76% evidence 8.9/20 P/E 69.9× · PEG — 15% evidence 14.9/20 RS sector 13.3% · RS bench -1.3% · 1Y -27.9%5 of 12 weeks ahead 70% evidence
Exact sum: 20 + 3 + 8.9 + 14.9 = 46.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13SPX Technologies, Inc.SPXC 46.4/100Thin evidence · provisional58% evidence ASLEEP 20.4/35 Revenue — · PAT — · OPM change 1.7 pp 45% evidence 13.5/25 ROCE 3.7% · OPM 15.5% 76% evidence 9.6/20 P/E 41.6× · PEG — 15% evidence 2.9/20 RS sector -9.5% · RS bench -20.6% · 1Y -5%0 of 12 weeks ahead 100% evidence
Exact sum: 20.4 + 13.5 + 9.6 + 2.9 = 46.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14Lennox International Inc.LII 44.8/100Thin evidence · provisional58% evidence ASLEEP 15.1/35 Revenue — · PAT — · OPM change -1.3 pp 45% evidence 17.7/25 ROCE 13.3% · OPM 14.4% 76% evidence 10.2/20 P/E 25.9× · PEG — 15% evidence 1.8/20 RS sector -22.1% · RS bench -31.9% · 1Y -33.1%3 of 12 weeks ahead 100% evidence
Exact sum: 15.1 + 17.7 + 10.2 + 1.8 = 44.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Latham Group, Inc.SWIM 44.4/100Mixed-negative evidence64% evidence BREAKING OUT 16.1/35 Revenue 8.7% · PAT — · OPM change -1.2 pp 62% evidence 4.3/25 ROCE -0.9% · OPM -5.6% 76% evidence 8.8/20 P/E 75.6× · PEG — 15% evidence 15.2/20 RS sector 5.2% · RS bench -8% · 1Y -18.1%7 of 12 weeks ahead 100% evidence
Exact sum: 16.1 + 4.3 + 8.8 + 15.2 = 44.4 · Decision use: Price leads the evidence: RS versus the benchmark is -8%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
16Quanex Building Products CorporationNX 44.0/100Mixed-negative evidence69% evidence BREAKING OUT 10.4/35 Revenue 14.3% · PAT -8166.7% · OPM change -5 pp 95% evidence 6.5/25 ROCE 1% · OPM 4% 76% evidence 10.1/20 P/E 27.9× · PEG — 15% evidence 17.0/20 RS sector 25.8% · RS bench 10.6% · 1Y 51.2%5 of 12 weeks ahead 70% evidence
Exact sum: 10.4 + 6.5 + 10.1 + 17 = 44 · Decision use: Price leads the evidence: RS versus the benchmark is 10.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
17Carrier Global CorporationCARR 42.4/100Mixed-negative evidence85% evidence ASLEEP 13.5/35 Revenue -1.6% · PAT -22.8% · OPM change -1.4 pp 95% evidence 11.4/25 ROCE 2.6% · OPM 12.1% 76% evidence 13.0/20 P/E 50.9× · PEG 0.66 65% evidence 4.5/20 RS sector -4.5% · RS bench -16.2% · 1Y -10.2%3 of 12 weeks ahead 100% evidence
Exact sum: 13.5 + 11.4 + 13 + 4.5 = 42.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
18Fortune Brands Innovations, Inc.FBIN 42.2/100Mixed-negative evidence81% evidence ASLEEP 11.8/35 Revenue -2% · PAT -36.5% · OPM change -3.4 pp 83% evidence 9.7/25 ROCE 1.1% · OPM 6% 76% evidence 13.4/20 P/E 17× · PEG 0.93 65% evidence 7.3/20 RS sector -10.9% · RS bench -22.2% · 1Y -29.1%10 of 12 weeks ahead 100% evidence
Exact sum: 11.8 + 9.7 + 13.4 + 7.3 = 42.2 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
19AirJoule Technologies CorporationAIRJ 42.2/100Thin evidence · provisional52% evidence ASLEEP 11.9/35 Revenue — · PAT -249% · OPM change — 57% evidence 5.7/25 ROCE -1.1% · OPM — 61% evidence 11.4/20 P/E 8.7× · PEG — 15% evidence 13.2/20 RS sector 8.3% · RS bench -5.2% · 1Y -13.9%8 of 12 weeks ahead 70% evidence
Exact sum: 11.9 + 5.7 + 11.4 + 13.2 = 42.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20AAON, Inc.AAON 41.9/100Mixed-negative evidence81% evidence ASLEEP 22.1/35 Revenue 28.2% · PAT -25.8% · OPM change 0.6 pp 83% evidence 13.3/25 ROCE 4.5% · OPM 11.5% 76% evidence 4.8/20 P/E 57.9× · PEG 4.21 65% evidence 1.7/20 RS sector -17.5% · RS bench -27.8% · 1Y -17.5%3 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 13.3 + 4.8 + 1.7 = 41.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
21Owens CorningOC 41.3/100Mixed-negative evidence64% evidence ASLEEP 9.0/35 Revenue -5.1% · PAT -308.2% · OPM change -10.8 pp 62% evidence 7.0/25 ROCE 1.1% · OPM 5.3% 76% evidence 9.8/20 P/E 35.7× · PEG — 15% evidence 15.5/20 RS sector 8.1% · RS bench -5.2% · 1Y -13%11 of 12 weeks ahead 100% evidence
Exact sum: 9 + 7 + 9.8 + 15.5 = 41.3 · Decision use: Price leads the evidence: RS versus the benchmark is -5.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
22Gibraltar Industries, Inc.ROCK 38.9/100Mixed-negative evidence75% evidence BREAKING OUT 11.9/35 Revenue 21.1% · PAT -54.1% · OPM change -12.9 pp 83% evidence 6.8/25 ROCE -0.3% · OPM -1.3% 76% evidence 11.3/20 P/E 314× · PEG 0.92 65% evidence 8.9/20 RS sector -0.2% · RS bench -13.1% · 1Y -27.5%8 of 12 weeks ahead 70% evidence
Exact sum: 11.9 + 6.8 + 11.3 + 8.9 = 38.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
23Janus International Group, Inc.JBI 38.4/100Thin evidence · provisional58% evidence ASLEEP 13.3/35 Revenue — · PAT — · OPM change -9.9 pp 45% evidence 8.2/25 ROCE 1.1% · OPM 5.9% 76% evidence 11.2/20 P/E 15.9× · PEG — 15% evidence 5.7/20 RS sector -25% · RS bench -35% · 1Y -57.1%0 of 12 weeks ahead 100% evidence
Exact sum: 13.3 + 8.2 + 11.2 + 5.7 = 38.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24JELD-WEN Holding, Inc.JELD 35.9/100Thin evidence · provisional58% evidence 20.1/35 Revenue -12.1% · PAT — · OPM change 16.2 pp 62% evidence 3.5/25 ROCE -3.3% · OPM -7.6% 76% evidence 9.3/20 P/E 57.4× · PEG — 15% evidence 3.0/20 RS sector -58.7% · RS bench -62.8% · 1Y -77.3%1 of 4 weeks ahead to 2026-07-24 70% evidence
Exact sum: 20.1 + 3.5 + 9.3 + 3 = 35.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Limbach Holdings, Inc.LMB 35.5/100Mixed-negative evidence81% evidence BASING 14.8/35 Revenue 22.5% · PAT 0% · OPM change -5.1 pp 83% evidence 7.2/25 ROCE 0.5% · OPM 0.8% 76% evidence 12.0/20 P/E 28.4× · PEG 0.94 65% evidence 1.5/20 RS sector -27.2% · RS bench -36.6% · 1Y -50.2%0 of 12 weeks ahead 100% evidence
Exact sum: 14.8 + 7.2 + 12 + 1.5 = 35.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
26Louisiana-Pacific CorporationLPX 33.5/100Adverse evidence81% evidence ASLEEP 5.7/35 Revenue -13% · PAT -79% · OPM change -10.7 pp 83% evidence 8.8/25 ROCE 1.5% · OPM 5.9% 76% evidence 14.0/20 P/E 62.2× · PEG 0.28 65% evidence 5.0/20 RS sector -11.8% · RS bench -23% · 1Y -26%0 of 12 weeks ahead 100% evidence
Exact sum: 5.7 + 8.8 + 14 + 5 = 33.5 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
27Builders FirstSource, Inc.BLDR 33.5/100Thin evidence · provisional58% evidence ASLEEP 13.9/35 Revenue — · PAT — · OPM change -4.5 pp 45% evidence 8.4/25 ROCE 1.3% · OPM 0.5% 76% evidence 8.7/20 P/E 98.3× · PEG — 15% evidence 2.5/20 RS sector -31.8% · RS bench -40.8% · 1Y -52%0 of 12 weeks ahead 100% evidence
Exact sum: 13.9 + 8.4 + 8.7 + 2.5 = 33.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Advanced Drainage Systems, Inc.WMS 32.3/100Adverse evidence81% evidence ASLEEP 11.8/35 Revenue 5% · PAT -5.4% · OPM change -11.1 pp 83% evidence 10.8/25 ROCE 1.5% · OPM 7.9% 76% evidence 5.4/20 P/E 25.2× · PEG 4.38 65% evidence 4.3/20 RS sector -7.3% · RS bench -18.8% · 1Y -11.4%2 of 12 weeks ahead 100% evidence
Exact sum: 11.8 + 10.8 + 5.4 + 4.3 = 32.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
29Madison Air Solutions CorporationMAIR 54.7/100Thin evidence · provisional27% evidence ASLEEP 18.2/35 Revenue — · PAT — · OPM change -1.4 pp 13% evidence 15.0/25 ROCE 5.1% · OPM 16.4% 76% evidence 11.5/20 P/E 0× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y —0 of 10 weeks ahead 0% evidence
Exact sum: 18.2 + 15 + 11.5 + 10 = 54.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 29 companies
04 · what price has already done

Market action

Quanex Building Products Corporation has the strongest one-year price move in Building Products & Equipment at +51.2%. It also leads on Mansfield relative strength against the S&P 500 at +10.6%. 3 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Johnson Controls International plc has the highest Revenue among the 29 Building Products & Equipment companies compared here, at $24,995 million. Trane Technologies plc is next at $22,211 million. AAON, Inc. has the highest Revenue growth at 28.2%, so level and change sit with different companies. 19 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Johnson Controls International plc is the scale leader at $24,995 million, 12.5% ahead of Trane Technologies plc. AAON, Inc.'s growth is 28.2% from a $1,617 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderJohnson Controls International plc · $24,995 million
Gap12.5% versus #2 · Trane Technologies plc
Persistence8/8 recent comparable periods
Coverage19/29 companies · 510 observations

Investor read: Johnson Controls International plc is the scale benchmark; AAON, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Johnson Controls International plc's growth falls below AAON, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenue · company comparison
19/29 level · 19/29 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Johnson Controls International plc JCI$6.6B9.3%Jun 2026
Trane Technologies plc TT$6.4B11%Jun 2026
Carrier Global Corporation CARR$6.4B3.9%Jun 2026
Builders FirstSource, Inc. BLDR$3.3B-10%Jun 2026
Owens Corning OC$2.3B-10%Mar 2026
Masco Corporation MAS$1.9B6.5%Jun 2026
Lennox International Inc. LII$1.1B5.8%Jun 2026
Carlisle Companies Incorporated CSL$1.1B-4.0%Jun 2026
Fortune Brands Innovations, Inc. FBIN$1.0B-2.1%Mar 2026
Madison Air Solutions Corporation MAIR$924M34%Jun 2026
JELD-WEN Holding, Inc. JELD$722M-7.0%Mar 2026
Advanced Drainage Systems, Inc. WMS$677M9.9%Mar 2026
Louisiana-Pacific Corporation LPX$574M-21%Mar 2026
SPX Technologies, Inc. SPXC$567M17%Jun 2026
AAON, Inc. AAON$497M54%Mar 2026
Quanex Building Products Corporation NX$462M2.2%Jun 2026
Griffon Corporation GFF$422M-1.2%Mar 2026
Armstrong World Industries, Inc. AWI$410M7.1%Jun 2026
Gibraltar Industries, Inc. ROCK$356M45%Mar 2026
Trex Company, Inc. TREX$343M0.9%Mar 2026
Apogee Enterprises, Inc. APOG$343M-1.2%Jun 2026
Janus International Group, Inc. JBI$223M-2.2%Jun 2026
Arlo Technologies, Inc. ARLO$150M26%Mar 2026
Limbach Holdings, Inc. LMB$139M4.5%Mar 2026
Latham Group, Inc. SWIM$117M5.4%Mar 2026
NPK International Inc. NPKI$75M15%Jun 2026
Perma-Pipe International Holdings, Inc. PPIH$50M6.4%Jun 2026
Aspen Aerogels, Inc. ASPN$38M-52%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

$706M
$715M
$678M
$914M
$884M
$655M
$618M
$778M
$780M
$662M
$654M
$815M
$783M
$691M
$616M
$830M
$850M
$693M
$677M

Armstrong World Industries, Inc. · AWI

$292M
$283M
$283M
$321M
$325M
$305M
$310M
$325M
$347M
$312M
$326M
$365M
$387M
$368M
$383M
$425M
$425M
$388M
$410M

Builders FirstSource, Inc. · BLDR

$5.5B
$4.6B
$5.7B
$6.9B
$5.8B
$4.4B
$3.9B
$4.5B
$4.5B
$4.2B
$3.9B
$4.5B
$4.2B
$3.8B
$3.7B
$4.2B
$3.9B
$3.4B
$3.3B

Carlisle Companies Incorporated · CSL

$1.3B
$1.4B
$1.5B
$1.8B
$1.5B
$1.2B
$893M
$1.3B
$1.3B
$1.1B
$1.1B
$1.5B
$1.3B
$1.1B
$1.1B
$1.5B
$1.3B
$1.1B
$1.1B

Carrier Global Corporation · CARR

$5.3B
$5.1B
$4.7B
$5.2B
$5.5B
$5.1B
$5.3B
$6.0B
$4.9B
$4.3B
$5.4B
$5.9B
$6.0B
$5.1B
$5.2B
$6.1B
$5.6B
$4.8B
$5.3B
$6.4B

Johnson Controls International plc · JCI

$6.4B
$5.9B
$6.1B
$6.6B
$6.7B
$6.1B
$6.7B
$7.1B
$5.9B
$5.2B
$5.6B
$5.9B
$6.2B
$5.4B
$5.7B
$6.1B
$6.4B
$5.8B
$6.1B
$6.6B

Lennox International Inc. · LII

$1.1B
$965M
$1.0B
$1.4B
$1.2B
$1.1B
$1.0B
$1.4B
$1.4B
$1.2B
$1.0B
$1.5B
$1.5B
$1.3B
$1.1B
$1.5B
$1.4B
$1.2B
$1.1B

Madison Air Solutions Corporation · MAIR

$690M
$924M

Masco Corporation · MAS

$2.2B
$2.0B
$2.2B
$2.4B
$2.2B
$1.9B
$2.0B
$2.1B
$2.0B
$1.9B
$1.9B
$2.1B
$2.0B
$1.8B
$1.8B
$2.1B
$1.9B
$1.8B
$1.9B

Owens Corning · OC

$2.2B
$2.1B
$2.3B
$2.6B
$2.5B
$2.3B
$2.3B
$2.6B
$2.5B
$2.3B
$2.0B
$2.5B
$2.8B
$2.6B
$2.5B
$2.7B
$2.7B
$2.1B
$2.3B

SPX Technologies, Inc. · SPXC

$297M
$286M
$307M
$354M
$371M
$400M
$423M
$469M
$465M
$501M
$484M
$534M
$483M
$552M
$593M
$637M
$567M

Trane Technologies plc · TT

$3.7B
$3.6B
$3.4B
$4.2B
$4.4B
$4.1B
$3.7B
$4.7B
$4.9B
$4.4B
$4.2B
$5.3B
$5.4B
$4.9B
$4.7B
$5.7B
$5.7B
$5.1B
$5.0B
$6.4B

Revenue growth · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

37%
25%
-8.4%
-8.9%
-15%
-12%
1.1%
5.8%
4.8%
0.4%
4.4%
-5.8%
1.8%
8.6%
0.3%
9.9%

Armstrong World Industries, Inc. · AWI

15%
11%
7.8%
9.5%
1.3%
6.8%
2.3%
5.2%
12%
12%
18%
17%
16%
9.8%
5.4%
7.1%

Builders FirstSource, Inc. · BLDR

24%
4.6%
-6.0%
-32%
-35%
-21%
-4.8%
0.2%
-1.6%
-6.7%
-8.0%
-6.0%
-5.0%
-6.9%
-12%
-10%

Carlisle Companies Incorporated · CSL

51%
14%
-16%
-40%
-26%
-16%
-1.9%
23%
11%
5.9%
-0.4%
-0.1%
-0.1%
1.0%
0.5%
-4.0%

Carrier Global Corporation · CARR

-4.2%
2.1%
-0.6%
13%
15%
-9.5%
-15%
2.8%
-1.0%
21%
19%
-3.7%
3.0%
-6.8%
-6.0%
2.4%
3.9%

Johnson Controls International plc · JCI

4.3%
5.2%
3.5%
9.6%
7.9%
-13%
-14%
-16%
-17%
6.8%
4.2%
1.4%
2.6%
3.1%
6.8%
8.2%
9.3%

Lennox International Inc. · LII

10%
17%
13%
3.6%
3.3%
9.7%
5.6%
-0.2%
2.8%
9.7%
16%
2.5%
3.5%
-4.7%
-11%
5.8%

Madison Air Solutions Corporation · MAIR

34%

Masco Corporation · MAS

7.9%
0.0%
-4.9%
-10%
-9.6%
-10%
-2.1%
-2.7%
-1.7%
0.2%
-2.9%
-6.5%
-1.9%
-3.3%
-1.9%
6.5%

Owens Corning · OC

16%
14%
7.2%
-0.6%
-1.5%
-2.0%
0.8%
-13%
-2.6%
11%
12%
25%
10%
-2.9%
-17%
-10%

SPX Technologies, Inc. · SPXC

19%
30%
30%
19%
26%
25%
14%
14%
3.9%
10%
23%
19%
17%

Trane Technologies plc · TT

9.4%
18%
14%
9.2%
12%
12%
8.6%
15%
13%
11%
10%
11%
8.3%
5.6%
5.6%
6.0%
11%
06 · compare level, then change

Operating Economics & Margin Trend

Trex Company, Inc. has the highest OPM among the 29 Building Products & Equipment companies compared here, at 24.3%. Armstrong World Industries, Inc. is next at 23%. Aspen Aerogels, Inc. has the highest Margin change at +325.2 percentage points, so level and change sit with different companies. 28 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Trex Company, Inc. leads opm at 24.3%; Aspen Aerogels, Inc. leads margin change at +325.2 percentage points.

LeaderTrex Company, Inc. · 24.3%
Gap5.7% versus #2 · Armstrong World Industries, Inc.
Persistence3/8 recent comparable periods
Coverage28/29 companies · 510 observations

Investor read: Trex Company, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Operating margin · company comparison
28/29 level · 28/29 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Trex Company, Inc. TREX24%+0.3 ppMar 2026
Armstrong World Industries, Inc. AWI23%−2.7 ppJun 2026
Griffon Corporation GFF21%−0.6 ppMar 2026
Trane Technologies plc TT19%−1.0 ppJun 2026
NPK International Inc. NPKI19%−1.7 ppJun 2026
Carlisle Companies Incorporated CSL17%+0.3 ppJun 2026
Masco Corporation MAS17%+0.6 ppJun 2026
Madison Air Solutions Corporation MAIR16%−1.4 ppJun 2026
SPX Technologies, Inc. SPXC16%+1.7 ppJun 2026
Johnson Controls International plc JCI15%+2.0 ppJun 2026
Lennox International Inc. LII14%−1.3 ppJun 2026
Carrier Global Corporation CARR12%−1.4 ppJun 2026
AAON, Inc. AAON12%+0.6 ppMar 2026
Perma-Pipe International Holdings, Inc. PPIH9.2%−7.7 ppJun 2026
Advanced Drainage Systems, Inc. WMS7.9%−11.1 ppMar 2026
Fortune Brands Innovations, Inc. FBIN6.0%−3.4 ppMar 2026
Louisiana-Pacific Corporation LPX5.9%−10.7 ppMar 2026
Janus International Group, Inc. JBI5.9%−9.9 ppJun 2026
Apogee Enterprises, Inc. APOG5.5%+3.5 ppJun 2026
Owens Corning OC5.3%−10.8 ppMar 2026
Arlo Technologies, Inc. ARLO5.0%+6.2 ppMar 2026
Quanex Building Products Corporation NX4.0%−5.0 ppJun 2026
Limbach Holdings, Inc. LMB0.8%−5.1 ppMar 2026
Builders FirstSource, Inc. BLDR0.5%−4.5 ppJun 2026
Gibraltar Industries, Inc. ROCK-1.3%−12.9 ppMar 2026
Latham Group, Inc. SWIM-5.6%−1.2 ppMar 2026
JELD-WEN Holding, Inc. JELD-7.6%+16.2 ppMar 2026
Aspen Aerogels, Inc. ASPN-55%+325.2 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

16%
15%
12%
28%
25%
19%
20%
32%
25%
23%
21%
28%
24%
18%
19%
25%
26%
20%
7.9%

Armstrong World Industries, Inc. · AWI

25%
20%
22%
22%
23%
23%
23%
27%
29%
21%
26%
26%
29%
22%
26%
29%
28%
24%
23%

Builders FirstSource, Inc. · BLDR

15%
13%
15%
20%
18%
12%
12%
13%
14%
12%
9.6%
11%
10%
8.0%
5.0%
7.4%
5.8%
1.8%
0.5%

Carlisle Companies Incorporated · CSL

13%
14%
19%
23%
22%
18%
14%
24%
24%
23%
21%
26%
24%
20%
17%
23%
22%
17%
17%

Carrier Global Corporation · CARR

14%
8.1%
36%
14%
27%
7.3%
9.7%
7.3%
8.8%
12%
6.5%
11%
12%
14%
11%
14%
8.6%
1.1%
4.3%
12%

Johnson Controls International plc · JCI

56%
56%
62%
59%
59%
2.9%
3.6%
11%
7.7%
7.9%
-6.8%
19%
12%
9.1%
10%
13%
6.7%
13%
13%
15%

Lennox International Inc. · LII

15%
10%
11%
17%
15%
12%
13%
20%
14%
16%
16%
22%
20%
19%
16%
24%
22%
19%
14%

Madison Air Solutions Corporation · MAIR

18%
16%

Masco Corporation · MAS

18%
11%
16%
17%
16%
9.6%
16%
19%
19%
13%
17%
19%
18%
16%
16%
20%
16%
14%
17%

Owens Corning · OC

18%
15%
19%
19%
24%
8.0%
23%
19%
19%
7.9%
19%
17%
17%
8.4%
16%
18%
-12%
-11%
5.3%

SPX Technologies, Inc. · SPXC

5.8%
6.2%
3.7%
7.7%
10%
13%
12%
13%
14%
15%
16%
17%
14%
16%
16%
16%
16%

Trane Technologies plc · TT

16%
12%
12%
17%
17%
14%
13%
19%
18%
16%
15%
20%
19%
35%
18%
20%
20%
34%
16%
19%

Margin change · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

+11.2 pp
+8.8 pp
+3.6 pp
+8.4 pp
+4.0 pp
+0.8 pp
+4.1 pp
+0.4 pp
−3.8 pp
−1.5 pp
−4.7 pp
−1.7 pp
−2.9 pp
+2.4 pp
+1.3 pp
−11.1 pp

Armstrong World Industries, Inc. · AWI

−5.7 pp
−2.1 pp
+3.6 pp
+0.2 pp
+4.4 pp
+6.3 pp
−2.0 pp
+3.8 pp
−0.7 pp
−0.1 pp
+1.1 pp
−0.7 pp
+3.0 pp
−1.2 pp
+1.4 pp
−2.7 pp

Builders FirstSource, Inc. · BLDR

+7.5 pp
+2.4 pp
−1.3 pp
−3.2 pp
−7.0 pp
−3.4 pp
−0.3 pp
−2.4 pp
−1.7 pp
−4.1 pp
−3.8 pp
−4.6 pp
−3.6 pp
−4.3 pp
−6.2 pp
−4.5 pp

Carlisle Companies Incorporated · CSL

+11.3 pp
+8.9 pp
+4.5 pp
−5.0 pp
+0.9 pp
+2.2 pp
+4.3 pp
+7.0 pp
+2.4 pp
−0.1 pp
−2.6 pp
−3.7 pp
−2.9 pp
−1.9 pp
−3.1 pp
+0.3 pp

Carrier Global Corporation · CARR

−0.6 pp
+12.7 pp
−0.8 pp
−26.4 pp
−6.5 pp
−18.0 pp
+4.3 pp
−3.2 pp
+3.4 pp
+2.8 pp
+2.6 pp
+4.7 pp
+2.8 pp
−3.0 pp
−13.1 pp
−6.9 pp
−1.4 pp

Johnson Controls International plc · JCI

+47.3 pp
+3.0 pp
−53.5 pp
−58.6 pp
−48.0 pp
−51.7 pp
+5.0 pp
−10.4 pp
+7.7 pp
+4.6 pp
+1.2 pp
+17.0 pp
−5.9 pp
−5.6 pp
+4.1 pp
+2.9 pp
+2.0 pp

Lennox International Inc. · LII

−0.8 pp
−0.5 pp
+1.9 pp
+2.3 pp
+3.2 pp
−1.2 pp
+4.2 pp
+2.6 pp
+2.3 pp
+6.5 pp
+2.4 pp
−0.2 pp
+1.5 pp
+1.5 pp
0.0 pp
−1.3 pp

Madison Air Solutions Corporation · MAIR

−1.4 pp

Masco Corporation · MAS

−2.8 pp
−1.6 pp
−1.2 pp
−0.1 pp
+1.6 pp
+3.5 pp
+3.5 pp
+0.6 pp
+0.1 pp
−1.4 pp
+2.8 pp
−0.6 pp
+1.1 pp
−2.2 pp
−2.1 pp
+0.6 pp

Owens Corning · OC

−0.3 pp
+6.3 pp
−7.3 pp
+4.1 pp
+0.2 pp
−5.4 pp
−0.1 pp
−4.3 pp
−2.2 pp
−1.6 pp
+0.5 pp
−2.5 pp
+1.6 pp
−29.3 pp
−18.9 pp
−10.8 pp

SPX Technologies, Inc. · SPXC

+1.9 pp
+3.9 pp
+8.8 pp
+4.4 pp
+3.3 pp
+2.4 pp
+4.2 pp
+3.5 pp
−0.1 pp
+0.8 pp
+0.1 pp
−1.2 pp
+1.7 pp

Trane Technologies plc · TT

0.0 pp
+1.2 pp
+2.1 pp
+0.9 pp
+1.8 pp
+0.8 pp
+1.2 pp
+2.5 pp
+0.7 pp
+1.1 pp
+19.6 pp
+2.5 pp
+0.8 pp
+1.5 pp
−1.0 pp
−1.9 pp
−1.0 pp
07 · compare level, then change

Profit Scale & Acceleration

Trane Technologies plc has the highest Net profit among the 29 Building Products & Equipment companies compared here, at $3,024 million. Johnson Controls International plc is next at $2,190 million. Johnson Controls International plc has the highest Profit growth at 9.9%, so level and change sit with different companies.

What the numbers say: Trane Technologies plc leads with $3,024 million of TTM profit, 38.1% above Johnson Controls International plc. Johnson Controls International plc shows 9.9% growth from a $2,190 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderTrane Technologies plc · $3,024 million
Gap38.1% versus #2 · Johnson Controls International plc
Persistence7/8 recent comparable periods
Coverage20/29 companies · 528 observations

Investor read: Trane Technologies plc sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profit · company comparison
20/29 level · 14/29 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Trane Technologies plc TT$945M7.9%Jun 2026
Johnson Controls International plc JCI$752M22%Jun 2026
Carrier Global Corporation CARR$541M-17%Jun 2026
Masco Corporation MAS$228M15%Jun 2026
Carlisle Companies Incorporated CSL$128M-8.6%Jun 2026
Lennox International Inc. LII$117M-10%Jun 2026
Griffon Corporation GFF$87M-4.4%Mar 2026
Armstrong World Industries, Inc. AWI$67M-2.9%Jun 2026
SPX Technologies, Inc. SPXC$64M23%Jun 2026
Trex Company, Inc. TREX$61M1.7%Mar 2026
Madison Air Solutions Corporation MAIR$43M-4.4%Jun 2026
AAON, Inc. AAON$40M38%Mar 2026
Advanced Drainage Systems, Inc. WMS$33M-57%Mar 2026
Louisiana-Pacific Corporation LPX$27M-70%Mar 2026
Fortune Brands Innovations, Inc. FBIN$24M-53%Mar 2026
Arlo Technologies, Inc. ARLO$15MMar 2026
Apogee Enterprises, Inc. APOG$12M750%Jun 2026
NPK International Inc. NPKI$10M0.0%Jun 2026
Limbach Holdings, Inc. LMB$4M-60%Mar 2026
Quanex Building Products Corporation NX$3M-86%Jun 2026
Perma-Pipe International Holdings, Inc. PPIH$3M-50%Jun 2026
Janus International Group, Inc. JBI$0M-100%Jun 2026
Latham Group, Inc. SWIM$-9M167%Mar 2026
Gibraltar Industries, Inc. ROCK$-12M-152%Mar 2026
Aspen Aerogels, Inc. ASPN$-24M-764%Mar 2026
Builders FirstSource, Inc. BLDR$-47M-149%Jun 2026
AirJoule Technologies Corporation AIRJ$-50M-433%Mar 2026
JELD-WEN Holding, Inc. JELD$-77M-417%Mar 2026
Owens Corning OC$-104M-254%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

$76M
$74M
$47M
$187M
$151M
$83M
$85M
$172M
$136M
$106M
$94M
$161M
$130M
$81M
$76M
$143M
$156M
$92M
$33M

Armstrong World Industries, Inc. · AWI

$51M
$42M
$44M
$52M
$55M
$49M
$47M
$60M
$70M
$47M
$60M
$66M
$77M
$62M
$69M
$88M
$86M
$66M
$67M

Builders FirstSource, Inc. · BLDR

$613M
$442M
$640M
$987M
$738M
$385M
$334M
$405M
$451M
$351M
$259M
$344M
$285M
$190M
$96M
$185M
$122M
$32M
$-47M

Carlisle Companies Incorporated · CSL

$113M
$129M
$194M
$291M
$233M
$153M
$84M
$227M
$217M
$192M
$171M
$285M
$247M
$162M
$140M
$256M
$214M
$133M
$128M

Carrier Global Corporation · CARR

$480M
$332M
$1.4B
$587M
$1.3B
$278M
$387M
$233M
$294M
$436M
$197M
$447M
$598M
$-30M
$437M
$650M
$434M
$37M
$266M
$541M

Johnson Controls International plc · JCI

$316M
$419M
$52M
$443M
$809M
$156M
$174M
$1.1B
$488M
$340M
$-318M
$851M
$538M
$361M
$475M
$618M
$270M
$556M
$612M
$752M

Lennox International Inc. · LII

$126M
$84M
$84M
$177M
$142M
$94M
$98M
$217M
$130M
$146M
$124M
$246M
$239M
$202M
$130M
$278M
$246M
$162M
$117M

Madison Air Solutions Corporation · MAIR

$45M
$43M

Masco Corporation · MAS

$239M
$140M
$252M
$294M
$233M
$126M
$221M
$278M
$260M
$201M
$229M
$272M
$180M
$193M
$198M
$283M
$200M
$176M
$228M

Owens Corning · OC

$259M
$228M
$307M
$343M
$469M
$122M
$382M
$344M
$337M
$130M
$298M
$286M
$321M
$-258M
$-93M
$362M
$-494M
$-297M
$-104M

SPX Technologies, Inc. · SPXC

$18M
$14M
$13M
$19M
$13M
$39M
$38M
$32M
$49M
$45M
$51M
$57M
$52M
$53M
$63M
$78M
$64M

Trane Technologies plc · TT

$422M
$329M
$270M
$517M
$560M
$449M
$317M
$597M
$639M
$517M
$445M
$767M
$787M
$615M
$618M
$876M
$860M
$619M
$600M
$945M

Profit growth · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

143%
99%
12%
81%
-8.0%
-9.9%
28%
11%
-6.4%
-4.4%
-24%
-19%
-11%
20%
14%
-57%

Armstrong World Industries, Inc. · AWI

-5.5%
7.8%
17%
6.8%
15%
27%
-4.1%
28%
10%
10%
32%
15%
33%
12%
6.5%
-2.9%

Builders FirstSource, Inc. · BLDR

99%
20%
-13%
-48%
-59%
-39%
-8.8%
-22%
-15%
-37%
-46%
-63%
-46%
-57%
-83%
-149%

Carlisle Companies Incorporated · CSL

210%
106%
19%
-57%
-22%
-6.9%
25%
104%
26%
14%
-16%
-18%
-10%
-13%
-18%
-8.6%

Carrier Global Corporation · CARR

18%
178%
-16%
-72%
-60%
-78%
57%
-49%
92%
103%
-107%
122%
45%
-27%
-39%
-17%

Johnson Controls International plc · JCI

-33%
156%
-63%
235%
153%
-40%
118%
-283%
-24%
10%
6.2%
-27%
-50%
54%
29%
22%

Lennox International Inc. · LII

4.1%
13%
12%
17%
23%
-8.5%
55%
27%
13%
84%
38%
4.8%
13%
2.9%
-20%
-10%

Madison Air Solutions Corporation · MAIR

-4.4%

Masco Corporation · MAS

-2.5%
-10%
-12%
-5.4%
12%
60%
3.6%
-2.2%
-31%
-4.0%
-14%
4.0%
11%
-8.8%
15%

Owens Corning · OC

15%
81%
-46%
24%
0.3%
-28%
6.6%
-22%
-17%
-4.8%
-298%
-131%
27%
-254%

SPX Technologies, Inc. · SPXC

5.6%
-7.1%
200%
100%
146%
15%
34%
78%
6.1%
18%
24%
37%
23%

Trane Technologies plc · TT

10%
33%
36%
17%
15%
14%
15%
40%
28%
23%
19%
39%
14%
9.3%
0.7%
-2.9%
7.9%
08 · compare level, then change

Return On Capital Employed

Lennox International Inc. has the highest ROCE among the 29 Building Products & Equipment companies compared here, at 13.3%. Masco Corporation is next at 12.6%. Aspen Aerogels, Inc. has the highest ROCE change at +48.8 percentage points, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Lennox International Inc. leads ROCE at 13.3%, 0.7 percentage points above Masco Corporation. Aspen Aerogels, Inc. has the strongest latest improvement at +48.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderLennox International Inc. · 13.3%
Gap5.6% versus #2 · Masco Corporation
Persistence1/8 recent comparable periods
Coverage29/29 companies · 537 observations

Investor read: Lennox International Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
Return on capital · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Lennox International Inc. LII13%−2.7 ppJun 2026
Masco Corporation MAS13%+1.5 ppJun 2026
Trane Technologies plc TT8.2%−0.2 ppJun 2026
Armstrong World Industries, Inc. AWI8.0%+0.4 ppJun 2026
Trex Company, Inc. TREX7.6%−0.7 ppMar 2026
Carlisle Companies Incorporated CSL6.9%+0.5 ppJun 2026
Madison Air Solutions Corporation MAIR5.1%+2.2 ppJun 2026
Arlo Technologies, Inc. ARLO5.0%+6.2 ppMar 2026
Griffon Corporation GFF4.8%+0.3 ppMar 2026
AAON, Inc. AAON4.5%+0.8 ppMar 2026
NPK International Inc. NPKI4.3%+1.6 ppJun 2026
SPX Technologies, Inc. SPXC3.7%+0.2 ppJun 2026
Johnson Controls International plc JCI3.4%+0.9 ppJun 2026
Perma-Pipe International Holdings, Inc. PPIH3.4%−4.0 ppJun 2026
Carrier Global Corporation CARR2.6%−0.1 ppJun 2026
Apogee Enterprises, Inc. APOG2.1%+1.2 ppJun 2026
Advanced Drainage Systems, Inc. WMS1.5%−2.3 ppMar 2026
Louisiana-Pacific Corporation LPX1.5%−3.8 ppMar 2026
Builders FirstSource, Inc. BLDR1.3%−2.1 ppJun 2026
Owens Corning OC1.1%−2.9 ppMar 2026
Fortune Brands Innovations, Inc. FBIN1.1%−0.7 ppMar 2026
Janus International Group, Inc. JBI1.1%−2.0 ppJun 2026
Quanex Building Products Corporation NX1.0%−1.9 ppJun 2026
Limbach Holdings, Inc. LMB0.5%−3.8 ppMar 2026
Gibraltar Industries, Inc. ROCK-0.3%−2.9 ppMar 2026
Latham Group, Inc. SWIM-0.9%−0.2 ppMar 2026
AirJoule Technologies Corporation AIRJ-1.1%−0.2 ppMar 2026
JELD-WEN Holding, Inc. JELD-3.3%+5.8 ppMar 2026
Aspen Aerogels, Inc. ASPN-5.2%+48.8 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

5.3%
5.2%
3.7%
11%
9.0%
5.2%
5.3%
9.2%
7.3%
5.7%
5.1%
8.1%
6.5%
4.3%
3.8%
6.4%
6.7%
3.9%
1.5%

Armstrong World Industries, Inc. · AWI

4.8%
3.6%
4.1%
4.7%
4.8%
4.7%
4.6%
5.7%
6.6%
4.4%
5.7%
6.0%
7.1%
5.3%
6.3%
7.6%
7.3%
5.7%
5.6%
8.0%

Builders FirstSource, Inc. · BLDR

14%
11%
10%
15%
11%
6.1%
5.2%
6.3%
7.1%
5.6%
4.1%
5.6%
4.9%
3.5%
1.9%
3.4%
2.5%
0.7%
0.2%
1.3%

Carlisle Companies Incorporated · CSL

2.9%
3.3%
4.9%
7.1%
5.2%
3.4%
2.0%
5.0%
4.9%
4.4%
3.9%
6.4%
5.6%
4.2%
3.6%
6.4%
5.3%
3.6%
3.5%
6.9%

Carrier Global Corporation · CARR

4.1%
2.1%
8.7%
3.8%
7.5%
1.9%
2.6%
2.3%
2.2%
2.2%
1.3%
2.5%
2.8%
2.6%
1.9%
2.7%
1.6%
0.2%
0.8%
2.6%

Johnson Controls International plc · JCI

11%
10%
12%
12%
13%
0.6%
0.8%
2.6%
1.5%
1.3%
-1.3%
3.6%
2.5%
1.6%
1.9%
2.5%
1.5%
2.6%
2.8%
3.4%

Lennox International Inc. · LII

14%
7.3%
7.9%
16%
14%
11%
9.8%
19%
11%
14%
11%
19%
17%
12%
8.3%
16%
14%
8.5%
6.3%
13%

Madison Air Solutions Corporation · MAIR

0.0%
0.0%
0.0%
0.0%
2.2%
2.2%
4.0%
5.1%

Masco Corporation · MAS

10%
5.8%
9.7%
12%
10%
5.3%
9.2%
12%
11%
7.1%
8.9%
11%
9.7%
8.1%
7.9%
11%
8.2%
7.0%
8.9%
13%

Owens Corning · OC

4.8%
4.0%
5.4%
5.8%
7.2%
2.1%
6.2%
5.5%
5.2%
2.1%
4.2%
3.9%
4.4%
2.1%
4.0%
4.2%
-2.8%
-2.0%
1.1%

SPX Technologies, Inc. · SPXC

1.0%
0.6%
1.4%
1.8%
2.6%
2.5%
3.5%
3.5%
3.6%
3.6%
4.2%
2.8%
3.5%
3.6%
3.7%
2.9%
3.7%

Trane Technologies plc · TT

4.2%
3.2%
2.9%
5.5%
5.7%
4.5%
3.5%
7.0%
6.7%
5.3%
4.8%
7.7%
7.3%
12%
6.1%
8.4%
8.0%
12%
5.3%
8.2%

ROCE change · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

+3.7 pp
0.0 pp
+1.6 pp
−1.3 pp
−1.7 pp
+0.5 pp
−0.2 pp
−1.1 pp
−0.8 pp
−1.4 pp
−1.3 pp
−1.7 pp
+0.2 pp
−0.4 pp
−2.3 pp

Armstrong World Industries, Inc. · AWI

0.0 pp
+1.1 pp
+0.5 pp
+1.0 pp
+1.8 pp
−0.3 pp
+1.1 pp
+0.3 pp
+0.5 pp
+0.9 pp
+0.6 pp
+1.6 pp
+0.2 pp
+0.4 pp
−0.7 pp
+0.4 pp

Builders FirstSource, Inc. · BLDR

−3.0 pp
−4.5 pp
−5.0 pp
−8.9 pp
−4.2 pp
−0.5 pp
−1.1 pp
−0.7 pp
−2.2 pp
−2.1 pp
−2.2 pp
−2.2 pp
−2.4 pp
−2.8 pp
−1.7 pp
−2.1 pp

Carlisle Companies Incorporated · CSL

+2.3 pp
+0.1 pp
−2.9 pp
−2.1 pp
−0.3 pp
+1.0 pp
+1.9 pp
+1.4 pp
+0.7 pp
−0.2 pp
−0.3 pp
0.0 pp
−0.3 pp
−0.6 pp
−0.1 pp
+0.5 pp

Carrier Global Corporation · CARR

+3.4 pp
−0.2 pp
−6.1 pp
−1.5 pp
−5.3 pp
+0.3 pp
−1.3 pp
+0.2 pp
+0.6 pp
+0.4 pp
+0.6 pp
+0.2 pp
−1.2 pp
−2.4 pp
−1.1 pp
−0.1 pp

Johnson Controls International plc · JCI

+1.5 pp
−9.6 pp
−11.1 pp
−9.8 pp
−11.0 pp
+0.7 pp
−2.1 pp
+1.0 pp
+1.0 pp
+0.3 pp
+3.2 pp
−1.1 pp
−1.0 pp
+1.0 pp
+0.9 pp
+0.9 pp

Lennox International Inc. · LII

−0.5 pp
+4.1 pp
+1.9 pp
+3.0 pp
−2.5 pp
+2.2 pp
+0.9 pp
+0.1 pp
+5.5 pp
−1.4 pp
−2.4 pp
−3.1 pp
−2.6 pp
−3.7 pp
−2.0 pp
−2.7 pp

Madison Air Solutions Corporation · MAIR

0.0 pp
0.0 pp
+2.2 pp
+2.2 pp

Masco Corporation · MAS

0.0 pp
−0.5 pp
−0.5 pp
0.0 pp
+0.9 pp
+1.8 pp
−0.3 pp
−1.4 pp
−1.4 pp
+1.0 pp
−1.0 pp
+0.2 pp
−1.5 pp
−1.1 pp
+1.0 pp
+1.5 pp

Owens Corning · OC

+2.4 pp
−1.9 pp
+0.8 pp
−0.3 pp
−2.0 pp
0.0 pp
−2.0 pp
−1.6 pp
−0.8 pp
0.0 pp
−0.2 pp
+0.3 pp
−7.2 pp
−4.1 pp
−2.9 pp

SPX Technologies, Inc. · SPXC

+0.8 pp
+2.0 pp
+1.1 pp
+1.7 pp
+1.0 pp
+1.1 pp
+0.7 pp
−0.7 pp
−0.1 pp
0.0 pp
−0.5 pp
+0.1 pp
+0.2 pp

Trane Technologies plc · TT

+1.5 pp
+1.3 pp
+0.6 pp
+1.5 pp
+1.0 pp
+0.8 pp
+1.3 pp
+0.7 pp
+0.6 pp
+6.9 pp
+1.3 pp
+0.7 pp
+0.7 pp
−0.4 pp
−0.8 pp
−0.2 pp
09 · compare level, then change

Valuation Against Growth & Quality

Louisiana-Pacific Corporation has the lowest PEG among the 29 Building Products & Equipment companies compared here, at 0.28×. Apogee Enterprises, Inc. is next at 0.33×. Madison Air Solutions Corporation has the lowest P/E at 0×, so level and change sit with different companies. 13 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Louisiana-Pacific Corporation has the lowest comparable PEG at 0.28×, 15.2% below Apogee Enterprises, Inc.. Only 13 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderLouisiana-Pacific Corporation · 0.28×
Gap15.2% versus #2 · Apogee Enterprises, Inc.
Persistence0/8 recent comparable periods
Coverage13/29 companies · 103 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
Valuation · company comparison
13/29 level · 29/29 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Advanced Drainage Systems, Inc. WMS4.425.2Mar 2026
Trane Technologies plc TT4.337.2Jun 2026
AAON, Inc. AAON4.257.9Mar 2026
SPX Technologies, Inc. SPXC2.141.6Jun 2026
Perma-Pipe International Holdings, Inc. PPIH2.019.3Jun 2026
Trex Company, Inc. TREX2.020.4Mar 2026
NPK International Inc. NPKI2.031.8Jun 2026
Armstrong World Industries, Inc. AWI1.822.0Jun 2026
Carlisle Companies Incorporated CSL1.720.8Jun 2026
Lennox International Inc. LII1.625.9Jun 2026
Quanex Building Products Corporation NX1.527.9Jun 2026
Masco Corporation MAS1.518.7Jun 2026
Limbach Holdings, Inc. LMB0.928.4Mar 2026
Fortune Brands Innovations, Inc. FBIN0.917.0Mar 2026
Gibraltar Industries, Inc. ROCK0.9314.0Mar 2026
Carrier Global Corporation CARR0.750.9Jun 2026
Griffon Corporation GFF0.5559.1Mar 2026
Johnson Controls International plc JCI0.525.4Jun 2026
Owens Corning OC0.435.7Mar 2026
Apogee Enterprises, Inc. APOG0.312.0Jun 2026
Louisiana-Pacific Corporation LPX0.362.2Mar 2026
Builders FirstSource, Inc. BLDR0.198.3Jun 2026
Madison Air Solutions Corporation MAIR0.0Jun 2026
Arlo Technologies, Inc. ARLO47.8Mar 2026
Latham Group, Inc. SWIM75.6Mar 2026
Janus International Group, Inc. JBI15.9Jun 2026
Aspen Aerogels, Inc. ASPN69.9Mar 2026
AirJoule Technologies Corporation AIRJ8.7Mar 2026
JELD-WEN Holding, Inc. JELD57.4Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 22 companies with a series here. The remaining 10 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AAON, Inc. · AAON

0.9
1.7
4.2

Advanced Drainage Systems, Inc. · WMS

0.6
2.0
1.7
4.4
4.4

Armstrong World Industries, Inc. · AWI

1.7
1.0
0.7
1.2
1.1
1.1
1.8
1.1
1.3
1.0
1.2
1.6
1.8

Builders FirstSource, Inc. · BLDR

0.1

Carlisle Companies Incorporated · CSL

0.3
2.1
0.7
0.6
0.5
1.7

Carrier Global Corporation · CARR

0.4
0.7
0.7

Johnson Controls International plc · JCI

1.9
0.9
0.4
0.8
0.5

Lennox International Inc. · LII

1.2
1.1
2.0
1.4
1.4
1.8
0.7
0.7
0.8
0.8
1.6

Masco Corporation · MAS

0.3
1.6
1.3
1.1
1.5

Owens Corning · OC

0.2
0.4

SPX Technologies, Inc. · SPXC

1.1
1.2
1.6
2.3
2.1

Trane Technologies plc · TT

0.8
0.8
1.1
1.6
1.5
1.3
1.3
1.2
1.0
1.4
1.6
2.0
4.3

P/E · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Advanced Drainage Systems, Inc. · WMS

41.6
47.9
37.7
20.0
23.0
14.8
13.9
18.9
19.2
22.4
26.7
25.4
25.0
19.3
18.9
20.7
23.7
24.1
25.2

Armstrong World Industries, Inc. · AWI

27.7
30.1
22.4
18.8
19.3
16.0
16.2
15.9
14.4
19.7
23.4
20.7
23.2
23.5
22.5
24.0
28.0
27.0
23.4
22.0

Builders FirstSource, Inc. · BLDR

7.0
10.1
5.7
3.7
3.6
3.9
5.7
10.4
10.4
14.0
17.9
12.2
18.9
15.8
16.0
17.7
23.1
26.5
31.5
98.3

Carlisle Companies Incorporated · CSL

31.5
34.3
24.7
17.4
17.5
14.5
15.6
19.2
19.5
20.6
24.2
22.9
24.1
13.3
18.9
20.8
18.7
18.7
19.6
20.8

Carrier Global Corporation · CARR

20.6
29.0
15.2
11.4
8.6
10.1
15.5
19.7
39.2
36.4
43.7
17.3
21.6
11.1
10.0
16.4
13.4
30.7
37.1
50.9

Johnson Controls International plc · JCI

30.0
37.0
37.7
32.1
22.5
34.8
30.0
22.8
19.8
18.8
26.5
27.8
30.8
30.1
21.4
31.3
21.9
22.6
23.4
25.4

Lennox International Inc. · LII

22.6
26.2
20.7
16.0
16.5
17.2
17.5
21.1
24.7
27.0
28.3
29.7
28.7
26.9
24.6
24.2
22.1
21.3
21.0
25.9

Madison Air Solutions Corporation · MAIR

0.0

Masco Corporation · MAS

30.5
43.4
22.5
14.1
12.7
12.9
14.0
16.2
14.6
16.7
19.3
16.3
22.3
19.3
19.0
17.1
18.1
16.4
15.0
18.7

Owens Corning · OC

9.1
9.5
8.7
6.6
5.8
6.7
6.9
9.3
10.5
11.3
13.5
14.7
15.0
23.1
50.3
35.7

SPX Technologies, Inc. · SPXC

5.9
5.7
6.8
66.5
83.0
70.2
52.3
60.1
64.0
42.5
34.2
30.0
37.4
39.1
39.8
39.1
41.6

Trane Technologies plc · TT

31.0
34.4
25.4
20.8
20.9
22.5
23.8
23.6
23.9
27.8
32.1
32.5
36.1
32.9
28.0
34.7
32.5
30.0
32.2
37.2
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Building Products & Equipment comparison names 4 specific ways its own evidence can mislead, all listed below. All 29 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 29 Building Products & Equipment companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-09-16 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Building Products & Equipment company comparison FAQs

These 22 answers restate the Building Products & Equipment comparison above in question form. Every one is computed from the same 29 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-09-16. Nothing here is estimated, and none of it is a recommendation.

Is the Building Products & Equipment sector outperforming S&P 500?

Building Products & Equipment has underperformed S&P 500 by 23.1% over 52 weeks and 13.6% over 13 weeks. 3 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 14 of 28 beat the sector itself.

Which Building Products & Equipment company is largest by revenue?

Johnson Controls International plc leads with revenue of $24,995 million, based on 19 of 29 comparable companies through Jun 2026.

Which Building Products & Equipment company is growing fastest?

AAON, Inc. has the fastest current revenue growth at 28.2%, across 19 of 29 comparable companies.

Which Building Products & Equipment company has the strongest 4-Factor Sector Score?

Johnson Controls International plc ranks first at 67.5/100 with 85.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Building Products & Equipment company has the lowest comparable PEG?

Louisiana-Pacific Corporation has the lowest comparable PEG at 0.28, among 13 of 29 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Building Products & Equipment comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Building Products & Equipment company is the biggest?

Johnson Controls International plc is the largest, with trailing-twelve-month revenue of $24,995 million, ahead of Trane Technologies plc at $22,211 million. That covers 19 of 29 companies with comparable reporting through Jun 2026.

Which Building Products & Equipment company has the best profit margins?

Trex Company, Inc. has the highest operating margin at 24.3%, from 28 of 29 comparable companies. Aspen Aerogels, Inc. shows the biggest improvement (+325.2 percentage points — see the chart above for the starting level). A high margin matters most when it is holding or rising, not when it is peaking.

Which Building Products & Equipment company makes the most profit?

Trane Technologies plc earns the most, at $3,024 million of trailing-twelve-month net profit, from 20 of 29 comparable companies. Johnson Controls International plc has the fastest profit growth at 9.9%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Building Products & Equipment company earns the highest return on capital?

Lennox International Inc. leads on return on capital employed at 13.3%, across 29 of 29 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Building Products & Equipment stock is the cheapest?

On PEG — where a LOWER number is cheaper — Louisiana-Pacific Corporation screens cheapest at 0.28×. Only 13 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Building Products & Equipment sector beating the market?

Building Products & Equipment has underperformed S&P 500 by 23.1% over the last 52 weeks and 13.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 3 of 28 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Building Products & Equipment stock has the strongest price momentum?

Quanex Building Products Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Building Products & Equipment company scores highest for research priority?

Johnson Controls International plc scores 67.5 out of 100 with 85.3% evidence confidence, from 24 points on growth and earnings, 12.3 on capital efficiency, 14.7 on valuation and 16.5 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Building Products & Equipment companies does this comparison cover, and over what period?

It compares 29 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Building Products & Equipment sector?

The 29 Building Products & Equipment companies on this page carry $347,202 million of combined market value. Trane Technologies plc is the largest at $92,779 million, about 27% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.

What is the Building Products & Equipment sector's P/E ratio?

The median price-to-earnings ratio across the 29 Building Products & Equipment companies on this page is 28.4×, measured on the 29 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-09-16.

How is the Building Products & Equipment sector performing?

3 of the 28 covered Building Products & Equipment companies are beating S&P 500 on Mansfield relative strength. The sector itself is 23.1% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.

How many Building Products & Equipment stocks are listed in the US?

This comparison covers 29 listed Building Products & Equipment companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

Not SEBI Registered !! Not Investment advice !!

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