AAON, Inc. · AAON
$139M
$136M
$183M
$209M
$243M
$255M
$266M
$284M
$312M
$307M
$262M
$314M
$327M
$298M
$322M
$312M
$384M
$424M
$497M
—
20-quarter listed-company comparison
Building Products & Equipment Stocks
Building Products & Equipment: Owens Corning 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 25% behind S&P 500. Earnings across its companies fell 20% on average over the last four reported quarters.
TURNING · ahead 1w~Price down, no fundamental support8 of 27 companies ahead of S&P 500 by 5% or more over three months
RS ↑1w · 18/27 >200d (+1) · 8/27 lead (+0) · EPS 10/27↑
Building Products & Equipment, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Building Products & Equipment, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
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 its 27 companies. 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 17.7% over the last 52 weeks. Over 13 weeks the gap is a lead of 0.3%. 5 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. AirJoule Technologies Corporation is the strongest against the sector itself at +37.7%.
+0.3%Sector vs S&P 500 · 13 weeks
-17.7%Sector vs S&P 500 · 52 weeks
5/28Stocks leading S&P 500
13/28Stocks 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 17.7% over 52 weeks and 0.3% over 13 weeks. 5 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 13 of 28 beat the sector itself. Owens Corning leads with revenue of $9,838 million, based on 16 of 29 comparable companies through Mar 2026.
Companies
29
complete canonical membership
Combined market value
$401.0B
Trane Technologies plc
Revenue growing
10/16
positive TTM year-on-year growth
Beating S&P 500
5/28
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%
Masco Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.8% evidence confidence.
Fortune Brands Innovations, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Griffon Corporation 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.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Masco CorporationMAS | 64.4/100Thin evidence · provisional58% evidence | FADING | 21.6/35 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 | 14.0/20 RS sector 5.3% · RS bench -0.2% · 1Y 11.2%6 of 12 weeks ahead 100% evidence |
| Exact sum: 21.6 + 17.8 + 11 + 14 = 64.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 2Carlisle Companies IncorporatedCSL | 61.8/100Thin evidence · provisional58% evidence | TURNING | 20.1/35 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 | 15.5/20 RS sector 4.5% · RS bench -0.9% · 1Y 5.4%0 of 12 weeks ahead 100% evidence |
| Exact sum: 20.1 + 15.6 + 10.6 + 15.5 = 61.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 3Apogee Enterprises, Inc.APOG | 59.1/100Mixed-positive evidence71% evidence | TURNING | 20.8/35 Revenue 1.8% · PAT 37.3% · OPM change 3.5 pp 71% evidence | 9.3/25 ROCE 2.1% · OPM 5.5% 76% evidence | 15.8/20 P/E 12× · PEG 0.33 65% evidence | 13.2/20 RS sector 4% · RS bench -1.6% · 1Y 2.4%7 of 12 weeks ahead 70% evidence |
| Exact sum: 20.8 + 9.3 + 15.8 + 13.2 = 59.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 4Trex Company, Inc.TREX | 57.8/100Mixed-positive evidence81% evidence | BREAKING OUT | 18.0/35 Revenue 5.3% · PAT -3.5% · OPM change 0.3 pp 83% evidence | 16.4/25 ROCE 7.6% · OPM 24.3% 76% evidence | 9.2/20 P/E 20.3× · PEG 1.98 65% evidence | 14.2/20 RS sector 2.5% · RS bench -3.8% · 1Y -21.3%7 of 12 weeks ahead 100% evidence |
| Exact sum: 18 + 16.4 + 9.2 + 14.2 = 57.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 5Johnson Controls International plcJCI | 57.1/100Thin evidence · provisional58% evidence | TURNING | 18.0/35 Revenue — · PAT — · OPM change -2.1 pp 45% evidence | 13.4/25 ROCE 3.4% · OPM 60.6% 76% evidence | 10.3/20 P/E 25.4× · PEG — 15% evidence | 15.4/20 RS sector 13.9% · RS bench 8.9% · 1Y 45.5%1 of 12 weeks ahead 100% evidence |
| Exact sum: 18 + 13.4 + 10.3 + 15.4 = 57.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 6Arlo Technologies, Inc.ARLO | 54.6/100Thin evidence · provisional58% evidence | BASING | 23.2/35 Revenue 10.7% · PAT — · OPM change 6.2 pp 62% evidence | 9.4/25 ROCE 5% · OPM 5% 76% evidence | 9.5/20 P/E 47.8× · PEG — 15% evidence | 12.5/20 RS sector 3.4% · RS bench -2.4% · 1Y -4.7%1 of 12 weeks ahead 70% evidence |
| Exact sum: 23.2 + 9.4 + 9.5 + 12.5 = 54.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 7Griffon CorporationGFF | 54.1/100Mixed-positive evidence81% evidence | FADING | 14.0/35 Revenue -0.8% · PAT -71.7% · OPM change -0.6 pp 83% evidence | 13.5/25 ROCE 4.8% · OPM 20.7% 76% evidence | 12.6/20 P/E 559.1× · PEG 0.54 65% evidence | 14.0/20 RS sector 8.7% · RS bench 3.4% · 1Y 34.2%5 of 12 weeks ahead 100% evidence |
| Exact sum: 14 + 13.5 + 12.6 + 14 = 54.1 · Decision use: Price leads the evidence: RS versus the benchmark is 3.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 8Armstrong World Industries, Inc.AWI | 53.5/100Thin evidence · provisional58% evidence | TURNING | 17.7/35 Revenue — · PAT — · OPM change -2.7 pp 45% evidence | 16.6/25 ROCE 8% · OPM 23% 76% evidence | 10.5/20 P/E 22× · PEG — 15% evidence | 8.7/20 RS sector -3.8% · RS bench -9% · 1Y -2.7%1 of 12 weeks ahead 100% evidence |
| Exact sum: 17.7 + 16.6 + 10.5 + 8.7 = 53.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 9Trane Technologies plcTT | 51.7/100Thin evidence · provisional58% evidence | BASING | 17.0/35 Revenue — · PAT — · OPM change -1.9 pp 45% evidence | 16.0/25 ROCE 8.2% · OPM 15.6% 76% evidence | 9.7/20 P/E 37.2× · PEG — 15% evidence | 9.0/20 RS sector 2.3% · RS bench -2.6% · 1Y 9.8%0 of 12 weeks ahead 100% evidence |
| Exact sum: 17 + 16 + 9.7 + 9 = 51.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 10Fortune Brands Innovations, Inc.FBIN | 49.6/100Mixed-negative evidence81% evidence | BREAKING OUT | 12.7/35 Revenue -2% · PAT -36.5% · OPM change -3.4 pp 83% evidence | 9.8/25 ROCE 1.1% · OPM 6% 76% evidence | 13.6/20 P/E 17× · PEG 0.93 65% evidence | 13.5/20 RS sector 1.6% · RS bench -4.2% · 1Y -5.9%7 of 12 weeks ahead 100% evidence |
| Exact sum: 12.7 + 9.8 + 13.6 + 13.5 = 49.6 · Decision use: Price leads the evidence: RS versus the benchmark is -4.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 11SPX Technologies, Inc.SPXC | 49.3/100Thin evidence · provisional58% evidence | TURNING | 20.5/35 Revenue — · PAT — · OPM change 1.7 pp 45% evidence | 13.4/25 ROCE 3.7% · OPM 15.5% 76% evidence | 9.6/20 P/E 41.6× · PEG — 15% evidence | 5.8/20 RS sector -2.7% · RS bench -7.3% · 1Y 7.1%1 of 12 weeks ahead 100% evidence |
| Exact sum: 20.5 + 13.4 + 9.6 + 5.8 = 49.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 12NPK International Inc.NPKI | 48.3/100Thin evidence · provisional52% evidence | ASLEEP | 18.4/35 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 | 7.6/20 RS sector -3.3% · RS bench -7.5% · 1Y 46.5%0 of 12 weeks ahead 70% evidence |
| Exact sum: 18.4 + 12.4 + 9.9 + 7.6 = 48.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 13AirJoule Technologies CorporationAIRJ | 46.1/100Thin evidence · provisional52% evidence | LEADER | 12.0/35 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 | 17.0/20 RS sector 37.7% · RS bench 30% · 1Y 30.4%12 of 12 weeks ahead 70% evidence |
| Exact sum: 12 + 5.7 + 11.4 + 17 = 46.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 14Lennox International Inc.LII | 44.4/100Thin evidence · provisional58% evidence | ASLEEP | 15.3/35 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 | 1.2/20 RS sector -18% · RS bench -22.3% · 1Y -23.3%4 of 12 weeks ahead 100% evidence |
| Exact sum: 15.3 + 17.7 + 10.2 + 1.2 = 44.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Owens CorningOC | 44.0/100Mixed-negative evidence64% evidence | BREAKING OUT | 9.1/35 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 | 18.1/20 RS sector 9.4% · RS bench 3.3% · 1Y 1.1%8 of 12 weeks ahead 100% evidence |
| Exact sum: 9.1 + 7 + 9.8 + 18.1 = 44 · Decision use: Price leads the evidence: RS versus the benchmark is 3.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 16AAON, Inc.AAON | 43.9/100Mixed-negative evidence81% evidence | ASLEEP | 22.9/35 Revenue 28.2% · PAT -25.8% · OPM change 0.6 pp 83% evidence | 13.4/25 ROCE 4.5% · OPM 11.5% 76% evidence | 4.6/20 P/E 57.9× · PEG 4.21 65% evidence | 3.0/20 RS sector -8.3% · RS bench -12.5% · 1Y 18.7%9 of 12 weeks ahead 100% evidence |
| Exact sum: 22.9 + 13.4 + 4.6 + 3 = 43.9 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -8.3% and the one-year return is 18.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 17Carrier Global CorporationCARR | 43.8/100Thin evidence · provisional58% evidence | ASLEEP | 15.8/35 Revenue — · PAT — · OPM change -7.3 pp 45% evidence | 9.8/25 ROCE 2.6% · OPM 4.8% 76% evidence | 9.4/20 P/E 50.9× · PEG — 15% evidence | 8.8/20 RS sector 1.4% · RS bench -3.7% · 1Y -0.5%7 of 12 weeks ahead 100% evidence |
| Exact sum: 15.8 + 9.8 + 9.4 + 8.8 = 43.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18Quanex Building Products CorporationNX | 43.4/100Mixed-negative evidence69% evidence | BASING | 10.3/35 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 | 16.5/20 RS sector 14% · RS bench 8.1% · 1Y 6.3%0 of 12 weeks ahead 70% evidence |
| Exact sum: 10.3 + 6.5 + 10.1 + 16.5 = 43.4 · Decision use: Price leads the evidence: RS versus the benchmark is 8.1%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 19Limbach Holdings, Inc.LMB | 42.3/100Mixed-negative evidence81% evidence | TURNING | 15.5/35 Revenue 22.5% · PAT 0% · OPM change -5.1 pp 83% evidence | 7.3/25 ROCE 0.5% · OPM 0.8% 76% evidence | 12.1/20 P/E 28.4× · PEG 0.94 65% evidence | 7.4/20 RS sector -13.8% · RS bench -18.9% · 1Y -32.6%0 of 12 weeks ahead 100% evidence |
| Exact sum: 15.5 + 7.3 + 12.1 + 7.4 = 42.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 20Aspen Aerogels, Inc.ASPN | 41.1/100Thin 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 | 9.2/20 RS sector -0.3% · RS bench -6.8% · 1Y -33%10 of 12 weeks ahead 70% evidence |
| Exact sum: 20 + 3 + 8.9 + 9.2 = 41.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 21Perma-Pipe International Holdings, Inc.PPIH | 39.8/100Mixed-negative evidence79% evidence | BASING | 15.6/35 Revenue 24.4% · PAT 5.9% · OPM change -7.7 pp 95% evidence | 10.7/25 ROCE 3.4% · OPM 9.2% 76% evidence | 8.8/20 P/E 19.3× · PEG 2 65% evidence | 4.7/20 RS sector -16.2% · RS bench -20.3% · 1Y -2.2%0 of 12 weeks ahead 70% evidence |
| Exact sum: 15.6 + 10.7 + 8.8 + 4.7 = 39.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 22Janus International Group, Inc.JBI | 38.6/100Thin evidence · provisional58% evidence | TURNING | 13.3/35 Revenue — · PAT — · OPM change -9.9 pp 45% evidence | 8.3/25 ROCE 1.1% · OPM 5.9% 76% evidence | 11.2/20 P/E 15.9× · PEG — 15% evidence | 5.8/20 RS sector -21.4% · RS bench -26.7% · 1Y -42.4%0 of 12 weeks ahead 100% evidence |
| Exact sum: 13.3 + 8.3 + 11.2 + 5.8 = 38.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 23Gibraltar Industries, Inc.ROCK | 36.5/100Mixed-negative evidence75% evidence | TURNING | 12.3/35 Revenue 21.1% · PAT -54.1% · OPM change -12.9 pp 83% evidence | 6.8/25 ROCE -0.3% · OPM -1.3% 76% evidence | 11.7/20 P/E 314× · PEG 0.92 65% evidence | 5.7/20 RS sector -8.4% · RS bench -14% · 1Y -17.4%2 of 12 weeks ahead 70% evidence |
| Exact sum: 12.3 + 6.8 + 11.7 + 5.7 = 36.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 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%4 of 10 weeks ahead 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. | ||||||
| 25Builders FirstSource, Inc.BLDR | 35.5/100Thin evidence · provisional58% evidence | BASING | 14.1/35 Revenue — · PAT — · OPM change -4.5 pp 45% evidence | 8.5/25 ROCE 1.3% · OPM 0.5% 76% evidence | 8.7/20 P/E 98.3× · PEG — 15% evidence | 4.2/20 RS sector -29.7% · RS bench -34.2% · 1Y -43%0 of 12 weeks ahead 100% evidence |
| Exact sum: 14.1 + 8.5 + 8.7 + 4.2 = 35.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 26Louisiana-Pacific CorporationLPX | 34.8/100Adverse evidence81% evidence | BASING | 6.0/35 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 | 6.0/20 RS sector -11.4% · RS bench -16.3% · 1Y -15.4%0 of 12 weeks ahead 100% evidence |
| Exact sum: 6 + 8.8 + 14 + 6 = 34.8 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 27Latham Group, Inc.SWIM | 33.9/100Adverse evidence64% evidence | BASING | 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 | 4.7/20 RS sector -16.6% · RS bench -21.4% · 1Y -22.8%1 of 12 weeks ahead 100% evidence |
| Exact sum: 16.1 + 4.3 + 8.8 + 4.7 = 33.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 28Advanced Drainage Systems, Inc.WMS | 33.7/100Adverse evidence81% evidence | TURNING | 12.3/35 Revenue 5% · PAT -5.4% · OPM change -11.1 pp 83% evidence | 10.9/25 ROCE 1.5% · OPM 7.9% 76% evidence | 5.4/20 P/E 25.2× · PEG 4.38 65% evidence | 5.1/20 RS sector -3.7% · RS bench -8.5% · 1Y 14%0 of 12 weeks ahead 100% evidence |
| Exact sum: 12.3 + 10.9 + 5.4 + 5.1 = 33.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 29Madison Air Solutions CorporationMAIR | 54.8/100Thin evidence · provisional27% evidence | ASLEEP | 18.3/35 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 4 weeks ahead 0% evidence |
| Exact sum: 18.3 + 15 + 11.5 + 10 = 54.8 · 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
NPK International Inc. has the strongest one-year price move in Building Products & Equipment at +46.5%. AirJoule Technologies Corporation leads on Mansfield relative strength against the S&P 500 at +30%. 5 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.
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.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Building Products & Equipment itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
05 · compare level, then change
Revenue Scale & Growth Durability
Owens Corning has the highest Revenue among the 29 Building Products & Equipment companies compared here, at $9,838 million. Fortune Brands Innovations, Inc. is next at $4,441 million. AAON, Inc. has the highest Revenue growth at 28.2%, so level and change sit with different companies. 16 of 29 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Owens Corning is the scale leader at $9,838 million, 121.5% ahead of Fortune Brands Innovations, Inc.. 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.
LeaderOwens Corning · $9,838 million
Gap121.5% versus #2 · Fortune Brands Innovations, Inc.
Persistence4/8 recent comparable periods
Coverage16/29 companies · 507 observations
Investor read: Owens Corning 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: Owens Corning'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.
Revenuelargest
Revenue growthfastest growers
Revenue · company comparison
16/29 level · 16/29 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.
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
—
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
—
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
—
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
—
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.
AAON, Inc. · AAON
—
—
—
45%
75%
88%
45%
36%
28%
20%
-1.5%
11%
4.8%
-2.9%
23%
-0.6%
17%
42%
54%
—
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%
—
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%
—
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%
—
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%
—
06 · compare level, then change
Operating Economics & Margin Trend
Johnson Controls International plc has the highest OPM among the 29 Building Products & Equipment companies compared here, at 60.6%. Trex Company, Inc. is next at 24.3%. 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 Jun 2026.
What the numbers say: Johnson Controls International plc leads opm at 60.6%; Aspen Aerogels, Inc. leads margin change at +325.2 percentage points.
LeaderJohnson Controls International plc · 60.6%
Gap149.4% versus #2 · Trex Company, Inc.
Persistence4/8 recent comparable periods
Coverage28/29 companies · 507 observations
Investor read: Johnson Controls International 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 margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
Margin changefastest expanders
Operating margin · company comparison
28/29 level · 28/29 change
All-company data · latest reported quarter
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.
AAON, Inc. · AAON
15%
4.0%
13%
9.8%
15%
18%
17%
19%
21%
21%
18%
21%
20%
9.9%
11%
7.6%
11%
10%
12%
—
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%
—
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
16%
9.0%
37%
16%
28%
8.5%
11%
8.2%
10%
13%
7.1%
12%
13%
15%
12%
15%
9.7%
2.1%
4.8%
—
Johnson Controls International plc · JCI
12%
8.1%
2.0%
7.4%
8.8%
66%
63%
57%
60%
60%
76%
53%
60%
62%
63%
61%
66%
58%
61%
—
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%
17%
18%
20%
20%
16%
16%
—
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.
AAON, Inc. · AAON
—
—
—
−7.7 pp
+0.6 pp
+14.3 pp
+4.0 pp
+9.5 pp
+5.6 pp
+2.5 pp
+1.3 pp
+2.1 pp
−0.7 pp
−10.9 pp
−7.0 pp
−13.8 pp
−8.7 pp
+0.5 pp
+0.6 pp
—
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
—
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
—
—
—
+1.3 pp
+12.5 pp
−0.5 pp
−26.8 pp
−7.5 pp
−17.7 pp
+4.0 pp
−3.4 pp
+4.0 pp
+2.5 pp
+2.5 pp
+5.0 pp
+2.6 pp
−3.1 pp
−12.9 pp
−7.3 pp
—
Johnson Controls International plc · JCI
—
—
—
−4.4 pp
−3.4 pp
+57.9 pp
+61.4 pp
+49.6 pp
+50.9 pp
−5.6 pp
+12.1 pp
−4.3 pp
+0.6 pp
+1.5 pp
−12.8 pp
+8.7 pp
+6.0 pp
−3.6 pp
−2.1 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
+1.1 pp
+2.5 pp
+0.8 pp
+1.5 pp
−0.7 pp
−1.9 pp
—
07 · compare level, then change
Profit Scale & Acceleration
Advanced Drainage Systems, Inc. has the highest Net profit among the 29 Building Products & Equipment companies compared here, at $424 million. Fortune Brands Innovations, Inc. is next at $271 million. Perma-Pipe International Holdings, Inc. has the highest Profit growth at 5.9%, so level and change sit with different companies.
What the numbers say: Advanced Drainage Systems, Inc. leads with $424 million of TTM profit, 56.5% above Fortune Brands Innovations, Inc.. Perma-Pipe International Holdings, Inc. shows 5.9% growth from a $18 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderAdvanced Drainage Systems, Inc. · $424 million
Gap56.5% versus #2 · Fortune Brands Innovations, Inc.
Persistence2/8 recent comparable periods
Coverage17/29 companies · 525 observations
Investor read: Advanced Drainage Systems, 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 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 profitlargest
Profit growthfastest growers
Net profit · company comparison
17/29 level · 11/29 change
All-company data · latest reported quarter
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.
AAON, Inc. · AAON
$16M
$6M
$18M
$16M
$27M
$39M
$37M
$46M
$48M
$47M
$39M
$52M
$53M
$25M
$29M
$15M
$31M
$32M
$40M
—
Advanced Drainage Systems, Inc. · WMS
$76M
$74M
$47M
$187M
$151M
$83M
$85M
$172M
$136M
$106M
$94M
$161M
$130M
$81M
$76M
$143M
$156M
$92M
$33M
—
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
—
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
—
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
—
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.
AAON, Inc. · AAON
—
—
—
-24%
69%
550%
106%
188%
78%
21%
5.4%
13%
10%
-47%
-26%
-71%
-42%
28%
38%
—
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%
—
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%
—
Johnson Controls International plc · JCI
—
—
—
-33%
156%
-63%
235%
153%
-40%
118%
-283%
-24%
10%
6.2%
—
-27%
-50%
54%
29%
—
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%
—
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.
ROCEhighest
ROCE changefastest improvers
Return on capital · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Lennox International Inc. LII | 13% | −2.7 pp | Jun 2026 |
| Masco Corporation MAS | 13% | +1.5 pp | Jun 2026 |
| Trane Technologies plc TT | 8.2% | −0.2 pp | Jun 2026 |
| Armstrong World Industries, Inc. AWI | 8.0% | +0.4 pp | Jun 2026 |
| Trex Company, Inc. TREX | 7.6% | −0.7 pp | Mar 2026 |
| Carlisle Companies Incorporated CSL | 6.9% | +0.5 pp | Jun 2026 |
| Madison Air Solutions Corporation MAIR | 5.1% | +2.2 pp | Jun 2026 |
| Arlo Technologies, Inc. ARLO | 5.0% | +6.2 pp | Mar 2026 |
| Griffon Corporation GFF | 4.8% | +0.3 pp | Mar 2026 |
| AAON, Inc. AAON | 4.5% | +0.8 pp | Mar 2026 |
| NPK International Inc. NPKI | 4.3% | +1.6 pp | Jun 2026 |
| SPX Technologies, Inc. SPXC | 3.7% | +0.2 pp | Jun 2026 |
| Johnson Controls International plc JCI | 3.4% | +0.9 pp | Jun 2026 |
| Perma-Pipe International Holdings, Inc. PPIH | 3.4% | −4.0 pp | Jun 2026 |
| Carrier Global Corporation CARR | 2.6% | −0.1 pp | Jun 2026 |
| Apogee Enterprises, Inc. APOG | 2.1% | +1.2 pp | Jun 2026 |
| Advanced Drainage Systems, Inc. WMS | 1.5% | −2.3 pp | Mar 2026 |
| Louisiana-Pacific Corporation LPX | 1.5% | −3.8 pp | Mar 2026 |
| Builders FirstSource, Inc. BLDR | 1.3% | −2.1 pp | Jun 2026 |
| Owens Corning OC | 1.1% | −2.9 pp | Mar 2026 |
| Fortune Brands Innovations, Inc. FBIN | 1.1% | −0.7 pp | Mar 2026 |
| Janus International Group, Inc. JBI | 1.1% | −2.0 pp | Jun 2026 |
| Quanex Building Products Corporation NX | 1.0% | −1.9 pp | Jun 2026 |
| Limbach Holdings, Inc. LMB | 0.5% | −3.8 pp | Mar 2026 |
| Gibraltar Industries, Inc. ROCK | -0.3% | −2.9 pp | Mar 2026 |
| Latham Group, Inc. SWIM | -0.9% | −0.2 pp | Mar 2026 |
| AirJoule Technologies Corporation AIRJ | -1.1% | −0.2 pp | Mar 2026 |
| JELD-WEN Holding, Inc. JELD | -3.3% | +5.8 pp | Mar 2026 |
| Aspen Aerogels, Inc. ASPN | -5.2% | +48.8 pp | Mar 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.
AAON, Inc. · AAON
4.9%
1.1%
4.5%
3.8%
6.8%
7.6%
6.6%
7.7%
8.9%
8.6%
6.0%
8.2%
7.7%
3.2%
3.7%
2.3%
4.0%
3.7%
4.5%
—
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%
—
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.
AAON, Inc. · AAON
—
—
—
—
+1.9 pp
+6.5 pp
+2.1 pp
+3.9 pp
+2.1 pp
+1.0 pp
−0.6 pp
+0.5 pp
−1.2 pp
−5.4 pp
−2.3 pp
−5.9 pp
−3.7 pp
+0.5 pp
+0.8 pp
—
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
—
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. 10 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 10 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
Coverage10/29 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.
PEGlowest PEG
P/Elowest P/E
2AirJoule Technologies Corporation AIRJ8.7
Valuation · company comparison
10/29 level · 29/29 change
All-company data · latest reported quarter
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.
AAON, Inc. · AAON
49.5
72.5
50.2
53.2
43.1
40.5
44.5
35.1
27.9
34.7
41.0
39.3
47.5
58.3
41.1
50.2
77.2
59.1
57.9
—
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
—
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 2026-08-04. 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 2026-08-04 · 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 2026-08-04. 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 17.7% over 52 weeks and 0.3% over 13 weeks. 5 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 13 of 28 beat the sector itself.
Which Building Products & Equipment company is largest by revenue?
Owens Corning leads with revenue of $9,838 million, based on 16 of 29 comparable companies through Mar 2026.
Which Building Products & Equipment company is growing fastest?
AAON, Inc. has the fastest current revenue growth at 28.2%, across 16 of 29 comparable companies.
Which Building Products & Equipment company has the strongest 4-Factor Sector Score?
Masco Corporation ranks first at 64.4/100 with 57.8% 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 10 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?
Owens Corning is the largest, with trailing-twelve-month revenue of $9,838 million, ahead of Fortune Brands Innovations, Inc. at $4,441 million. That covers 16 of 29 companies with comparable reporting through Mar 2026.
Which Building Products & Equipment company has the best profit margins?
Johnson Controls International plc has the highest operating margin at 60.6%, from 28 of 29 comparable companies. Aspen Aerogels, Inc. shows the biggest recent improvement, at +325.2 percentage points. 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?
Advanced Drainage Systems, Inc. earns the most, at $424 million of trailing-twelve-month net profit, from 17 of 29 comparable companies. Perma-Pipe International Holdings, Inc. has the fastest profit growth at 5.9%, 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 10 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 17.7% over the last 52 weeks and 0.3% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 5 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?
AirJoule Technologies 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?
Masco Corporation scores 64.4 out of 100 with 57.8% evidence confidence, from 21.6 points on growth and earnings, 17.8 on capital efficiency, 11 on valuation and 14 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 $401,013 million of combined market value. Trane Technologies plc is the largest at $103,904 million, about 26% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.
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 2026-08-04.
How is the Building Products & Equipment sector performing?
5 of the 28 covered Building Products & Equipment companies are beating S&P 500 on Mansfield relative strength. The sector itself is 17.7% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.
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.