Construction & Building Materials

April 1, 2025

Second Quarter 2025 | Segment Focus: Building Materials

Executive Industry Trends

  • During Q2 2025, real GDP rose 0.73%, rebounding after the first quarterly decrease since the beginning of 2022. This was driven by a reduction in imports in the face of tariff pressures, which were partially offset by decreases in investments and exports.

  • Industrial output maintained its high level as the Industrial Production Index grew 0.33% on a quarterly basis and 0.73% Y-o-Y, reaching its highest level since December 2018.

  • Concrete prices grew at a steady rate over the past year, lumber prices experienced a significant drop in Q2 2025, and steel prices soared in the second quarter due to industry effects from tariffs.

  • The Trump Administration’s “Liberation Day” tariffs took effect early in the quarter, leading to an immediate sell-off in the market. However, major indexes recovered quickly. Trade policy is in a state of limbo as the administration continues to negotiate terms with trading partners.


IN THIS ISSUE

Construction Overview

  • GDP

  • Unemployment

  • Value Put-In-Place

  • 10-Year Yield and Real Broad Dollar Index

Sector Focus

  • Building Materials 

  • Government Consumption and Investment

  • Industrial Production Index and Commodity Input Price Index

Sector Roundup

  • Non-Residential Construction 

  • Roads, Highways, and Bridges 

  • Residential Construction 

Bellwether Stocks and Industry Participants

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