Construction & Building Materials

July 28, 2026

Second Quarter 2026 | Segment Focus: Building Materials

Executive Industry Trends

  • Real GDP and construction GDP both rose in Q1 2026, increasing 2.7% and 0.8%, respectively, from Q1 2025.

  • June labor data were mixed: the national unemployment rate increased slightly to 4.2%, while construction unemployment rose more sharply to 4.7%.

  • Residential and highway spending, industrial production, and all three tracked commodity input-price indexes increased year-over-year, while non- residential spending declined.


IN THIS ISSUE

Construction Overview

  • GDP

  • Unemployment

  • Value of Construction 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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