Nailing It: Jefferies Global Building & Construction Valuation Comps

Research evidence excerpt

Nailing It: Jefferies Global Building & Construction Valuation Comps

Global | Building, Construction &

Housebuilders EquityJuneResearch8, 2026

Exhibit 2 - Jefferies Global Building &Nailing It: Jefferies Global Building &

Construction Valuation Comps ConstructionJefferies GlobalTeamTeam

Europe Glynis Johnson

Jefferies research covers more than 70 Building & Construction stocks Priyal Woolf

Graham Hunt

across three continents and 13 countries. In this report, we include Gonzalo Riera Ripoll

key research from the local analysts, a comprehensive set of valuation Devon Guffick US Philip Ng

comparables, and a two-week calendar of events and reporting to watch for. Jesse Barone

Maggie Grady Miller

Fiona Shang

Jefferies Global Building & Construction Research highlights US Chemicals (paints) Laurence Alexander

Kevin Estok

Europe: Building Materials Model Updates HEI, HOLN, CRH, AMRZ, Sika: Model Update, Saint- Daniel Rizzo

Gobain: Model Update, Kingspan: Model Update, CRH Asphalt Margin Support, Geberit: The Australia Ramoun Lazar

Data Flow, Cement Pricing In Europe, Diary of Corporate Updates to End-September, My Dad Anthony Moulder

China Shuhang Jiang

Was A Weatherman, Monthly Weather Tracker, Consensus Changes & Share Price Reactions

India Prateek Kumar

From 1Q26, Beats and Misses Through 1Q26, Postcard From Montreal - Feedback From N Raghav Malik

America Investor Meetings, Postcard From My Travels: Feedback From Investor Meetings in Indonesia * Robin Sutanto

Australia & Asia, Cement Consensus Chaser, Charting the Way, Australia, Construction PMI, Malaysia * Mak Hoy Ken

French Housing Starts, French Construction Confidence, Poland, German Resi Permits Philippines * Klyne Resullar

Taiwan * Anny Hsu