Building Blocks for Performance

Research evidence excerpt

Building Blocks for Performance

EUROPE | Building, Construction &

Housebuilders EquityJuneResearch11, 2026

Next week continues to be quieter in terms of earnings. Industry data points

next week meanwhile include UK Rightmove & ONS house prices, CPI & PPI

data, and GfK consumer confidence; US NAHB housing market and build

permits; and Germany build permits and PPI.

.

Events: German & Swiss Corporate Conference, Sika CFO - Fireside Chat, Jefferies Global RATING•

Industrials Conf NYC UK HOUSEBUILDERS

Geberit: The Data Flow – What the Latest Data Tells Us Bellway Buy• Barratt Redrow Hold

Building & Construction: Charting the Way Berkeley Group Buy•

Bellway First View: Trading Update Crest Nicholson Buy• Persimmon Buy

Chart of the Week: 2H26 Skew in JEFe Is A Little More Pronounced Than Last Year• Taylor Wimpey Buy

Nailing It: Jefferies Global Building & Construction Valuation Comps Vistry Group Hold•

Diary of Corporate Updates to End-September PAN EURO BUILDING PRODUCTS•

Howden Joinery: Acquisition of DIY Kitchens strategically and financially sensible Amrize Hold• CRH Buy

Building & Construction: Monthly Weather Tracker• Forterra Buy

Watch The Video: Home Of The Future - Glenveagh & The Manufactured Home Geberit Buy•

French Housing Starts Up More than +35% Year-To-Date Despite Sequential Cooling Genuit Buy•

UK Housebuilders: Trading Below Liquidation Values Heidelberg Materials Buy• Holcim Hold

Consensus Changes & Share Price Reactions From 1Q26 Ibstock Buy•

Cement Pricing In Europe Presents A Mixed Picture Kingspan Hold•

Infrastructure Blueprint Saint-Gobain Buy• Sika Buy

ESG: ESG Funds Ownership in Pan-Euro Building, Construction & Housebuilders, [Watch• Volution Buy

The Video] Home Of The Future PAN EURO DISTRIBUTORS