Building Blocks for Performance

Research evidence excerpt

Building Blocks for Performance

EUROPE | Building, Construction &

Housebuilders EquityJuneResearch18, 2026

Another quiet week next week in terms of earnings, with only Berkeley from

our coverage reporting. Industry datapoints to keep an eye on include UK

build safety remediation; French INSEE data; German construction orders

& Ifo business climate; Spain PPI; and US residential sales.

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Events: German & Swiss Corporate Conference, EU ETS: What To Expect Next, And What RATING•

Are The Implications For Cement, Sika CFO - Fireside Chat, Jefferies Global Industrials UK HOUSEBUILDERS

Barratt Redrow Hold

Conf NYC Bellway Buy

Chart of the Week: Cost inflation still high but stabilising Berkeley Group Buy•

Chart of the Week II: Saint-Gobain US Pricing Reaslisation Not Yet Evident Crest Nicholson Buy•

Cement Consensus Chaser Persimmon Buy• Taylor Wimpey Buy

Vistry: Model Update - Greater Clarity Required Vistry Group Hold•

Howden Joinery: Data Cabinet - What the Latest Data Tells Us PAN EURO BUILDING PRODUCTS•

Geberit: The Data Flow – What the Latest Data Tells Us Amrize Hold• CRH Buy

Building & Construction: Charting the Way• Forterra Buy

Bellway First View: Trading Update Geberit Buy•

Nailing It: Jefferies Global Building & Construction Valuation Comps Genuit Buy•

Diary of Corporate Updates to End-September Heidelberg Materials Buy• Holcim Hold

Building & Construction: Monthly Weather Tracker• Ibstock Buy

Infrastructure Blueprint Kingspan Hold•

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

The Video] Home Of The Future Sika Buy

US updates: Congress Has A Deal In Place For Bi-partisan Housing Bill, May Housing PAN EURO DISTRIBUTORS• Volution Buy