REAL-TIME GLOBAL RESEARCH
Building Blocks for Performance
Research evidence excerpt
Building Blocks for Performance
EUROPE | Building, Construction &
Housebuilders EquityJuneResearch25, 2026
Next week remains quiet in terms of corporate news flow. Industry
datapoints to watch include UK house prices, building costs, mortgage
approvals, credit conditions & property transactions; PPI data for France
and Italy; and US FHFA house prices and construction spending.
.
Previews: Holcim (31 Jul), Amrize (Aug) RATING•
Events: Sika CFO - Fireside Chat, Jefferies Global Industrials Conf NYC UK HOUSEBUILDERS• Barratt Redrow Hold
Berkeley First View: FY26 Results Bellway Buy•
Sika: Postcard from Baden-Baden - Feedback from German & Swiss Corporate Berkeley Group Buy•
Conference Crest Nicholson Buy
Persimmon Buy
French Construction: Current Business Ebbs However Expectations Tick Up in June• Taylor Wimpey Buy
Poland Residential Permits Slip Sequentially in May, Still Up >10% YoY Vistry Group Hold•
CRH Confirms It Will Acquire Arcosa For $8.5bn, Media Speculation on Possible Large PAN EURO BUILDING PRODUCTS•
Scale Acquisition Amrize Hold
CRH Buy
Chart of the Week: FY26 Consensus versus Guidance into 2Q Reporting• Forterra Buy
What Do We Know About Housing Policy of the Potential Incoming Prime Minister? Geberit Buy•
German Construction: Showing Signs Of Improvement Genuit Buy•
My Dad Was a Weatherman Heidelberg Materials Buy• Holcim Hold
Saint-Gobain: Feedback From Sellside Lunch With CEO & CFO• Ibstock Buy
Cement Consensus Chaser Kingspan Hold•
Vistry: Model Update - Greater Clarity Required Saint-Gobain Buy•
Infrastructure Blueprint Sika Buy• Volution Buy
ESG: ESG Funds Ownership in Pan-Euro Building, Construction & Housebuilders, [Watch PAN EURO DISTRIBUTORS•
The Video] Home Of The Future Howden Joinery Hold
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