Nailing It: Jefferies Global Building & Construction Valuation Comps

Research evidence excerpt

Nailing It: Jefferies Global Building & Construction Valuation Comps

Global | Building, Construction &

Housebuilders EquityJulyResearch2, 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: Previews: Heidelberg (30 Jul), Saint-Gobain (30 Jul), Holcim (31 Jul), Amrize (Aug); Daniel Rizzo

CRH: Model Update Post-Arcosa Acquisition, Saint-Gobain: Feedback From Sellside Lunch Australia Ramoun Lazar

With CEO & CFO, Geberit: The Data Flow, Kingspan: Model Update, Building Materials Model Anthony Moulder

China Shuhang Jiang

Updates HEI, HOLN, CRH, AMRZ, Sika: Postcard from Baden-Baden - Feedback from German

India Prateek Kumar

& Swiss Corporate Conference, Postcard From Europe: Feedback From Investor Meetings, My Raghav Malik

Dad Was a Weatherman, Cement Consensus Chaser, Charting the Way, German Construction, Indonesia * Robin Sutanto

French Construction, Poland Residential Permits Malaysia * Mak Hoy Ken

Philippines * Klyne Resullar

Americas: Owens Corning: CSL Reportedly Makes Bid for OC, Martin Marietta: Taiwan * Anny Hsu

Transformational Deal For Market Leader In Lime, Louisiana-Pacific Corp: Initiating w/ Buy, .