Building Blocks for Performance: EUROPE | Building, Construction & Housebuilders

Research evidence excerpt

Building Blocks for Performance: EUROPE | Building, Construction & Housebuilders

EUROPE | Building, Construction &

Housebuilders EquityJulyResearch9, 2026

Building Blocks for Performance

Corporate news flow starts to pick up again next week, with updates from

Barratt Redrow, Crest Nicholson and Skanska from our coverage. Key

industry datapoints next week include US PPI, build permits and NAHB

housing market, UK ONS construction output, and German build permits.

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Previews: Howden Joinery (23 Jul), Sika (28 Jul), Heidelberg Materials (30 Jul), Saint- RATING•

Gobain (30 Jul), Holcim (31 Jul), Travis Perkins (4 Aug), Kingspan (7 Aug), Geberit (19 UK HOUSEBUILDERS

Barratt Redrow Hold

Aug), Amrize (Aug) Bellway Buy

Events: Sika CFO - Fireside Chat, Jefferies Global Industrials Conf NYC Berkeley Group Buy•

Vistry First View: Resignation Of CFO & Early Release Of 1H26 Trading Update Crest Nicholson Buy•

Berkeley: Model Update Post-FY26 Results Persimmon Buy• Taylor Wimpey Buy

Construction PMI: Positive Outlook Persists in UK and Italy, France Weakens Vistry Group Hold•

Cement Pricing In Europe Shows Signs Of Improving Momentum PAN EURO BUILDING PRODUCTS•

Cruel Summer, Blank Space Or Can UK Housebuilders Shake It Off? Amrize Hold• CRH Buy

Chart of the Week: Geberit's pricing power• Forterra Buy

Building & Construction: Monthly Weather Tracker Geberit Buy•

Infrastructure Blueprint Genuit Buy•

Nailing It: Jefferies Global Building & Construction Valuation Comps Heidelberg Materials Buy• Holcim Hold

Australia Dwelling Permits Flat Sequentially in May, Albeit Still +5% YoY• Ibstock Buy

Chart of the Week: Downside protection in Sika's FY26 price versus cost Kingspan Hold•

Chart of the Week II: Permits For Commercial Roofing in US Saint-Gobain Buy•