Building Products/Durable Goods - Weekly Overview

研报英文原文证据摘录

Building Products/Durable Goods - Weekly Overview

Truist Securities

Equity Research Report July 6, 2026

INDUSTRIALS: Building Products/

Durable Goods Building Products/Durable Goods -

Weekly Overview

Keith Hughes Our weekly overview provides a look at our Building Products/Durable Goods coverage

404-926-5032 performance versus the S&P 500 in the prior week as well as valuation metrics for the

Keith.Hughes@truist.com group.

Julian Nirmal, CFA

404-836-4749 Building Products Underperformed Last Week. The Truist Securities Building

Julian.Nirmal@truist.com Products Index was down 2.8% last week versus the S&P which was up 1.8%. The

strongest performers within our coverage were Fortune Brands (FBIN, Buy) up 15.8%,

Owens Corning (OC, Hold) up 11.6%, and Masco (MAS, Buy) up 3.5%. The weakest 12 Page Document

performers were QXO Inc. (QXO, Buy) down 8.8%, Core & Main (CNM, Hold) down

8.6%, and Eagle Materials (EXP, Hold) down 5.9%.

Reasons for this report Recent Research:

✓ Sector Update • Building Products - ABI Falls in May; Still in Contraction Territory

✓ Weekly valuation and performance recap • SITE - Shares Aggressive Growth Targets Focused on Internal Improvements at

Investor Day; Execution Now the Focus for our coverage group

• Building Products - Case-Shiller Home Prices Rise in April

• MLM - Announces Combination with Lhoist NA in Major Limestone Purchase

• Building Products - Exterior Cladding Shares Show Continued Shift to Fiber Cement

& Wood; Midwest is the Exception

• CSL - Quick Take - Makes Unsolicited Offers for OC per WSJ Article; Could Put

Company in Play

• QXO - Quick Take - BLD/QXO Approve Deal; Shares Anticipate Heavy Vote For

Stock Consideration For Deal

• FBIN - Upgrading To Buy on Turnaround Potential; Board Chooses Right CEO