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每日构建：财报季第二周总结

发布日期: 2026-07-31研究机构: Citi公司 / 股票: CRH,EXP,MLM,MAS,TTAM,VMC,WY,AMRZ,CNM,DHI,FERG,JHX.AX,LEN,OC,PHM,QXO,RYN,TOL,TREX报告页数: 9原文语言: English

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31 Jul 2026 08:55:09 ET │ 9 pages

The Daily Build

Wrapping Up Week 2 of Earnings

CITI'S TAKE

In our daily, we highlight items of interest for Homebuilders, Building

Products & Construction Materials investors:

Homebuilders & Building Products continued to underperform yesterday (-0.6% vs

+1.7%) on a rotation into tech; so far 2Q earnings results for the sector have lagged

the S&P (Homebuilders & Building Products posting 83% beat or in-line results vs

91% S&P).

Anthony Pettinari AC

Bryan Burgmeier

Landry Moore

Herein we update our Week 2 earnings tracker, identifying 48 Homebuilders &

Building Products producers reporting with key items to watch; today we’ll look for

additional reads on EU Heavy Material price/vol (HEI) and US R&R demand (LIXIL)

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