The Calm Before the Recovery?

Taking Stock of Building Products

Thursday, September 19, 2024

Building Products Company-Specific Company-Specific Building Products

Within our research coverage of public building products companies and the homecenters, we offer reports that are incremental to our recurring publications and intertwine our sector conclusions with company-specific dynamics. These include broad-based earnings previews, adjustments to our financial models and updated perspectives on valuation.

Related reports

Thursday, April 17, 2025

Taking Stock of Building Products: Lowering Estimates Across the Board; Prefer to be Defensive
Monday, April 14, 2025

Building Products Channel Checks: Upgrading CSL; Downgrading AMWD and MBC
Wednesday, March 19, 2025

Taking Stock of Building Products: Valuation Reflects Weak Backdrop, March Will Be Important
Wednesday, February 19, 2025

Taking Stock of Building Products: Still Waiting for the Recovery
Wednesday, January 29, 2025

Supplier Trends in the Homecenter Channel: Still Sluggish, Though Not All Categories Created Equal
Friday, January 17, 2025

Taking Stock of Building Products: Upgrading MAS and SHW, Downgrading FERG
Tuesday, December 17, 2024

Taking Stock of Building Products: Resi Recovery Still Elusive, Now Margins Potentially at Risk
Friday, November 15, 2024

Taking Stock of Building Products: Optimistic Despite Near-Term Choppiness
Wednesday, October 16, 2024

Taking Stock of Building Products: Earnings Preview 3Q24
Thursday, August 15, 2024

Taking Stock of Building Products: Tough Start to 3Q24, Still Optimistic About 2025
Wednesday, July 17, 2024

Taking Stock of Building Products: Downgrading Sector to Market Weight, AMWD to Neutral
Thursday, July 11, 2024

Composite Decking Update: Demand Holding Up; Buy TREX on Recent Underperformance