Les matériaux de construction constituent l’un des métiers qui permettent le plus clairement de transformer l’activité de construction en revenus réels. Le ciment, les granulats, les panneaux muraux, l'isolation, la toiture et d'autres produits structurels se déplacent lorsque les projets démarrent réellement et continuent d'avancer. Cela rend la catégorie sensible aux mises en chantier, aux dépenses d’infrastructure, aux réparations et rénovations, ainsi qu’à la confiance des entrepreneurs, mais elle récompense également la densité de la distribution locale et la discipline des prix.
Chiffres réels
Building Materials en un coup d'oeil
2025 housing starts
Total US housing starts in 2025.
Single-family starts
US single-family starts in 2025.
2025 permits
Total US permits issued in 2025.
December 2025 construction
Approximate annualized value of construction put in place at year-end 2025.
What shapes this industry
Key factors
Demand shows up unevenly across the project timeline, so investors need to know whether the industry benefits more from starts, in-place work, or completions.
Bulky materials often have regional moats because transport cost limits how far product can move economically.
When new construction stalls, reroofing, replacement, and maintenance can still support volume.
Jobsite flow
Building materials monetize different moments of the construction sequence
Demand does not hit at once. The strongest operators are aligned with when the project actually needs their product, not just with top-line housing optimism.
Total US housing starts in 2025.
US single-family starts in 2025.
Total US permits issued in 2025.
Approximate annualized value of construction put in place at year-end 2025.
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Plus dans Basic Materials
13 industries liees aux cotes de celle-ci dans Basic Materials.