Building products & equipment

14 companies · $76.5B combined revenue · $8.2B operating profit

Open in ScreenerAsk AI about building products & equipment

The typical US-listed building products & equipment company grew revenue 2.2% and earnings 0.6% in its latest year, at a 11% operating margin, and 3 of 14 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

2.2%Median revenue growth
0.6%Median earnings growth
3.3%Median revenue growth, 3 yrs
-1.4%Median earnings growth, 3 yrs
11%Median operating margin
10.9%Median ROCE
Fastest revenue growthAAON AAON20.1%Fastest earnings growthArcosa ACA122%Highest ROCELennox International LII36%Biggest margin gainStandex International SXI+9.9 pts

Growth engines: the 4 Cylinders

All four working: 20% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more29%
  • Operating leverage · Operating income growing faster than a growing revenue38%
  • Margin expansion · Operating margin up 1 point or more21%
  • Debt reduction · Debt down 5% or more, or net cash50%

Combined revenue · 14 companies reporting in US dollars

Revenue
$0$20B$40B$60B$80BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%5%10%15%FY21FY22FY23FY24FY25

All 14 companies

Median–2.2%0.6%11%10.9%0.77x
JCIJohnson Controls International$23.6B2.8%▲93%▲8.3%▼7.3%▼0.77x
CARRCarrier Global$21.7B-3.3%▼-73.5%▼10%▼7.2%▼0.81x▼
MASMASCO$7.6B-3.4%▼-1.5%▼16.5%▲34.4%▲–
LIILennox International$5.2B-2.7%▼-0.7%▼20%▲36%▲1.00x▼
VMIValmont Industries$4.1B0.7%▼0.6%10.1%▼15.8%▲0.49x▲
ACAArcosa$2.9B12.2%▲122%▲11.9%▲7.6%▼0.57x▲
AAONAAON$1.4B20.1%▲-36.2%▼10.1%▼10.8%▼–
MIDDMiddleby$3.2B1.6%▼-165%▼18%▲11%▲0.78x▼
GFFGriffon$2.5B-3.9%▼-75.6%▼8.2%▼12.7%▲19x▼
ALHAlliance Laundry$1.7B13.3%▲3.5%▲18.6%▲13.2%▲–
SXIStandex International$892M12.8%▲87.6%▲21.7%▲14.3%▲0.69x▲
HAYWHayward$1.1B6.7%▲27.7%▲20.8%▲8.2%▼0.60x▲
SMRNuscale Power$31M-15%▼–-2191%▼-61.8%▼–
PRLBProto Labs$533M6.4%▲28%▲4.7%▼3.6%▼–

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).