Construction materials
Aggregates, cement and building-products makers, read through their filings, US construction spending and housing starts, cement and materials prices, and where US cement and lumber imports come from.
- Companies covered
- 8
- Latest quarter filed
- Jun 30, 2026
- SEC filings, last 30 days
- 4
- Comment periods open
- 0
- SEC EDGAR read
- 22:47 UTC, Oct 23
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Producer prices, construction materials
378.6
index
+11.0% on a year earlier
Sep 2026 · FRED WPUSI012011
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayFri, Oct 23, 2026
1 filing
Jul 26 to Oct 23 · 33 filings, 2 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGARRules and notices
Federal Register, last 45 days- Oct 19Notice · Commerce DepartmentCertain Softwood Lumber Products From Canada: Final Results of Antidumping Duty Administrative Review, Partial Rescission of Administrative Review, and Final Determination of No Shipments; 2024
- Oct 19Notice · Commerce DepartmentCertain Softwood Lumber Products From Canada: Final Results of Countervailing Duty Administrative Review; 2024
- Oct 7Rule · Agriculture DepartmentPurchaser Credit on Timber Sale Contracts
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 22:03 UTC, Oct 23
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Vulcan Materials VMCAggregates | Dec 31, 2023Older than a year | $7.8B | +6.4% | — | — | — | — | — | — |
| Martin Marietta MLMAggregates | Jun 30, 2026 | $6.7B | +14.8% | 28.2% | 20.6% | 10.6% | -23.6% | 89 | $240M-4.8% |
| CRH CRHCement, aggregates and paving | Jun 30, 2026 | $38.6B | +6.3% | 36.2% | 14.3% | 6.9% | -3.5% | 76 | $3.3B-19.6% |
| Eagle Materials EXPCement and wallboard | Jun 30, 2026 | $2.3B | +1.7% | 27.0% | — | 19.8% | +93.7% | 82 | — |
| Knife River KNFAggregates and paving | Jun 30, 2026 | $3.3B | +12.1% | 17.8% | 8.3% | 8.2% | -9.3% | 68 | $1.2B-4.3% |
| United States Lime USLMLime | Jun 30, 2026 | $377M | +7.0% | 48.5% | 42.1% | 18.8% | +59.8% | 60 | — |
| Owens Corning OCRoofing and insulation | Jun 30, 2026 | $9.8B | -7.2% | 26.0% | 0.5% | 8.7% | +15.7% | 73 | — |
| Builders FirstSource BLDRBuilding-products distribution | Jun 30, 2026 | $14.4B | -9.4% | 29.2% | 3.0% | 1.8% | -33.3% | 45 | — |
| Median of 7 with a current year | +6.3% | 28.2% | 11.3% | 8.7% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal RegisterWhere US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 2523Cement · $246M · +8.0% on a year earlierCanada 27% · Türkiye 24% · Vietnam 21%
- HS 4407Sawn lumber · $561M · -26.8% on a year earlierCanada 67% · Germany 9% · Sweden 6%
- HS 6810Concrete and stone products · $215M · -3.3% on a year earlierVietnam 18% · India 15% · Thailand 14%
ARCANE reporting
Published investigations that land on this page
The Numbers Disagree
Cement prices in the UAE have outrun the forecast for building costs
Buyers of construction work carry more of the risk of rising prices when a quoted price for some materials may be guaranteed for only about a month, and one cement producer says its average selling price is higher than a year ago.
Construction materials · Oct 1, 2026
Archive · through Oct 1, 2026