Construction Industry — Tellvest

Construction

Earnings sentiment for Construction — aggregated from 6 earnings calls in the Industrials sector

4.8out of 10Mixed

Aggregated from 6 earnings calls

Industry Sentiment Index

Mixed sentiment across Construction

A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).

Sentiment Index

4.8/10+0.8

vs prior Q (same-company basis)

current panel (6 companies)

Companies analyzed

Biggest shifts this quarter

vs Q3 '25 · 6 cos in both

Consumer DemandDeteriorating

-2cos

4 → 2

HousingDeteriorating

-2cos

4 → 2

Macro Signal Heatmap

Signals mentioned across earnings calls

Improving Stable Mixed Deteriorating

Sort by:

Signal	Companies	Direction breakdown
Trade & Tariffs	4	13
Consumer Demand	4	22
Housing	4	112

Top Themes

Companies

6 in Construction

Company	Sector	Sentiment	Quarter
JCI Johnson Controls	Industrials	9/10	Q4 2025
TT Trane Technologies	Industrials	7/10	Q4 2025
MAS Masco	Industrials	4/10	Q4 2025
LII Lennox International	Industrials	3/10	Q4 2025
CARR Carrier Global	Industrials	3/10	Q4 2025
BLDR Builders FirstSource	Industrials	3/10	Q4 2025