HD-8.70%10.8%
BLDR-41.98%8.8%
LOW-7.70%8.8%
QXO-16.97%7.8%
BLD-12.32%6.9%
FERG+14.51%6.9%
IBP+15.26%5.9%
WSO-20.32%5.9%
LII-24.89%4.9%
SHW+6.11%4.9%
TT+13.24%4.9%
AOS-9.53%3.9%
FND-21.37%3.9%
MAS+13.07%3.9%
TREX-18.91%3.9%
BXC+0.33%2.9%
WMS+31.32%2.9%
DBM.TO+39.64%2.0%
As of Aug 6, 2026, 4:25 AM ET
Homebuilding '26: Home Improvement, Installers & Distribution Constituents
The Home Depot, Inc.HD | 10.8% | 1.41% | 6.05% | 0.71% | 6.38% | 2.63% | -7.24% | -4.79% | -8.70% | $352.12B |
Builders FirstSource, Inc.BLDR | 8.8% | 0.65% | 4.12% | -7.86% | 14.18% | -26.27% | -27.26% | -42.14% | -41.98% | $8.16B |
Lowe's Companies, Inc.LOW | 8.8% | 0.85% | 5.92% | -1.72% | 5.84% | -8.80% | -16.87% | -6.52% | -7.70% | $123.32B |
QXO, Inc.QXO | 7.8% | 3.65% | 16.31% | 0.57% | 19.55% | -17.57% | -33.61% | 8.02% | -16.97% | $11.53B |
Ferguson plcFERG | 6.9% | -0.10% | 10.66% | 11.50% | 8.93% | 15.11% | -2.11% | 54.88% | 14.51% | $49.50B |
TopBuild Corp.BLD | 6.9% | 0.00% | 0.00% | 0.00% | 0.00% | -15.02% | -20.92% | 13.27% | -12.32% | $9.94B |
Installed Building Products, Inc.IBP | 5.9% | 1.54% | 6.19% | 6.99% | 8.33% | -6.14% | -25.72% | 38.98% | 15.26% | $6.51B |
Watsco, Inc.WSO | 5.9% | -0.58% | -7.98% | -16.52% | 7.70% | -1.14% | -20.18% | -36.02% | -20.32% | $13.72B |
Lennox International Inc.LII | 4.9% | 0.03% | -17.42% | -21.33% | 7.45% | -7.97% | -21.59% | -22.22% | -24.89% | $15.55B |
The Sherwin-Williams CompanySHW | 4.9% | 2.24% | 16.43% | 5.89% | 8.46% | 14.34% | 2.18% | 5.46% | 6.11% | $91.18B |
Trane Technologies plcTT | 4.9% | 2.40% | 0.54% | -0.75% | 6.29% | 24.25% | 4.60% | 38.98% | 13.24% | $106.40B |
A. O. Smith CorporationAOS | 3.9% | -0.30% | 3.95% | 1.17% | 5.07% | -5.07% | -19.00% | -2.49% | -9.53% | $8.83B |
Floor & Decor Holdings, Inc.FND | 3.9% | 3.28% | 16.63% | 10.29% | 8.89% | 2.96% | -9.26% | -23.61% | -21.37% | $6.78B |
Masco CorporationMAS | 3.9% | 0.31% | -2.46% | -4.59% | 8.17% | 22.36% | 7.96% | 10.86% | 13.07% | $15.25B |
Trex Company, Inc.TREX | 3.9% | 5.42% | 14.14% | 2.63% | 14.32% | 41.31% | 19.68% | -17.37% | -18.91% | $5.15B |
Advanced Drainage Systems, Inc.WMS | 2.9% | -0.11% | 5.46% | -1.16% | 8.02% | 3.29% | -12.60% | 36.00% | 31.32% | $11.47B |
BlueLinx Holdings Inc.BXC | 2.9% | 12.53% | 24.19% | 28.55% | 33.79% | 18.09% | 10.04% | -7.04% | 0.33% | $564.5M |
Doman Building Materials Group Ltd.DBM.TO | 2.0% | 2.25% | 2.46% | 5.40% | 5.14% | 25.57% | 12.01% | 84.36% | 39.64% | $740.4M |
| Theme return | — | 1.60% | 5.61% | -1.03% | 9.50% | 2.11% | -11.25% | 4.75% | -5.74% | — |
| Average | 5.6% | 1.97% | 5.84% | 1.10% | 9.81% | 4.55% | -8.88% | 7.15% | -2.73% | $46.48B |
| Median | 4.9% | 1.13% | 5.69% | 0.64% | 8.09% | 2.80% | -10.93% | 1.49% | -8.20% | $11.50B |
| Std Dev | 2.3% | 3.00% | 9.57% | 10.46% | 7.12% | 17.15% | 15.08% | 32.04% | 20.44% | $82.89B |
| Min | 2.0% | -0.58% | -17.42% | -21.33% | 0.00% | -26.27% | -33.61% | -42.14% | -41.98% | $564.5M |
| Max | 10.8% | 12.53% | 24.19% | 28.55% | 33.79% | 41.31% | 19.68% | 84.36% | 39.64% | $352.12B |
| % Positive Tickers | 72.22% | 77.78% | 55.56% | 94.44% | 55.56% | 33.33% | 50.00% | 44.44% |
About this theme
Homebuilding '26: Home Improvement, Installers & Distribution tracks 18 publicly listed stocks in this theme. Sample tickers: AOS, BLD, BLDR, BXC, DBM.TO, FERG, FND, HD, IBP, LII, LOW, MAS, and 6 more. Use the table below for the full list.
