
HD-21.77%10.8%

BLDR-57.88%8.8%

LOW-19.53%8.8%

QXO-43.64%7.8%

BLD-16.74%6.9%

FERG-7.71%6.9%

IBP-21.15%5.9%

WSO-25.85%5.9%

LII-32.34%4.9%

SHW-3.22%4.9%

TT+12.25%4.9%

AOS-18.04%3.9%

FND-32.75%3.9%

MAS+4.08%3.9%

TREX-15.34%3.9%

BXC-2.38%2.9%

WMS-8.40%2.9%

DBM.TO+24.91%2.0%
As of Oct 9, 2026, 4:27 AM ET
Homebuilding '26: Home Improvement, Installers & Distribution Constituents
The Home Depot, Inc.HD | 10.8% | 3.39% | 1.92% | -4.83% | 4.61% | -14.13% | -22.39% | -20.33% | -21.77% | -28.29% | -4.21% | $294.62B |
Builders FirstSource, Inc.BLDR | 8.8% | 0.49% | -7.24% | -12.35% | -6.17% | -47.70% | -48.40% | -58.96% | -57.88% | -72.14% | -2.32% | $5.79B |
Lowe's Companies, Inc.LOW | 8.8% | 4.03% | 0.63% | -4.91% | 3.55% | -21.69% | -28.62% | -19.73% | -19.53% | -30.30% | -2.15% | $105.89B |
QXO, Inc.QXO | 7.8% | -1.68% | -8.25% | -12.51% | -7.72% | -42.35% | -53.57% | -24.46% | -43.64% | -24.71% | -71.11% | $11.54B |
Ferguson plcFERG | 6.9% | 0.78% | -4.65% | -2.91% | -2.15% | -2.26% | -16.89% | 31.50% | -7.71% | 11.83% | 64.18% | $42.03B |
TopBuild Corp.BLD | 6.9% | 0.00% | 0.00% | 0.00% | 0.00% | -15.02% | -20.92% | 13.27% | -16.74% | -8.31% | 68.31% | $9.94B |
Installed Building Products, Inc.IBP | 5.9% | 1.86% | -4.21% | -10.79% | -2.53% | -27.00% | -42.23% | 8.09% | -21.15% | -19.95% | 92.38% | $5.06B |
Watsco, Inc.WSO | 5.9% | -0.15% | -9.89% | -8.88% | -6.28% | -16.24% | -32.37% | -45.79% | -25.85% | -42.71% | 13.19% | $11.62B |
Lennox International Inc.LII | 4.9% | 0.87% | -1.49% | -3.79% | 0.30% | -25.54% | -36.57% | -37.07% | -32.34% | -40.42% | 27.75% | $12.50B |
The Sherwin-Williams CompanySHW | 4.9% | 1.91% | -3.53% | 0.12% | 0.08% | -0.71% | -11.27% | -8.42% | -3.22% | -12.91% | 15.28% | $77.93B |
Trane Technologies plcTT | 4.9% | 0.57% | 3.95% | 5.80% | 2.39% | 20.74% | 1.65% | 35.06% | 12.25% | 18.76% | 186.14% | $103.40B |
A. O. Smith CorporationAOS | 3.9% | 2.20% | -3.12% | -2.20% | -0.19% | -15.01% | -27.49% | -12.71% | -18.04% | -32.60% | -3.96% | $7.84B |
Floor & Decor Holdings, Inc.FND | 3.9% | 1.48% | 0.30% | -2.27% | 1.02% | -23.63% | -32.70% | -43.34% | -32.75% | -59.46% | -60.65% | $4.95B |
Masco CorporationMAS | 3.9% | 0.91% | 1.67% | 0.17% | 1.79% | 9.99% | -2.96% | -0.35% | 4.08% | -14.24% | 32.97% | $13.70B |
Trex Company, Inc.TREX | 3.9% | 1.41% | 0.00% | -2.33% | 2.16% | 26.68% | 7.29% | -25.92% | -15.34% | -31.24% | -57.40% | $4.62B |
Advanced Drainage Systems, Inc.WMS | 2.9% | 0.10% | -3.49% | -4.23% | -0.51% | -12.86% | -26.26% | 14.75% | -8.40% | -17.77% | 14.98% | $9.67B |
BlueLinx Holdings Inc.BXC | 2.9% | 0.47% | -4.82% | -10.97% | -3.39% | 16.05% | 8.15% | -8.64% | -2.38% | -34.02% | 42.13% | $554.8M |
Doman Building Materials Group Ltd.DBM.TO | 2.0% | 1.12% | -1.69% | -3.19% | -1.00% | 13.55% | 1.29% | 66.71% | 24.91% | 29.82% | 110.07% | $668.8M |
| Theme return | — | 1.23% | -2.55% | -6.86% | -0.92% | -14.25% | -25.47% | -12.04% | -20.89% | -24.46% | 39.07% | — |
| Average | 5.6% | 1.10% | -2.44% | -4.45% | -0.78% | -9.84% | -21.35% | -7.57% | -15.86% | -22.70% | 25.86% | $40.13B |
| Median | 4.9% | 0.89% | -2.41% | -3.49% | -0.09% | -14.57% | -24.33% | -10.67% | -17.39% | -26.50% | 15.13% | $10.74B |
| Std Dev | 2.3% | 1.27% | 3.62% | 4.81% | 3.32% | 20.42% | 18.25% | 31.00% | 19.13% | 24.70% | 61.64% | $70.13B |
| Min | 2.0% | -1.68% | -9.89% | -12.51% | -7.72% | -47.70% | -53.57% | -58.96% | -57.88% | -72.14% | -71.11% | $554.8M |
| Max | 10.8% | 4.03% | 3.95% | 5.80% | 4.61% | 26.68% | 8.15% | 66.71% | 24.91% | 29.82% | 186.14% | $294.62B |
| % Positive Tickers | 83.33% | 27.78% | 16.67% | 44.44% | 27.78% | 22.22% | 33.33% | 16.67% | 16.67% | 61.11% |