
HD-28.13%10.8%

BLDR-54.55%8.8%

LOW-25.26%8.8%

QXO-38.35%7.8%

BLD-9.74%6.9%

FERG-2.63%6.9%

IBP-20.18%5.9%

WSO-27.65%5.9%

LII-33.65%4.9%

SHW-5.94%4.9%

TT+8.70%4.9%

AOS-23.07%3.9%

FND-36.62%3.9%

MAS-2.96%3.9%

TREX-16.13%3.9%

BXC+1.88%2.9%

WMS-10.34%2.9%

DBM.TO+21.73%2.0%
As of Oct 2, 2026, 9:55 PM ET
Homebuilding '26: Home Improvement, Installers & Distribution Constituents
The Home Depot, Inc.HD | 10.8% | 0.14% | -7.02% | -10.87% | 0.51% | -17.49% | -25.43% | -23.45% | -28.13% | -30.92% | -7.05% | $282.03B |
Builders FirstSource, Inc.BLDR | 8.8% | -1.92% | -4.63% | -7.99% | 1.22% | -43.58% | -44.34% | -55.73% | -54.55% | -71.28% | 6.21% | $6.05B |
Lowe's Companies, Inc.LOW | 8.8% | -0.86% | -5.73% | -7.50% | 1.35% | -23.35% | -30.13% | -21.43% | -25.26% | -32.51% | -5.19% | $101.38B |
QXO, Inc.QXO | 7.8% | 0.08% | -3.95% | -7.15% | 1.87% | -36.37% | -48.75% | -16.61% | -38.35% | -13.55% | -69.77% | $12.51B |
Ferguson plcFERG | 6.9% | 0.83% | 1.96% | 1.93% | 1.81% | 1.70% | -13.52% | 36.82% | -2.63% | 17.06% | 73.55% | $43.31B |
TopBuild Corp.BLD | 6.9% | 0.00% | 0.00% | 0.00% | 0.00% | -15.02% | -20.92% | 13.27% | -9.74% | -11.10% | 71.59% | $9.94B |
Installed Building Products, Inc.IBP | 5.9% | 0.16% | -8.94% | -18.05% | 0.16% | -24.99% | -40.64% | 11.06% | -20.18% | -17.91% | 96.14% | $5.20B |
Watsco, Inc.WSO | 5.9% | -1.22% | -8.63% | -3.71% | -1.22% | -11.72% | -28.72% | -42.87% | -27.65% | -38.21% | 21.91% | $12.25B |
Lennox International Inc.LII | 4.9% | -1.15% | -2.43% | -3.03% | 0.61% | -25.31% | -36.37% | -36.88% | -33.65% | -39.43% | 24.91% | $12.31B |
The Sherwin-Williams CompanySHW | 4.9% | -0.40% | -1.93% | -2.79% | 0.38% | -0.41% | -11.00% | -8.14% | -5.94% | -13.25% | 16.72% | $77.56B |
Trane Technologies plcTT | 4.9% | 1.08% | 5.16% | 5.12% | 0.32% | 18.29% | -0.42% | 32.32% | 8.70% | 20.14% | 178.07% | $102.07B |
A. O. Smith CorporationAOS | 3.9% | 0.14% | -3.72% | -5.51% | -1.19% | -15.86% | -28.21% | -13.58% | -23.07% | -33.19% | 0.66% | $7.86B |
Floor & Decor Holdings, Inc.FND | 3.9% | -1.17% | -4.87% | -2.61% | 1.46% | -23.30% | -32.41% | -43.10% | -36.62% | -61.52% | -61.69% | $4.84B |
Masco CorporationMAS | 3.9% | 0.12% | -2.43% | -3.78% | -0.03% | 8.02% | -4.69% | -2.13% | -2.96% | -15.60% | 33.11% | $13.48B |
Trex Company, Inc.TREX | 3.9% | 0.14% | -0.29% | 0.62% | 1.15% | 25.43% | 6.23% | -26.65% | -16.13% | -36.05% | -56.99% | $4.53B |
Advanced Drainage Systems, Inc.WMS | 2.9% | 0.32% | -2.24% | -3.65% | 0.74% | -11.76% | -25.33% | 16.20% | -10.34% | -17.71% | 17.11% | $9.75B |
BlueLinx Holdings Inc.BXC | 2.9% | -0.20% | -9.22% | -1.21% | 1.48% | 21.90% | 13.60% | -4.03% | 1.88% | -28.83% | 47.46% | $573.1M |
Doman Building Materials Group Ltd.DBM.TO | 2.0% | -0.64% | -2.45% | 0.49% | -0.64% | 13.96% | 1.66% | 67.32% | 21.73% | 29.29% | 111.97% | $670.5M |
| Theme return | — | -0.29% | -3.67% | -4.97% | 0.51% | -13.02% | -24.40% | -10.77% | -20.01% | -23.59% | 43.13% | — |
| Average | 5.6% | -0.25% | -3.41% | -3.87% | 0.55% | -8.88% | -20.52% | -6.53% | -16.83% | -21.92% | 27.71% | $39.24B |
| Median | 4.9% | 0.04% | -3.08% | -3.34% | 0.56% | -13.39% | -25.38% | -10.86% | -18.15% | -23.37% | 19.51% | $11.09B |
| Std Dev | 2.3% | 0.75% | 3.68% | 5.13% | 0.91% | 19.63% | 17.63% | 30.87% | 18.29% | 25.16% | 61.13% | $67.25B |
| Min | 2.0% | -1.92% | -9.22% | -18.05% | -1.22% | -43.58% | -48.75% | -55.73% | -54.55% | -71.28% | -69.77% | $573.1M |
| Max | 10.8% | 1.08% | 5.16% | 5.12% | 1.87% | 25.43% | 13.60% | 67.32% | 21.73% | 29.29% | 178.07% | $282.03B |
| % Positive Tickers | 50.00% | 11.11% | 22.22% | 72.22% | 33.33% | 16.67% | 33.33% | 16.67% | 16.67% | 72.22% |