Seven construction-sector companies, from materials suppliers to infrastructure operators, have seen recent spikes in trading volume, highlighting shifting investor focus amid economic and policy cycles in 2025.
According to MarketBeat’s stock screener tool, seven construction-sector names had the highest dollar trading volume over recent days and are being highlighted as “stocks to watch” on 21 December 2025: CRH, Comfort Systems USA, Ferrovial, Caterpillar, John...
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son Controls International, Dycom Industries, and Mohawk Industries. The list reflects investor focus on firms that span materials, contractors, equipment manufacturers and building-systems providers, all of which are sensitive to economic and housing cycles, interest-rate moves, government infrastructure spending and commodity costs, MarketBeat noted.
CRH plc is presented as a vertically integrated building‑materials group active in aggregates, cement, readymixed concrete, asphalt and paving services, operating through Americas and Europe materials and building solutions segments. According to the company’s website, CRH supplies materials and services for public infrastructure and commercial and residential construction, positioning it to benefit from both private building activity and public works programmes.
Comfort Systems USA is identified as a leading US mechanical and electrical contractor, offering HVAC, plumbing, electrical, piping and controls, off‑site construction and fire‑protection services. The firm’s two operating segments, Mechanical and Electrical, reflect a mix of installation, renovation and long‑term service and maintenance work, which can provide recurring revenue when new construction slows, the company information states.
Ferrovial SE is listed for its global infrastructure footprint. According to Ferrovial, the business spans construction, toll roads, airports and energy‑infrastructure and mobility services, combining project delivery with long‑term concession and operations exposure that ties returns to both capital investment cycles and ongoing traffic or usage trends.
Caterpillar appears on the screener as the marquee equipment supplier to construction and mining. The company’s Construction Industries segment sells a broad range of heavy machinery and related parts, from excavators and motor graders to compactors and pavers, giving it direct exposure to equipment demand driven by private and public construction activity, Caterpillar’s corporate materials show.
Johnson Controls International is included for its global building‑systems franchise. The company engineers, manufactures, commissions and retrofits building products and integrated systems across North America, EMEA, Asia Pacific and other markets, with business grouped into regional Building Solutions segments and a Global Products arm, according to the company.
Dycom Industries is highlighted as a specialist contractor to telecommunications and utility customers in the US, offering engineering and deployment for aerial, underground and buried fibre, wireless macro and small‑cell sites, and programme and project management services. That positioning ties Dycom to ongoing fibre buildouts and network modernisation projects, the company says.
Mohawk Industries, a large flooring manufacturer and distributor, was the final name on MarketBeat’s list, reflecting its role supplying ceramic and other floor coverings to residential and commercial remodel and new‑build channels worldwide.
MarketBeat’s note emphasised that construction stocks “provide exposure to the economic and housing cycles” and can show greater earnings volatility because of sensitivity to rates, commodity price swings and the timing of government infrastructure programmes. Industry data and analysts’ coverage typically point to two distinct drivers in the sector: cyclical demand for materials and equipment during building booms, and the stabilising effect of long‑term contracted infrastructure and service businesses.
Investors monitoring the sector should therefore weigh firms’ end‑market mix and revenue cadence: materials and equipment suppliers can see rapid earnings swings with commodity and activity shifts, whereas contractors and operators with concession or services exposure may have more predictable cashflows but greater capital intensity. According to MarketBeat, the seven names were selected purely on recent dollar trading volume among construction‑classified stocks, not as analyst recommendations.
The MarketBeat alert also invited readers to sign up for company‑specific research and noted that, while CRH carries a Moderate Buy consensus among analysts, MarketBeat’s tracking of top‑rated research suggested alternative small lists of stocks preferred by some Wall Street analysts.
Taken together, the MarketBeat screen underscores how diverse the construction complex has become, spanning raw materials, heavy equipment, systems integrators, specialty contractors and building‑product manufacturers, and why investors watch trading activity for signals of shifting sentiment across those sub‑sectors.
Source: Noah Wire Services
