U.S. construction stocks traded broadly lower today, with most of the industry’s largest players in the red as investors weighed interest rate concerns and a cooling outlook for industrial services.
Despite the pullback, year-to-date gains across the sector remain robust, underscoring strong demand for infrastructure and construction services.
Sector Movers
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Quanta Services (PWR) dropped −1.74% to $389.14, trimming its year-to-date gain to +23.13%.
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EMCOR Group (EME) slid −1.51% to $645.95, though the stock remains up +42.31% YTD.
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Comfort Systems USA (FIX) lost −1.92% to $805.85, even after a stellar +90.03% YTD rally.
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Jacobs Solutions (J) declined −1.90% to $147.75, maintaining a +11.68% YTD return.
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AECOM (ACM) led today’s losses, falling −2.28% to $129.90, despite being up +21.61% YTD.
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MasTec (MTZ) eased −1.02% to $204.97, still higher by +50.55% YTD.
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API Group (APG) slipped −2.59% to $34.38, though it retains a solid +43.35% YTD gain.
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TopBuild (BLD) fell −1.28% to $397.54, with a +27.69% YTD return.
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Sterling Infrastructure (STRL) edged only −0.31% lower to $366.26, standing out as today’s most resilient stock, with a staggering +117.43% YTD.
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Tetra Tech (TTEK) shed −1.90% to $34.55, and remains the only major laggard in 2025, down −13.28% YTD.
Sector Outlook
While today’s declines highlight short-term volatility, the construction sector’s fundamentals remain strong.
Major players such as Comfort Systems, MasTec, and Sterling Infrastructure continue to post double- and triple-digit gains year-to-date, signaling that investor confidence in infrastructure and energy-related projects remains intact.
Analysts maintain a generally “Buy” to “Strong Buy” outlook on most stocks in the sector, citing expected growth from infrastructure spending, renewable energy projects, and housing demand.
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