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The Building Products & Materials sector has seen strong overall growth in 2012 characterized by consistent year-over-year gains in key macroeconomic drivers and robust stock performance of publicly-traded constituents.
According to Morgan Joseph TriArtisan's Fall 2012 update, shipments within the Construction Materials & Supplies sector have declined slightly over the past four months from $41.3 billion in March to $40.5 billion in July. However, shipments are still hovering around the highest level since October 2008, which was achieved in March. Suppliers to the construction industry have benefited from positive housing trends in the wake of the historic decline beginning in late 2008.