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Investment theme · updated October 19, 2026
Infrastructure and construction stocks: prices and rankings
The theme covers builders of roads and bridges, cement and aggregates producers and heavy equipment makers. Orders come largely from government investment, on multi-year contracts.
We track 14 companies in infrastructure and construction. Today 4 of 14 are up, and the theme is -3.90% on a market-cap-weighted basis. The median 1-year return is +33%.
Companies14
Today's move-3.90%
1-year return+33%
Median P/E26.4
Median dividend1.42%
Total market cap991.2 B $
The largest companies in infrastructure and construction
The top 10 companies on each measure.
| # | Company | Price | Today | 1 year | Market cap | P/E | Dividend |
|---|---|---|---|---|---|---|---|
| 1 |  Caterpillar IncCAT · Industrials | $856.20 | -6.40% | +141% | 394.3 B $ | 41.9 | 0.66% |
| 2 |  Quanta Services IncPWR · Industrials | $650.90 | -5.93% | +87% | 97.7 B $ | 87.6 | 0.06% |
| 3 |  Vinci S.A.DG · Industrials | €123.40 | +0.41% | +2% | 78.9 B $ | 13.9 | 4.03% |
| 4 | CRH PLC ADRCRH · Materials | $99.98 | -3.59% | +9% | 66.8 B $ | 13.2 | 1.53% |
| 5 |  United Rentals IncURI · Industrials | $1,056 | -3.46% | +49% | 66.2 B $ | 26.4 | 0.72% |
| 6 |  Holcim AGHOLN · Materials | 76.96 CHF | +3.22% | +67% | 53.7 B $ | 110.0 | 2.36% |
| 7 | Ferrovial SEFER · Industrials | $64.30 | -2.29% | +27% | 46.1 B $ | 48.4 | 2.52% |
| 8 |  ACS Actividades de Construccion y Servicios SAACS · Industrials | €124.70 | -0.64% | +128% | 38.5 B $ | 33.5 | 1.72% |
| 9 |  Heidelberg Materials AGHEI · Materials | €173.30 | +0.73% | -2% | 35.5 B $ | 15.7 | 1.99% |
| 10 |  Vulcan Materials CompanyVMC · Materials | $272.70 | -2.27% | +4% | 35.4 B $ | 31.7 | 0.77% |
| 1 | Vinci S.A.DG · Industrials | €123.40 | +0.41% | +2% | 78.9 B $ | 13.9 | 4.03% |
| 2 |  Skanska AB (publ)SKA-B · Industrials | 243.80 SEK | +1.50% | +13% | 10.3 B $ | 16.7 | 3.53% |
| 3 | Ferrovial SEFER · Industrials | $64.30 | -2.29% | +27% | 46.1 B $ | 48.4 | 2.52% |
| 4 | Holcim AGHOLN · Materials | 76.96 CHF | +3.22% | +67% | 53.7 B $ | 110.0 | 2.36% |
| 5 | Heidelberg Materials AGHEI · Materials | €173.30 | +0.73% | -2% | 35.5 B $ | 15.7 | 1.99% |
| 6 | ACS Actividades de Construccion y Servicios SAACS · Industrials | €124.70 | -0.64% | +128% | 38.5 B $ | 33.5 | 1.72% |
| 7 | CRH PLC ADRCRH · Materials | $99.98 | -3.59% | +9% | 66.8 B $ | 13.2 | 1.53% |
| 8 | TTS (TRANSPORT TRADE SERVICES)TTS · Industrials | 5.86 lei | -0.34% | +39% | 234 M $ | - | 1.30% |
| 9 | Vulcan Materials CompanyVMC · Materials | $272.70 | -2.27% | +4% | 35.4 B $ | 31.7 | 0.77% |
| 10 | United Rentals IncURI · Industrials | $1,056 | -3.46% | +49% | 66.2 B $ | 26.4 | 0.72% |
| 1 | Caterpillar IncCAT · Industrials | $856.20 | -6.40% | +141% | 394.3 B $ | 41.9 | 0.66% |
| 2 | ACS Actividades de Construccion y Servicios SAACS · Industrials | €124.70 | -0.64% | +128% | 38.5 B $ | 33.5 | 1.72% |
| 3 | Quanta Services IncPWR · Industrials | $650.90 | -5.93% | +87% | 97.7 B $ | 87.6 | 0.06% |
| 4 |  EMCOR Group IncEME · Industrials | $776.70 | -6.17% | +67% | 34.5 B $ | 25.9 | 0.16% |
| 5 | Holcim AGHOLN · Materials | 76.96 CHF | +3.22% | +67% | 53.7 B $ | 110.0 | 2.36% |
| 6 | United Rentals IncURI · Industrials | $1,056 | -3.46% | +49% | 66.2 B $ | 26.4 | 0.72% |
| 7 | TTS (TRANSPORT TRADE SERVICES)TTS · Industrials | 5.86 lei | -0.34% | +39% | 234 M $ | - | 1.30% |
| 8 | Ferrovial SEFER · Industrials | $64.30 | -2.29% | +27% | 46.1 B $ | 48.4 | 2.52% |
| 9 | Skanska AB (publ)SKA-B · Industrials | 243.80 SEK | +1.50% | +13% | 10.3 B $ | 16.7 | 3.53% |
| 10 | CRH PLC ADRCRH · Materials | $99.98 | -3.59% | +9% | 66.8 B $ | 13.2 | 1.53% |
| 1 |  Martin Marietta Materials IncMLM · Materials | $552.90 | -3.39% | +0% | 33.2 B $ | 13.1 | 0.60% |
| 2 | CRH PLC ADRCRH · Materials | $99.98 | -3.59% | +9% | 66.8 B $ | 13.2 | 1.53% |
| 3 | Vinci S.A.DG · Industrials | €123.40 | +0.41% | +2% | 78.9 B $ | 13.9 | 4.03% |
| 4 | Heidelberg Materials AGHEI · Materials | €173.30 | +0.73% | -2% | 35.5 B $ | 15.7 | 1.99% |
| 5 | Skanska AB (publ)SKA-B · Industrials | 243.80 SEK | +1.50% | +13% | 10.3 B $ | 16.7 | 3.53% |
| 6 | EMCOR Group IncEME · Industrials | $776.70 | -6.17% | +67% | 34.5 B $ | 25.9 | 0.16% |
| 7 | United Rentals IncURI · Industrials | $1,056 | -3.46% | +49% | 66.2 B $ | 26.4 | 0.72% |
| 8 | Vulcan Materials CompanyVMC · Materials | $272.70 | -2.27% | +4% | 35.4 B $ | 31.7 | 0.77% |
| 9 | ACS Actividades de Construccion y Servicios SAACS · Industrials | €124.70 | -0.64% | +128% | 38.5 B $ | 33.5 | 1.72% |
| 10 | Caterpillar IncCAT · Industrials | $856.20 | -6.40% | +141% | 394.3 B $ | 41.9 | 0.66% |
Today's biggest gainers and losers in infrastructure and construction
The biggest gains and losses in the latest session, among companies worth more than $2 billion.
All stocks in infrastructure and construction
Sorted by market cap, 10 per page. Each one has its own page with the full analysis.
- 1Caterpillar IncCAT · NYSE$856.20-6.40%
- 2Quanta Services IncPWR · NYSE$650.90-5.93%
- 3Vinci S.A.DG · PA€123.40+0.41%
- 4CRH PLC ADRCRH · NYSE$99.98-3.59%
- 5United Rentals IncURI · NYSE$1,056-3.46%
- 6Holcim AGHOLN · SW76.96 CHF+3.22%
- 7Ferrovial SEFER · NASDAQ$64.30-2.29%
- 8ACS Actividades de Construccion y Servicios SAACS · MC€124.70-0.64%
- 9Heidelberg Materials AGHEI · XETRA€173.30+0.73%
- 10Vulcan Materials CompanyVMC · NYSE$272.70-2.27%
- 11EMCOR Group IncEME · NYSE$776.70-6.17%
- 12Martin Marietta Materials IncMLM · NYSE$552.90-3.39%
- 13Skanska AB (publ)SKA-B · ST243.80 SEK+1.50%
- 14TTS (TRANSPORT TRADE SERVICES)TTS · RO5.86 lei-0.34%
Some prices may be from the previous session close, depending on the exchange where the company trades.
How we pick the companies in a theme
Each list is put together by hand, from companies that earn a large share of their revenue from the theme or lead it. We review it as the market changes. Only companies we analyze appear on the page.
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7 companies
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Frequently asked questions about stocks in infrastructure and construction
What are the largest companies in infrastructure and construction?
By market capitalization, the largest are Caterpillar Inc, Quanta Services Inc and Vinci S.A..
How have stocks in infrastructure and construction performed over the past year?
The median 1-year return is +33%. Today 4 of 14 companies are up, and the theme is -3.90% on a market-cap-weighted basis.
What dividends do companies in infrastructure and construction pay?
14 of the 14 companies pay a dividend, with a median yield of 1.42%. The highest yield belongs to Vinci S.A., at 4.03% a year.
How do you invest in stocks in infrastructure and construction?
Through an account with a regulated broker: buy the companies you choose or a thematic ETF that holds many of them. Popular themes can swing hard, so it pays not to put all your money in one place.
The data on this page is for information only and is not investment advice. Prices may be delayed.