Housing and Building Products
Housing and Building Products Products
Four product companies, four SKUs
Builders FirstSource $15.2B is lumber and components to builders. Masco $7.6B is faucets and paint. Allegion $4.1B is locks. A. O. Smith $3.8B is water heaters.
Builders FirstSource by product
2025: manufactured $3.41B, windows/doors/millwork $3.84B, specialty $4.07B, lumber $3.88B. Value-added (first two) was 47.7% of sales.
ManufacturedWindows, doors, millworkSpecialtyLumber
Masco: plumbing versus paint
Plumbing $4.99B, up 3%. Decorative Architectural $2.57B, down 14%, after the 2024 Kichler sale. One home-center customer was $2.86B of 2025 sales.
Plumbing ProductsDecorative Architectural
Allegion is Americas
Americas $3.22B of $4.07B. International $0.85B. US destination revenue was $3.05B. This is Schlage, Von Duprin, and LCN, not lumber.
AmericasInternational
