Top 5 Building Product Stocks Benefiting from Infrastructure and Data Center Growth

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The Zacks Building Products – Miscellaneous industry is experiencing growth driven by substantial investments in infrastructure, power generation, grid modernization, and advanced manufacturing. Companies like United Rentals Inc. (URI), Owens Corning (OC), and others are positioned to benefit from favorable trends, including resilient repair and remodeling activity and increasing demand for premium, energy-efficient building products.

As of 2026, industry challenges include elevated input costs, tariff-related uncertainties, and high interest rates, which are affecting margins and customer spending. Despite these hurdles, public infrastructure spending and an emphasis on energy efficiency and innovative products may help sustain project pipelines, even as new residential construction remains sluggish due to affordability issues.

The industry’s earnings outlook has improved, with estimates for 2026 increasing for several leading companies. The Zacks Building Products – Miscellaneous sector currently holds a Zacks Industry Rank of 103, placing it in the top 42% of over 250 industries, reflecting optimism among analysts regarding future growth potential.

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