Events · who it helps and who it hurts

NAHB builder sentiment

A monthly survey of homebuilders' confidence.

Not on our calendar

The reads below are for when builders feel more confident than expected. Expect the opposite when builders feel less confident.

Sectors

Basic MaterialsUsually helpsLumber, cement and gravel.

Consumer CyclicalUsually helpsHomebuilders sit in this sector.

IndustrialsUsually helpsBuilding-products makers.

Communication ServicesLittle effectLittle direct link.

Consumer DefensiveLittle effectLittle direct link.

EnergyLittle effectLittle direct link.

Financial ServicesLittle effectLittle direct link.

HealthcareLittle effectLittle direct link.

Real EstateLittle effectLittle direct link.

TechnologyLittle effectLittle direct link.

UtilitiesLittle effectLittle direct link.

Where each sector’s relative strength sits this week is on the rotation board.

Building Products & EquipmentUsually helpsConfident builders order more materials.

Lumber & Wood ProductionUsually helpsConfident builders order more lumber.

Residential ConstructionUsually helpsThis is the builders' own survey.