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【Jefferies-2025研报】美国建筑指标信号不一.pdf

发布：2025-05-22约4.85万字共8页下载文档

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EquityResearch

EUROPE|Building,ConstructionHousebuildersMay20,2025

USConstructionIndicators:MixedsignalsExhibit6-USexposurebyendmarketas%

salesforEuropeanstocks

InthelatestABCdata,Aprilbacklogsforinfraandheavyindustrial70%

60%

projectssequentiallydropped,butcommercialprojectsmarginallyticked50%

40%

up.However,confidenceinsalesandprofitstabilised,whileemploymentin30%

20%

allend-marketsex-non-residentialhasimproved.PPIdatashowsproduct10%

pricinguplowsingledigitsYoY.

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