Jan
2026
The construction materials sector remains well positioned, supported by firm pricing, steady demand and improving operating conditions that are creating stability as the industry moves through 2026.
Buyers remain disciplined. Instead of chasing scale, acquisition activity is centered on asset quality, long-term demand visibility and markets with strong public and private construction fundamentals.
The 2026 Construction Materials Outlook highlights the key forces shaping the market, including:
- Public infrastructure demand driven by remaining IIJA funding, with a substantial portion of authorized highway and bridge dollars still unspent and expected to support activity through 2026
- Growth in large private construction projects, including data centers and advanced manufacturing, creating sustained materials demand in targeted regional markets
- Continued investment in high-quality reserves and downstream assets, as producers seek better logistics, execution and margin stability
- Portfolio refinement and vertical integration, with M&A used to strengthen strategic positions rather than pursue short-term growth
Download the report to understand how funding, demand trends and buyer priorities are shaping construction materials performance and M&A activity through 2026.