Worsening construction and industrial end-market outlook

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Worsening housing and construction market forecasts are spreading through industrial and building products disclosures. NAHB housing starts forecasts shifted from projected growth to flat through 2028, Ducker's window shipment forecast worsened to a -4.2% decline for 2026, ETD cited deteriorating contract sales tied to government shutdown and macro headwinds, and Kohl's added ESG regulatory compliance costs including packaging and waste legislation. Conversely, REX saw accelerated carbon sequestration capital spending and progress on EPA Class VI permits, providing a bright spot in the industrial sector.

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