BaseRock Partners' Construction Materials Outlook 2026

Construction Materials Outlook 2026

The construction materials market enters 2026 at an inflection point. For the past three years, double-digit average selling price increases masked flat to declining shipment volumes. That dynamic is changing.

In our Construction Materials Outlook 2026, we examine what comes next for the industry as pricing leverage moderates and organic volume recovery becomes the key driver of performance.

Key Insights Include:

  • – Why 2026 is a turning point year for the construction materials market
  • – The macro catalysts that could drive a recovery, from IIJA spending peaks to AI and data center construction  
  • – How publicly traded  construction materials  firms are deploying strong balance sheets to fuel continued consolidation
  • – The M&A trends reshaping the industry, including the strategic shift toward upstream aggregates assets

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Scott Duncan

Co-Founder & Partner
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