5.4.1Segment

Building Materials & Construction Supply

Distributors supplying lumber, drywall, roofing, concrete, and other building materials to construction contractors.

5
Verticals

Overview

Building Materials & Construction Supply covers wholesale distributors of lumber, millwork, roofing, siding, masonry, and other construction materials serving builders and contractors. At ~$324B it is led by scaled distributors (Builders FirstSource, SRS Distribution, ABC Supply, Beacon) and a fragmented base of regional yards and pro dealers.

Demand tracks residential and commercial construction, and the ~11% growth reflects the construction boom and severe lumber/materials price inflation in 2021–22. It is one of the most active distribution roll-up arenas, consolidating around national building-products distributors.

Market snapshot

Market size
~$431B
Growth
~9.7%CAGR (2017–22, nominal)
Companies
~16,884 firms
Firms by employee count

72.3% of firms have fewer than 20 employees: 12,207 micro-businesses, below most mandates.

The investable universe4,674 firms with 20+ employees
20–99
3,16168%
100–499
94120%
500+
57212%

The figure spans production as well as distribution — cement, ready-mix, gypsum and cut stone account for roughly a quarter of it, and nothing else in the taxonomy claims those codes. That matters when reading the economics: the producers are capital-heavy with real fixed assets, while the yards beside them are working-capital businesses. Growth was the second fastest here on materials inflation, not volume.

NAICS 327120, 327310, 327320, 327331, 327332, 327390, 327410, 327420, 327991, 423310, 423320, 423330, 423390. U.S. Census Bureau — 2022 Statistics of U.S. Businesses; U.S. Census Bureau — 2022 Economic Census.

Business model & economics

Revenue model

Construction-materials resale to builders and contractors

Key economics

Revenue per firm
$25,517,677
Revenue per employee
$798,716
Employees per firm
31.2
Recurring revenue
Moderate–High

recurring builder/contractor reorder

EBITDA margin
Thin, price- and volume-driven
Capex intensity
Moderate

Characteristics

  • Scale-driven — payroll is only 9% of revenue; the cost base is assets, not headcount
  • Deep strategic-buyer pool — 572 firms exceed 500 employees, so a scaled asset has trade buyers
  • Scaled distributors plus fragmented regional yards.
  • Growth inflated by 2021–22 lumber/materials prices.
  • One of the most active distribution roll-up arenas.

NAICS 327120, 327310, 327320, 327331, 327332, 327390, 327410, 327420, 327991, 423310, 423320, 423330, 423390. U.S. Census Bureau — 2022 Statistics of U.S. Businesses; U.S. Census Bureau — 2022 Economic Census.

M&A deal context

Deal activityHigh

Who’s acquiring

  • National building-products distributors
  • PE-backed distribution platforms
  • Regional pro-dealer consolidators

What’s driving deals

  • Aggressive roll-up of regional yards.
  • Construction-cycle and pricing dynamics.
  • Scale in purchasing and logistics.

Verticals in this segment

Find Building Materials & Construction Supply acquisition targets

Search Acquisera’s index for companies classified under Building Materials & Construction Supply (5.4.1) and build a targeted deal pipeline.

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