Review the current macro backdrop, category movement, long-term score history, and listed-company coverage for the Materials sector.
Track the Materials sector's macro score history across the last 24 months or the full 30-year range.
The broad economic backdrop affecting Materials demand, funding conditions, and policy-sensitive flows.
Transaction activity, demand momentum, and operating signals across the Materials complex.
Labor intensity, price pass-through, and operational capacity constraints shaping current resilience.
Compare the supporting macro, business, and price/labor pillars behind the headline sector score.
Review recent monthly snapshots for Materials, then switch tabs to inspect the individual metrics behind each pillar.
| Month | Overall score | Macro score | Business score | Price / Labour score |
|---|---|---|---|---|
July 2026 | 6.1 | 6.0 | 6.8 | 5.1 |
June 2026 | 5.6 | 5.3 | 6.2 | 4.7 |
May 2026 | 6.6 | 6.3 | 6.4 | 7.1 |
April 2026 | 5.6 | 6.1 | 6.2 | 4.5 |
March 2026 | 7.1 | 7.7 | 6.6 | 7.6 |
February 2026 | 5.4 | 5.5 | 6.5 | 3.7 |
January 2026 | 6.3 | 6.7 | 5.8 | 6.9 |
December 2025 | 5.5 | 7.5 | 5.5 | 4.6 |
November 2025 | 5.3 | 8.7 | 5.0 | 4.3 |
October 2025 | 5.2 | 8.3 | 5.0 | 4.1 |
September 2025 | 6.2 | 6.8 | 6.6 | 5.4 |
August 2025 | 6.4 | 7.1 | 6.6 | 6.0 |
| Month | Yield Curve39.0% weight | Real Policy Rate39.0% weight | Trade Balance17.0% weight | M2 YoY4.0% weight | Fiscal Deficit1.0% weight |
|---|---|---|---|---|---|
July 2026 | 9.0 | 5.0 | 1.0 | 8.0 | 8.0 |
June 2026 | 8.0 | 4.0 |
| Month | Building Permits28.0% weight | Housing Starts26.0% weight | GDP QoQ12.0% weight | EU Industrial Confidence12.0% weight | Business Inventories10.0% weight | Housing Completions6.0% weight | Retail Sales4.0% weight | Durable Goods2.0% weight |
|---|---|---|---|---|---|---|---|---|
July 2026 | 6.0 | 7.0 | 10.0 | 5.0 | 6.0 |
| Month | Industrial Production35.0% weight | Non-Farm Payrolls24.0% weight | PPI MoM12.0% weight | Capacity Utilization12.0% weight | CPI YoY10.0% weight | Unemployment7.0% weight |
|---|---|---|---|---|---|---|
July 2026 | 6.0 | 3.0 | 1.0 | 6.0 | 9.0 | 8.0 |
June 2026 |
Browse covered Materials companies directly from the sector view.
Air Products & Chemicals, Inc.
ALBEMARLE CORP
ALLIANCE RESOURCE PARTNERS LP
Alpha Metallurgical Resources, Inc.
AMERICAN WOODMARK CORP
AMICUS THERAPEUTICS, INC.
Arcus Biosciences, Inc.
ARS Pharmaceuticals, Inc.
Avery Dennison Corp
AVIENT CORP
BALCHEM CORP
BeOne Medicines Ltd.
8.0 |
8.0 |
May 2026 | 8.0 | 5.0 | 5.0 | 7.0 | 8.0 |
April 2026 | 8.0 | 5.0 | 4.0 | 7.0 | 8.0 |
March 2026 | 7.0 | 10.0 | 4.0 | 7.0 | 8.0 |
February 2026 | 1.0 | 10.0 | 5.0 | 6.0 | 8.0 |
January 2026 | 6.0 | 10.0 | 1.0 | 6.0 | 8.0 |
December 2025 | 7.0 | 10.0 | 3.0 | 6.0 | 8.0 |
November 2025 | 8.0 | 10.0 | 8.0 | 6.0 | 8.0 |
October 2025 | 7.0 | 10.0 | 8.0 | 6.0 | 8.0 |
September 2025 | 6.0 | 9.0 | 4.0 | 6.0 | 8.0 |
August 2025 | 8.0 | 9.0 | 1.0 | 6.0 | 8.0 |
8.0 |
9.0 |
June 2026 | 6.0 | 5.0 | 10.0 | 5.0 | 6.0 | 6.0 | 8.0 | 9.0 |
May 2026 | 6.0 | 7.0 | 10.0 | 5.0 | 3.0 | 7.0 | 5.0 | 9.0 |
April 2026 | 6.0 | 7.0 | 10.0 | 5.0 | 1.0 | 6.0 | 9.0 | 6.0 |
March 2026 | 7.0 | 6.0 | 10.0 | 5.0 | 5.0 | 6.0 | 8.0 | 5.0 |
February 2026 | 6.0 | 6.0 | 10.0 | 5.0 | 8.0 | 7.0 | 3.0 | 7.0 |
January 2026 | 7.0 | 6.0 | 2.0 | 4.0 | 9.0 | 7.0 | 3.0 | 8.0 |
December 2025 | 6.0 | 6.0 | 2.0 | 4.0 | 8.0 | 7.0 | 5.0 | 7.0 |
November 2025 | 6.0 | 5.0 | 2.0 | 4.0 | 6.0 | 7.0 | 3.0 | 6.0 |
October 2025 | 6.0 | 5.0 | 2.0 | 4.0 | 6.0 | 7.0 | 3.0 | 6.0 |
September 2025 | 6.0 | 6.0 | 10.0 | 3.0 | 9.0 | 8.0 | 6.0 | 8.0 |
August 2025 | 6.0 | 7.0 | 10.0 | 3.0 | 7.0 | 7.0 | 7.0 | 6.0 |
3.0 |
2.0 |
6.0 |
4.0 |
8.0 |
May 2026 | 10.0 | 5.0 | 2.0 | 6.0 | 9.0 | 8.0 |
April 2026 | 3.0 | 5.0 | 2.0 | 5.0 | 9.0 | 8.0 |
March 2026 | 10.0 | 8.0 | 2.0 | 5.0 | 8.0 | 8.0 |
February 2026 | 2.0 | 2.0 | 5.0 | 5.0 | 8.0 | 8.0 |
January 2026 | 8.0 | 5.0 | 8.0 | 5.0 | 8.0 | 8.0 |
December 2025 | 4.0 | 2.0 | 7.0 | 5.0 | 8.0 | 7.0 |
November 2025 | 2.0 | 3.0 | 6.0 | 5.0 | 10.0 | 8.0 |
October 2025 | 2.0 | 2.0 | 6.0 | 5.0 | 10.0 | 8.0 |
September 2025 | 4.0 | 3.0 | 8.0 | 6.0 | 10.0 | 8.0 |
August 2025 | 8.0 | 2.0 | 5.0 | 6.0 | 8.0 | 8.0 |