How the Iran war is hitting U.S. homebuilders

本帖於 2026-04-23 22:52:55 時間, 由普通用戶 Hightides 編輯
回答: 你這點清醒加州陽光1232026-04-23 21:18:03

https://www.cnbc.com/2026/04/23/how-the-iran-war-is-hitting-homebuilders.html

 

 

Cornerstone Building Brands is increasing prices on windows and doors, from vinyl to aluminum products. That goes into effect June 1. 

In a March 30 letter to suppliers, Cornerstone wrote: “Over the past several months, our industry has experienced increased volatility driven by ongoing economic and political developments. These factors have led to sustained increases in the cost of raw materials, transportation, and labor.”

Paint giant Sherwin-Williams increased prices on paint by 9% and on bulk solvent products, thinners and reducers by 18%. That led to an analyst downgrade by Wells Fargo earlier this month. 

“The war in Iran has led to broad-based inflation across most commodity chains, flowing down to coatings raw materials,” Wells Fargo analyst Michael Sison said in a note to clients. “We believe margins will be pressured by rising raw material costs as the conflict in the Middle East persists.” 

 

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