Wood Window and Door Manufacturers NAICS 321911

Jan 24, 2026 - Window and Door Spending to Rise

• US construction spending on windows and doors is expected to post solid annual growth in 2026, according to FMI's most recent Building Products Market Overview report. In 2026, spending on residential doors and windows is forecast to increase by 2% over 2025 and nonresidential door and window spending is projected to grow by 2.9% over the same period. Demand for doors and windows used in new construction is being driven by updates to energy efficiency codes for both residential and nonresidential markets. The aging of the US housing supply is expected to boost demand in the residential market. Longer term, US door and window spending is forecast to have a compound annual growth rate (CAGR) of 6.2% between 2025 and 2029. However, like other subcontracting industries, window and door installers face a skilled labor gap as more experienced workers retire.
• The NAHB/Westlake Royal Remodeling Market Index (RMI) reading for the fourth quarter of 2025 was 64, up four points from the previous quarter, according to a January 2026 report by the National Association of Home Builders (NAHB). Any RMI reading over 50 indicates that most remodelers feel market conditions are good. In the fourth quarter, the Current Conditions Index portion of the RMI rose three points to 71 compared to Q3 2025. The Future Indicators Index component of the RMI increased by four points to 56. While aging US housing stock, strong homeowner equity, and the aging-in-place trend kept the RMI solidly in positive territory in Q4 2025, the NAHB noted that high building costs and waning consumer confidence continue to pose challenges to the remodeling industry.

• The North American lumber market enters 2026 with early signs of improving demand but far less supply flexibility than in past cycles, creating conditions for renewed volatility, according to Resource Wise. Housing activity remained soft through most of 2025, yet confidence improved late in the year as mortgage rates eased and sales forecasts strengthened. At the same time, supply constraints deepened, with Canadian production falling sharply due to mill closures, curtailments, and high costs. With the United States still dependent on imports and domestic producers unable to quickly add capacity, even modest demand growth could tighten markets and push prices higher. For window and door manufacturers, this environment raises the risk of cost spikes, longer lead times, and greater sensitivity to seasonal or policy-driven disruptions as the industry navigates a narrow margin for error in 2026.
• New single-family home sales fell 0.1% month-over-month but were up 18.7% year-over-year in October 2025, according to the US Census Bureau. The October new home sales data was delayed due to the 43-day government shutdown. October's total new home sales reached 737,000 units, following two previous months of gains. Some industry watchers suggest that while mortgage rates gradually inched lower throughout 2025, they are likely to remain elevated, Reuters reports. Mortgage rates closely track the benchmark 10-year Treasury yield, which is under upward pressure from the federal deficit and above-target inflation. There are emerging signals that labor-market concerns are weighing on new-home purchase demand.