NEW YORK ( TheStreet) -- Findings of a latest report entitled "U.S. Cement Industry Analysis" from Reportlinker.com, evaluate that apparent cement consumption is estimated to grow at a CAGR of 8.5% during the period 2011 to 2015. The report adds that new housing starts and acceleration in commercial construction activities have revived cement demand.

A recuperating economy along with balancing cement prices will likely trigger a recovery in the cement market in the near future and accelerate it in the coming years. Also, factors like improving infrastructure spending coupled with strong demand from prominent industry verticals will expand cement consumption in the country.

These six stocks from the building products industry, specifically cement and aggregates, reported strong quarterly results and are seen generating attractive returns. Analysts polled by Bloomberg project potential upside of 1% to 251% for these stocks with 32% buy and 58% hold ratings.
6. Texas Industries ( TXI), a supplier of heavy construction materials in the U.S., operates in three segments: cement, aggregates and consumer products. Within the cement segment, the company produces gray, Portland and specialty cement. Its production and distribution facilities are located in Texas and California.

Of the 10 analysts covering the stock, 8% recommend a hold. Analysts polled by Bloomberg expect the stock to gain an average 1% to $41.67 in the upcoming 12 months.

For third quarter 2011, the company recorded net loss of $20.9 million or 75 cents per share, which compares to $27.1 million or 98 cents per share in the year-ago quarter. Total sales increased 6.8% to $125.8 million from $117.8 million in the comparable quarter prior year. Shipments in the cement segment were up 10.2% to 704,000 tons, while the same for aggregate operations expanded 26.9% to 2.5 million tons. On May 31, 2011, the company paid a cash dividend of $0.075 per common share.

Recently, it was known that Longleaf Partners Funds Trust raised its stake in Texas to 19.6% through a share purchase program valued $18.24 million, taking total owned shares to 5.47 million worth $221.55 million. Longleaf is now the largest direct owner of TXI, matching the stake of NNS Holding.

5. Martin Marietta Materials ( MLM) engages in the production of aggregates for the construction industry, including infrastructure, agricultural, nonresidential, and residential. Broadly, the company operates in two segments: aggregates and specialty products.

Of the 17 analysts covering the stock, 18% recommend a buy and 65% rate a hold. Data from Bloomberg has analysts forecasting the stock gaining 11.4% to $89.75 in the coming 12 months.

Net sales for 2011 first quarter were reported at $306.2 million, increasing 3.6% from $295.6 million in the same quarter prior year. Meanwhile, a significant improvement of 240 basis points was posted in the consolidated operating margin over the prior year quarter. Net loss narrowed to $17.4 million or 39 cents per share from $24.2 million or 54 cents per share in year-ago quarter.

The company recently paid a regular quarterly cash dividend of $1.60 per share on its common stock, or annualized dividend of $1.60 per share. Meanwhile, based on recent positive quarterly performances, S&P Ratings Services has upgraded its outlook on MLM to BBB+. The rating agency expects the company to maintain adequate liquidity, boosted by new revolving credit and term loan facilities that refinanced debt and extended the company's nearest maturity until 2015.

For full year 2011, the company guides capex at $175 million. The company's specialty products segment is forecast to contribute $50 to $52 million in pretax earnings. With stability in aggregates shipments, prices will show sustained increases. Overall, full year 2011 aggregates pricing will range from flat to 2% increase.

4. USG ( USG), operating through its subsidiaries, manufactures and distributes building materials. The company's business operations are divided into three segments: North American Gypsum, Building Products Distribution, and Worldwide Ceilings. USG's range of products is used in residential, non-residential, as well as certain industrial processes.

Of the 14 analysts covering the stock,7% recommend a buy and 86% rate it a hold. On June 17, RBC Capital markets reassigned an outperform rating on the stock with a price target of $16.00, indicating 12.4% increase from current levels. Additionally, KeyBanc Capital Markets reaffirmed its hold rating on the stock on June 29.

The company reported 1% increase in sales to $721 million for first quarter 2011, as compared to the prior year period. Net loss for the quarter narrowed to $105 million or $1.01 per share from $110 million or $1.10 per share in the same quarter a year ago. Operating loss diminished to $58 million from $82 million. During the quarter, USG's average wallboard price increased to $109.15 per thousand square feet from $106.58 in the earlier year period.

The company recently announced the availability of its lightweight SHEETROCK(R) Brand UltraLight Panels FIRECODE(R) 30. These panels meet current building codes for non-fire rated areas and are 30% lighter than the competition's standard Type X panel, making them easier to transport, lift, and install. These panels are available at more than 200 specialty dealers in the eastern half of U.S.

3. CEMEX ( CX), is a global cement manufacturer engaged in the production, distribution, marketing and sale of cement, ready-mix concrete, aggregates and clinker through its operating subsidiaries. The company's operations are located in North America, Europe, South America, Central America, the Caribbean, Africa, the Middle East, and Asia.

Of the 18 analysts covering the stock, 33% recommend a buy, whereas 50% rate a hold. Analysts polled by Bloomberg expect the stock to gain an average 15.7% to $9.67 over the next 12 months.

Net sales for the first quarter of 2011 were $3.4 billion, up 11% from the comparable quarter prior year. Operating income for the same period soared 16% to $172 million. Net loss narrowed to $276 million from $342 million in first quarter 2010. Shipments for domestic gray cement, ready mix, and aggregates expanded 3%, 14%, and 10% year-over-year, respectively.

Capital expenditure for 2011 is expected to reach $470 million with $120 million allocated for strategic capex. Cost of energy, on a per-ton-of-cement-produced basis, is estimated to increase by almost 13%.

The company recently received approval for a 25% capacity increase for its newest cement kiln. The scale up is mainly to expand capacity and mining reserves at the site, and not aimed at boosting sales. Kiln No. 2 at the Cemex South Brooksville Cement Plant with a 2,800-tons-per-day capacity would expand to 3,500 tons per day, as per company sources. Besides, Cemex is also eyeing a dairy farm in Columbia County for a new aggregate mine, drawn by access to water and volume of untapped aggregate rock deposited in that section of Columbia River floodplain.

2. CRH ( CRH), a diversified building materials company, engages in the manufacture and distribution of building material products like cement, concrete products, aggregates, asphalt and others. The company's operations are divided into six business segments with subsidiaries operating in almost 19 countries.

Of the three analysts covering the stock, 33% recommend a buy and the rest rate a hold. There are no sell ratings on the stock. Analysts polled by Bloomberg expect the stock to gain an average 22% to $26.00 in the upcoming 12 months.

During the first half of 2011, the company completed 21 acquisition and investment initiatives totaling $286.6 million. Furthermore, the company's chief executive added that during the same period divestments generated $494.2 million as proceeds for reinvestment.

For the first half of 2011, CRH estimates like-for-like sales to be ahead of 2010, with EBITDA expected to exceed last year's level. The company is due to release its first half earnings on Aug 16. Recently, CRH commented that it would continue to target potential acquisitions in order gain more traction in the U.S. and Europe. It adds that the pipeline of potential acquisition remains strong and with its strong balance sheet, it has the potential to capitalize on these opportunities.

1. China Advanced Construction Materials Group ( CADC), a holding company, engages in the production of construction materials required for large-scale infrastructure, commercial and residential developments. The company conducts its operations through a network of 5 ready-mixed concrete plants in Beijing and 16 portable concrete plants located across China. CADC operates through two wholly owned subsidiaries and one variable interest entity.

Both the analysts covering the stock recommend a buy on it. There are no sell ratings on the stock. Analysts polled by Bloomberg expect the stock to gain an average 250.9% to $6.00 over the next 12 months.

Revenue for the third quarter of 2011 increased 41% to $23.1 million over the year-ago period. GAAP net income stood at $3.6 million or 19 cents per share, which compares to $2.4 million or 15 cents per share in the comparable quarter prior year. At the end of the quarter, the company's backlog increased 30% to $87 million as compared to Dec. 31, 2010. CADC's new business pipeline and bids outstanding, which is a measure of the value of bids it has submitted for the concrete sales and manufacturing services business segments, was $32.1 million, up 13% sequentially.

During the final week of April, the company announced receiving two high-speed rail contracts valued $3.9 million. The company's manufacturing services business segment, which has 25 portable plants under contract, secured the contracts.

>>To see these stocks in action, visit the 6 Cement Stocks Worth Buying portfolio on Stockpickr.

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