Latest construction data shows initial signs of stabilization in industry activity beyond the data center boom
The latest construction economic report shows that construction activity in April 2026 may begin to stabilize beyond data center construction: planning activity has improved, total starts have surged, backlog orders have risen to a 10-month high, and job vacancies have reached their highest level in 2026. However, growth momentum is still mainly driven by data centers, public infrastructure, and AI-related projects, with large contractors holding most of the backlog, while private construction sectors such as manufacturing remain weak and material costs are rising again.
According to the latest construction industry economic report, construction activity in April 2026 may have begun to find a foothold beyond data center construction.
Planning activity improved during the month, while total construction starts saw a jump. Backlogs climbed to a 10-month high, and job openings reached their highest level since 2026.
However, much of the industry's momentum still flows through familiar channels.
Data centers remain the largest driver of planning growth. Meanwhile, large contractors continue to capture the majority of backlog growth.
Public infrastructure and AI-related projects contributed a significant portion of spending growth. Other private construction sectors remained weak, such as manufacturing construction.
Rising material costs remain an issue, with most materials recording price increases again during the month. Input prices surged month-over-month in April, driven primarily by energy and tariff-sensitive materials.
The following is Construction Dive's roundup report on the latest economic data.