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U.S. Industrials Sector Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies1006
  • 7D5.9%
  • 3M-7.6%
  • 1Y-1.0%
  • YTD-6.7%

In the last week, the Industrials industry is up 5.9%, with Uber Technologies leading the way with a 12% gain. Meanwhile, Full Truck Alliance actually underperformed within the industry, shrinking 13% in the last week. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the U.S. Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 14 Apr 2025US$5.1tUS$2.7tUS$203.5b19.9x25.1x1.9x
Wed, 12 Mar 2025US$5.4tUS$2.7tUS$203.0b21.1x26.4x2x
Fri, 07 Feb 2025US$5.7tUS$2.7tUS$208.2b24.3x27.6x2.1x
Sun, 05 Jan 2025US$5.6tUS$2.7tUS$197.7b23.8x28.3x2.1x
Tue, 03 Dec 2024US$6.1tUS$2.7tUS$197.2b25.1x30.8x2.2x
Thu, 31 Oct 2024US$5.7tUS$2.7tUS$189.7b23.4x30x2.1x
Sat, 28 Sep 2024US$5.6tUS$2.7tUS$179.6b23x31.3x2.1x
Mon, 26 Aug 2024US$5.4tUS$2.7tUS$179.6b22.6x30x2x
Wed, 24 Jul 2024US$5.4tUS$2.7tUS$169.9b22.9x31.5x2x
Fri, 21 Jun 2024US$5.2tUS$2.7tUS$170.5b21.2x30.4x1.9x
Sun, 19 May 2024US$5.3tUS$2.7tUS$171.4b22.7x31x2x
Tue, 16 Apr 2024US$5.2tUS$2.7tUS$173.8b22.5x30x1.9x
Thu, 14 Mar 2024US$5.2tUS$2.7tUS$172.0b23x30.2x2x
Sat, 10 Feb 2024US$5.0tUS$2.7tUS$173.3b22.5x28.7x1.9x
Mon, 08 Jan 2024US$4.8tUS$2.7tUS$182.9b20.8x26.3x1.8x
Wed, 06 Dec 2023US$4.7tUS$2.7tUS$182.5b19.7x25.8x1.7x
Fri, 03 Nov 2023US$4.3tUS$2.7tUS$180.6b17.3x23.5x1.6x
Sun, 01 Oct 2023US$4.4tUS$2.7tUS$192.2b17.9x22.9x1.6x
Tue, 29 Aug 2023US$4.6tUS$2.7tUS$189.4b18.7x24.1x1.7x
Thu, 27 Jul 2023US$4.7tUS$2.7tUS$183.3b18.4x25.6x1.7x
Sat, 24 Jun 2023US$4.4tUS$2.7tUS$184.5b17.6x24x1.7x
Mon, 22 May 2023US$4.3tUS$2.7tUS$183.9b17x23.1x1.6x
Wed, 19 Apr 2023US$4.3tUS$2.6tUS$166.9b18.2x25.7x1.6x
Fri, 17 Mar 2023US$4.0tUS$2.6tUS$159.2b17.9x24.9x1.5x
Sun, 12 Feb 2023US$4.2tUS$2.5tUS$160.6b19.2x25.9x1.6x
Tue, 10 Jan 2023US$4.0tUS$2.5tUS$153.1b17.9x26.4x1.6x
Thu, 08 Dec 2022US$4.0tUS$2.5tUS$154.0b17.8x26.1x1.6x
Sat, 05 Nov 2022US$3.9tUS$2.5tUS$158.0b17.1x24.5x1.6x
Mon, 03 Oct 2022US$3.4tUS$2.4tUS$146.7b15.3x23.5x1.4x
Wed, 31 Aug 2022US$3.8tUS$2.4tUS$146.3b17.2x26.2x1.6x
Fri, 29 Jul 2022US$3.7tUS$2.3tUS$142.9b17.4x26.1x1.6x
Sun, 26 Jun 2022US$3.7tUS$2.3tUS$143.5b16.5x25.5x1.6x
Tue, 24 May 2022US$3.8tUS$2.3tUS$145.1b17.1x25.9x1.6x
Thu, 21 Apr 2022US$4.2tUS$2.2tUS$150.2b20.4x28.2x1.9x
Price to Earnings Ratio

28.2x


Total Market Cap: US$4.2tTotal Earnings: US$150.2bTotal Revenue: US$2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 26.9x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.9x.
  • The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 6.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials sector?

US Market5.42%
Industrials5.90%
Construction10.99%
Electrical10.12%
Aerospace & Defense10.08%
Airlines6.66%
Building5.10%
Commercial Services4.90%
Trade Distributors4.74%
Industrials4.73%
Machinery4.41%
Transportation3.84%
Professional Services3.75%
Marine and Shipping3.54%
Logistics-0.48%
Infrastructure-1.15%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 48.1x.
    • Analysts are expecting annual earnings growth of 16.5%, which is higher than its past year's earnings decline of 5.2% per year.
  • Investors are most pessimistic about the Marine and Shipping industry, which is trading below its 3-year average of 14.9x.
Forecasted Growth
  • Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Marine and Shipping industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
UBER Uber TechnologiesUS$72.2811.9%
+US$16.0b		-4.0%PE15.3x
GE General ElectricUS$181.678.9%
+US$15.8b		17.5%PE29.2x
BA BoeingUS$156.8414.8%
+US$15.2b		-7.5%PS1.8x
RTX RTXUS$128.269.2%
+US$14.4b		28.1%PE35.9x
GEV GE VernovaUS$321.4318.4%
+US$13.7b		139.9%PE56.6x
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