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U.S. Industrials Sector Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies1013
  • 7D-0.09%
  • 3M-1.5%
  • 1Y14.9%
  • YTD4.8%

Last week, the Industrials industry hasn't moved much but Deere is up 6.9% in that time. The past year has been better, since the industry has gained 15% in that time. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025US$5.7tUS$2.7tUS$208.3b23.6x27.5x2.1x
Sun, 19 Jan 2025US$5.8tUS$2.7tUS$196.4b24.6x29.5x2.1x
Tue, 17 Dec 2024US$5.8tUS$2.7tUS$198.3b24.1x29.2x2.1x
Thu, 14 Nov 2024US$6.0tUS$2.7tUS$194.7b25x30.8x2.2x
Sat, 12 Oct 2024US$5.7tUS$2.7tUS$180.3b23.9x31.5x2.1x
Mon, 09 Sep 2024US$5.2tUS$2.7tUS$179.8b21.1x28.9x1.9x
Wed, 07 Aug 2024US$5.0tUS$2.7tUS$179.8b21.1x28x1.9x
Fri, 05 Jul 2024US$5.1tUS$2.7tUS$170.3b21.5x30.1x1.9x
Sun, 02 Jun 2024US$5.2tUS$2.7tUS$169.9b22.7x30.8x1.9x
Tue, 30 Apr 2024US$5.2tUS$2.7tUS$169.3b22.7x30.7x1.9x
Thu, 28 Mar 2024US$5.3tUS$2.7tUS$172.6b23.6x30.9x2x
Sat, 24 Feb 2024US$5.1tUS$2.7tUS$174.3b23.2x29.2x1.9x
Mon, 22 Jan 2024US$4.9tUS$2.7tUS$184.2b20.7x26.4x1.8x
Wed, 20 Dec 2023US$4.9tUS$2.7tUS$182.7b21.5x26.8x1.8x
Fri, 17 Nov 2023US$4.5tUS$2.7tUS$181.9b19.3x24.8x1.7x
Sun, 15 Oct 2023US$4.4tUS$2.7tUS$192.6b17.8x22.8x1.6x
Tue, 12 Sep 2023US$4.5tUS$2.7tUS$189.3b18.4x24x1.7x
Thu, 10 Aug 2023US$4.7tUS$2.7tUS$189.4b19x24.7x1.7x
Sat, 08 Jul 2023US$4.5tUS$2.7tUS$185.6b17.9x24.4x1.7x
Mon, 05 Jun 2023US$4.3tUS$2.7tUS$182.9b17.5x23.5x1.6x
Wed, 03 May 2023US$4.3tUS$2.7tUS$187.9b17.6x22.8x1.6x
Fri, 31 Mar 2023US$4.2tUS$2.6tUS$166.2b18.4x25.5x1.6x
Sun, 26 Feb 2023US$4.1tUS$2.6tUS$161.4b18.8x25.3x1.6x
Tue, 24 Jan 2023US$4.1tUS$2.5tUS$156.3b18.4x26.1x1.6x
Thu, 22 Dec 2022US$4.0tUS$2.5tUS$153.6b17.5x26x1.6x
Sat, 19 Nov 2022US$4.0tUS$2.5tUS$152.3b17.8x26.5x1.6x
Mon, 17 Oct 2022US$3.5tUS$2.4tUS$146.9b16x23.7x1.5x
Wed, 14 Sep 2022US$3.9tUS$2.4tUS$146.2b17.3x27x1.7x
Fri, 12 Aug 2022US$4.1tUS$2.4tUS$145.1b17.8x27.9x1.7x
Sun, 10 Jul 2022US$3.6tUS$2.3tUS$143.7b16.4x25.3x1.6x
Tue, 07 Jun 2022US$4.0tUS$2.3tUS$144.8b18.5x27.3x1.7x
Thu, 05 May 2022US$4.0tUS$2.3tUS$149.8b19x26.8x1.8x
Sat, 02 Apr 2022US$4.4tUS$2.3tUS$152.1b20.6x28.6x1.9x
Mon, 28 Feb 2022US$4.2tUS$2.2tUS$152.0b21x28x1.9x
Price to Earnings Ratio

28x


Total Market Cap: US$4.2tTotal Earnings: US$152.0bTotal Revenue: US$2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 27x202320242025
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 27.0x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.1x.
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 6.3% 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 Market1.21%
Industrials-0.086%
Transportation2.84%
Marine and Shipping2.02%
Infrastructure1.75%
Logistics1.66%
Airlines0.85%
Trade Distributors0.80%
Machinery0.51%
Industrials0.26%
Professional Services0.11%
Building0.11%
Commercial Services0.043%
Electrical-1.21%
Aerospace & Defense-2.35%
Construction-4.97%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 46.9x.
    • Analysts are expecting annual earnings growth of 16.8%, which is higher than its past year's earnings decline of 0.8% 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 27% over the next 5 years.
  • This is better than its past earnings growth rate of 16% per year.
  • 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
DE DeereUS$495.796.3%
+US$8.1b		39.0%PE21.7x
HWM Howmet AerospaceUS$138.448.1%
+US$4.1b		112.8%PE48.6x
HON Honeywell InternationalUS$211.353.0%
+US$4.0b		5.2%PE24.1x
FTAI FTAI AviationUS$143.8233.3%
+US$3.7b		164.0%PS9.5x
CARR Carrier GlobalUS$67.115.4%
+US$3.0b		24.6%PE52.6x
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