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U.S. Industrials Sector Analysis
UpdatedJul 06, 2025
DataAggregated Company Financials
Companies1020
- 7D2.0%
- 3M27.7%
- 1Y21.0%
- YTD11.7%
In the last week, the Industrials industry is up 2.0%, with Honeywell International up 5.0%. This means that the industry has gained 21% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 07 Jul 2025 | US$6.1t | US$2.7t | US$205.2b | 24.3x | 29.7x | 2.3x |
| Wed, 04 Jun 2025 | US$5.7t | US$2.7t | US$205.2b | 22.4x | 27.9x | 2.1x |
| Fri, 02 May 2025 | US$5.3t | US$2.7t | US$203.8b | 20.9x | 26x | 2x |
| Sun, 30 Mar 2025 | US$5.3t | US$2.7t | US$203.7b | 20.8x | 25.9x | 2x |
| Tue, 25 Feb 2025 | US$5.6t | US$2.7t | US$209.0b | 22.2x | 26.7x | 2.1x |
| Thu, 23 Jan 2025 | US$5.9t | US$2.7t | US$195.5b | 24.9x | 30.3x | 2.2x |
| Sat, 21 Dec 2024 | US$5.5t | US$2.7t | US$197.8b | 23.4x | 27.9x | 2x |
| Mon, 18 Nov 2024 | US$5.9t | US$2.7t | US$195.0b | 23.7x | 30x | 2.1x |
| Wed, 16 Oct 2024 | US$5.8t | US$2.7t | US$180.4b | 24.1x | 32x | 2.1x |
| Fri, 13 Sep 2024 | US$5.3t | US$2.7t | US$179.8b | 21.8x | 29.5x | 2x |
| Sun, 11 Aug 2024 | US$5.2t | US$2.7t | US$179.6b | 21.4x | 28.8x | 1.9x |
| Tue, 09 Jul 2024 | US$5.1t | US$2.7t | US$170.2b | 21.3x | 29.9x | 1.9x |
| Thu, 06 Jun 2024 | US$5.1t | US$2.7t | US$170.1b | 22.2x | 30.2x | 1.9x |
| Sat, 04 May 2024 | US$5.2t | US$2.7t | US$171.8b | 22.6x | 30.1x | 1.9x |
| Mon, 01 Apr 2024 | US$5.4t | US$2.6t | US$172.8b | 23.9x | 31x | 2x |
| Wed, 28 Feb 2024 | US$5.1t | US$2.7t | US$173.8b | 23.4x | 29.3x | 1.9x |
| Fri, 26 Jan 2024 | US$4.9t | US$2.7t | US$182.7b | 21.2x | 26.6x | 1.8x |
| Sun, 24 Dec 2023 | US$4.9t | US$2.7t | US$182.9b | 21.6x | 26.8x | 1.8x |
| Tue, 21 Nov 2023 | US$4.5t | US$2.7t | US$182.2b | 19.5x | 24.9x | 1.7x |
| Thu, 19 Oct 2023 | US$4.4t | US$2.7t | US$193.6b | 17.5x | 22.6x | 1.6x |
| Sat, 16 Sep 2023 | US$4.5t | US$2.7t | US$189.6b | 18.3x | 23.7x | 1.7x |
| Mon, 14 Aug 2023 | US$4.7t | US$2.7t | US$189.1b | 19.1x | 24.7x | 1.7x |
| Wed, 12 Jul 2023 | US$4.6t | US$2.7t | US$185.5b | 18.2x | 25.1x | 1.7x |
| Fri, 09 Jun 2023 | US$4.4t | US$2.7t | US$182.8b | 18.1x | 24.1x | 1.6x |
| Sun, 07 May 2023 | US$4.2t | US$2.7t | US$185.6b | 17.5x | 22.9x | 1.6x |
| Tue, 04 Apr 2023 | US$4.3t | US$2.6t | US$165.4b | 18.8x | 26x | 1.6x |
| Thu, 02 Mar 2023 | US$4.1t | US$2.6t | US$162.3b | 19x | 25.4x | 1.6x |
| Sat, 28 Jan 2023 | US$4.1t | US$2.5t | US$161.7b | 18.6x | 25.4x | 1.6x |
| Mon, 26 Dec 2022 | US$4.0t | US$2.5t | US$153.4b | 17.5x | 25.9x | 1.6x |
| Wed, 23 Nov 2022 | US$4.1t | US$2.5t | US$152.8b | 17.9x | 26.7x | 1.6x |
| Fri, 21 Oct 2022 | US$3.6t | US$2.4t | US$148.1b | 16.2x | 24x | 1.5x |
| Sun, 18 Sep 2022 | US$3.7t | US$2.4t | US$146.4b | 16x | 25.2x | 1.5x |
| Tue, 16 Aug 2022 | US$4.1t | US$2.4t | US$145.2b | 18.5x | 28.4x | 1.7x |
| Thu, 14 Jul 2022 | US$3.5t | US$2.3t | US$143.7b | 16.1x | 24.7x | 1.5x |
Price to Earnings Ratio
24.7x
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 2.2x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 5.1% 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 Market | 1.79% | |
| Industrials | 2.04% | |
| Airlines | 4.33% | |
| Industrials | 3.55% | |
| Logistics | 3.51% | |
| Trade Distributors | 3.42% | |
| Building | 3.04% | |
| Machinery | 3.03% | |
| Professional Services | 2.89% | |
| Electrical | 2.80% | |
| Infrastructure | 2.73% | |
| Transportation | 2.49% | |
| Construction | 1.98% | |
| Marine and Shipping | 1.72% | |
| Commercial Services | 0.12% | |
| Aerospace & Defense | -0.55% | |
Industry PE
- Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 50.8x.
- Analysts are expecting annual earnings growth of 17.8%, which is higher than its past year's earnings decline of 8.9% per year.
- Investors are most pessimistic about the Marine and Shipping industry, which is trading below its 3-year average of 15.1x.
Forecasted Growth
- Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 66% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HON Honeywell International | US$240.40 | 3.2% +US$4.8b | 13.6% | PE27.1x | |
| BA Boeing | US$215.92 | 3.0% +US$4.8b | 16.2% | PS2.3x | |
| CAT Caterpillar | US$397.86 | 2.5% +US$4.5b | 20.9% | PE18.8x | |
| UNP Union Pacific | US$236.28 | 2.7% +US$3.7b | 5.8% | PE21x | |
| EMR Emerson Electric | US$139.76 | 4.8% +US$3.6b | 27.1% | PE39.9x |
