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U.S. Industrial Machinery Industry Analysis

UpdatedApr 18, 2026
DataAggregated Company Financials
Companies134
  • 7D1.4%
  • 3M1.0%
  • 1Y42.6%
  • YTDn/a

In the last week, the Industrial Machinery industry is up 1.4%, with Symbotic up 17%. During this same period, the Xylem underperformed, falling 5.9%. This takes the industry's 12 month performance to a gain of 43%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Industrial Machinery Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Apr 2026US$670.9bUS$185.9bUS$19.1b29.8x35.2x3.6x
Tue, 17 Mar 2026US$621.8bUS$184.2bUS$19.1b27.4x32.6x3.4x
Thu, 12 Feb 2026US$700.1bUS$181.9bUS$18.4b32.3x38.1x3.8x
Sat, 10 Jan 2026US$644.8bUS$185.2bUS$18.9b28.8x34.2x3.5x
Mon, 08 Dec 2025US$613.9bUS$185.1bUS$18.8b27.8x32.6x3.3x
Wed, 05 Nov 2025US$603.7bUS$184.3bUS$19.2b26.5x31.4x3.3x
Fri, 03 Oct 2025US$590.8bUS$182.1bUS$19.4b26.1x30.5x3.2x
Sun, 31 Aug 2025US$583.4bUS$182.0bUS$19.3b26.4x30.2x3.2x
Tue, 29 Jul 2025US$584.3bUS$181.0bUS$19.1b27.2x30.5x3.2x
Thu, 26 Jun 2025US$545.3bUS$180.6bUS$19.0b25.7x28.6x3x
Sat, 24 May 2025US$534.1bUS$180.5bUS$19.1b24.7x28x3x
Mon, 21 Apr 2025US$474.3bUS$180.3bUS$19.5b22.1x24.3x2.6x
Wed, 19 Mar 2025US$534.4bUS$180.5bUS$18.8b25.2x28.4x3x
Fri, 14 Feb 2025US$570.9bUS$180.3bUS$18.8b28.7x30.3x3.2x
Sun, 12 Jan 2025US$534.0bUS$181.2bUS$18.1b24.8x29.5x2.9x
Tue, 10 Dec 2024US$590.0bUS$181.2bUS$18.1b29x32.7x3.3x
Thu, 07 Nov 2024US$563.0bUS$180.9bUS$18.0b29.4x31.3x3.1x
Sat, 05 Oct 2024US$547.1bUS$180.4bUS$17.4b27.1x31.4x3x
Mon, 02 Sep 2024US$533.8bUS$180.4bUS$17.4b25.9x30.6x3x
Wed, 31 Jul 2024US$540.4bUS$179.7bUS$17.4b25.8x31.1x3x
Fri, 28 Jun 2024US$502.4bUS$179.1bUS$17.3b24.9x29x2.8x
Sun, 26 May 2024US$530.6bUS$179.0bUS$17.3b26.6x30.7x3x
Tue, 23 Apr 2024US$524.4bUS$178.0bUS$16.3b25.6x32.1x2.9x
Thu, 21 Mar 2024US$544.4bUS$178.2bUS$16.3b26.7x33.3x3.1x
Sat, 17 Feb 2024US$526.5bUS$177.8bUS$16.4b25.5x32.1x3x
Mon, 15 Jan 2024US$505.5bUS$184.3bUS$16.5b24.1x30.7x2.7x
Wed, 13 Dec 2023US$495.1bUS$183.8bUS$16.5b24.1x29.9x2.7x
Fri, 10 Nov 2023US$448.2bUS$184.1bUS$16.2b21.7x27.7x2.4x
Sun, 08 Oct 2023US$452.6bUS$181.2bUS$15.2b21.3x29.8x2.5x
Tue, 05 Sep 2023US$492.3bUS$181.2bUS$15.2b23.3x32.4x2.7x
Thu, 03 Aug 2023US$500.9bUS$179.5bUS$14.5b23.5x34.6x2.8x
Sat, 01 Jul 2023US$485.3bUS$178.1bUS$14.5b24.1x33.5x2.7x
Mon, 29 May 2023US$432.9bUS$179.4bUS$14.7b20.7x29.4x2.4x
Wed, 26 Apr 2023US$426.4bUS$176.4bUS$14.5b21.5x29.5x2.4x
Price to Earnings Ratio

29.5x


Total Market Cap: US$426.4bTotal Earnings: US$14.5bTotal Revenue: US$176.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrial Machinery Industry Price to Earnings3Y Average 31x202420252026
Current Industry PE
  • Investors are optimistic on the American Industrial Machinery industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.2x which is higher than its 3-year average PE of 30.9x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Industrial Machinery industry have grown 9.7% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Industrial Machinery compare with similar industries?

US Market4.89%
Industrials1.91%
Machinery0.33%
Industrial Machinery1.39%
Construction Machinery and Vehicles0.25%
Agricultural Machinery-2.89%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SYM SymboticUS$63.1717.4%
+US$1.2b		209.5%PS3.3x
FTV FortiveUS$60.523.7%
+US$665.0m		-7.5%PE35x
PH Parker-HannifinUS$988.800.5%
+US$576.8m		76.3%PE35.3x
ITW Illinois Tool WorksUS$272.260.6%
+US$501.3m		17.9%PE25.6x
ESAB ESABUS$109.557.8%
+US$481.0m		-3.4%PE26.5x

Latest News

XYL
US$121.11
Xylem
7D
-5.9%
1Y
9.7%
FTV
US$60.52
Fortive
7D
3.7%
1Y
-7.5%

FTV: Future P E Compression Will Challenge Buyback Support At Current Levels

Fortive's analyst price targets have seen a mixed reset, with one firm trimming its view by $7 while several others lifted their targets by $4 to $9, as analysts factor in modest tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Fortive shows a mix of optimism and caution, with several firms lifting their price targets and one trimming its view by $7.
SPXC
US$223.52
SPX Technologies
7D
3.5%
1Y
74.2%

SPX Technologies: Data Center Part Of The Business Is Attractive

Apr 16
SYM
US$63.17
Symbotic
7D
17.4%
1Y
209.5%
SWK
US$71.34
Stanley Black & Decker
7D
-1.2%
1Y
24.7%

SWK: Future Upside Will Rely On Margin Execution

Analysts have trimmed their fair value estimate for Stanley Black & Decker slightly to $89.87 from $90.15, citing updated assumptions around a $2.34 revenue growth outlook, a 6.85% profit margin, and a forward P/E of about 16.69 that they view as more appropriate for the shares. What's in the News The company reported that from September 28, 2025 to February 24, 2026 it repurchased 0 shares for $0 million under its existing buyback authorization.
FLS
US$83.82
Flowserve
7D
-0.7%
1Y
100.9%

FLS: AI Power Exposure And Margin Progress Will Drive Future Repricing

Flowserve's fair value estimate has increased from $90 to $102, as analysts cite updated expectations for revenue growth, profit margins and future P/E, supported by a series of recent price target revisions across the Street. Analyst Commentary Recent Street research on Flowserve shows an active mix of price target revisions, with several bullish analysts lifting targets and reaffirming positive views on the company’s setup.
HLIO
US$68.73
Helios Technologies
7D
-3.4%
1Y
160.1%

Helios Technologies: The Fundamentals Are Starting To Heat Up (Upgrade)

Apr 15
PH
US$988.80
Parker-Hannifin
7D
0.5%
1Y
76.3%
IEX
US$205.92
IDEX
7D
2.4%
1Y
25.6%
ITW
US$272.26
Illinois Tool Works
7D
0.6%
1Y
17.9%

ITW: AI Hardware Risk And 2026 Guidance Will Shape Balanced Outlook

Analysts trimmed the Illinois Tool Works price target by about $5 to reflect a slightly higher discount rate, a modestly lower fair value estimate of $275.88, and updated views on long term revenue growth, profit margins, and future P/E in light of recent mixed research that includes both target cuts and raises across the Street. Analyst Commentary Recent Street research on Illinois Tool Works includes a mix of target cuts and raises, along with one short term bearish call.
GGG
US$86.74
Graco
7D
-1.0%
1Y
10.4%

GGG: Future Execution And Fluid Management Adoption Will Shape Balanced Earnings Expectations

Graco's updated analyst price target moves modestly lower to $94.13 from $96.00, as analysts factor in slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E after recent research updates from multiple firms. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets highlight confidence that Graco's current execution can support a higher valuation multiple than previously assumed.
ESAB
US$109.55
ESAB
7D
7.8%
1Y
-3.4%
MWA
US$29.07
Mueller Water Products
7D
-2.1%
1Y
16.2%

MWA: Acquisition Pipeline And Buybacks Will Shape Measured Long Term Outlook

Narrative Update The analyst price target for Mueller Water Products has been revised from $30.33 to $31.60. Analysts attribute this change to updated assumptions regarding discount rates, profit margins, and future P/E, which are viewed as the primary drivers of the revised outlook.
RBC
US$589.77
RBC Bearings
7D
-1.4%
1Y
83.3%

RBC: Q4 Guidance And Completed Buyback Will Support Measured Long Term Outlook

Analysts have kept the fair value estimate for RBC Bearings steady at $608.67, while making small adjustments to inputs such as the discount rate and assumed future P/E. These changes reflect updated views on risk and long term profitability without a material change to the overall price target.
NDSN
US$281.89
Nordson
7D
2.4%
1Y
55.9%

NDSN: Synced Segment Momentum And Buybacks Will Support Further Upside Potential

Analysts have inched their blended price target for Nordson slightly higher to about $308 from roughly $307, citing stronger-than-guided Q1 sales, solid margin flow-through in ATS, and signs of stabilization in Automotive and Polymer Processing Systems demand. Analyst Commentary Recent Street commentary reflects a constructive tone on Nordson, with price targets lifted into the low to mid $300s following the latest quarter.
EPAC
US$35.71
Enerpac Tool Group
7D
-2.1%
1Y
-7.2%