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U.S. Machinery Industry Analysis

UpdatedAug 22, 2025
DataAggregated Company Financials
Companies190
  • 7D-1.3%
  • 3M8.6%
  • 1Y14.5%
  • YTD8.8%

Over the last 7 days, the Machinery industry has dropped 1.3%, driven by declines in Parker-Hannifin and Cummins of 1.6% and 2.6%, respectively. Over the past 12 months, the industry was up 15%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 22 Aug 2025US$1.1tUS$446.8bUS$44.2b23.7x25.5x2.5x
Sun, 20 Jul 2025US$1.1tUS$449.5bUS$44.6b23.3x24.5x2.4x
Tue, 17 Jun 2025US$1.0tUS$449.2bUS$44.5b23.2x23.3x2.3x
Thu, 15 May 2025US$1.1tUS$451.6bUS$45.2b22.9x23.4x2.3x
Sat, 12 Apr 2025US$908.6bUS$457.0bUS$48.6b19.7x18.7x2x
Mon, 10 Mar 2025US$1.1tUS$458.0bUS$47.8b22.1x22.2x2.3x
Wed, 05 Feb 2025US$1.1tUS$462.2bUS$49.2b23.5x22.3x2.4x
Fri, 03 Jan 2025US$1.0tUS$467.6bUS$47.9b22.7x21.8x2.2x
Sun, 01 Dec 2024US$1.2tUS$467.6bUS$47.8b25.5x24.1x2.5x
Tue, 29 Oct 2024US$1.1tUS$473.9bUS$49.0b21.5x21.5x2.2x
Thu, 26 Sep 2024US$1.1tUS$474.2bUS$49.4b21.8x21.3x2.2x
Sat, 24 Aug 2024US$984.6bUS$474.2bUS$49.1b21.8x20.1x2.1x
Mon, 22 Jul 2024US$1.0tUS$476.7bUS$51.7b20.9x19.5x2.1x
Wed, 19 Jun 2024US$965.3bUS$477.0bUS$51.3b21.5x18.8x2x
Fri, 17 May 2024US$1.0tUS$479.5bUS$51.8b22.1x20.2x2.2x
Sun, 14 Apr 2024US$1.1tUS$478.1bUS$48.1b23.4x22x2.2x
Tue, 12 Mar 2024US$1.0tUS$477.2bUS$47.5b24.3x21.2x2.1x
Thu, 08 Feb 2024US$971.2bUS$476.3bUS$47.1b22.8x20.6x2x
Sat, 06 Jan 2024US$939.6bUS$485.4bUS$47.8b22x19.7x1.9x
Mon, 04 Dec 2023US$902.0bUS$483.9bUS$47.8b20.8x18.9x1.9x
Wed, 01 Nov 2023US$811.8bUS$481.3bUS$46.3b18.7x17.5x1.7x
Fri, 29 Sep 2023US$877.1bUS$475.1bUS$44.4b20.3x19.8x1.8x
Sun, 27 Aug 2023US$900.2bUS$475.1bUS$44.5b20x20.2x1.9x
Tue, 25 Jul 2023US$945.9bUS$461.2bUS$40.4b20.5x23.4x2.1x
Thu, 22 Jun 2023US$894.5bUS$460.9bUS$40.5b20x22.1x1.9x
Sat, 20 May 2023US$810.8bUS$456.7bUS$39.7b18.3x20.4x1.8x
Mon, 17 Apr 2023US$820.6bUS$444.6bUS$38.3b20x21.4x1.8x
Wed, 15 Mar 2023US$826.3bUS$443.0bUS$38.0b22x21.8x1.9x
Fri, 10 Feb 2023US$862.5bUS$437.6bUS$37.2b23.1x23.2x2x
Sun, 08 Jan 2023US$834.2bUS$439.6bUS$35.9b21.5x23.3x1.9x
Tue, 06 Dec 2022US$830.0bUS$439.7bUS$35.8b21.1x23.2x1.9x
Thu, 03 Nov 2022US$772.8bUS$430.6bUS$36.3b20.8x21.3x1.8x
Sat, 01 Oct 2022US$666.7bUS$421.8bUS$35.2b18.5x18.9x1.6x
Mon, 29 Aug 2022US$752.4bUS$421.5bUS$35.3b20.8x21.3x1.8x
Price to Earnings Ratio

21.3x


Total Market Cap: US$752.4bTotal Earnings: US$35.3bTotal Revenue: US$421.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Machinery Industry Price to Earnings3Y Average 21.3x202320242025
Current Industry PE
  • Investors are optimistic on the American Machinery industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.5x which is higher than its 3-year average PE of 21.3x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Machinery industry have grown 7.8% 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 Trends

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

US Market-1.60%
Industrials-0.54%
Machinery-1.31%
Agricultural Machinery0.94%
Construction Machinery and Vehicles-0.96%
Industrial Machinery-2.18%
Industry PE
  • Investors are most optimistic about the Industrial Machinery industry, which is trading close to its 3-year average PE ratio of 29.9x.
    • Analysts are expecting annual earnings growth of 14.6%, which is higher than its past year's earnings decline of 1.6% per year.
  • Investors are most pessimistic about the Construction Machinery and Vehicles industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 17.7x.
Forecasted Growth
  • Analysts are most optimistic on the Agricultural Machinery industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 37% per year.
  • In contrast, the Construction Machinery and Vehicles industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
CAT CaterpillarUS$435.676.8%
+US$13.1b		25.0%PE21.6x
ITW Illinois Tool WorksUS$269.414.2%
+US$3.1b		9.1%PE23.3x
PH Parker-HannifinUS$752.333.1%
+US$2.9b		26.7%PE27.2x
DE DeereUS$495.991.5%
+US$1.9b		30.1%PE25.8x
PCAR PACCARUS$101.503.3%
+US$1.7b		5.2%PE17.3x

Latest News

PH
US$752.33
Parker-Hannifin
7D
3.1%
1Y
26.7%
CAT
US$435.67
Caterpillar
7D
6.8%
1Y
25.0%
VELO
US$3.89
Velo3D
7D
-32.5%
1Y
-79.6%
RR
US$2.09
Richtech Robotics
7D
-5.4%
1Y
51.4%
DE
US$495.99
Deere
7D
1.5%
1Y
30.1%
DOV
US$183.07
Dover
7D
3.7%
1Y
-0.9%
WAB
US$195.74
Westinghouse Air Brake Technologies
7D
3.5%
1Y
17.7%

If EPS Growth Is Important To You, Westinghouse Air Brake Technologies (NYSE:WAB) Presents An Opportunity

Aug 10
If EPS Growth Is Important To You, Westinghouse Air Brake Technologies (NYSE:WAB) Presents An Opportunity
SYM
US$43.90
Symbotic
7D
-16.7%
1Y
97.1%

E-commerce Adoption Will Accelerate Global Warehouse Automation

Symbotic's consensus price target has risen sharply, likely reflecting stronger future growth expectations as evidenced by a higher forward P/E, despite pressure on profit margins; fair value moves up from $39.07 to $47.79. What's in the News Symbotic guided fourth-quarter fiscal 2025 revenue to $590 million–$610 million.
BLBD
US$54.68
Blue Bird
7D
-3.1%
1Y
17.6%

Government Funding And Fleet Renewal Will Drive Future Electrification

Despite a notable decline in consensus revenue growth forecasts, an improved net profit margin for Blue Bird has led to an upward revision in the fair value price target from $51.57 to $56.57. What's in the News Blue Bird Corporation announces a share repurchase program of up to $100 million, funded by cash, future free cash flow, or debt, running through up to January 1, 2028.
IR
US$80.63
Ingersoll Rand
7D
2.9%
1Y
-12.0%

Ingersoll Rand's (NYSE:IR) Conservative Accounting Might Explain Soft Earnings

Aug 08
Ingersoll Rand's (NYSE:IR) Conservative Accounting Might Explain Soft Earnings
PCAR
US$101.50
PACCAR
7D
3.3%
1Y
5.2%
HLMN
US$9.69
Hillman Solutions
7D
-2.8%
1Y
4.6%

US Housing And Omni Retail Expansion Will Foster Value

With both Net Profit Margin and Discount Rate remaining stable, analysts see no change in Hillman Solutions’ fair value, maintaining the consensus price target at $10.56. What's in the News Hillman Solutions raised full-year 2025 net sales guidance to $1.535–$1.575 billion from previous $1.495–$1.575 billion range.
ITW
US$269.41
Illinois Tool Works
7D
4.2%
1Y
9.1%

Illinois Tool Works (NYSE:ITW) Is Increasing Its Dividend To $1.61

Aug 07
Illinois Tool Works (NYSE:ITW) Is Increasing Its Dividend To $1.61
GTLS
US$197.46
Chart Industries
7D
-0.4%
1Y
59.8%
AIRJ
US$4.77
AirJoule Technologies
7D
-3.8%
1Y
-24.8%