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U.S. Industrials Sector Analysis

UpdatedJun 15, 2024
DataAggregated Company Financials
Companies962
  • 7D-0.7%
  • 3M-2.0%
  • 1Y13.7%
  • YTD6.0%

In the last week, the Industrials industry is flat overall, with Boeing standing out by going down 6.8%. The past year has been better, since the industry has gained 14% in that time. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Jun 2024US$5.2tUS$2.7tUS$170.1b20.9x30.4x1.9x
Tue, 14 May 2024US$5.3tUS$2.7tUS$171.4b23.1x30.9x2x
Thu, 11 Apr 2024US$5.3tUS$2.7tUS$173.5b22.8x30.7x2x
Sat, 09 Mar 2024US$5.2tUS$2.7tUS$172.6b23.1x30x1.9x
Mon, 05 Feb 2024US$5.0tUS$2.7tUS$175.3b21.6x28.5x1.8x
Wed, 03 Jan 2024US$4.9tUS$2.7tUS$182.9b21.4x26.8x1.8x
Fri, 01 Dec 2023US$4.6tUS$2.7tUS$182.5b19.2x25x1.7x
Sun, 29 Oct 2023US$4.2tUS$2.7tUS$182.7b16.8x22.8x1.5x
Tue, 26 Sep 2023US$4.4tUS$2.7tUS$189.4b17.9x23.3x1.6x
Thu, 24 Aug 2023US$4.6tUS$2.7tUS$189.3b18.8x24.2x1.7x
Sat, 22 Jul 2023US$4.7tUS$2.7tUS$188.0b18.1x24.9x1.7x
Mon, 19 Jun 2023US$4.5tUS$2.7tUS$182.7b18.5x24.7x1.7x
Wed, 17 May 2023US$4.2tUS$2.7tUS$183.9b17.2x22.7x1.6x
Fri, 14 Apr 2023US$4.3tUS$2.6tUS$166.5b18.5x25.5x1.6x
Sun, 12 Mar 2023US$4.0tUS$2.6tUS$162.5b18x24.5x1.6x
Tue, 07 Feb 2023US$4.2tUS$2.5tUS$161.3b19.2x26x1.7x
Thu, 05 Jan 2023US$4.0tUS$2.5tUS$153.2b17.6x26x1.6x
Sat, 03 Dec 2022US$4.2tUS$2.5tUS$154.0b18x27x1.7x
Mon, 31 Oct 2022US$3.9tUS$2.5tUS$155.8b17.2x24.9x1.6x
Wed, 28 Sep 2022US$3.5tUS$2.4tUS$146.4b15.2x23.7x1.4x
Fri, 26 Aug 2022US$4.0tUS$2.4tUS$146.2b18.1x27.4x1.7x
Sun, 24 Jul 2022US$3.7tUS$2.3tUS$143.3b17x26x1.6x
Tue, 21 Jun 2022US$3.5tUS$2.3tUS$144.9b16.1x24.1x1.5x
Thu, 19 May 2022US$3.9tUS$2.3tUS$143.4b17.1x27x1.7x
Sat, 16 Apr 2022US$4.2tUS$2.2tUS$149.1b19.7x27.9x1.9x
Mon, 14 Mar 2022US$4.2tUS$2.2tUS$155.0b20.6x26.9x1.9x
Wed, 09 Feb 2022US$4.3tUS$2.2tUS$139.5b21.8x31x1.9x
Fri, 07 Jan 2022US$4.6tUS$2.2tUS$134.3b24.3x34.1x2.1x
Sun, 05 Dec 2021US$4.4tUS$2.1tUS$142.6b23.7x31.2x2.1x
Tue, 02 Nov 2021US$4.6tUS$2.1tUS$136.1b24.9x33.6x2.2x
Thu, 30 Sep 2021US$4.3tUS$2.1tUS$123.8b24.7x35x2.1x
Sat, 28 Aug 2021US$4.5tUS$2.1tUS$122.7b25.3x36.5x2.2x
Sun, 04 Jul 2021US$4.4tUS$2.0tUS$121.1b24.6x36.6x2.2x
Price to Earnings Ratio

36.6x


Total Market Cap: US$4.4tTotal Earnings: US$121.1bTotal Revenue: US$2.0tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 27.9x202220232024
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 27.9x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 9.7% 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-0.71%
Building2.01%
Commercial Services1.29%
Construction1.20%
Electrical0.58%
Industrials-0.11%
Machinery-0.96%
Transportation-0.98%
Professional Services-1.13%
Infrastructure-1.17%
Trade Distributors-1.33%
Logistics-1.66%
Airlines-2.63%
Aerospace & Defense-2.74%
Marine and Shipping-4.04%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 41.7x.
    • Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings growth of 10.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 2.0% per year.
  • In contrast, the Trade Distributors industry is expected to see its earnings grow by 8.7% 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
DE DeereUS$378.002.6%
+US$2.6b
-7.3%PE11x
TT Trane TechnologiesUS$329.643.3%
+US$2.4b
76.2%PE34.2x
GEV GE VernovaUS$170.175.0%
+US$2.2b
n/aPS1.4x
ETN EatonUS$319.021.3%
+US$1.7b
66.8%PE37.5x
UBER Uber TechnologiesUS$70.061.1%
+US$1.6b
61.0%PE105.3x
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