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U.S. Industrials Sector Analysis

UpdatedMay 24, 2025
DataAggregated Company Financials
Companies1010
  • 7D-2.6%
  • 3M2.8%
  • 1Y8.1%
  • YTD4.1%

Over the last 7 days, the Industrials industry has dropped 2.6%, driven by declines in Copart and Uber Technologies of 16% and 4.4%, respectively. On the other hand GE Vernova is actually up 8.5%. In the past year, the industry has gained 8.1%. 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
Sat, 24 May 2025US$5.7tUS$2.7tUS$206.3b22.4x27.6x2.1x
Mon, 21 Apr 2025US$5.1tUS$2.7tUS$203.0b19.8x25x1.9x
Wed, 19 Mar 2025US$5.4tUS$2.7tUS$203.5b21.4x26.6x2x
Fri, 14 Feb 2025US$5.7tUS$2.7tUS$206.3b23.6x27.8x2.1x
Sun, 12 Jan 2025US$5.5tUS$2.7tUS$197.0b23.3x28x2x
Tue, 10 Dec 2024US$5.9tUS$2.7tUS$198.3b24.9x30x2.2x
Thu, 07 Nov 2024US$5.7tUS$2.7tUS$193.9b25.3x29.5x2.1x
Sat, 05 Oct 2024US$5.6tUS$2.7tUS$179.9b23.1x31.3x2.1x
Mon, 02 Sep 2024US$5.5tUS$2.7tUS$179.7b22.6x30.4x2x
Wed, 31 Jul 2024US$5.3tUS$2.7tUS$181.5b22.7x29.3x2x
Fri, 28 Jun 2024US$5.1tUS$2.7tUS$170.4b21.2x30.1x1.9x
Sun, 26 May 2024US$5.3tUS$2.7tUS$170.2b22.5x31x2x
Tue, 23 Apr 2024US$5.1tUS$2.7tUS$173.6b22.5x29.3x1.9x
Thu, 21 Mar 2024US$5.2tUS$2.7tUS$172.5b23.1x30.3x2x
Sat, 17 Feb 2024US$5.1tUS$2.7tUS$174.5b22.7x29x1.9x
Mon, 15 Jan 2024US$4.9tUS$2.7tUS$184.2b20.8x26.4x1.8x
Wed, 13 Dec 2023US$4.7tUS$2.7tUS$182.7b20.4x26x1.7x
Fri, 10 Nov 2023US$4.4tUS$2.7tUS$185.4b17.8x23.6x1.6x
Sun, 08 Oct 2023US$4.4tUS$2.7tUS$192.2b17.7x22.7x1.6x
Tue, 05 Sep 2023US$4.7tUS$2.7tUS$189.4b19.4x24.7x1.7x
Thu, 03 Aug 2023US$4.7tUS$2.7tUS$191.2b18.7x24.8x1.7x
Sat, 01 Jul 2023US$4.6tUS$2.7tUS$184.1b18.3x25.1x1.7x
Mon, 29 May 2023US$4.2tUS$2.7tUS$183.1b17x22.9x1.6x
Wed, 26 Apr 2023US$4.2tUS$2.6tUS$167.9b18.1x25x1.6x
Fri, 24 Mar 2023US$4.1tUS$2.6tUS$166.0b18.1x24.8x1.6x
Sun, 19 Feb 2023US$4.2tUS$2.5tUS$161.2b19.3x25.9x1.6x
Tue, 17 Jan 2023US$4.1tUS$2.5tUS$154.8b18.5x26.7x1.6x
Thu, 15 Dec 2022US$4.1tUS$2.5tUS$153.5b17.7x26.6x1.6x
Sat, 12 Nov 2022US$4.1tUS$2.5tUS$153.8b18x26.4x1.6x
Mon, 10 Oct 2022US$3.5tUS$2.4tUS$146.8b16.1x24.1x1.5x
Wed, 07 Sep 2022US$3.8tUS$2.4tUS$146.4b16.6x25.8x1.6x
Fri, 05 Aug 2022US$4.0tUS$2.4tUS$144.2b17.5x27.5x1.7x
Sun, 03 Jul 2022US$3.6tUS$2.3tUS$143.8b16.4x25.1x1.6x
Tue, 31 May 2022US$3.9tUS$2.3tUS$145.2b17.9x27x1.7x
Price to Earnings Ratio

27x


Total Market Cap: US$3.9tTotal Earnings: US$145.2bTotal Revenue: US$2.3tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 26.9x202320242025
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 26.9x.
  • 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 12% 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-2.68%
Industrials-2.58%
Electrical-0.13%
Aerospace & Defense-0.66%
Commercial Services-1.36%
Construction-1.65%
Industrials-1.82%
Professional Services-2.61%
Infrastructure-2.99%
Trade Distributors-3.28%
Marine and Shipping-3.30%
Machinery-3.99%
Transportation-4.11%
Building-4.18%
Airlines-5.16%
Logistics-5.91%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 49.2x.
    • Analysts are expecting annual earnings growth of 17.3%, 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 15.0x.
Forecasted Growth
  • Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 67% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 4.2% 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
GEV GE VernovaUS$464.398.5%
+US$9.9b		161.7%PE65.5x
WM Waste ManagementUS$236.813.0%
+US$2.8b		13.4%PE35.6x
RSG Republic ServicesUS$252.862.0%
+US$1.6b		35.4%PE37.9x
LHX L3Harris TechnologiesUS$237.493.2%
+US$1.4b		6.4%PE27.7x
WCN Waste ConnectionsUS$196.842.6%
+US$1.3b		19.0%PE80.9x
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Latest News

CPRT

US$53.67

Copart

7D

-15.9%

1Y

-0.6%

DE

US$510.06

Deere

7D

-4.0%

1Y

36.0%

GEV

US$464.39

GE Vernova

7D

8.5%

1Y

161.7%

Investors Will Want GE Vernova's (NYSE:GEV) Growth In ROCE To Persist

May 23
Investors Will Want GE Vernova's (NYSE:GEV) Growth In ROCE To Persist

WM

US$236.81

Waste Management

7D

3.0%

1Y

13.4%

RTX

US$132.35

RTX

7D

-2.3%

1Y

24.5%

RSG

US$252.86

Republic Services

7D

2.0%

1Y

35.4%

Here's Why Republic Services (NYSE:RSG) Has Caught The Eye Of Investors

May 22
Here's Why Republic Services (NYSE:RSG) Has Caught The Eye Of Investors

BWXT

US$119.49

BWX Technologies

7D

8.9%

1Y

34.2%

WCN

US$196.84

Waste Connections

7D

2.6%

1Y

19.0%

We Think Waste Connections (NYSE:WCN) Can Stay On Top Of Its Debt

May 21
We Think Waste Connections (NYSE:WCN) Can Stay On Top Of Its Debt

CAT

US$343.39

Caterpillar

7D

-2.9%

1Y

-1.6%

We Like Caterpillar's (NYSE:CAT) Returns And Here's How They're Trending

May 17
We Like Caterpillar's (NYSE:CAT) Returns And Here's How They're Trending

UBER

US$87.75

Uber Technologies

7D

-4.4%

1Y

36.6%

CARR

US$70.98

Carrier Global

7D

-6.1%

1Y

8.1%

Earnings Tell The Story For Carrier Global Corporation (NYSE:CARR) As Its Stock Soars 26%

May 14
Earnings Tell The Story For Carrier Global Corporation (NYSE:CARR) As Its Stock Soars 26%

HWM

US$165.09

Howmet Aerospace

7D

1.4%

1Y

94.9%

UNP

US$222.11

Union Pacific

7D

-4.0%

1Y

-4.3%

LHX

US$237.49

L3Harris Technologies

7D

3.2%

1Y

6.4%

L3Harris Technologies: U.S. Aerospace Heavyweight Is An Attractive Buy Post-Earnings

May 11

UPS

US$95.37

United Parcel Service

7D

-5.9%

1Y

-31.2%

GE

US$232.79

General Electric

7D

0.4%

1Y

39.1%

Wall Street Lunch: Tariffs Take Center Stage In Earning Reports

Apr 22