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U.S. Industrials Sector Analysis

UpdatedJun 05, 2025
DataAggregated Company Financials
Companies1016
  • 7D0.7%
  • 3M7.8%
  • 1Y12.6%
  • YTD6.4%

The Industrials is pretty flat in the last 7 days, but General Electric has stood out, gaining 3.2%. As for the the longer term, the industry is up 13% over the past 12 months. 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
Fri, 06 Jun 2025US$5.8tUS$2.7tUS$205.2b22.5x28.3x2.2x
Sun, 04 May 2025US$5.5tUS$2.7tUS$204.8b21.3x26.6x2x
Tue, 01 Apr 2025US$5.3tUS$2.7tUS$203.7b20.9x25.9x2x
Thu, 27 Feb 2025US$5.5tUS$2.7tUS$207.3b22.3x26.6x2.1x
Sat, 25 Jan 2025US$6.0tUS$2.7tUS$197.0b24.6x30.2x2.2x
Mon, 23 Dec 2024US$5.6tUS$2.7tUS$197.8b23.4x28.2x2.1x
Wed, 20 Nov 2024US$5.9tUS$2.7tUS$195.8b23.6x29.9x2.2x
Fri, 18 Oct 2024US$5.8tUS$2.7tUS$180.3b24.5x32.3x2.1x
Sun, 15 Sep 2024US$5.4tUS$2.7tUS$179.9b22.1x30.1x2x
Tue, 13 Aug 2024US$5.2tUS$2.7tUS$179.6b21.3x28.8x1.9x
Thu, 11 Jul 2024US$5.1tUS$2.7tUS$170.3b21.4x29.8x1.9x
Sat, 08 Jun 2024US$5.2tUS$2.7tUS$170.1b21.8x30.3x1.9x
Mon, 06 May 2024US$5.2tUS$2.7tUS$171.8b22.6x30.3x1.9x
Wed, 03 Apr 2024US$5.3tUS$2.7tUS$173.6b23.6x30.6x2x
Fri, 01 Mar 2024US$5.1tUS$2.7tUS$172.8b23.6x29.5x1.9x
Sun, 28 Jan 2024US$4.9tUS$2.7tUS$179.8b21.3x27.3x1.8x
Tue, 26 Dec 2023US$4.9tUS$2.7tUS$183.0b21.6x26.8x1.8x
Thu, 23 Nov 2023US$4.5tUS$2.7tUS$182.2b19.3x25x1.7x
Sat, 21 Oct 2023US$4.3tUS$2.7tUS$192.8b17.4x22.2x1.6x
Mon, 18 Sep 2023US$4.5tUS$2.7tUS$189.4b18.1x23.8x1.7x
Wed, 16 Aug 2023US$4.6tUS$2.7tUS$189.7b18.8x24.4x1.7x
Fri, 14 Jul 2023US$4.7tUS$2.7tUS$186.6b18.4x25x1.7x
Sun, 11 Jun 2023US$4.4tUS$2.7tUS$182.8b18.4x24x1.6x
Tue, 09 May 2023US$4.2tUS$2.7tUS$185.1b17.4x22.9x1.6x
Thu, 06 Apr 2023US$4.2tUS$2.6tUS$165.8b18.2x25.1x1.6x
Sat, 04 Mar 2023US$4.2tUS$2.6tUS$162.6b19.2x25.8x1.6x
Mon, 30 Jan 2023US$4.1tUS$2.5tUS$161.7b18.6x25.4x1.6x
Wed, 28 Dec 2022US$4.0tUS$2.5tUS$153.4b17.6x26x1.6x
Fri, 25 Nov 2022US$4.1tUS$2.5tUS$153.8b18.1x26.6x1.6x
Sun, 23 Oct 2022US$3.6tUS$2.4tUS$148.6b16.6x24.5x1.5x
Tue, 20 Sep 2022US$3.7tUS$2.4tUS$146.4b16.3x25.5x1.6x
Thu, 18 Aug 2022US$4.1tUS$2.4tUS$144.7b18.3x28.3x1.7x
Sat, 16 Jul 2022US$3.5tUS$2.3tUS$144.0b16.2x24.5x1.5x
Mon, 13 Jun 2022US$3.7tUS$2.3tUS$145.0b17.3x25.8x1.6x
Price to Earnings Ratio

25.8x


Total Market Cap: US$3.7tTotal Earnings: US$145.0bTotal 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 2.2x.
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 Market1.40%
Industrials0.71%
Construction3.28%
Aerospace & Defense2.56%
Trade Distributors1.88%
Marine and Shipping0.99%
Logistics0.96%
Electrical0.61%
Building0.55%
Industrials0.46%
Professional Services0.40%
Machinery0.12%
Airlines0.024%
Commercial Services-0.18%
Transportation-1.53%
Infrastructure-3.96%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 49.6x.
    • Analysts are expecting annual earnings growth of 17.5%, 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 26% 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 decline by 2.9% 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
GE General ElectricUS$251.923.2%
+US$8.3b		56.8%PE39x
FERG Ferguson EnterprisesUS$214.6917.3%
+US$6.0b		7.4%PE26.3x
RTX RTXUS$139.073.2%
+US$5.7b		28.6%PE40.4x
AXON Axon EnterpriseUS$788.368.0%
+US$4.5b		182.4%PE185.1x
GEV GE VernovaUS$484.312.8%
+US$3.6b		202.1%PE68.3x
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Latest News

RTX

US$139.07

RTX

7D

3.2%

1Y

28.6%

FERG

US$214.69

Ferguson Enterprises

7D

17.3%

1Y

7.4%

UPS

US$96.87

United Parcel Service

7D

-1.3%

1Y

-29.6%

AXON

US$788.36

Axon Enterprise

7D

8.0%

1Y

182.4%

DE

US$510.75

Deere

7D

1.5%

1Y

37.6%

GE

US$251.92

General Electric

7D

3.2%

1Y

56.8%

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May 31

PCAR

US$92.43

PACCAR

7D

-2.0%

1Y

-15.3%

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May 30

PWR

US$359.58

Quanta Services

7D

5.8%

1Y

34.5%

CPRT

US$50.14

Copart

7D

-2.5%

1Y

-6.2%

HWM

US$175.01

Howmet Aerospace

7D

2.9%

1Y

110.2%

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TDG

US$1,444.49

TransDigm Group

7D

-1.1%

1Y

8.2%

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May 24
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GEV

US$484.31

GE Vernova

7D

2.8%

1Y

202.1%

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May 23
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MMM

US$146.26

3M

7D

-2.3%

1Y

48.9%

URI

US$699.18

United Rentals

7D

-2.2%

1Y

10.9%

United Rentals, Inc. (NYSE:URI) Doing What It Can To Lift Shares

May 21
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CAT

US$348.96

Caterpillar

7D

-0.8%

1Y

6.3%

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May 17
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UNP

US$220.65

Union Pacific

7D

-0.8%

1Y

-3.4%