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U.S. Industrials Sector Analysis

UpdatedAug 13, 2025
DataAggregated Company Financials
Companies1033
  • 7D0.8%
  • 3M9.2%
  • 1Y21.2%
  • YTD14.3%

In the last week, the Industrials industry is flat overall, with Caterpillar standing out by going down 5.0%. As for the the longer term, the industry is up 21% over the past 12 months. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 13 Aug 2025US$6.2tUS$2.7tUS$209.7b24.5x29.3x2.3x
Fri, 11 Jul 2025US$6.1tUS$2.7tUS$205.4b24.3x29.7x2.3x
Sun, 08 Jun 2025US$5.9tUS$2.7tUS$205.2b22.7x28.5x2.2x
Tue, 06 May 2025US$5.5tUS$2.7tUS$203.5b21.3x26.8x2x
Thu, 03 Apr 2025US$5.3tUS$2.7tUS$203.0b21.2x26.3x2x
Sat, 01 Mar 2025US$5.5tUS$2.7tUS$204.1b21.8x26.9x2x
Mon, 27 Jan 2025US$5.9tUS$2.7tUS$197.0b24.6x30x2.2x
Wed, 25 Dec 2024US$5.6tUS$2.7tUS$197.8b23.5x28.4x2.1x
Fri, 22 Nov 2024US$5.9tUS$2.7tUS$198.6b24x29.6x2.2x
Sun, 20 Oct 2024US$5.8tUS$2.7tUS$180.3b24.4x32.3x2.1x
Tue, 17 Sep 2024US$5.4tUS$2.7tUS$180.0b22.4x30.1x2x
Thu, 15 Aug 2024US$5.2tUS$2.7tUS$179.7b21.6x29x1.9x
Sat, 13 Jul 2024US$5.2tUS$2.7tUS$169.7b22.4x30.7x1.9x
Mon, 10 Jun 2024US$5.1tUS$2.7tUS$170.1b21.7x30.1x1.9x
Wed, 08 May 2024US$5.3tUS$2.7tUS$171.6b22.9x30.7x1.9x
Fri, 05 Apr 2024US$5.3tUS$2.7tUS$173.6b23.6x30.4x2x
Sun, 03 Mar 2024US$5.1tUS$2.7tUS$172.5b23.2x29.8x1.9x
Tue, 30 Jan 2024US$4.9tUS$2.7tUS$179.8b21.5x27.3x1.8x
Thu, 28 Dec 2023US$5.0tUS$2.7tUS$183.1b21.6x27.1x1.8x
Sat, 25 Nov 2023US$4.6tUS$2.7tUS$182.2b19.5x25.1x1.7x
Mon, 23 Oct 2023US$4.3tUS$2.7tUS$192.8b17.4x22.2x1.6x
Wed, 20 Sep 2023US$4.5tUS$2.7tUS$189.4b18x23.7x1.7x
Fri, 18 Aug 2023US$4.6tUS$2.7tUS$188.1b18.5x24.4x1.7x
Sun, 16 Jul 2023US$4.6tUS$2.7tUS$186.6b18.3x24.9x1.7x
Tue, 13 Jun 2023US$4.4tUS$2.7tUS$182.8b18.3x24.2x1.7x
Thu, 11 May 2023US$4.2tUS$2.7tUS$184.1b17.3x23x1.6x
Sat, 08 Apr 2023US$4.2tUS$2.6tUS$166.2b18x25x1.6x
Mon, 06 Mar 2023US$4.2tUS$2.6tUS$162.6b19.3x25.8x1.6x
Wed, 01 Feb 2023US$4.1tUS$2.5tUS$161.8b18.9x25.6x1.6x
Fri, 30 Dec 2022US$4.0tUS$2.5tUS$153.4b17.6x25.9x1.6x
Sun, 27 Nov 2022US$4.1tUS$2.5tUS$153.8b18.1x26.7x1.6x
Tue, 25 Oct 2022US$3.6tUS$2.4tUS$148.6b16.6x24.5x1.5x
Thu, 22 Sep 2022US$3.6tUS$2.4tUS$146.5b15.9x24.9x1.5x
Sat, 20 Aug 2022US$4.1tUS$2.4tUS$145.6b18.1x27.8x1.7x
Price to Earnings Ratio

27.8x


Total Market Cap: US$4.1tTotal Earnings: US$145.6bTotal Revenue: US$2.4tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 27.2x202320242025
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 27.2x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 4.3% 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 Market2.21%
Industrials0.76%
Airlines8.80%
Infrastructure7.54%
Construction3.18%
Trade Distributors3.07%
Building2.18%
Logistics2.13%
Transportation0.90%
Commercial Services0.82%
Industrials0.53%
Electrical0.26%
Professional Services0.22%
Aerospace & Defense-0.29%
Machinery-0.34%
Marine and Shipping-1.24%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 52.7x.
    • Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings growth of 6.2% per year.
  • Investors are most pessimistic about the Marine and Shipping industry, which is trading below its 3-year average of 15.1x.
Forecasted Growth
  • Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 37% 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 growth to stay flat 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$279.632.8%
+US$8.0b		66.5%PE39.1x
BA BoeingUS$232.613.4%
+US$5.9b		37.8%PS2.3x
PH Parker-HannifinUS$752.045.2%
+US$4.7b		31.6%PE27.2x
UBER Uber TechnologiesUS$91.732.6%
+US$4.4b		29.1%PE15.2x
MMM 3MUS$157.855.2%
+US$4.1b		25.9%PE21.3x

Latest News

LHX
US$270.21
L3Harris Technologies
7D
-2.9%
1Y
18.6%
AXON
US$768.57
Axon Enterprise
7D
-11.4%
1Y
108.3%
CAT
US$412.71
Caterpillar
7D
-5.0%
1Y
21.8%
EMR
US$132.95
Emerson Electric
7D
-5.4%
1Y
27.7%

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Aug 11
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PH
US$752.04
Parker-Hannifin
7D
5.2%
1Y
31.6%
MMM
US$157.85
3M
7D
5.2%
1Y
25.9%
UNP
US$218.80
Union Pacific
7D
-1.9%
1Y
-7.8%
UBER
US$91.73
Uber Technologies
7D
2.6%
1Y
29.1%
CMI
US$399.06
Cummins
7D
6.9%
1Y
36.8%
PAYX
US$134.99
Paychex
7D
-3.0%
1Y
7.6%

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DAL
US$58.44
Delta Air Lines
7D
10.5%
1Y
47.9%
HON
US$217.01
Honeywell International
7D
-1.8%
1Y
10.3%
BA
US$232.61
Boeing
7D
3.4%
1Y
37.8%
NOC
US$580.80
Northrop Grumman
7D
-1.6%
1Y
15.6%
GE
US$279.63
General Electric
7D
2.8%
1Y
66.5%