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U.S. Industrials Sector Analysis

UpdatedApr 02, 2025
DataAggregated Company Financials
Companies1008
  • 7D-2.3%
  • 3M-2.3%
  • 1Y3.3%
  • YTD-2.1%

In the last week, the Industrials industry is down 2.3% with Eaton down the most at 7.8%. In contrast, Cintas has gained 7.4%. In the past year, the industry has gained 3.3%. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 03 Apr 2025US$5.3tUS$2.7tUS$203.8b21.2x26x2x
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
Mon, 18 Jul 2022US$3.6tUS$2.3tUS$144.0b16.2x24.8x1.5x
Wed, 15 Jun 2022US$3.6tUS$2.3tUS$145.0b16.6x24.8x1.6x
Fri, 13 May 2022US$3.7tUS$2.3tUS$145.3b16.9x25.6x1.6x
Sun, 10 Apr 2022US$4.2tUS$2.2tUS$148.8b19.6x27.9x1.9x
Price to Earnings Ratio

27.9x


Total Market Cap: US$4.2tTotal Earnings: US$148.8bTotal Revenue: US$2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 27x202320242025
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 27.0x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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-2.98%
Industrials-2.27%
Commercial Services2.64%
Professional Services1.31%
Logistics0.039%
Marine and Shipping-0.84%
Industrials-1.10%
Transportation-1.21%
Trade Distributors-1.60%
Aerospace & Defense-2.34%
Infrastructure-2.76%
Machinery-3.05%
Building-4.34%
Construction-6.76%
Electrical-7.43%
Airlines-11.17%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 47.8x.
    • Analysts are expecting annual earnings growth of 17.1%, which is higher than its past year's earnings decline of 5.2% per year.
  • Investors are most pessimistic about the Marine and Shipping industry, which is trading below its 3-year average of 14.9x.
Forecasted Growth
  • Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 2.4% 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$330.804.1%
+US$3.6b		140.9%PE58.8x
CPRT CopartUS$57.474.4%
+US$2.3b		0.2%PE38.2x
WM Waste ManagementUS$234.562.5%
+US$2.3b		11.5%PE34.3x
RSG Republic ServicesUS$244.823.0%
+US$2.2b		29.4%PE37.4x
ADP Automatic Data ProcessingUS$307.231.6%
+US$2.0b		25.3%PE31.8x
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UAL

US$71.37

United Airlines Holdings

7D

-8.3%

1Y

60.0%

GD

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1Y

-5.4%

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HON

US$215.99

Honeywell International

7D

1.3%

1Y

9.1%

LMT

US$452.87

Lockheed Martin

7D

1.7%

1Y

1.1%

RSG

US$244.82

Republic Services

7D

3.0%

1Y

29.4%

ADP

US$307.23

Automatic Data Processing

7D

1.6%

1Y

25.3%

GEV

US$330.80

GE Vernova

7D

4.1%

1Y

140.9%

MMM

US$147.76

3M

7D

-3.2%

1Y

58.6%

VRT

US$77.11

Vertiv Holdings Co

7D

-5.5%

1Y

-9.7%

BA

US$168.56

Boeing

7D

-5.6%

1Y

-8.8%

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WM

US$234.56

Waste Management

7D

2.5%

1Y

11.5%

DE

US$470.90

Deere

7D

-2.6%

1Y

16.0%

CPRT

US$57.47

Copart

7D

4.4%

1Y

0.2%

DAL

US$43.37

Delta Air Lines

7D

-9.8%

1Y

-6.9%

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GE

US$199.77

General Electric

7D

-3.7%

1Y

37.2%

CAT

US$334.66

Caterpillar

7D

-1.9%

1Y

-10.9%

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