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U.S. Industrials Sector Analysis

UpdatedNov 27, 2024
DataAggregated Company Financials
Companies975
  • 7D3.7%
  • 3M13.0%
  • 1Y36.4%
  • YTD27.3%

The Industrials industry is up 3.7% in the last week, with Deere up 15%. In the same time, Vertiv Holdings Co was down 6.5%. This means that the industry has gained 36% over the past year. As for the next few years, earnings are expected to grow by 14% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Nov 2024US$6.1tUS$2.7tUS$197.1b24.7x30.8x2.2x
Fri, 25 Oct 2024US$5.7tUS$2.7tUS$187.7b23.5x30.4x2.1x
Sun, 22 Sep 2024US$5.5tUS$2.7tUS$179.5b22.5x30.9x2.1x
Tue, 20 Aug 2024US$5.3tUS$2.7tUS$178.7b22.1x29.6x2x
Thu, 18 Jul 2024US$5.4tUS$2.7tUS$169.6b22.7x32.1x2x
Sat, 15 Jun 2024US$5.2tUS$2.7tUS$170.1b20.9x30.4x1.9x
Mon, 13 May 2024US$5.3tUS$2.7tUS$171.4b23.5x31.1x2x
Wed, 10 Apr 2024US$5.3tUS$2.7tUS$173.1b23.5x30.8x2x
Fri, 08 Mar 2024US$5.2tUS$2.7tUS$172.7b23.3x30.1x2x
Sun, 04 Feb 2024US$5.0tUS$2.7tUS$175.3b21.6x28.5x1.8x
Tue, 02 Jan 2024US$4.9tUS$2.7tUS$183.0b21.6x27x1.8x
Thu, 30 Nov 2023US$4.5tUS$2.7tUS$182.4b19.2x24.9x1.7x
Sat, 28 Oct 2023US$4.2tUS$2.7tUS$182.7b16.8x22.8x1.5x
Mon, 25 Sep 2023US$4.4tUS$2.7tUS$189.4b17.9x23.2x1.6x
Wed, 23 Aug 2023US$4.5tUS$2.7tUS$188.8b18.5x24x1.7x
Fri, 21 Jul 2023US$4.7tUS$2.7tUS$188.4b18.3x25x1.8x
Sun, 18 Jun 2023US$4.5tUS$2.7tUS$182.7b18.5x24.7x1.7x
Tue, 16 May 2023US$4.2tUS$2.7tUS$184.3b17.3x22.9x1.6x
Thu, 13 Apr 2023US$4.2tUS$2.6tUS$166.5b18.2x25.4x1.6x
Sat, 11 Mar 2023US$4.0tUS$2.6tUS$162.5b18x24.5x1.6x
Mon, 06 Feb 2023US$4.2tUS$2.5tUS$161.1b19.3x26.1x1.7x
Wed, 04 Jan 2023US$4.0tUS$2.5tUS$153.2b17.4x25.9x1.6x
Fri, 02 Dec 2022US$4.1tUS$2.5tUS$154.0b18x26.8x1.6x
Sun, 30 Oct 2022US$3.9tUS$2.5tUS$155.8b17.2x24.9x1.6x
Tue, 27 Sep 2022US$3.5tUS$2.4tUS$146.4b15.2x23.7x1.4x
Thu, 25 Aug 2022US$4.0tUS$2.4tUS$145.6b17.9x27.4x1.7x
Sat, 23 Jul 2022US$3.7tUS$2.3tUS$143.4b16.9x26.1x1.6x
Mon, 20 Jun 2022US$3.5tUS$2.3tUS$145.0b16.1x24.1x1.5x
Wed, 18 May 2022US$3.8tUS$2.3tUS$145.7b17.7x26.1x1.6x
Fri, 15 Apr 2022US$4.2tUS$2.2tUS$149.1b19.7x27.9x1.9x
Sun, 13 Mar 2022US$4.2tUS$2.2tUS$155.0b20.6x26.9x1.9x
Tue, 08 Feb 2022US$4.3tUS$2.2tUS$139.3b21.5x30.6x1.9x
Thu, 06 Jan 2022US$4.6tUS$2.2tUS$134.2b24.2x34.6x2.2x
Sat, 04 Dec 2021US$4.4tUS$2.1tUS$142.7b23.6x31.2x2.1x
Price to Earnings Ratio

31.2x


Total Market Cap: US$4.4tTotal Earnings: US$142.7bTotal Revenue: US$2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 27.2x202220232024
Current Industry PE
  • Investors are optimistic on the American Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 30.8x which is higher than its 3-year average PE of 27.2x.
  • 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 11% per year over the last three years.
  • Revenues for these companies have grown 8.1% 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 Market2.00%
Industrials3.67%
Machinery5.52%
Professional Services4.96%
Commercial Services4.83%
Transportation4.82%
Trade Distributors4.79%
Construction3.92%
Building3.62%
Aerospace & Defense1.89%
Industrials1.85%
Electrical1.69%
Logistics1.07%
Airlines1.03%
Infrastructure-2.73%
Marine and Shipping-5.44%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 45.6x.
    • Analysts are expecting annual earnings growth of 18.4%, which is higher than its past year's earnings growth of 4.7% 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 26% 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 3.5% 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$461.0415.2%
+US$16.7b		28.1%PE17.8x
CAT CaterpillarUS$407.836.7%
+US$12.3b		64.8%PE18.4x
GE General ElectricUS$184.604.0%
+US$7.6b		55.3%PE36.3x
UNP Union PacificUS$245.635.3%
+US$7.5b		11.0%PE22.4x
CPRT CopartUS$63.8012.9%
+US$7.0b		25.8%PE44.1x
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CPRT

US$63.80

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7D

12.9%

1Y

25.8%

GRAB

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1Y

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ZIM

US$21.10

ZIM Integrated Shipping Services

7D

-21.2%

1Y

220.2%

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VRT

US$131.74

Vertiv Holdings Co

7D

-6.5%

1Y

211.8%

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Nov 25

LMT

US$521.45

Lockheed Martin

7D

-2.2%

1Y

16.3%

ZTO

US$18.79

ZTO Express (Cayman)

7D

-10.7%

1Y

-16.0%

ADP

US$307.97

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7D

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1Y

34.5%

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UNP

US$245.63

Union Pacific

7D

5.3%

1Y

11.0%

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GE

US$184.60

General Electric

7D

4.0%

1Y

55.3%

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CPA

US$92.90

Copa Holdings

7D

-13.4%

1Y

-0.5%

CAT

US$407.83

Caterpillar

7D

6.7%

1Y

64.8%

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MLI

US$81.34

Mueller Industries

7D

-10.3%

1Y

100.3%

DE

US$461.04

Deere

7D

15.2%

1Y

28.1%

DY

US$180.25

Dycom Industries

7D

-11.1%

1Y

79.1%

ETN

US$377.29

Eaton

7D

3.7%

1Y

68.0%

UBER

US$71.56

Uber Technologies

7D

3.5%

1Y

27.3%

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