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U.S. Industrials Sector Analysis

UpdatedMay 25, 2025
DataAggregated Company Financials
Companies1010
  • 7D-2.5%
  • 3M3.6%
  • 1Y8.2%
  • YTD4.2%

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. In contrast, GE Vernova has gained 8.5%. Over the past 12 months, the industry was up 8.1%. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 May 2025US$5.7tUS$2.7tUS$206.3b22.4x27.5x2.1x
Tue, 22 Apr 2025US$5.1tUS$2.7tUS$203.0b19.5x25x1.9x
Thu, 20 Mar 2025US$5.4tUS$2.7tUS$203.5b21.6x26.5x2x
Sat, 15 Feb 2025US$5.7tUS$2.7tUS$206.3b23.6x27.8x2.1x
Mon, 13 Jan 2025US$5.5tUS$2.7tUS$197.0b23.3x28x2x
Wed, 11 Dec 2024US$5.9tUS$2.7tUS$198.3b24.5x29.7x2.2x
Fri, 08 Nov 2024US$6.0tUS$2.7tUS$194.0b24.9x30.7x2.2x
Sun, 06 Oct 2024US$5.7tUS$2.7tUS$179.9b23.1x31.5x2.1x
Tue, 03 Sep 2024US$5.5tUS$2.7tUS$179.6b22.6x30.4x2x
Thu, 01 Aug 2024US$5.4tUS$2.7tUS$180.7b23.1x29.8x2x
Sat, 29 Jun 2024US$5.1tUS$2.7tUS$170.6b21.6x30.1x1.9x
Mon, 27 May 2024US$5.3tUS$2.7tUS$170.0b22.5x31.1x2x
Wed, 24 Apr 2024US$5.2tUS$2.7tUS$168.3b23x30.9x1.9x
Fri, 22 Mar 2024US$5.3tUS$2.7tUS$172.6b23.3x30.6x2x
Sun, 18 Feb 2024US$5.0tUS$2.7tUS$174.5b22.6x28.8x1.9x
Tue, 16 Jan 2024US$4.9tUS$2.7tUS$184.2b20.8x26.4x1.8x
Thu, 14 Dec 2023US$4.7tUS$2.7tUS$182.7b20.7x26x1.7x
Sat, 11 Nov 2023US$4.3tUS$2.7tUS$185.1b18.3x23.5x1.6x
Mon, 09 Oct 2023US$4.4tUS$2.7tUS$192.2b17.7x22.7x1.6x
Wed, 06 Sep 2023US$4.6tUS$2.7tUS$189.3b18.9x24.3x1.7x
Fri, 04 Aug 2023US$4.7tUS$2.7tUS$191.5b19.1x24.6x1.7x
Sun, 02 Jul 2023US$4.6tUS$2.7tUS$184.1b18.3x25.1x1.7x
Tue, 30 May 2023US$4.2tUS$2.7tUS$183.0b17x23x1.6x
Thu, 27 Apr 2023US$4.1tUS$2.7tUS$173.7b17.6x23.8x1.6x
Sat, 25 Mar 2023US$4.1tUS$2.6tUS$166.1b18.1x24.8x1.6x
Mon, 20 Feb 2023US$4.2tUS$2.5tUS$161.2b19.3x25.9x1.6x
Wed, 18 Jan 2023US$4.1tUS$2.5tUS$154.9b18.5x26.5x1.6x
Fri, 16 Dec 2022US$4.0tUS$2.5tUS$153.6b17.2x26x1.6x
Sun, 13 Nov 2022US$4.1tUS$2.5tUS$153.7b18.1x26.4x1.6x
Tue, 11 Oct 2022US$3.5tUS$2.4tUS$146.8b16.1x24.1x1.5x
Thu, 08 Sep 2022US$3.8tUS$2.4tUS$146.4b16.6x25.8x1.6x
Sat, 06 Aug 2022US$4.0tUS$2.4tUS$144.4b17.6x27.5x1.7x
Mon, 04 Jul 2022US$3.6tUS$2.3tUS$143.8b16.4x25.1x1.6x
Wed, 01 Jun 2022US$3.9tUS$2.3tUS$145.2b17.7x26.8x1.7x
Price to Earnings Ratio

26.8x


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-2.65%
Industrials-2.52%
Electrical-0.045%
Aerospace & Defense-0.64%
Commercial Services-1.11%
Construction-1.62%
Industrials-1.82%
Professional Services-2.50%
Infrastructure-3.02%
Trade Distributors-3.27%
Marine and Shipping-3.30%
Machinery-3.98%
Transportation-4.10%
Building-4.17%
Airlines-5.16%
Logistics-5.92%
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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1Y

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CPRT

US$53.67

Copart

7D

-15.9%

1Y

-0.6%

DE

US$510.06

Deere

7D

-4.0%

1Y

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GEV

US$464.39

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7D

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1Y

161.7%

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WM

US$236.81

Waste Management

7D

3.0%

1Y

13.4%

DY

US$225.20

Dycom Industries

7D

15.6%

1Y

25.3%

RSG

US$252.86

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1Y

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WCN

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7D

2.6%

1Y

19.0%

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CAT

US$343.39

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7D

-2.9%

1Y

-1.6%

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UBER

US$87.75

Uber Technologies

7D

-4.4%

1Y

36.6%

CARR

US$70.98

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-6.1%

1Y

8.1%

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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%

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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%

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