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U.S. Industrials Sector Analysis

UpdatedJan 15, 2025
DataAggregated Company Financials
Companies1016
  • 7D1.2%
  • 3M-2.5%
  • 1Y19.9%
  • YTD2.5%

The Industrials industry is up 1.2% in the last week, with Deere up 5.4%. In the last 12 months, the industry was up 20%. 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, 15 Jan 2025US$5.7tUS$2.7tUS$196.4b24.2x28.8x2.1x
Fri, 13 Dec 2024US$5.9tUS$2.7tUS$198.3b24.5x29.5x2.2x
Sun, 10 Nov 2024US$6.0tUS$2.7tUS$193.9b25x30.9x2.2x
Tue, 08 Oct 2024US$5.7tUS$2.7tUS$179.9b23x31.5x2.1x
Thu, 05 Sep 2024US$5.3tUS$2.7tUS$179.9b21.5x29.6x2x
Sat, 03 Aug 2024US$5.3tUS$2.7tUS$179.4b21.9x29.4x2x
Mon, 01 Jul 2024US$5.1tUS$2.7tUS$170.6b21.7x30.1x1.9x
Wed, 29 May 2024US$5.3tUS$2.7tUS$170.0b22.4x31.1x2x
Fri, 26 Apr 2024US$5.2tUS$2.7tUS$168.6b22.8x30.8x1.9x
Sun, 24 Mar 2024US$5.3tUS$2.7tUS$172.7b23.2x30.8x2x
Tue, 20 Feb 2024US$5.0tUS$2.7tUS$174.5b22.6x28.8x1.9x
Thu, 18 Jan 2024US$4.8tUS$2.7tUS$184.2b20.4x26x1.7x
Sat, 16 Dec 2023US$4.9tUS$2.7tUS$182.7b21.2x26.6x1.8x
Mon, 13 Nov 2023US$4.4tUS$2.7tUS$185.1b18.3x23.8x1.6x
Wed, 11 Oct 2023US$4.5tUS$2.7tUS$192.2b18.1x23.2x1.6x
Fri, 08 Sep 2023US$4.6tUS$2.7tUS$189.3b18.3x24.1x1.7x
Sun, 06 Aug 2023US$4.7tUS$2.7tUS$190.5b19.1x24.6x1.7x
Tue, 04 Jul 2023US$4.6tUS$2.7tUS$185.6b18.3x24.7x1.7x
Thu, 01 Jun 2023US$4.1tUS$2.7tUS$183.0b16.7x22.6x1.5x
Sat, 29 Apr 2023US$4.2tUS$2.7tUS$174.5b17.7x24.3x1.6x
Mon, 27 Mar 2023US$4.1tUS$2.6tUS$166.1b18.1x24.8x1.6x
Wed, 22 Feb 2023US$4.1tUS$2.6tUS$160.9b18.9x25.4x1.6x
Fri, 20 Jan 2023US$4.0tUS$2.5tUS$156.3b17.9x25.4x1.6x
Sun, 18 Dec 2022US$4.0tUS$2.5tUS$153.6b17.2x25.8x1.6x
Tue, 15 Nov 2022US$4.0tUS$2.5tUS$153.8b17.8x26.2x1.6x
Thu, 13 Oct 2022US$3.5tUS$2.4tUS$146.9b16x23.9x1.5x
Sat, 10 Sep 2022US$3.9tUS$2.4tUS$146.2b17.1x26.8x1.6x
Mon, 08 Aug 2022US$4.0tUS$2.4tUS$145.3b17.6x27.3x1.7x
Wed, 06 Jul 2022US$3.6tUS$2.3tUS$143.7b16.2x24.9x1.5x
Fri, 03 Jun 2022US$3.9tUS$2.3tUS$145.1b17.7x26.6x1.7x
Sun, 01 May 2022US$4.0tUS$2.3tUS$149.3b18.6x26.5x1.7x
Tue, 29 Mar 2022US$4.4tUS$2.2tUS$152.1b20.8x28.9x2x
Thu, 24 Feb 2022US$4.2tUS$2.2tUS$153.1b21x27.2x1.9x
Sat, 22 Jan 2022US$4.3tUS$2.2tUS$136.8b22.4x31.5x2x
Price to Earnings Ratio

31.5x


Total Market Cap: US$4.3tTotal Earnings: US$136.8bTotal Revenue: US$2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Industrials Sector Price to Earnings3Y Average 27.1x202320242025
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 27.1x.
  • 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 13% per year over the last three years.
  • Revenues for these companies have grown 7.5% 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-1.18%
Industrials1.24%
Trade Distributors3.69%
Airlines2.82%
Construction2.39%
Aerospace & Defense2.21%
Machinery2.09%
Building1.30%
Professional Services0.84%
Commercial Services0.19%
Marine and Shipping0.16%
Industrials0.011%
Transportation-0.11%
Electrical-0.11%
Logistics-0.34%
Infrastructure-0.94%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 46.2x.
    • Analysts are expecting annual earnings growth of 18.0%, which is higher than its past year's earnings growth of 5.1% 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 27% 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 4.0% 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$432.315.4%
+US$6.4b		14.2%PE16.6x
CAT CaterpillarUS$371.572.9%
+US$5.1b		33.4%PE16.8x
RTX RTXUS$119.473.1%
+US$4.7b		40.5%PE33.7x
GEV GE VernovaUS$382.264.3%
+US$4.3b		n/aPE83.3x
GE General ElectricUS$176.862.3%
+US$4.3b		39.4%PE34.8x
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