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U.S. Industrials Sector Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies1037
  • 7D0.4%
  • 3M6.2%
  • 1Y18.2%
  • YTD13.3%

In the last week, the Industrials industry is flat overall, with Axon Enterprise standing out by going down 14%. The past year has been better, since the industry has gained 18% in that time. 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
Fri, 15 Aug 2025US$6.3tUS$2.7tUS$209.6b24.6x29.9x2.3x
Sun, 13 Jul 2025US$6.1tUS$2.7tUS$206.3b24.4x29.5x2.3x
Tue, 10 Jun 2025US$5.9tUS$2.7tUS$205.3b22.9x28.5x2.2x
Thu, 08 May 2025US$5.4tUS$2.7tUS$206.2b21.2x26.2x2x
Sat, 05 Apr 2025US$5.1tUS$2.7tUS$203.3b19.1x25x1.9x
Mon, 03 Mar 2025US$5.6tUS$2.7tUS$204.1b22.1x27.3x2.1x
Wed, 29 Jan 2025US$5.8tUS$2.7tUS$195.3b24.1x29.8x2.2x
Fri, 27 Dec 2024US$5.6tUS$2.7tUS$197.9b23.7x28.4x2.1x
Sun, 24 Nov 2024US$6.0tUS$2.7tUS$197.3b24.5x30.6x2.2x
Tue, 22 Oct 2024US$5.8tUS$2.7tUS$180.3b24.1x32.3x2.1x
Thu, 19 Sep 2024US$5.5tUS$2.7tUS$180.0b22.4x30.5x2x
Sat, 17 Aug 2024US$5.3tUS$2.7tUS$178.6b22x29.7x2x
Mon, 15 Jul 2024US$5.3tUS$2.7tUS$169.7b22.4x31x2x
Wed, 12 Jun 2024US$5.2tUS$2.7tUS$170.1b21.2x30.4x1.9x
Fri, 10 May 2024US$5.3tUS$2.7tUS$172.1b22.6x30.6x1.9x
Sun, 07 Apr 2024US$5.3tUS$2.7tUS$173.6b23.6x30.5x2x
Tue, 05 Mar 2024US$5.2tUS$2.7tUS$172.2b23.5x30x1.9x
Thu, 01 Feb 2024US$5.0tUS$2.7tUS$178.1b21.2x27.8x1.8x
Sat, 30 Dec 2023US$5.0tUS$2.7tUS$183.1b21.5x27x1.8x
Mon, 27 Nov 2023US$4.6tUS$2.7tUS$182.2b19.5x25.1x1.7x
Wed, 25 Oct 2023US$4.3tUS$2.7tUS$192.8b17.3x22x1.6x
Fri, 22 Sep 2023US$4.4tUS$2.7tUS$189.6b17.9x23.2x1.6x
Sun, 20 Aug 2023US$4.5tUS$2.7tUS$178.8b18.5x25.4x1.7x
Tue, 18 Jul 2023US$4.6tUS$2.7tUS$186.5b18.5x24.9x1.7x
Thu, 15 Jun 2023US$4.5tUS$2.7tUS$182.8b18.2x24.4x1.7x
Sat, 13 May 2023US$4.2tUS$2.7tUS$184.3b17.3x22.8x1.6x
Mon, 10 Apr 2023US$4.2tUS$2.6tUS$166.5b18.1x24.9x1.6x
Wed, 08 Mar 2023US$4.1tUS$2.6tUS$162.6b18.9x25.5x1.6x
Fri, 03 Feb 2023US$4.2tUS$2.5tUS$161.4b19.5x26.2x1.7x
Sun, 01 Jan 2023US$4.0tUS$2.5tUS$153.2b17.5x25.9x1.6x
Tue, 29 Nov 2022US$4.0tUS$2.5tUS$153.8b17.7x26.2x1.6x
Thu, 27 Oct 2022US$3.8tUS$2.4tUS$153.8b16.9x24.5x1.5x
Sat, 24 Sep 2022US$3.5tUS$2.4tUS$146.6b15.5x23.9x1.5x
Mon, 22 Aug 2022US$4.0tUS$2.4tUS$145.6b18x27.8x1.7x
Price to Earnings Ratio

27.8x


Total Market Cap: US$4.0tTotal 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 optimistic on the American Industrials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.9x 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 2.3x.
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 4.2% 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 Market1.65%
Industrials0.40%
Airlines8.11%
Trade Distributors3.82%
Logistics1.95%
Building1.92%
Infrastructure1.73%
Industrials1.58%
Machinery0.98%
Transportation0.32%
Professional Services0.088%
Construction-0.62%
Electrical-0.81%
Commercial Services-0.82%
Aerospace & Defense-1.18%
Marine and Shipping-1.91%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 52.8x.
    • 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 15.2x.
Forecasted Growth
  • Analysts are most optimistic on the Infrastructure industry, expecting annual earnings growth of 36% 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
BA BoeingUS$233.192.6%
+US$4.4b		32.2%PS2.3x
URI United RentalsUS$921.457.8%
+US$4.3b		27.9%PE23.4x
UAL United Airlines HoldingsUS$99.1412.7%
+US$3.6b		132.4%PE9.7x
DAL Delta Air LinesUS$58.969.9%
+US$3.5b		46.7%PE8.5x
CMI CumminsUS$404.805.2%
+US$2.8b		35.0%PE19x

Latest News

CMI
US$404.80
Cummins
7D
5.2%
1Y
35.0%
DE
US$478.84
Deere
7D
-5.5%
1Y
28.3%
PH
US$745.34
Parker-Hannifin
7D
2.8%
1Y
26.1%
UAL
US$99.14
United Airlines Holdings
7D
12.7%
1Y
132.4%
AXON
US$749.83
Axon Enterprise
7D
-13.9%
1Y
100.7%
URI
US$921.45
United Rentals
7D
7.8%
1Y
27.9%
MMM
US$156.65
3M
7D
3.2%
1Y
23.2%
HWM
US$175.99
Howmet Aerospace
7D
-3.1%
1Y
84.1%
UBER
US$91.40
Uber Technologies
7D
-1.4%
1Y
25.7%
VRT
US$132.52
Vertiv Holdings Co
7D
-4.9%
1Y
59.7%
CSX
US$36.35
CSX
7D
3.1%
1Y
8.1%
DAL
US$58.96
Delta Air Lines
7D
9.9%
1Y
46.7%
BA
US$233.19
Boeing
7D
2.6%
1Y
32.2%
WM
US$226.15
Waste Management
7D
-3.0%
1Y
9.3%
GEV
US$625.27
GE Vernova
7D
-3.2%
1Y
231.1%
GE
US$269.70
General Electric
7D
-0.9%
1Y
58.7%