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U.S. Industrials Sector Analysis

UpdatedMay 10, 2025
DataAggregated Company Financials
Companies1010
  • 7D1.1%
  • 3M-3.0%
  • 1Y4.8%
  • YTD1.1%

Over the last 7 days, the Industrials industry has risen 1.1%, driven by gains in General Electric and Boeing of 3.5% and 5.1%, respectively. In the same time, TransDigm Group was down 5.3%. In the last 12 months, the industry was up 4.8%. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 May 2025US$5.5tUS$2.7tUS$206.4b21.6x26.7x2.1x
Mon, 07 Apr 2025US$4.8tUS$2.7tUS$203.3b19.1x23.7x1.8x
Wed, 05 Mar 2025US$5.5tUS$2.7tUS$204.2b21.3x26.7x2x
Fri, 31 Jan 2025US$5.8tUS$2.7tUS$199.1b24.4x28.9x2.1x
Sun, 29 Dec 2024US$5.6tUS$2.7tUS$197.9b23.7x28.2x2.1x
Tue, 26 Nov 2024US$6.0tUS$2.7tUS$197.3b25.1x30.5x2.2x
Thu, 24 Oct 2024US$5.7tUS$2.7tUS$189.5b23.5x30.3x2.1x
Sat, 21 Sep 2024US$5.6tUS$2.7tUS$179.5b22.5x31.1x2.1x
Mon, 19 Aug 2024US$5.3tUS$2.7tUS$178.7b22x29.6x2x
Wed, 17 Jul 2024US$5.3tUS$2.7tUS$169.7b23.3x31.2x2x
Fri, 14 Jun 2024US$5.2tUS$2.7tUS$170.0b21.3x30.4x1.9x
Sun, 12 May 2024US$5.3tUS$2.7tUS$171.4b23.5x31.1x2x
Tue, 09 Apr 2024US$5.3tUS$2.7tUS$173.1b23.4x30.8x2x
Thu, 07 Mar 2024US$5.1tUS$2.7tUS$172.3b23.3x29.7x1.9x
Sat, 03 Feb 2024US$5.0tUS$2.7tUS$175.3b21.6x28.5x1.8x
Mon, 01 Jan 2024US$4.9tUS$2.7tUS$183.0b21.6x27x1.8x
Wed, 29 Nov 2023US$4.6tUS$2.7tUS$182.2b19.1x25x1.7x
Fri, 27 Oct 2023US$4.2tUS$2.7tUS$182.2b16.9x23.1x1.5x
Sun, 24 Sep 2023US$4.4tUS$2.7tUS$189.4b17.9x23.2x1.6x
Tue, 22 Aug 2023US$4.5tUS$2.7tUS$188.9b18.5x24.1x1.7x
Thu, 20 Jul 2023US$4.7tUS$2.7tUS$187.8b18.5x25.1x1.8x
Sat, 17 Jun 2023US$4.5tUS$2.7tUS$182.7b18.5x24.7x1.7x
Mon, 15 May 2023US$4.2tUS$2.7tUS$184.3b17.3x22.8x1.6x
Wed, 12 Apr 2023US$4.2tUS$2.6tUS$166.5b18.3x25.3x1.6x
Fri, 10 Mar 2023US$4.1tUS$2.6tUS$162.6b18.5x25.1x1.6x
Sun, 05 Feb 2023US$4.2tUS$2.5tUS$161.0b19.3x26.1x1.7x
Tue, 03 Jan 2023US$4.0tUS$2.5tUS$153.2b17.5x25.8x1.6x
Thu, 01 Dec 2022US$4.1tUS$2.5tUS$154.1b17.8x26.8x1.6x
Sat, 29 Oct 2022US$3.9tUS$2.5tUS$155.8b17.1x24.9x1.6x
Mon, 26 Sep 2022US$3.5tUS$2.4tUS$146.3b15.2x24x1.5x
Wed, 24 Aug 2022US$4.0tUS$2.4tUS$145.5b17.8x27.3x1.7x
Fri, 22 Jul 2022US$3.7tUS$2.3tUS$143.4b16.9x26.1x1.6x
Sun, 19 Jun 2022US$3.5tUS$2.3tUS$145.0b16.1x24.1x1.5x
Tue, 17 May 2022US$3.8tUS$2.3tUS$145.7b17.3x26.1x1.6x
Price to Earnings Ratio

26.1x


Total Market Cap: US$3.8tTotal Earnings: US$145.7bTotal 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 5.2% 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-0.30%
Industrials1.15%
Airlines6.38%
Infrastructure6.30%
Electrical3.36%
Construction2.98%
Professional Services2.10%
Machinery1.81%
Aerospace & Defense1.08%
Building0.45%
Commercial Services0.45%
Industrials-0.11%
Transportation-0.36%
Logistics-0.87%
Trade Distributors-1.21%
Marine and Shipping-3.64%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 48.7x.
    • Analysts are expecting annual earnings growth of 17.0%, 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 Construction industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 32% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 2.3% 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
GE General ElectricUS$214.963.5%
+US$7.7b		31.6%PE33.2x
BA BoeingUS$194.855.1%
+US$7.1b		9.2%PS2.1x
ROK Rockwell AutomationUS$294.8016.2%
+US$4.5b		7.8%PE36.8x
AXON Axon EnterpriseUS$684.599.0%
+US$4.4b		125.6%PE160.7x
ETN EatonUS$309.873.4%
+US$4.0b		-6.3%PE30.8x
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