Industrials Sector Earnings Signals
Operator Signal breakdown for 43 Industrials companies based on SEC EDGAR filings. The Industrials sector is predominantly in tailwind mode.
All Industrials Companies
| Company | Ticker | Signal | Revenue | Rev Growth | EPS |
|---|---|---|---|---|---|
| General Electric Company | GE | TAILWIND | $12.4B | +14.6% | $1.81 |
| Quanta Services | PWR | TAILWIND | $7.9B | +21.3% | $1.45 |
| Fastenal Company | FAST | TAILWIND | $2.2B | +15.3% | $0.30 |
| AMETEK Inc. | AME | TAILWIND | $1.9B | +12.9% | $1.74 |
| Paychex Inc. | PAYX | TAILWIND | $1.8B | +37.4% | $1.56 |
| RTX Corporation | RTX | TAILWIND | N/A | N/A | $1.51 |
| Lockheed Martin Corp. | LMT | NEUTRAL | $18.0B | +5.4% | $6.44 |
| Northrop Grumman | NOC | NEUTRAL | $9.9B | -1.2% | $6.14 |
| PACCAR Inc. | PCAR | NEUTRAL | $6.8B | -17.8% | $1.15 |
| 3M Company | MMM | NEUTRAL | $6.0B | +0.3% | $1.23 |
| Carrier Global Corp. | CARR | NEUTRAL | $5.3B | +3.7% | $0.28 |
| Republic Services | RSG | NEUTRAL | $4.8B | +3.5% | $1.76 |
| Emerson Electric Co. | EMR | NEUTRAL | $4.6B | +2.9% | N/A |
| Stanley Black & Decker | SWK | NEUTRAL | $3.8B | +2.5% | $0.39 |
| Xylem Inc. | XYL | NEUTRAL | $2.1B | +1.0% | $0.79 |
| Old Dominion Freight Line | ODFL | NEUTRAL | $1.3B | -9.2% | $1.14 |
| Honeywell International | HON | NEUTRAL | N/A | N/A | $1.29 |
| Union Pacific Corp. | UNP | NEUTRAL | N/A | N/A | $2.87 |
| United Parcel Service | UPS | NEUTRAL | N/A | N/A | $1.02 |
| Automatic Data Processing | ADP | NEUTRAL | N/A | N/A | $3.38 |
| General Dynamics Corp. | GD | NEUTRAL | N/A | N/A | N/A |
| CSX Corporation | CSX | NEUTRAL | N/A | N/A | $0.43 |
| Norfolk Southern Corp. | NSC | NEUTRAL | N/A | N/A | $2.43 |
| Illinois Tool Works | ITW | NEUTRAL | N/A | N/A | $2.66 |
| Waste Management Inc. | WM | NEUTRAL | N/A | N/A | $1.79 |
| FedEx Corporation | FDX | NEUTRAL | N/A | N/A | $4.41 |
| Sherwin-Williams Co. | SHW | NEUTRAL | N/A | N/A | $2.15 |
| Parker-Hannifin Corp. | PH | NEUTRAL | N/A | N/A | $7.06 |
| Rockwell Automation | ROK | NEUTRAL | N/A | N/A | $3.10 |
| Cummins Inc. | CMI | NEUTRAL | N/A | N/A | $4.71 |
| Verisk Analytics | VRSK | NEUTRAL | N/A | N/A | $1.73 |
| Ingersoll Rand Inc. | IR | NEUTRAL | N/A | N/A | $0.49 |
| Cintas Corporation | CTAS | NEUTRAL | N/A | N/A | $1.24 |
| W.W. Grainger Inc. | GWW | NEUTRAL | N/A | N/A | $11.65 |
| Delta Air Lines | DAL | NEUTRAL | N/A | N/A | $-0.44 |
| United Airlines Holdings | UAL | NEUTRAL | N/A | N/A | $2.14 |
| Southwest Airlines | LUV | NEUTRAL | N/A | N/A | $0.45 |
| Otis Worldwide Corp. | OTIS | NEUTRAL | N/A | N/A | $0.87 |
| Dover Corporation | DOV | NEUTRAL | N/A | N/A | $1.75 |
| Boeing Company | BA | MIXED | $22.2B | +24.5% | $-0.11 |
| Caterpillar Inc. | CAT | MIXED | $17.4B | +8.1% | $5.47 |
| Deere & Company | DE | MIXED | $9.6B | -26.9% | $2.42 |
| Eaton Corporation | ETN | MIXED | $7.5B | +17.4% | $2.22 |
What Industrials Signals Mean for Operators
The Industrials sector is sending mixed signals. Some companies growing, some flat, some declining. This usually indicates the sector is in transition. Look for the specific companies and sub-segments within industrials that are outperforming to find opportunities.
Frequently Asked Questions
The Industrials sector has 6 companies showing tailwinds, 0 showing headwinds, 33 neutral, and 4 mixed. Overall, the sector leans positive with more companies in growth mode.
Operator Signals are based on revenue trajectory from SEC EDGAR filings. Tailwind means revenue is accelerating, Headwind means declining, Neutral means steady-state, and Mixed means inconsistent quarter-over-quarter patterns. For the Industrials sector, we track 43 companies.
General Electric Company, Quanta Services, Fastenal Company are among the Industrials companies showing the strongest tailwind signals based on recent earnings data.
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