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Jul 04
U.S. Industrials Sector Analysis
UpdatedJul 09, 2024
DataAggregated Company Financials
Companies970
- 7D0.7%
- 3M-3.8%
- 1Y10.8%
- YTD6.1%
Over the last 7 days, the Industrials industry has remained flat. The past year has been better, since the industry has gained 11% in that time. Earnings are forecast to grow by 16% annually.
Sector Valuation and Performance
Has the U.S. Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jul 2024 | US$5.1t | US$2.7t | US$170.2b | 21.3x | 29.9x | 1.9x |
| Thu, 06 Jun 2024 | US$5.1t | US$2.7t | US$170.1b | 22.2x | 30.2x | 1.9x |
| Sat, 04 May 2024 | US$5.2t | US$2.7t | US$171.8b | 22.6x | 30.1x | 1.9x |
| Mon, 01 Apr 2024 | US$5.4t | US$2.6t | US$172.8b | 23.9x | 31x | 2x |
| Wed, 28 Feb 2024 | US$5.1t | US$2.7t | US$173.8b | 23.4x | 29.3x | 1.9x |
| Fri, 26 Jan 2024 | US$4.9t | US$2.7t | US$182.7b | 21.2x | 26.6x | 1.8x |
| Sun, 24 Dec 2023 | US$4.9t | US$2.7t | US$182.9b | 21.6x | 26.8x | 1.8x |
| Tue, 21 Nov 2023 | US$4.5t | US$2.7t | US$182.2b | 19.5x | 24.9x | 1.7x |
| Thu, 19 Oct 2023 | US$4.4t | US$2.7t | US$193.6b | 17.5x | 22.6x | 1.6x |
| Sat, 16 Sep 2023 | US$4.5t | US$2.7t | US$189.6b | 18.3x | 23.7x | 1.7x |
| Mon, 14 Aug 2023 | US$4.7t | US$2.7t | US$189.1b | 19.1x | 24.7x | 1.7x |
| Wed, 12 Jul 2023 | US$4.6t | US$2.7t | US$185.5b | 18.2x | 25.1x | 1.7x |
| Fri, 09 Jun 2023 | US$4.4t | US$2.7t | US$182.8b | 18.1x | 24.1x | 1.6x |
| Sun, 07 May 2023 | US$4.2t | US$2.7t | US$185.6b | 17.5x | 22.9x | 1.6x |
| Tue, 04 Apr 2023 | US$4.3t | US$2.6t | US$165.4b | 18.8x | 26x | 1.6x |
| Thu, 02 Mar 2023 | US$4.1t | US$2.6t | US$162.3b | 19x | 25.4x | 1.6x |
| Sat, 28 Jan 2023 | US$4.1t | US$2.5t | US$161.7b | 18.6x | 25.4x | 1.6x |
| Mon, 26 Dec 2022 | US$4.0t | US$2.5t | US$153.4b | 17.5x | 25.9x | 1.6x |
| Wed, 23 Nov 2022 | US$4.1t | US$2.5t | US$152.8b | 17.9x | 26.7x | 1.6x |
| Fri, 21 Oct 2022 | US$3.6t | US$2.4t | US$148.1b | 16.2x | 24x | 1.5x |
| Sun, 18 Sep 2022 | US$3.7t | US$2.4t | US$146.4b | 16x | 25.2x | 1.5x |
| Tue, 16 Aug 2022 | US$4.1t | US$2.4t | US$145.2b | 18.5x | 28.4x | 1.7x |
| Thu, 14 Jul 2022 | US$3.5t | US$2.3t | US$143.7b | 16.1x | 24.7x | 1.5x |
| Sat, 11 Jun 2022 | US$3.7t | US$2.3t | US$145.0b | 17.4x | 25.8x | 1.6x |
| Mon, 09 May 2022 | US$4.0t | US$2.3t | US$143.4b | 18.1x | 27.6x | 1.7x |
| Wed, 06 Apr 2022 | US$4.2t | US$2.2t | US$148.5b | 20.2x | 28.5x | 1.9x |
| Fri, 04 Mar 2022 | US$4.3t | US$2.2t | US$153.4b | 21.2x | 28x | 1.9x |
| Sun, 30 Jan 2022 | US$4.2t | US$2.2t | US$137.3b | 21.6x | 30.8x | 1.9x |
| Tue, 28 Dec 2021 | US$4.6t | US$2.2t | US$142.3b | 24.4x | 32.2x | 2.1x |
| Thu, 25 Nov 2021 | US$4.7t | US$2.1t | US$141.9b | 24.8x | 32.9x | 2.2x |
| Sat, 23 Oct 2021 | US$4.6t | US$2.1t | US$124.7b | 25.2x | 36.5x | 2.2x |
| Mon, 20 Sep 2021 | US$4.3t | US$2.1t | US$124.4b | 24.5x | 34.8x | 2.1x |
| Wed, 18 Aug 2021 | US$4.4t | US$2.1t | US$122.8b | 24.4x | 35.6x | 2.1x |
Price to Earnings Ratio
35.9x
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 27.7x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 9.2% 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 | 1.77% | |
| Industrials | 0.74% | |
| Electrical | 2.53% | |
| Building | 1.86% | |
| Commercial Services | 1.49% | |
| Trade Distributors | 1.09% | |
| Aerospace & Defense | 0.98% | |
| Construction | 0.93% | |
| Industrials | 0.54% | |
| Professional Services | 0.41% | |
| Machinery | 0.37% | |
| Infrastructure | 0.028% | |
| Transportation | -0.25% | |
| Logistics | -0.76% | |
| Airlines | -1.80% | |
| Marine and Shipping | -4.83% | |
Industry PE
- Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 42.5x.
- Analysts are expecting annual earnings growth of 21.2%, which is higher than its past year's earnings growth of 13.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings decline of 2.0% per year.
- In contrast, the Trade Distributors industry is expected to see its earnings grow by 8.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GE General Electric | US$163.53 | 2.9% +US$5.0b | 48.0% | PE42.7x | |
| TT Trane Technologies | US$333.52 | 3.8% +US$2.8b | 72.3% | PE34.6x | |
| ETN Eaton | US$318.96 | 2.1% +US$2.6b | 57.1% | PE37.5x | |
| VRT Vertiv Holdings Co | US$92.33 | 6.5% +US$2.1b | 263.8% | PE85.6x | |
| GEV GE Vernova | US$174.37 | 4.1% +US$1.9b | n/a | PS1.4x |
