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Industrials

Share of the S&P 500 — 7.9% by market cap · 83 companies, sorted by weight. “deep dive →” marks a full earnings card.

Companies: index weight and revenue growth

Sector revenue growth y/y (weighted by index share): +16%

Aerospace & DefenseGE · General Electric — revenue y/y: +21% · quarter ended 06/30/2026; 6.2% of the sector · 0.49% of the indexGE+21%RTX · RTX — revenue y/y: +14% · quarter ended 06/30/2026; 4.8% of the sector · 0.38% of the indexRTX+14%BA · Boeing — revenue y/y: +8% · quarter ended 06/30/2026; 2.9% of the sector · 0.23% of the indexBA+8%LMT · Lockheed Martin — revenue y/y: +11% · quarter ended 06/28/2026; 2.2% of the sector · 0.18% of the indexLMT+11%HWM · Howmet Aerospace — revenue y/y: +24% · quarter ended 06/30/2026; 1.8% of the sector · 0.14% of the indexHWM+24%GD · General Dynamics — revenue y/y: +8.1% · Q2 2026; 1.8% of the sector · 0.14% of the indexGD+8.1%NOC · Northrop Grumman — revenue y/y: +5.1% · quarter ended 06/30/2026; 1.3% of the sector · 0.10% of the indexNOC+5.1%TDG · TransDigm Group Incorporated — revenue y/y: +23% · quarter ended 06/27/2026; 1.1% of the sector · 0.09% of the indexTDG+23%HONA · Honeywell Aerospace Inc. — revenue y/y: +5.4% · quarter ended 06/27/2026; 0.9% of the sector · 0.07% of the indexHONA+5.4%AXON · Axon Enterprise, Inc. — revenue y/y: +35% · quarter ended 06/30/2026; 0.8% of the sector · 0.07% of the indexAXON+35%LHX · L3Harris Technologies, Inc. — revenue y/y: +8.4% · quarter ended 07/03/2026; 0.8% of the sector · 0.07% of the indexLHX+8.4%TXT · Textron Inc. — revenue y/y: +3% · quarter ended 07/04/2026; 0.2% of the sector · 0.02% of the indexTXTHII · Huntington Ingalls Industries, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexHIIMachineryCAT · Caterpillar — revenue y/y: +24% · quarter ended 06/30/2026; 6.4% of the sector · 0.51% of the indexCAT+24%DE · Deere & Company — revenue y/y: +4.9% · quarter ended 08/02/2026; 2.9% of the sector · 0.23% of the indexDE+4.9%PH · Parker-Hannifin — revenue y/y: +9.8% · quarter ended 06/30/2026; 2.2% of the sector · 0.17% of the indexPH+9.8%ITW · Illinois Tool Works — revenue y/y: +6.1% · quarter ended 06/30/2026; 1.4% of the sector · 0.11% of the indexITW+6.1%CMI · Cummins — revenue y/y: +9.4% · quarter ended 06/30/2026; 1.4% of the sector · 0.11% of the indexCMI+9.4%PCAR · PACCAR Inc — revenue y/y: +0.5% · quarter ended 06/30/2026; 1.2% of the sector · 0.09% of the indexPCAR+0.5%GWW · W.W. Grainger, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 1.1% of the sector · 0.08% of the indexGWW+10%WAB · Westinghouse Air Brake Technologies Corporation — revenue y/y: +18% · quarter ended 06/30/2026; 0.9% of the sector · 0.07% of the indexWAB+18%IR · Ingersoll Rand Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexIROTIS · Otis Worldwide Corporation — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexOTISDOV · Dover Corporation — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexDOVXYL · Xylem Inc. — revenue y/y: +1.5% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexXYLHUBB · Hubbell Incorporated — revenue y/y: +15% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexHUBB+15%SNA · Snap-on Incorporated — revenue y/y: +4.7% · quarter ended 07/04/2026; 0.3% of the sector · 0.03% of the indexSNANDSN · Nordson Corporation — revenue y/y: +10% · quarter ended 07/31/2026; 0.3% of the sector · 0.03% of the indexNDSNFTV · Fortive Corporation — revenue y/y: +7.9% · quarter ended 07/03/2026; 0.3% of the sector · 0.02% of the indexFTVIEX · IDEX Corporation — revenue y/y: +6.4% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexIEXSWK · Stanley Black & Decker, Inc. — revenue y/y: +0.4% · quarter ended 07/04/2026; 0.3% of the sector · 0.02% of the indexSWKPNR · Pentair plc — revenue y/y: −17% · quarter ended 06/30/2026; 0.2% of the sector · 0.01% of the indexPNRElectrical EquipmentGEV · Ge Vernova — revenue y/y: +22% · quarter ended 06/30/2026; 4.3% of the sector · 0.34% of the indexGEV+22%ETN · Eaton — revenue y/y: +21% · quarter ended 06/30/2026; 2.8% of the sector · 0.22% of the indexETN+21%VRT · Vertiv Holdings — revenue y/y: +24% · quarter ended 06/30/2026; 1.7% of the sector · 0.14% of the indexVRT+24%EMR · Emerson Electric — revenue y/y: +7% · quarter ended 06/30/2026; 1.5% of the sector · 0.12% of the indexEMR+7%BE · Bloom Energy Corporation — revenue y/y: +168% · quarter ended 06/30/2026; 1.3% of the sector · 0.11% of the indexBE+168%AME · AMETEK, Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 1% of the sector · 0.08% of the indexAME+15%ROK · Rockwell Automation, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.8% of the sector · 0.06% of the indexROK+7.9%GNRC · Generac Holdings Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexGround TransportationUNP · Union Pacific — revenue y/y: +12% · quarter ended 06/30/2026; 3.2% of the sector · 0.25% of the indexUNP+12%UBER · Uber Technologies — revenue y/y: +12% · quarter ended 06/30/2026; 2.8% of the sector · 0.22% of the indexUBER+12%CSX · CSX — revenue y/y: +10% · quarter ended 06/30/2026; 1.6% of the sector · 0.13% of the indexCSX+10%NSC · Norfolk Southern Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 1.4% of the sector · 0.11% of the indexNSC+11%ODFL · Old Dominion Freight Line, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 0.7% of the sector · 0.06% of the indexODFL+10%JBHT · J.B. Hunt Transport Services, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexFDXF · FedEx Freight Holding Company, Inc. — revenue y/y: no data; 0.3% of the sector · 0.03% of the indexCommercial ServicesWM · Waste Management — revenue y/y: +4% · quarter ended 06/30/2026; 1.5% of the sector · 0.12% of the indexWM+4%CTAS · Cintas — revenue y/y: +8.9% · quarter ended 05/31/2026; 1.4% of the sector · 0.11% of the indexCTAS+8.9%RSG · Republic Services, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 1.2% of the sector · 0.09% of the indexRSG+4.6%CPRT · Copart, Inc. — revenue y/y: +2.1% · quarter ended 04/30/2026; 0.5% of the sector · 0.04% of the indexCPRTVLTO · Veralto Corporation — revenue y/y: +7.5% · quarter ended 07/03/2026; 0.4% of the sector · 0.03% of the indexVLTOROL · Rollins, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexROLLDOS · Leidos Holdings, Inc. — revenue y/y: +7.4% · quarter ended 07/03/2026; 0.3% of the sector · 0.02% of the indexBuilding Produc…TT · Trane Technologies — revenue y/y: +11% · quarter ended 06/30/2026; 1.7% of the sector · 0.14% of the indexTT+11%JCI · Johnson Controls International — revenue y/y: +9.3% · FQ3 2026; 1.5% of the sector · 0.12% of the indexJCI+9.3%CARR · Carrier Global Corporation — revenue y/y: +3.9% · quarter ended 06/30/2026; 0.8% of the sector · 0.07% of the indexCARR+3.9%MAS · Masco Corporation — revenue y/y: −2.9% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexALLE · Allegion plc — revenue y/y: +13% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexLII · Lennox International Inc. — revenue y/y: +3% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexLIIAOS · A. O. Smith Corporation — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the indexProfessional…ADP · Automatic Data Processing — revenue y/y: +6.8% · quarter ended 06/30/2026; 1.9% of the sector · 0.15% of the indexADP+6.8%PAYX · Paychex, Inc. — revenue y/y: +20% · quarter ended 02/28/2026; 0.8% of the sector · 0.06% of the indexPAYX+20%VRSK · Verisk Analytics, Inc. — revenue y/y: +4.4% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexVRSKEFX · Equifax Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexEFXBR · Broadridge Financial Solutions, Inc. — revenue y/y: +7.8% · quarter ended 03/31/2026; 0.4% of the sector · 0.03% of the indexAir Freight…UPS · United Parcel Service — revenue y/y: +7.6% · quarter ended 06/30/2026; 1.5% of the sector · 0.12% of the indexUPS+7.6%FDX · FedEx Corporation — revenue y/y: +13% · quarter ended 05/31/2026; 1.4% of the sector · 0.11% of the indexFDX+13%EXPD · Expeditors International of Washington, Inc. — revenue y/y: +32% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexEXPDCHRW · C.H. Robinson Worldwide, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexConstruct…PWR · Quanta Services — revenue y/y: +41% · quarter ended 06/30/2026; 1.6% of the sector · 0.13% of the indexPWR+41%FIX · Comfort Systems USA, Inc. — revenue y/y: +50% · quarter ended 06/30/2026; 1% of the sector · 0.08% of the indexFIX+50%EME · EMCOR Group, Inc. — revenue y/y: +20% · quarter ended 06/30/2026; 0.6% of the sector · 0.05% of the indexEME+20%J · Jacobs Solutions Inc. — revenue y/y: +35% · quarter ended 06/26/2026; 0.3% of the sector · 0.02% of the indexJConglome…MMM · 3m — revenue y/y: +2.5% · quarter ended 06/30/2026; 1.6% of the sector · 0.12% of the indexMMM+2.5%HON · Honeywell International Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 1.2% of the sector · 0.09% of the indexHON+4.3%DD · DuPont de Nemours, Inc. — revenue y/y: +4% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexIndustrial…URI · United Rentals, Inc. — revenue y/y: +4% · quarter ended 03/31/2026; 1.2% of the sector · 0.09% of the indexURI+4%FAST · Fastenal Company — revenue y/y: +15% · quarter ended 06/30/2026; 1% of the sector · 0.08% of the indexFAST+15%FERG · Ferguson Enterprises Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.8% of the sector · 0.06% of the indexFERGAirlin…DAL · Delta Air Lines, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.9% of the sector · 0.07% of the indexDAL+19%UAL · United Airlines Holdings, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 0.6% of the sector · 0.05% of the indexUAL+16%LUV · Southwest Airlines Co. — revenue y/y: +16% · quarter ended 06/30/2026; 0.3% of the sector · 0.03% of the indexCAT · Caterpillar — revenue y/y: +24% · quarter ended 06/30/2026; 6.4% of the sector · 0.51% of the indexCAT+24%GE · General Electric — revenue y/y: +21% · quarter ended 06/30/2026; 6.2% of the sector · 0.49% of the indexGE+21%RTX · RTX — revenue y/y: +14% · quarter ended 06/30/2026; 4.8% of the sector · 0.38% of the indexRTX+14%GEV · Ge Vernova — revenue y/y: +22% · quarter ended 06/30/2026; 4.3% of the sector · 0.34% of the indexGEV+22%UNP · Union Pacific — revenue y/y: +12% · quarter ended 06/30/2026; 3.2% of the sector · 0.25% of the indexUNP+12%DE · Deere & Company — revenue y/y: +4.9% · quarter ended 08/02/2026; 2.9% of the sector · 0.23% of the indexDE+4.9%BA · Boeing — revenue y/y: +8% · quarter ended 06/30/2026; 2.9% of the sector · 0.23% of the indexBA+8%UBER · Uber Technologies — revenue y/y: +12% · quarter ended 06/30/2026; 2.8% of the sector · 0.22% of the indexUBER+12%ETN · Eaton — revenue y/y: +21% · quarter ended 06/30/2026; 2.8% of the sector · 0.22% of the indexETN+21%LMT · Lockheed Martin — revenue y/y: +11% · quarter ended 06/28/2026; 2.2% of the sector · 0.18% of the indexLMT+11%PH · Parker-Hannifin — revenue y/y: +9.8% · quarter ended 06/30/2026; 2.2% of the sector · 0.17% of the indexPH+9.8%ADP · Automatic Data Processing — revenue y/y: +6.8% · quarter ended 06/30/2026; 1.9% of the sector · 0.15% of the indexADP+6.8%HWM · Howmet Aerospace — revenue y/y: +24% · quarter ended 06/30/2026; 1.8% of the sector · 0.14% of the indexHWM+24%GD · General Dynamics — revenue y/y: +8.1% · Q2 2026; 1.8% of the sector · 0.14% of the indexGDVRT · Vertiv Holdings — revenue y/y: +24% · quarter ended 06/30/2026; 1.7% of the sector · 0.14% of the indexVRT+24%TT · Trane Technologies — revenue y/y: +11% · quarter ended 06/30/2026; 1.7% of the sector · 0.14% of the indexTT+11%CSX · CSX — revenue y/y: +10% · quarter ended 06/30/2026; 1.6% of the sector · 0.13% of the indexCSX+10%PWR · Quanta Services — revenue y/y: +41% · quarter ended 06/30/2026; 1.6% of the sector · 0.13% of the indexPWR+41%MMM · 3m — revenue y/y: +2.5% · quarter ended 06/30/2026; 1.6% of the sector · 0.12% of the indexMMM+2.5%WM · Waste Management — revenue y/y: +4% · quarter ended 06/30/2026; 1.5% of the sector · 0.12% of the indexWM+4%UPS · United Parcel Service — revenue y/y: +7.6% · quarter ended 06/30/2026; 1.5% of the sector · 0.12% of the indexUPS+7.6%EMR · Emerson Electric — revenue y/y: +7% · quarter ended 06/30/2026; 1.5% of the sector · 0.12% of the indexEMR+7%JCI · Johnson Controls International — revenue y/y: +9.3% · FQ3 2026; 1.5% of the sector · 0.12% of the indexJCI+9.3%CTAS · Cintas — revenue y/y: +8.9% · quarter ended 05/31/2026; 1.4% of the sector · 0.11% of the indexCTAS+8.9%ITW · Illinois Tool Works — revenue y/y: +6.1% · quarter ended 06/30/2026; 1.4% of the sector · 0.11% of the indexITW+6.1%CMI · Cummins — revenue y/y: +9.4% · quarter ended 06/30/2026; 1.4% of the sector · 0.11% of the indexCMIFDX · FedEx Corporation — revenue y/y: +13% · quarter ended 05/31/2026; 1.4% of the sector · 0.11% of the indexFDX+13%NSC · Norfolk Southern Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 1.4% of the sector · 0.11% of the indexNSC+11%BE · Bloom Energy Corporation — revenue y/y: +168% · quarter ended 06/30/2026; 1.3% of the sector · 0.11% of the indexBENOC · Northrop Grumman — revenue y/y: +5.1% · quarter ended 06/30/2026; 1.3% of the sector · 0.10% of the indexNOCPCAR · PACCAR Inc — revenue y/y: +0.5% · quarter ended 06/30/2026; 1.2% of the sector · 0.09% of the indexPCARHON · Honeywell International Inc. — revenue y/y: +4.3% · quarter ended 06/30/2026; 1.2% of the sector · 0.09% of the indexHONRSG · Republic Services, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 1.2% of the sector · 0.09% of the indexRSGURI · United Rentals, Inc. — revenue y/y: +4% · quarter ended 03/31/2026; 1.2% of the sector · 0.09% of the indexURI+4%TDG · TransDigm Group Incorporated — revenue y/y: +23% · quarter ended 06/27/2026; 1.1% of the sector · 0.09% of the indexTDGGWW · W.W. Grainger, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 1.1% of the sector · 0.08% of the indexGWWFAST · Fastenal Company — revenue y/y: +15% · quarter ended 06/30/2026; 1% of the sector · 0.08% of the indexFIX · Comfort Systems USA, Inc. — revenue y/y: +50% · quarter ended 06/30/2026; 1% of the sector · 0.08% of the indexFIXAME · AMETEK, Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 1% of the sector · 0.08% of the indexAMEDAL · Delta Air Lines, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.9% of the sector · 0.07% of the indexDALHONA · Honeywell Aerospace Inc. — revenue y/y: +5.4% · quarter ended 06/27/2026; 0.9% of the sector · 0.07% of the indexHONAWAB · Westinghouse Air Brake Technologies Corporation — revenue y/y: +18% · quarter ended 06/30/2026; 0.9% of the sector · 0.07% of the indexWABAXON · Axon Enterprise, Inc. — revenue y/y: +35% · quarter ended 06/30/2026; 0.8% of the sector · 0.07% of the indexAXONCARR · Carrier Global Corporation — revenue y/y: +3.9% · quarter ended 06/30/2026; 0.8% of the sector · 0.07% of the indexCARRLHX · L3Harris Technologies, Inc. — revenue y/y: +8.4% · quarter ended 07/03/2026; 0.8% of the sector · 0.07% of the indexLHXROK · Rockwell Automation, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.8% of the sector · 0.06% of the indexROKFERG · Ferguson Enterprises Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 0.8% of the sector · 0.06% of the indexPAYX · Paychex, Inc. — revenue y/y: +20% · quarter ended 02/28/2026; 0.8% of the sector · 0.06% of the indexODFL · Old Dominion Freight Line, Inc. — revenue y/y: +10% · quarter ended 06/30/2026; 0.7% of the sector · 0.06% of the indexUAL · United Airlines Holdings, Inc. — revenue y/y: +16% · quarter ended 06/30/2026; 0.6% of the sector · 0.05% of the indexUALEME · EMCOR Group, Inc. — revenue y/y: +20% · quarter ended 06/30/2026; 0.6% of the sector · 0.05% of the indexEMEIR · Ingersoll Rand Inc. — revenue y/y: +8.5% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexIRCPRT · Copart, Inc. — revenue y/y: +2.1% · quarter ended 04/30/2026; 0.5% of the sector · 0.04% of the indexOTIS · Otis Worldwide Corporation — revenue y/y: +7.3% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexDOV · Dover Corporation — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexXYL · Xylem Inc. — revenue y/y: +1.5% · quarter ended 06/30/2026; 0.5% of the sector · 0.04% of the indexVRSK · Verisk Analytics, Inc. — revenue y/y: +4.4% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexHUBB · Hubbell Incorporated — revenue y/y: +15% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexEXPD · Expeditors International of Washington, Inc. — revenue y/y: +32% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexJBHT · J.B. Hunt Transport Services, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexVLTO · Veralto Corporation — revenue y/y: +7.5% · quarter ended 07/03/2026; 0.4% of the sector · 0.03% of the indexEFX · Equifax Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexBR · Broadridge Financial Solutions, Inc. — revenue y/y: +7.8% · quarter ended 03/31/2026; 0.4% of the sector · 0.03% of the indexBRSNA · Snap-on Incorporated — revenue y/y: +4.7% · quarter ended 07/04/2026; 0.3% of the sector · 0.03% of the indexLUV · Southwest Airlines Co. — revenue y/y: +16% · quarter ended 06/30/2026; 0.3% of the sector · 0.03% of the indexFDXF · FedEx Freight Holding Company, Inc. — revenue y/y: no data; 0.3% of the sector · 0.03% of the indexNDSN · Nordson Corporation — revenue y/y: +10% · quarter ended 07/31/2026; 0.3% of the sector · 0.03% of the indexDD · DuPont de Nemours, Inc. — revenue y/y: +4% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexFTV · Fortive Corporation — revenue y/y: +7.9% · quarter ended 07/03/2026; 0.3% of the sector · 0.02% of the indexJ · Jacobs Solutions Inc. — revenue y/y: +35% · quarter ended 06/26/2026; 0.3% of the sector · 0.02% of the indexJROL · Rollins, Inc. — revenue y/y: +7.9% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexLDOS · Leidos Holdings, Inc. — revenue y/y: +7.4% · quarter ended 07/03/2026; 0.3% of the sector · 0.02% of the indexIEX · IDEX Corporation — revenue y/y: +6.4% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexCHRW · C.H. Robinson Worldwide, Inc. — revenue y/y: +19% · quarter ended 06/30/2026; 0.3% of the sector · 0.02% of the indexSWK · Stanley Black & Decker, Inc. — revenue y/y: +0.4% · quarter ended 07/04/2026; 0.3% of the sector · 0.02% of the indexMAS · Masco Corporation — revenue y/y: −2.9% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexTXT · Textron Inc. — revenue y/y: +3% · quarter ended 07/04/2026; 0.2% of the sector · 0.02% of the indexALLE · Allegion plc — revenue y/y: +13% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexLII · Lennox International Inc. — revenue y/y: +3% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexGNRC · Generac Holdings Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexHII · Huntington Ingalls Industries, Inc. — revenue y/y: +11% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexPNR · Pentair plc — revenue y/y: −17% · quarter ended 06/30/2026; 0.2% of the sector · 0.01% of the indexAOS · A. O. Smith Corporation — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the index
Color scale
Revenue growth y/y, %no data
As a list: all 83 companies
  1. CAT6.4%+24%
  2. GE6.2%+21%
  3. RTX4.8%+14%
  4. GEV4.3%+22%
  5. UNP3.2%+12%
  6. DE2.9%+4.9%
  7. BA2.9%+8%
  8. UBER2.8%+12%
  9. ETN2.8%+21%
  10. LMT2.2%+11%
  11. PH2.2%+9.8%
  12. ADP1.9%+6.8%
  13. HWM1.8%+24%
  14. GD1.8%+8.1%
  15. VRT1.7%+24%
  16. TT1.7%+11%
  17. CSX1.6%+10%
  18. PWR1.6%+41%
  19. MMM1.6%+2.5%
  20. WM1.5%+4%
  21. UPS1.5%+7.6%
  22. EMR1.5%+7%
  23. JCI1.5%+9.3%
  24. CTAS1.4%+8.9%
  25. ITW1.4%+6.1%
  26. CMI1.4%+9.4%
  27. FDX1.4%+13%
  28. NSC1.4%+11%
  29. BE1.3%+168%
  30. NOC1.3%+5.1%
  31. PCAR1.2%+0.5%
  32. HON1.2%+4.3%
  33. RSG1.2%+4.6%
  34. URI1.2%+4%
  35. TDG1.1%+23%
  36. GWW1.1%+10%
  37. FAST1%+15%
  38. FIX1%+50%
  39. AME1%+15%
  40. DAL0.9%+19%
  41. HONA0.9%+5.4%
  42. WAB0.9%+18%
  43. AXON0.8%+35%
  44. CARR0.8%+3.9%
  45. LHX0.8%+8.4%
  46. ROK0.8%+7.9%
  47. FERG0.8%+4.6%
  48. PAYX0.8%+20%
  49. ODFL0.7%+10%
  50. UAL0.6%+16%
  51. EME0.6%+20%
  52. IR0.5%+8.5%
  53. CPRT0.5%+2.1%
  54. OTIS0.5%+7.3%
  55. DOV0.5%+6.9%
  56. XYL0.5%+1.5%
  57. VRSK0.4%+4.4%
  58. HUBB0.4%+15%
  59. EXPD0.4%+32%
  60. JBHT0.4%+19%
  61. VLTO0.4%+7.5%
  62. EFX0.4%+11%
  63. BR0.4%+7.8%
  64. SNA0.3%+4.7%
  65. LUV0.3%+16%
  66. FDXF0.3%—
  67. NDSN0.3%+10%
  68. DD0.3%+4%
  69. FTV0.3%+7.9%
  70. J0.3%+35%
  71. ROL0.3%+7.9%
  72. LDOS0.3%+7.4%
  73. IEX0.3%+6.4%
  74. CHRW0.3%+19%
  75. SWK0.3%+0.4%
  76. MAS0.2%−2.9%
  77. TXT0.2%+3%
  78. ALLE0.2%+13%
  79. LII0.2%+3%
  80. GNRC0.2%+11%
  81. HII0.2%+11%
  82. PNR0.2%−17%
  83. AOS0.1%−0.7%

Bar — the company’s share of the sector; right — revenue growth y/y.

How to read the map

Rectangle size is the company’s share of the S&P 500; together they make up the whole sector. On a wide screen companies are grouped by GICS industry, labelled above each group. The tiniest ones are combined into a “+N” tile.

Color is revenue growth y/y in the latest report: red — revenue fell, green — it grew (darker is stronger), light — roughly flat (±1%), hatched — no data.

Map as an image (PNG)

Revenue: company filings with the SEC (XBRL) and our report cards. Tap a tile to open the report; if the ticker didn’t fit on the tile or there is no report yet, we show the name and numbers.

The latest reports of 29 companies in the sector at a glance. Fastest revenue growth: Quanta Services (+41.1%); slowest: 3m (+2.5%). Largest net income: Caterpillar. Full comparison below.

CATCaterpillar6.4% of sector · 0.51% of indexdeep dive →
GEGeneral Electric6.2% of sector · 0.49% of indexdeep dive →
RTXRTX4.8% of sector · 0.38% of indexdeep dive →
GEVGe Vernova4.3% of sector · 0.34% of indexdeep dive →
UNPUnion Pacific3.2% of sector · 0.25% of indexdeep dive →
DEDeere & Company2.9% of sector · 0.23% of indexdeep dive →
BABoeing2.9% of sector · 0.23% of indexdeep dive →
UBERUber Technologies2.8% of sector · 0.22% of indexdeep dive →
ETNEaton2.8% of sector · 0.22% of indexdeep dive →
LMTLockheed Martin2.2% of sector · 0.18% of indexdeep dive →
PHParker-Hannifin2.2% of sector · 0.17% of indexdeep dive →
ADPAutomatic Data Processing1.9% of sector · 0.15% of indexdeep dive →
HWMHowmet Aerospace1.8% of sector · 0.14% of indexdeep dive →
GDGeneral Dynamics1.8% of sector · 0.14% of indexdeep dive →
VRTVertiv Holdings1.7% of sector · 0.14% of indexdeep dive →
TTTrane Technologies1.7% of sector · 0.14% of indexdeep dive →
CSXCSX1.6% of sector · 0.13% of indexdeep dive →
PWRQuanta Services1.6% of sector · 0.13% of indexdeep dive →
MMM3m1.6% of sector · 0.12% of indexdeep dive →
WMWaste Management1.5% of sector · 0.12% of indexdeep dive →
UPSUnited Parcel Service1.5% of sector · 0.12% of indexdeep dive →
EMREmerson Electric1.5% of sector · 0.12% of indexdeep dive →
JCIJohnson Controls International1.5% of sector · 0.12% of indexdeep dive →
CTASCintas1.4% of sector · 0.11% of indexdeep dive →
ITWIllinois Tool Works1.4% of sector · 0.11% of indexdeep dive →
CMICummins1.4% of sector · 0.11% of indexdeep dive →
FDXFedEx1.4% of sector · 0.11% of indexdeep dive →
NSCNorfolk Southern1.4% of sector · 0.11% of indexdeep dive →
BEBloom Energy1.3% of sector · 0.11% of index
NOCNorthrop Grumman1.3% of sector · 0.10% of indexdeep dive →
PCARPACCAR1.2% of sector · 0.09% of index
HONHoneywell International1.2% of sector · 0.09% of index
RSGRepublic Services1.2% of sector · 0.09% of index
URIUnited Rentals1.2% of sector · 0.09% of index
TDGTransDigm1.1% of sector · 0.09% of index
GWWW.W. Grainger1.1% of sector · 0.08% of index
FASTFastenal1.0% of sector · 0.08% of index
FIXComfort Systems USA1.0% of sector · 0.08% of index
AMEAMETEK1.0% of sector · 0.08% of index
DALDelta Air Lines0.9% of sector · 0.07% of index
HONAHoneywell Aerospace0.9% of sector · 0.07% of index
WABWestinghouse Air Brake Technologies0.9% of sector · 0.07% of index
AXONAxon Enterprise0.8% of sector · 0.07% of index
CARRCarrier Global0.8% of sector · 0.07% of index
LHXL3Harris Technologies0.8% of sector · 0.07% of index
ROKRockwell Automation0.8% of sector · 0.06% of index
FERGFerguson Enterprises0.8% of sector · 0.06% of index
PAYXPaychex0.8% of sector · 0.06% of index
ODFLOld Dominion Freight Line0.7% of sector · 0.06% of index
UALUnited Airlines0.6% of sector · 0.05% of index
EMEEMCOR0.6% of sector · 0.05% of index
IRIngersoll Rand0.5% of sector · 0.04% of index
CPRTCopart0.5% of sector · 0.04% of index
OTISOtis Worldwide0.5% of sector · 0.04% of index
DOVDover0.5% of sector · 0.04% of index
XYLXylem0.5% of sector · 0.04% of index
VRSKVerisk Analytics0.4% of sector · 0.03% of index
HUBBHubbell0.4% of sector · 0.03% of index
EXPDExpeditors International of Washington0.4% of sector · 0.03% of index
JBHTJ.B. Hunt Transport Services0.4% of sector · 0.03% of index
VLTOVeralto0.4% of sector · 0.03% of index
EFXEquifax0.4% of sector · 0.03% of index
BRBroadridge Financial Solutions0.4% of sector · 0.03% of index
SNASnap-on0.3% of sector · 0.03% of index
LUVSouthwest Airlines0.3% of sector · 0.03% of index
FDXFFedEx Freight0.3% of sector · 0.03% of index
NDSNNordson0.3% of sector · 0.03% of index
DDDuPont de Nemours0.3% of sector · 0.02% of index
FTVFortive0.3% of sector · 0.02% of index
JJacobs Solutions0.3% of sector · 0.02% of index
ROLRollins0.3% of sector · 0.02% of index
LDOSLeidos0.3% of sector · 0.02% of index
IEXIDEX0.3% of sector · 0.02% of index
CHRWC.H. Robinson Worldwide0.3% of sector · 0.02% of index
SWKStanley Black & Decker0.3% of sector · 0.02% of index
MASMasco0.2% of sector · 0.02% of index
TXTTextron0.2% of sector · 0.02% of index
ALLEAllegion0.2% of sector · 0.02% of index
LIILennox International0.2% of sector · 0.02% of index
GNRCGenerac0.2% of sector · 0.02% of index
HIIHuntington Ingalls Industries0.2% of sector · 0.02% of index
PNRPentair0.2% of sector · 0.01% of index
AOSA. O. Smith0.1% of sector · 0.01% of index

Latest earnings: Industrials compared

CaterpillarQ2 2026$20,543+24.0%$3,593+64.9%Aug 4, 2026
General ElectricQ2 2026$13,349+21.1%$2,370+16.9%Jul 16, 2026
RTXQ2 2026$24,708+14.5%$2,139+29.1%Jul 23, 2026
Ge VernovaQ2 2026$11,104+21.9%$668+30.0%Jul 22, 2026
Union PacificQ2 2026$6,864+12%$1,993+6%Jul 23, 2026
Deere & CompanyQ3 2026$12,608+5%$1,379+7%Aug 20, 2026
BoeingQ2 2026$24,560+8%—Jul 28, 2026
Uber TechnologiesQ2 2026$14,191+12.2%$2,394+76.7%Aug 6, 2026
EatonQ2 2026$8,531+21.4%$823−16.2%Jul 31, 2026
Lockheed MartinQ2 2026$20,063+10.5%$1,836+436.8%Jul 23, 2026
Parker-HannifinQ4 FY2026$5,755+9.8%$1,091+18.2%Aug 6, 2026
Automatic Data ProcessingFQ4 2026$5,474+7%$979+7%Jul 29, 2026
Howmet AerospaceQ2 2026$2,547+24%$534+31%Aug 6, 2026
General DynamicsQ2 2026$14,094+8.1%$1,160+14.4%Jul 29, 2026
Vertiv HoldingsQ2 2026$3,274+24.1%$498+53.5%Jul 29, 2026
Trane TechnologiesQ2 2026$6,354+11%$926+6%Jul 30, 2026
CSXQ2 2026$3,935+10%$1,002+21%Jul 22, 2026
Quanta ServicesQ2 2026$9,557+41.1%$451+96.9%Jul 30, 2026
3mQ2 2026$6,500+2.5%$938+29%Jul 21, 2026
Waste ManagementQ2 2026$6,684+4.0%$785+8.1%Jul 28, 2026
United Parcel ServiceQ2 2026$22,834+7.6%$604−52.9%Jul 28, 2026
Emerson ElectricQ3 2026$4,873+7.0%$718+22.5%Aug 4, 2026
Johnson Controls InternationalFQ3 2026$6,614+9.3%—Jul 29, 2026
CintasFQ1 2027$3,014+10.9%$552+12.3%Sep 23, 2026
Illinois Tool WorksQ2 2026$4,301+6.1%$815+8.0%Jul 28, 2026
CumminsQ2 2026$9,457+9.4%$968+4.3%Aug 4, 2026
FedExQ4 FY26$25,007+13%$1,598−3%Jun 23, 2026
Norfolk SouthernQ2 2026$3,465+11.4%$734−4.4%Jul 23, 2026
Northrop GrummanQ2 2026$10,876+5.1%$1,094-6.8%Jul 21, 2026

Amounts in $ millions; changes vs the same period a year earlier. Figures come from our verified earnings breakdowns; fiscal periods differ between companies.

Other sectors

Information Technology 33.5% · Communication Services 15.7% · Financials 11.9% · Consumer Discretionary 9.3% · Health Care 8.8% · Consumer Staples 4.8% · Energy 3.1% · Utilities 1.8% · Materials 1.7% · Real Estate 1.7%

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