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Materials

Share of the S&P 500 — 1.7% by market cap · 25 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): +9.8%

ChemicalsLIN · Linde — revenue y/y: +9.3% · quarter ended 06/30/2026; 18.2% of the sector · 0.30% of the indexLIN+9.3%SHW · Sherwin Williams — revenue y/y: +7.5% · quarter ended 06/30/2026; 6.8% of the sector · 0.11% of the indexSHW+7.5%ECL · Ecolab — revenue y/y: +9.7% · quarter ended 06/30/2026; 6.5% of the sector · 0.11% of the indexECL+9.7%APD · Air Products and Chemicals, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 5.5% of the sector · 0.09% of the indexAPD+4.6%CTVA · Corteva, Inc. — revenue y/y: −1.2% · quarter ended 06/30/2026; 4.5% of the sector · 0.07% of the indexCTVA−1.2%PPG · PPG Industries, Inc. — revenue y/y: +7.2% · quarter ended 06/30/2026; 2% of the sector · 0.03% of the indexPPG+7.2%DOW · Dow Inc. — revenue y/y: −6.1% · quarter ended 03/31/2026; 1.8% of the sector · 0.03% of the indexDOW−6.1%IFF · International Flavors & Fragrances Inc. — revenue y/y: +1.8% · quarter ended 06/30/2026; 1.8% of the sector · 0.03% of the indexIFF+1.8%LYB · LyondellBasell Industries N.V. — revenue y/y: +20% · quarter ended 06/30/2026; 1.7% of the sector · 0.03% of the indexLYB+20%CF · CF Industries Holdings, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 1.6% of the sector · 0.03% of the indexCF+18%ALB · Albemarle Corporation — revenue y/y: +31% · quarter ended 06/30/2026; 1.3% of the sector · 0.02% of the indexALB+31%MOS · The Mosaic Company — revenue y/y: −6% · quarter ended 06/30/2026; 0.6% of the sector · 0.01% of the indexMetals & MiningNEM · Newmont — revenue y/y: +15% · quarter ended 06/30/2026; 11.2% of the sector · 0.19% of the indexNEM+15%FCX · Freeport-Mcmoran — revenue y/y: −8.1% · quarter ended 06/30/2026; 9.1% of the sector · 0.15% of the indexFCX−8.1%NUE · Nucor Corporation — revenue y/y: +23% · quarter ended 07/04/2026; 4.5% of the sector · 0.08% of the indexNUE+23%STLD · Steel Dynamics, Inc. — revenue y/y: +33% · quarter ended 06/30/2026; 2.7% of the sector · 0.04% of the indexSTLD+33%Construction MaterialsCRH · CRH plc — revenue y/y: +5.6% · quarter ended 06/30/2026; 5.1% of the sector · 0.09% of the indexCRH+5.6%VMC · Vulcan Materials Company — revenue y/y: +2.5% · quarter ended 06/30/2026; 2.9% of the sector · 0.05% of the indexVMC+2.5%MLM · Martin Marietta Materials, Inc. — revenue y/y: +21% · quarter ended 06/30/2026; 2.6% of the sector · 0.04% of the indexMLM+21%PackagingSW · Smurfit Westrock Plc — revenue y/y: +1.1% · quarter ended 06/30/2026; 2.1% of the sector · 0.03% of the indexSW+1.1%AMCR · Amcor plc — revenue y/y: +77% · quarter ended 03/31/2026; 1.8% of the sector · 0.03% of the indexAMCR+77%PKG · Packaging Corporation of America — revenue y/y: +15% · quarter ended 06/30/2026; 1.8% of the sector · 0.03% of the indexPKG+15%IP · International Paper Company — revenue y/y: −2.2% · quarter ended 06/30/2026; 1.7% of the sector · 0.03% of the indexIP−2.2%BALL · Ball Corporation — revenue y/y: +20% · quarter ended 06/30/2026; 1.4% of the sector · 0.02% of the indexBALL+20%AVY · Avery Dennison Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 1.1% of the sector · 0.02% of the indexAVY+11%LIN · Linde — revenue y/y: +9.3% · quarter ended 06/30/2026; 18.2% of the sector · 0.30% of the indexLIN+9.3%NEM · Newmont — revenue y/y: +15% · quarter ended 06/30/2026; 11.2% of the sector · 0.19% of the indexNEM+15%FCX · Freeport-Mcmoran — revenue y/y: −8.1% · quarter ended 06/30/2026; 9.1% of the sector · 0.15% of the indexFCX−8.1%SHW · Sherwin Williams — revenue y/y: +7.5% · quarter ended 06/30/2026; 6.8% of the sector · 0.11% of the indexSHW+7.5%ECL · Ecolab — revenue y/y: +9.7% · quarter ended 06/30/2026; 6.5% of the sector · 0.11% of the indexECL+9.7%APD · Air Products and Chemicals, Inc. — revenue y/y: +4.6% · quarter ended 06/30/2026; 5.5% of the sector · 0.09% of the indexAPD+4.6%CRH · CRH plc — revenue y/y: +5.6% · quarter ended 06/30/2026; 5.1% of the sector · 0.09% of the indexCRH+5.6%NUE · Nucor Corporation — revenue y/y: +23% · quarter ended 07/04/2026; 4.5% of the sector · 0.08% of the indexNUE+23%CTVA · Corteva, Inc. — revenue y/y: −1.2% · quarter ended 06/30/2026; 4.5% of the sector · 0.07% of the indexCTVA−1.2%VMC · Vulcan Materials Company — revenue y/y: +2.5% · quarter ended 06/30/2026; 2.9% of the sector · 0.05% of the indexVMC+2.5%STLD · Steel Dynamics, Inc. — revenue y/y: +33% · quarter ended 06/30/2026; 2.7% of the sector · 0.04% of the indexSTLD+33%MLM · Martin Marietta Materials, Inc. — revenue y/y: +21% · quarter ended 06/30/2026; 2.6% of the sector · 0.04% of the indexMLM+21%SW · Smurfit Westrock Plc — revenue y/y: +1.1% · quarter ended 06/30/2026; 2.1% of the sector · 0.03% of the indexSW+1.1%PPG · PPG Industries, Inc. — revenue y/y: +7.2% · quarter ended 06/30/2026; 2% of the sector · 0.03% of the indexPPG+7.2%DOW · Dow Inc. — revenue y/y: −6.1% · quarter ended 03/31/2026; 1.8% of the sector · 0.03% of the indexDOW−6.1%IFF · International Flavors & Fragrances Inc. — revenue y/y: +1.8% · quarter ended 06/30/2026; 1.8% of the sector · 0.03% of the indexIFF+1.8%AMCR · Amcor plc — revenue y/y: +77% · quarter ended 03/31/2026; 1.8% of the sector · 0.03% of the indexAMCR+77%PKG · Packaging Corporation of America — revenue y/y: +15% · quarter ended 06/30/2026; 1.8% of the sector · 0.03% of the indexPKG+15%IP · International Paper Company — revenue y/y: −2.2% · quarter ended 06/30/2026; 1.7% of the sector · 0.03% of the indexIP−2.2%LYB · LyondellBasell Industries N.V. — revenue y/y: +20% · quarter ended 06/30/2026; 1.7% of the sector · 0.03% of the indexLYB+20%CF · CF Industries Holdings, Inc. — revenue y/y: +18% · quarter ended 06/30/2026; 1.6% of the sector · 0.03% of the indexCF+18%BALL · Ball Corporation — revenue y/y: +20% · quarter ended 06/30/2026; 1.4% of the sector · 0.02% of the indexALB · Albemarle Corporation — revenue y/y: +31% · quarter ended 06/30/2026; 1.3% of the sector · 0.02% of the indexAVY · Avery Dennison Corporation — revenue y/y: +11% · quarter ended 06/30/2026; 1.1% of the sector · 0.02% of the indexAVYMOS · The Mosaic Company — revenue y/y: −6% · quarter ended 06/30/2026; 0.6% of the sector · 0.01% of the index
Color scale
Revenue growth y/y, %no data
As a list: all 25 companies
  1. LIN18.2%+9.3%
  2. NEM11.2%+15%
  3. FCX9.1%−8.1%
  4. SHW6.8%+7.5%
  5. ECL6.5%+9.7%
  6. APD5.5%+4.6%
  7. CRH5.1%+5.6%
  8. NUE4.5%+23%
  9. CTVA4.5%−1.2%
  10. VMC2.9%+2.5%
  11. STLD2.7%+33%
  12. MLM2.6%+21%
  13. SW2.1%+1.1%
  14. PPG2%+7.2%
  15. DOW1.8%−6.1%
  16. IFF1.8%+1.8%
  17. AMCR1.8%+77%
  18. PKG1.8%+15%
  19. IP1.7%−2.2%
  20. LYB1.7%+20%
  21. CF1.6%+18%
  22. BALL1.4%+20%
  23. ALB1.3%+31%
  24. AVY1.1%+11%
  25. MOS0.6%−6%

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 5 companies in the sector at a glance. Fastest revenue growth: Newmont (+15.1%); slowest: Freeport-Mcmoran (-7.3%). Largest net income: Newmont. Full comparison below.

LINLinde18.2% of sector · 0.30% of indexdeep dive →
NEMNewmont11.2% of sector · 0.19% of indexdeep dive →
FCXFreeport-Mcmoran9.1% of sector · 0.15% of indexdeep dive →
SHWSherwin Williams6.8% of sector · 0.11% of indexdeep dive →
ECLEcolab6.5% of sector · 0.11% of indexdeep dive →
APDAir Products and Chemicals5.5% of sector · 0.09% of index
CRHCRH5.1% of sector · 0.09% of index
NUENucor4.5% of sector · 0.08% of index
CTVACorteva4.5% of sector · 0.07% of index
VMCVulcan Materials2.9% of sector · 0.05% of index
STLDSteel Dynamics2.7% of sector · 0.04% of index
MLMMartin Marietta Materials2.6% of sector · 0.04% of index
SWSmurfit Westrock2.1% of sector · 0.03% of index
PPGPPG Industries2.0% of sector · 0.03% of index
DOWDow1.8% of sector · 0.03% of index
IFFInternational Flavors & Fragrances1.8% of sector · 0.03% of index
AMCRAmcor1.8% of sector · 0.03% of index
PKGPackaging Corporation of America1.8% of sector · 0.03% of index
IPInternational Paper1.7% of sector · 0.03% of index
LYBLyondellBasell Industries1.7% of sector · 0.03% of index
CFCF Industries1.6% of sector · 0.03% of index
BALLBall1.4% of sector · 0.02% of index
ALBAlbemarle1.3% of sector · 0.02% of index
AVYAvery Dennison1.1% of sector · 0.02% of index
MOSMosaic0.6% of sector · 0.01% of index

Latest earnings: Materials compared

LindeQ2 2026$9,289+9.3%$1,928+9.2%Jul 31, 2026
NewmontQ2 2026$6,118+15.1%$2,251+8.5%Jul 23, 2026
Freeport-McmoranQ2 2026$7,029-7.3%$1,391-10.1%Jul 23, 2026
Sherwin WilliamsQ2 2026$6,789+7.5%$844+11.8%Jul 28, 2026
EcolabQ2 2026$4,415+10%$539+2%Jul 28, 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% · Industrials 7.9% · Consumer Staples 4.8% · Energy 3.1% · Utilities 1.8% · Real Estate 1.7%

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