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Industrials

77 companies side by side, each showing its newest quarter, so you can see who is big in the sector and who turns it into profit. That is 83 minus the 7 whose statement we cannot draw; they are listed at the foot of the page. 1 of the rows above is a company we follow from outside the index, so the sector's own count does not include it.

Every figure here is one quarter, the newest each company has filed, so the quarters differ from row to row, and the rows run from the largest of those quarters down. The ranking on All companies adds up the last four instead, which is what makes companies on different fiscal years comparable.

Company Revenue, one quarter Year over year Operating margin Net profit Net margin
FDX FedEx Q4 FY26 Year over year +13% Operating margin 8% Net margin −11% $25.0B +13% 8% −$2.8B −11%
RTX RTX Q2 FY26 Year over year +14% Operating margin 11% Net margin 9% $24.7B +14% 11% $2.1B 9%
BA Boeing Q2 FY26 Year over year +8% Operating margin 1% Net margin −2% $24.6B +8% 1% −$0.4B −2%
UPS United Parcel Service Q2 FY26 Year over year +8% Operating margin 3% Net margin 3% $22.8B +8% 3% $0.6B 3%
CAT Caterpillar Q2 FY26 Year over year +24% Operating margin 21% Net margin 17% $20.5B +24% 21% $3.6B 17%
LMT Lockheed Martin Q2 FY26 Year over year +11% Operating margin 12% Net margin 9% $20.1B +11% 12% $1.8B 9%
DAL Delta Air Lines Q2 FY26 Year over year +19% Operating margin 9% Net margin 8% $19.8B +19% 9% $1.6B 8%
UAL United Airlines Q2 FY26 Year over year +16% Operating margin 6% Net margin 5% $17.7B +16% 6% $0.8B 5%
UBER Uber Q2 FY26 Year over year +12% Operating margin 13% Net margin 17% $14.2B +12% 13% $2.4B 17%
GD General Dynamics Q1 FY26 Year over year +10% Operating margin 11% Net margin 8% $13.5B +10% 11% $1.1B 8%
GE GE Aerospace Q2 FY26 Year over year +21% Operating margin 19% Net margin 18% $13.3B +21% 19% $2.4B 18%
GEV GE Vernova Q2 FY26 Year over year +22% Operating margin 6% Net margin 6% $11.1B +22% 6% $0.7B 6%
NOC Northrop Grumman Q2 FY26 Year over year +5% Operating margin 10% Net margin 10% $10.9B +5% 10% $1.1B 10%
HON Honeywell Technologies Q2 FY26 Year over year +4% Operating margin 23% Net margin 58% $9.7B +4% 23% $5.7B 58%
PWR Quanta Services Q2 FY26 Year over year +41% Operating margin 7% Net margin 5% $9.6B +41% 7% $0.5B 5%
CMI Cummins Q2 FY26 Year over year +9% Operating margin 14% Net margin 10% $9.5B +9% 14% $1.0B 10%
ETN Eaton Q2 FY26 Year over year +21% Operating margin 16% Net margin 10% $8.5B +21% 16% $0.8B 10%
LUV Southwest Airlines Q2 FY26 Year over year +16% Operating margin 3% Net margin 3% $8.4B +16% 3% $0.2B 3%
SPCX SpaceX outside the index Q2 FY26 Year over year +92% Operating margin −2% Net margin −7% $7.8B +92% −2% −$0.5B −7%
UNP Union Pacific Q2 FY26 Year over year +12% Operating margin 37% Net margin 29% $6.9B +12% 37% $2.0B 29%
WM Waste Management Q2 FY26 Year over year +4% Operating margin 19% Net margin 12% $6.7B +4% 19% $0.8B 12%
MMM 3M Q2 FY26 Year over year +2% Operating margin 15% Net margin 14% $6.5B +2% 15% $0.9B 14%
TT Trane Technologies Q2 FY26 Year over year +11% Operating margin 19% Net margin 15% $6.4B +11% 19% $0.9B 15%
JCI Johnson Controls Q2 FY26 Year over year +8% Operating margin −12% Net margin 10% $6.1B +8% −12% $0.6B 10%
LHX L3Harris Q2 FY26 Year over year +8% Operating margin 11% Net margin 10% $5.9B +8% 11% $0.6B 10%
PH Parker Hannifin Q4 FY26 Year over year +10% Operating margin 26% Net margin 19% $5.8B +10% 26% $1.1B 19%
ADP Automatic Data Processing Q4 FY26 Year over year +7% Operating margin 21% Net margin 18% $5.5B +7% 21% $1.0B 18%
CARR Carrier Global Q1 FY26 Year over year +2% Operating margin 5% Net margin 4% $5.3B +2% 5% $0.2B 4%
EME Emcor Q2 FY26 Year over year +20% Operating margin 11% Net margin 8% $5.2B +20% 11% $0.4B 8%
RSG Republic Services Q2 FY26 Year over year +4% Operating margin 18% Net margin 11% $5.1B +4% 18% $0.6B 11%
GWW W. W. Grainger Q2 FY26 Year over year +10% Operating margin 16% Net margin 11% $5.0B +10% 16% $0.6B 11%
CHRW C.H. Robinson Q2 FY26 Year over year +19% Operating margin 5% Net margin 4% $4.9B +19% 5% $0.2B 4%
EMR Emerson Electric Q3 FY26 Year over year +7% Operating margin 21% Net margin 15% $4.9B +7% 21% $0.7B 15%
LDOS Leidos Q2 FY26 Year over year +7% Operating margin 11% Net margin 8% $4.6B +7% 11% $0.4B 8%
ITW Illinois Tool Works Q2 FY26 Year over year +6% Operating margin 27% Net margin 19% $4.3B +6% 27% $0.8B 19%
J Jacobs Solutions Q3 FY26 Year over year +34% Operating margin 7% Net margin 3% $4.1B +34% 7% $0.1B 3%
URI United Rentals Q1 FY26 Year over year +7% Operating margin 22% Net margin 13% $4.0B +7% 22% $0.5B 13%
SWK Stanley Black & Decker Q2 FY26 Year over year +0% Operating margin 9% Net margin 9% $4.0B +0% 9% $0.4B 9%
BLDR Builders FirstSource Q2 FY26 Year over year −9% Operating margin 3% Net margin 0% $3.9B −9% 3% −$<0.1B 0%
OTIS Otis Worldwide Q2 FY26 Year over year +7% Operating margin 15% Net margin 11% $3.9B +7% 15% $0.4B 11%
CSX CSX Q4 FY25 Year over year −1% Operating margin 32% Net margin 21% $3.5B −1% 32% $0.7B 21%
EXPD Expeditors International Q2 FY26 Year over year +32% Operating margin 10% Net margin 8% $3.5B +32% 10% $0.3B 8%
JBHT J.B. Hunt Q2 FY26 Year over year +19% Operating margin 7% Net margin 5% $3.5B +19% 7% $0.2B 5%
HII Huntington Ingalls Industries Q2 FY26 Year over year +11% Operating margin 6% Net margin 6% $3.4B +11% 6% $0.2B 6%
VRT Vertiv Q2 FY26 Year over year +24% Operating margin 19% Net margin 15% $3.3B +24% 19% $0.5B 15%
FIX Comfort Systems USA Q2 FY26 Year over year +50% Operating margin 17% Net margin 14% $3.3B +50% 17% $0.4B 14%
WAB Wabtec Q2 FY26 Year over year +17% Operating margin 19% Net margin 12% $3.2B +17% 19% $0.4B 12%
CTAS Cintas Q3 FY26 Year over year +9% Operating margin 23% Net margin 18% $2.8B +9% 23% $0.5B 18%
TDG TransDigm Q3 FY26 Year over year +23% Operating margin 45% Net margin 20% $2.7B +23% 45% $0.5B 20%
HWM Howmet Aerospace Q2 FY26 Year over year +24% Operating margin 28% Net margin 21% $2.5B +24% 28% $0.5B 21%
FAST Fastenal Q2 FY26 Year over year +15% Operating margin 21% Net margin 16% $2.4B +15% 21% $0.4B 16%
XYL Xylem Q2 FY26 Year over year +2% Operating margin 17% Net margin 11% $2.3B +2% 17% $0.3B 11%
ROK Rockwell Automation Q3 FY26 Year over year +8% Operating margin 24% Net margin 18% $2.3B +8% 24% $0.4B 18%
BR Broadridge Financial Solutions Q4 FY26 Year over year +8% Operating margin 25% Net margin 18% $2.2B +8% 25% $0.4B 18%
DOV Dover Q2 FY26 Year over year +7% Operating margin 18% Net margin 14% $2.2B +7% 18% $0.3B 14%
IR Ingersoll Rand Q2 FY26 Year over year +9% Operating margin 19% Net margin 13% $2.0B +9% 19% $0.3B 13%
AME Ametek Q2 FY26 Year over year +15% Operating margin 26% Net margin 20% $2.0B +15% 26% $0.4B 20%
MAS Masco Q1 FY26 Year over year +6% Operating margin 16% Net margin 11% $1.9B +6% 16% $0.2B 11%
DD DuPont Q2 FY26 Year over year +4% Operating margin 12% Net margin 8% $1.8B +4% 12% $0.1B 8%
EFX Equifax Q2 FY26 Year over year +11% Operating margin 18% Net margin 11% $1.7B +11% 18% $0.2B 11%
PAYX Paychex Q4 FY26 Year over year +13% Operating margin 38% Net margin 26% $1.6B +13% 38% $0.4B 26%
ODFL Old Dominion Q2 FY26 Year over year +10% Operating margin 30% Net margin 23% $1.6B +10% 30% $0.4B 23%
HUBB Hubbell Incorporated Q1 FY26 Year over year +11% Operating margin 17% Net margin 12% $1.5B +11% 17% $0.2B 12%
VLTO Veralto Q4 FY25 Year over year +4% Operating margin 23% Net margin 18% $1.4B +4% 23% $0.3B 18%
SNA Snap-on Q2 FY26 Year over year +4% Operating margin 25% Net margin 20% $1.3B +4% 25% $0.3B 20%
CPRT Copart Q3 FY26 Year over year +2% Operating margin 38% Net margin 33% $1.2B +2% 38% $0.4B 33%
GNRC Generac Q2 FY26 Year over year +11% Operating margin 18% Net margin 12% $1.2B +11% 18% $0.1B 12%
ALLE Allegion Q2 FY26 Year over year +13% Operating margin 22% Net margin 16% $1.2B +13% 22% $0.2B 16%
LII Lennox International Q1 FY26 Year over year +6% Operating margin 14% Net margin 10% $1.1B +6% 14% $0.1B 10%
ROL Rollins Q2 FY26 Year over year +8% Operating margin 19% Net margin 13% $1.1B +8% 19% $0.1B 13%
FTV Fortive Q1 FY26 Year over year +8% Operating margin 18% Net margin 13% $1.1B +8% 18% $0.1B 13%
PNR Pentair Q1 FY26 Year over year +3% Operating margin 20% Net margin 17% $1.0B +3% 20% $0.2B 17%
AOS A. O. Smith Q2 FY26 Year over year −1% Operating margin 17% Net margin 12% $1.0B −1% 17% $0.1B 12%
IEX IDEX Q2 FY26 Year over year +6% Operating margin 22% Net margin 16% $0.9B +6% 22% $0.1B 16%
AXON Axon Enterprise Q2 FY26 Year over year +35% Operating margin 5% Net margin 3% $0.9B +35% 5% $<0.1B 3%
NDSN Nordson Q3 FY26 Year over year +10% Operating margin 27% Net margin 19% $0.8B +10% 27% $0.2B 19%
VRSK Verisk Analytics Q1 FY26 Year over year +4% Operating margin 45% Net margin 30% $0.8B +4% 45% $0.2B 30%

Diagrams

the 9 largest

Cost of revenue Operating expenses Tax and other Net profit, or operating profit where the bar ends there Net loss

In the bar on each card, every block is its share of revenue. Where income from outside revenue lifted profit above what operations earned, the bar ends at that operating profit: revenue cannot account for the rest, and the net margin is on the card. Where the blocks come to more than revenue, the bar runs past it and a line marks where a hundred per cent falls.

The rest of the sector

7 companies

In the index, in this sector, and not in the table above. A bank, an insurer or a property trust does not have an income statement this shape, so there is no diagram to draw; the rest are ones we have not drawn yet. Each one still has a page.