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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 8 whose statement we cannot draw; they are listed at the foot of the page. 2 of the rows above are companies we follow from outside the index, so the sector's own count does not include them.

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
RTX RTX Q3 FY26 Year over year +11% Operating margin 13% Net margin 10% $25.0B +11% 13% $2.6B 10%
BA Boeing Q3 FY26 Year over year +4% Operating margin 1% Net margin 0% $24.2B +4% 1% −$0.1B 0%
FDX FedEx Q1 FY27 Year over year +3% Operating margin 2% Net margin 1% $22.9B +3% 2% $0.3B 1%
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%
DAL Delta Air Lines Q3 FY26 Year over year +21% Operating margin 7% Net margin 4% $20.2B +21% 7% $0.8B 4%
LMT Lockheed Martin Q2 FY26 Year over year +11% Operating margin 12% Net margin 9% $20.1B +11% 12% $1.8B 9%
UAL United Airlines Q2 FY26 Year over year +16% Operating margin 6% Net margin 5% $17.7B +16% 6% $0.8B 5%
SPCX SpaceX outside the index Q3 FY26 Year over year +161% Operating margin 19% Net margin 30% $14.6B +161% 19% $4.4B 30%
GD General Dynamics Q3 FY26 Year over year +13% Operating margin 10% Net margin 8% $14.6B +13% 10% $1.2B 8%
UBER Uber Q2 FY26 Year over year +12% Operating margin 13% Net margin 17% $14.2B +12% 13% $2.4B 17%
GE GE Aerospace Q3 FY26 Year over year +16% Operating margin 17% Net margin 16% $14.1B +16% 17% $2.3B 16%
GEV GE Vernova Q3 FY26 Year over year +27% Operating margin 11% Net margin 10% $12.6B +27% 11% $1.3B 10%
PWR Quanta Services Q3 FY26 Year over year +57% Operating margin 9% Net margin 6% $12.0B +57% 9% $0.7B 6%
NOC Northrop Grumman Q3 FY26 Year over year +7% Operating margin 11% Net margin 10% $11.1B +7% 11% $1.1B 10%
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 Q3 FY26 Year over year +21% Operating margin 5% Net margin 3% $8.4B +21% 5% $0.3B 3%
UNP Union Pacific Q3 FY26 Year over year +15% Operating margin 38% Net margin 29% $7.2B +15% 38% $2.1B 29%
WM Waste Management Q3 FY26 Year over year +6% Operating margin 19% Net margin 12% $6.8B +6% 19% $0.8B 12%
TT Trane Technologies Q3 FY26 Year over year +18% Operating margin 20% Net margin 16% $6.8B +18% 20% $1.0B 16%
MMM 3M Q3 FY26 Year over year +1% Operating margin 24% Net margin 21% $6.6B +1% 24% $1.4B 21%
CARR Carrier Global Q3 FY26 Year over year +12% Operating margin −38% Net margin −41% $6.3B +12% −38% −$2.6B −41%
JCI Johnson Controls Q2 FY26 Year over year +8% Operating margin −12% Net margin 10% $6.1B +8% −12% $0.6B 10%
LHX L3Harris Q3 FY26 Year over year +7% Operating margin 13% Net margin 10% $6.1B +7% 13% $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%
EME Emcor Q3 FY26 Year over year +29% Operating margin 10% Net margin 7% $5.5B +29% 10% $0.4B 7%
ADP Automatic Data Processing Q1 FY27 Year over year +6% Operating margin 24% Net margin 20% $5.5B +6% 24% $1.1B 20%
CHRW C.H. Robinson Q3 FY26 Year over year +30% Operating margin 5% Net margin 4% $5.4B +30% 5% $0.2B 4%
RSG Republic Services Q3 FY26 Year over year +8% Operating margin 18% Net margin 11% $5.2B +8% 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%
HON Honeywell Technologies Q3 FY26 Year over year −47% Operating margin 21% Net margin 13% $5.0B −47% 21% $0.7B 13%
URI United Rentals Q3 FY26 Year over year +16% Operating margin 29% Net margin 19% $4.9B +16% 29% $0.9B 19%
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%
VRT Vertiv Q3 FY26 Year over year +61% Operating margin 23% Net margin 18% $4.3B +61% 23% $0.8B 18%
ITW Illinois Tool Works Q3 FY26 Year over year +4% Operating margin 28% Net margin 20% $4.2B +4% 28% $0.9B 20%
J Jacobs Solutions Q3 FY26 Year over year +34% Operating margin 7% Net margin 3% $4.1B +34% 7% $0.1B 3%
SWK Stanley Black & Decker Q2 FY26 Year over year +0% Operating margin 9% Net margin 9% $4.0B +0% 9% $0.4B 9%
OTIS Otis Worldwide Q3 FY26 Year over year +6% Operating margin 16% Net margin 11% $3.9B +6% 16% $0.4B 11%
BLDR Builders Firstsource outside the index Q3 FY26 Year over year −2% Operating margin 3% Net margin 2% $3.9B −2% 3% $0.1B 2%
FIX Comfort Systems USA Q3 FY26 Year over year +54% Operating margin 17% Net margin 13% $3.8B +54% 17% $0.5B 13%
JBHT J.B. Hunt Q3 FY26 Year over year +20% Operating margin 6% Net margin 5% $3.7B +20% 6% $0.2B 5%
HII Huntington Ingalls Industries Q3 FY26 Year over year +11% Operating margin 7% Net margin 6% $3.5B +11% 7% $0.2B 6%
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%
WAB Wabtec Q3 FY26 Year over year +8% Operating margin 20% Net margin 13% $3.1B +8% 20% $0.4B 13%
CTAS Cintas Q1 FY27 Year over year +11% Operating margin 24% Net margin 18% $3.0B +11% 24% $0.6B 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 Q3 FY26 Year over year +29% Operating margin 29% Net margin 21% $2.7B +29% 29% $0.6B 21%
FAST Fastenal Q3 FY26 Year over year +15% Operating margin 22% Net margin 16% $2.5B +15% 22% $0.4B 16%
ROK Rockwell Automation Q3 FY26 Year over year +8% Operating margin 24% Net margin 18% $2.3B +8% 24% $0.4B 18%
DOV Dover Q3 FY26 Year over year +8% Operating margin 19% Net margin 15% $2.2B +8% 19% $0.3B 15%
BR Broadridge Financial Solutions Q4 FY26 Year over year +8% Operating margin 25% Net margin 18% $2.2B +8% 25% $0.4B 18%
XYL Xylem Q3 FY26 Year over year −3% Operating margin 17% Net margin 13% $2.2B −3% 17% $0.3B 13%
IR Ingersoll Rand Q3 FY26 Year over year +6% Operating margin 38% Net margin 32% $2.1B +6% 38% $0.7B 32%
AME Ametek Q2 FY26 Year over year +15% Operating margin 26% Net margin 20% $2.0B +15% 26% $0.4B 20%
MAS Masco Q3 FY26 Year over year +3% Operating margin 17% Net margin 12% $2.0B +3% 17% $0.2B 12%
HUBB Hubbell Incorporated Q3 FY26 Year over year +25% Operating margin 22% Net margin 14% $1.9B +25% 22% $0.3B 14%
DD DuPont Q2 FY26 Year over year +4% Operating margin 12% Net margin 8% $1.8B +4% 12% $0.1B 8%
EFX Equifax Q3 FY26 Year over year +10% Operating margin 21% Net margin 13% $1.7B +10% 21% $0.2B 13%
PAYX Paychex Q1 FY27 Year over year +6% Operating margin 38% Net margin 26% $1.6B +6% 38% $0.4B 26%
LII Lennox International Q3 FY26 Year over year +10% Operating margin 20% Net margin 14% $1.6B +10% 20% $0.2B 14%
ODFL Old Dominion Q2 FY26 Year over year +10% Operating margin 30% Net margin 23% $1.6B +10% 30% $0.4B 23%
VLTO Veralto Q1 FY26 Year over year +7% Operating margin 24% Net margin 18% $1.4B +7% 24% $0.3B 18%
SNA Snap-on Q3 FY26 Year over year −1% Operating margin 25% Net margin 19% $1.3B −1% 25% $0.2B 19%
GNRC Generac Q2 FY26 Year over year +11% Operating margin 18% Net margin 12% $1.2B +11% 18% $0.1B 12%
ALLE Allegion Q3 FY26 Year over year +10% Operating margin 24% Net margin 19% $1.2B +10% 24% $0.2B 19%
CPRT Copart Q4 FY26 Year over year +2% Operating margin 32% Net margin 28% $1.2B +2% 32% $0.3B 28%
FTV Fortive Q3 FY26 Year over year +8% Operating margin 21% Net margin 16% $1.1B +8% 21% $0.2B 16%
ROL Rollins Q3 FY26 Year over year +6% Operating margin 20% Net margin 14% $1.1B +6% 20% $0.2B 14%
PNR Pentair Q3 FY26 Year over year −5% Operating margin 20% Net margin 15% $1.0B −5% 20% $0.1B 15%
IEX IDEX Q3 FY26 Year over year +8% Operating margin 22% Net margin 15% $1.0B +8% 22% $0.1B 15%
AOS A. O. Smith Q3 FY26 Year over year +0% Operating margin 19% Net margin 13% $0.9B +0% 19% $0.1B 13%
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.

The rest of the sector

8 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.