Industrials in 2026 track manufacturing momentum, freight demand, capex, and infrastructure spending. Watch whether backlog conversion stays healthy and service-heavy models continue to offset slower short-cycle orders.
Sector AnalysisETF: XLIUpdated Jul 8, 2026
Industrials Sector Stocks: Performance, Valuations & Industry Comps
Electrification and defense backlogs support leaders like General Electric, Caterpillar, and Honeywell. This dashboard tracks valuation trends, equal-weight performance, and sector component data across all 800+ aerospace, machinery, and transport stocks.
Sector Market Cap
$5.1T
Tracks 707 stocks · top 50 by market cap
Median YTD Return
+12.9%
Screener universe · median stock return
Median P/E
35.4x
Screener stocks · excludes outliers
Median Dividend Yield
1.06%
Screener stocks · excludes zeros
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Sector Screener
Rank the Industrials with daily updated market and fundamental data
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
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| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| Caterpillar Inc. | $940.12 | $437.43B | 49.9 | 43.5% | 0.6% | ||
| GE Aerospace | $366.98 | $383.43B | 45.0 | 45.3% | 0.4% | ||
| RTX Corporation | $200.85 | $270.48B | 40.5 | 10.4% | 1.3% | ||
| The Boeing Company | $231.68 | $182.63B | 93.4 | 289.7% | 0.2% | ||
| Union Pacific Corporation | $283.12 | $168.08B | 23.7 | 40.4% | 1.9% | ||
| Deere & Company | $603.61 | $162.94B | 32.6 | 20.5% | 1% | ||
| Eaton Corporation plc | $395.68 | $153.64B | 37.8 | 21.5% | 1.1% | ||
| Lockheed Martin Corporation | $535.38 | $123.38B | 24.9 | 76.9% | 2.5% | ||
| Parker-Hannifin Corporation | $957.51 | $120.85B | 35.3 | 27.4% | 0.7% | ||
| Vertiv Holdings Co | $305.58 | $117.38B | 89.6 | 41.8% | 0.1% | ||
| Howmet Aerospace Inc. | $275.43 | $110.2B | 74.2 | 30.4% | 0.2% | ||
| Trane Technologies plc | $475.74 | $105.3B | 36.7 | 36.3% | 0.8% | ||
| General Dynamics Corporation | $374.64 | $101.31B | 24.2 | 17.7% | 1.6% | ||
| Automatic Data Processing, Inc. | $245.60 | $98.89B | 24.6 | 76% | 2.4% | ||
| Quanta Services, Inc. | $656.79 | $98.56B | 96.6 | 12.6% | 0.1% | ||
| Waste Management, Inc. | $237.21 | $95.68B | 35.4 | 29.7% | 1.4% | ||
| United Parcel Service, Inc. | $111.96 | $95.13B | 17.1 | 33.8% | 5.7% | ||
| Cummins Inc. | $660.14 | $91.21B | 32.2 | 23% | 1.2% | ||
| CSX Corporation | $48.51 | $90.14B | 31.5 | 22.5% | 1.1% | ||
| Johnson Controls International plc | $140.62 | $85.79B | 53.5 | 21.7% | 1.1% | ||
| 3M Company | $158.00 | $82.41B | 26.3 | 75.2% | 1.4% | ||
| Canadian Pacific Kansas City Ltd. | $88.72 | $79.65B | 28.0 | 8.7% | 0.7% | ||
| Illinois Tool Works Inc. | $271.09 | $78.13B | 25.8 | 93.7% | 2.3% | ||
| Northrop Grumman Corporation | $549.04 | $77.98B | 18.9 | 26.2% | 1.6% | ||
| Emerson Electric Co. | $137.91 | $77.24B | 34.1 | 9.6% | 1.5% | ||
| Canadian National Railway Company | $122.78 | $75.07B | 23.1 | 22.1% | 2% | ||
| FedEx Corporation | $312.88 | $74.66B | 16.9 | 14.8% | 1.8% | ||
| TransDigm Group Incorporated | $1309.18 | $73.23B | 40.8 | — | 12.6% | ||
| Cintas Corporation | $181.83 | $72.76B | 41.3 | 40.3% | 0.8% | ||
| Norfolk Southern Corporation | $322.74 | $72.48B | 25.3 | 19.2% | 1.7% |
CATCaterpillar Inc.
$940.12Price
Mkt Cap$437.43B
P/E49.9
ROE43.5%
Div Yield0.6%
GEGE Aerospace
$366.98Price
Mkt Cap$383.43B
P/E45.0
ROE45.3%
Div Yield0.4%
RTXRTX Corporation
$200.85Price
Mkt Cap$270.48B
P/E40.5
ROE10.4%
Div Yield1.3%
BAThe Boeing Company
$231.68Price
Mkt Cap$182.63B
P/E93.4
ROE289.7%
Div Yield0.2%
UNPUnion Pacific Corporation
$283.12Price
Mkt Cap$168.08B
P/E23.7
ROE40.4%
Div Yield1.9%
DEDeere & Company
$603.61Price
Mkt Cap$162.94B
P/E32.6
ROE20.5%
Div Yield1%
ETNEaton Corporation plc
$395.68Price
Mkt Cap$153.64B
P/E37.8
ROE21.5%
Div Yield1.1%
LMTLockheed Martin Corporation
$535.38Price
Mkt Cap$123.38B
P/E24.9
ROE76.9%
Div Yield2.5%
PHParker-Hannifin Corporation
$957.51Price
Mkt Cap$120.85B
P/E35.3
ROE27.4%
Div Yield0.7%
VRTVertiv Holdings Co
$305.58Price
Mkt Cap$117.38B
P/E89.6
ROE41.8%
Div Yield0.1%
HWMHowmet Aerospace Inc.
$275.43Price
Mkt Cap$110.2B
P/E74.2
ROE30.4%
Div Yield0.2%
TTTrane Technologies plc
$475.74Price
Mkt Cap$105.3B
P/E36.7
ROE36.3%
Div Yield0.8%
GDGeneral Dynamics Corporation
$374.64Price
Mkt Cap$101.31B
P/E24.2
ROE17.7%
Div Yield1.6%
ADPAutomatic Data Processing, Inc.
$245.60Price
Mkt Cap$98.89B
P/E24.6
ROE76%
Div Yield2.4%
PWRQuanta Services, Inc.
$656.79Price
Mkt Cap$98.56B
P/E96.6
ROE12.6%
Div Yield0.1%
WMWaste Management, Inc.
$237.21Price
Mkt Cap$95.68B
P/E35.4
ROE29.7%
Div Yield1.4%
UPSUnited Parcel Service, Inc.
$111.96Price
Mkt Cap$95.13B
P/E17.1
ROE33.8%
Div Yield5.7%
CMICummins Inc.
$660.14Price
Mkt Cap$91.21B
P/E32.2
ROE23%
Div Yield1.2%
CSXCSX Corporation
$48.51Price
Mkt Cap$90.14B
P/E31.5
ROE22.5%
Div Yield1.1%
JCIJohnson Controls International plc
$140.62Price
Mkt Cap$85.79B
P/E53.5
ROE21.7%
Div Yield1.1%
MMM3M Company
$158.00Price
Mkt Cap$82.41B
P/E26.3
ROE75.2%
Div Yield1.4%
CPCanadian Pacific Kansas City Ltd.
$88.72Price
Mkt Cap$79.65B
P/E28.0
ROE8.7%
Div Yield0.7%
ITWIllinois Tool Works Inc.
$271.09Price
Mkt Cap$78.13B
P/E25.8
ROE93.7%
Div Yield2.3%
NOCNorthrop Grumman Corporation
$549.04Price
Mkt Cap$77.98B
P/E18.9
ROE26.2%
Div Yield1.6%
EMREmerson Electric Co.
$137.91Price
Mkt Cap$77.24B
P/E34.1
ROE9.6%
Div Yield1.5%
CNICanadian National Railway Company
$122.78Price
Mkt Cap$75.07B
P/E23.1
ROE22.1%
Div Yield2%
FDXFedEx Corporation
$312.88Price
Mkt Cap$74.66B
P/E16.9
ROE14.8%
Div Yield1.8%
TDGTransDigm Group Incorporated
$1309.18Price
Mkt Cap$73.23B
P/E40.8
ROE—
Div Yield12.6%
CTASCintas Corporation
$181.83Price
Mkt Cap$72.76B
P/E41.3
ROE40.3%
Div Yield0.8%
NSCNorfolk Southern Corporation
$322.74Price
Mkt Cap$72.48B
P/E25.3
ROE19.2%
Div Yield1.7%
Sector Outlook
Industrials Sector Outlook - Q1 2026
Updated Q1 2026
Aerospace, defense, electrification, and automation create pockets of structural demand even if the broader cycle turns uneven. Subgroup selection matters.
Quality shows up in execution, pricing, and after-market revenue — not just the latest quarterly growth rate.
Learn
Understanding the Industrials Sector
What Is the Industrials Sector?
Industrials groups capital goods, transportation, logistics, commercial services, and aerospace and defense. It is one of the market's broadest sectors.
Some industrial stocks are cyclical and move with factory activity or freight. Others have recurring aftermarket and service revenue that supports steadier margins.
A high-quality industrial with service revenue behaves very differently from a short-cycle machinery name, even though both carry the same sector label.
How to Invest in Industrials Stocks
XLI offers broad industrial exposure, but stock selection adds value because aerospace, logistics, machinery, and defense have very different demand patterns and margin structures.
Key risks: slower industrial production, weaker freight, capex pullbacks, and cost inflation. Companies with larger service revenue and backlog visibility hold up better.
The screener helps sort by valuation, profitability, and growth. The best setups combine operating leverage with discipline.
Explore Further
Related Themes & Screens in Industrials
Frequently Asked Questions
Aerospace, defense, machinery, transport, logistics, electrical equipment, and capital goods companies. The screener above shows the sector list.
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