S&P 500 Industrials stocks: today's ranking and data
The S&P 500 has 76 companies in Industrials today. It accounts for 7.2% of the market value of the index companies. Its median P/E is 26.4, against 23.7 for the index as a whole.
What Industrials is and what drives its earnings
What it includes. Aerospace and defense, industrial, farm and construction machinery, electrical equipment, HVAC and building products, engineering and construction, railroads, airlines, trucking and parcel delivery, industrial distribution, equipment rental, waste management and business services.
What drives its earnings. Investment: companies spending on plants and equipment, governments on infrastructure and defense, utilities on the grid. It is tracked through order backlogs, which lead sales by several quarters. In transport, freight volume and fuel prices rule; in commercial aviation, passenger traffic.
How it behaves. It is cyclical and very mixed: a defense contractor with multi-year contracts and an airline do not react the same way to a slowdown. That is why the sector average says less here than elsewhere, and the table is worth reading company by company.
The classification is the one used by this site's data provider, similar to but not the same as GICS, S&P's standard: this sector roughly matches "Industrials". Counts may therefore differ from other sources.
All 76 stocks in the sector, by today's multi-factor rank
The rank is the order produced by a quantitative model on data as of Nov 3, 2026: the average of four factors (momentum, value, quality and growth) computed from public data, against the 461 index companies that score. It is a calculation, not a recommendation to buy or sell: it knows nothing about anyone's situation, horizon or risk, and the returns of portfolios built with it are simulated. How it is computed: see the methodology.
| In sector | Index rank | Company | P/E | Market cap |
|---|---|---|---|---|
| 1 | 16 of 461 | GEV GE Vernova | 21.6 | $216.87B |
| 2 | 17 of 461 | FIX Comfort Systems USA | 23.1 | $37.63B |
| 3 | 37 of 461 | LUV Southwest Airlines | 22.0 | $22.12B |
| 4 | 59 of 461 | NDSN Nordson | 32.9 | $18.09B |
| 5 | 60 of 461 | EXPD Expeditors International of Washington | 25.7 | $26.30B |
| 6 | 62 of 461 | FDX FedEx | 17.4 | $75.80B |
| 7 | 77 of 461 | VRT Vertiv | 38.5 | $79.27B |
| 8 | 83 of 461 | SWK Stanley Black & Decker | 29.5 | $18.27B |
| 9 | 87 of 461 | PWR Quanta Services | 52.0 | $86.55B |
| 10 | 103 of 461 | WAB Westinghouse Air Brake Technologies | 36.0 | $48.67B |
| 11 | 105 of 461 | DAL Delta Air Lines | 17.4 | $57.21B |
| 12 | 108 of 461 | IEX IDEX | 32.1 | $16.96B |
| 13 | 121 of 461 | CSX CSX | 26.7 | $94.96B |
| 14 | 130 of 461 | UAL United Airlines | 10.3 | $36.70B |
| 15 | 131 of 461 | JCI Johnson Controls International | 29.6 | $84.51B |
| 16 | 132 of 461 | FAST Fastenal | 43.2 | $60.97B |
| 17 | 139 of 461 | GWW W.W. Grainger | 38.3 | $70.70B |
| 18 | 143 of 461 | UNP Union Pacific | 23.8 | $181.47B |
| 19 | 157 of 461 | CAT Caterpillar | 23.0 | $269.78B |
| 20 | 169 of 461 | IR Ingersoll Rand | 23.7 | $32.34B |
| 21 | 172 of 461 | JBHT J.B. Hunt Transport Services | 31.3 | $20.84B |
| 22 | 178 of 461 | AME AMETEK | 33.2 | $53.90B |
| 23 | 180 of 461 | LHX L3Harris Technologies | 24.0 | $48.06B |
| 24 | 193 of 461 | SNA Snap-on | 19.4 | $19.27B |
| 25 | 201 of 461 | PH Parker-Hannifin | 31.8 | $114.38B |
| 26 | 203 of 461 | ODFL Old Dominion Freight Line | 31.9 | $36.94B |
| 27 | 205 of 461 | EME EMCOR | 18.3 | $27.75B |
| 28 | 209 of 461 | HWM Howmet Aerospace | 40.8 | $82.85B |
| 29 | 214 of 461 | ROK Rockwell Automation | 41.1 | $48.81B |
| 30 | 223 of 461 | MAS Masco | 18.8 | $16.73B |
| 31 | 230 of 461 | URI United Rentals | 24.1 | $67.70B |
| 32 | 239 of 461 | TT Trane Technologies | 28.9 | $89.59B |
| 33 | 243 of 461 | CMI Cummins | 24.5 | $65.96B |
| 34 | 244 of 461 | ITW Illinois Tool Works | 26.2 | $83.52B |
| 35 | 248 of 461 | CTAS Cintas | 45.2 | $90.93B |
| 36 | 263 of 461 | EMR Emerson Electric | 37.1 | $94.46B |
| 37 | 271 of 461 | RTX RTX | 31.8 | $264.33B |
| 38 | 287 of 461 | LMT Lockheed Martin | 21.3 | $138.22B |
| 39 | 289 of 461 | VRSK Verisk Analytics | 31.3 | $26.48B |
| 40 | 299 of 461 | GD General Dynamics | 21.4 | $98.35B |
| 41 | 300 of 461 | NSC Norfolk Southern | 28.6 | $76.60B |
| 42 | 313 of 461 | GE GE Aerospace | 37.8 | $339.76B |
| 43 | 314 of 461 | HII Huntington Ingalls Industries | 16.2 | $11.84B |
| 44 | 318 of 461 | ETN Eaton | 35.6 | $138.41B |
| 45 | 331 of 461 | TDG TransDigm | 36.7 | $66.91B |
| 46 | 333 of 461 | HUBB Hubbell | 25.5 | $22.96B |
| 47 | 335 of 461 | DOV Dover | 24.9 | $28.41B |
| 48 | 337 of 461 | HON Honeywell International | 10.3 | $72.31B |
| 49 | 341 of 461 | VLTO Veralto | 29.0 | $28.57B |
| 50 | 352 of 461 | GNRC Generac | 36.9 | $11.00B |
| 51 | 354 of 461 | CHRW C.H. Robinson Worldwide | 23.9 | $15.42B |
| 52 | 356 of 461 | NOC Northrop Grumman | 16.6 | $74.75B |
| 53 | 358 of 461 | ALLE Allegion | 24.1 | $16.46B |
| 54 | 361 of 461 | PCAR PACCAR | 19.9 | $54.89B |
| 55 | 362 of 461 | LII Lennox International | 16.8 | $12.39B |
| 56 | 380 of 461 | RSG Republic Services | 34.0 | $74.89B |
| 57 | 387 of 461 | UPS United Parcel Service | 21.1 | $96.76B |
| 58 | 389 of 461 | MMM 3M | 28.7 | $99.47B |
| 59 | 393 of 461 | AOS A. O. Smith | 18.7 | $9.01B |
| 60 | 396 of 461 | WM Waste Management | 31.3 | $94.92B |
| 61 | 417 of 461 | J Jacobs Solutions | 55.4 | $18.49B |
| 62 | 422 of 461 | CPRT Copart | 20.9 | $30.03B |
| 63 | 427 of 461 | EFX Equifax | 31.7 | $22.99B |
| 64 | 428 of 461 | XYL Xylem | 22.4 | $23.24B |
| 65 | 429 of 461 | GPN Global Payments | — | $25.66B |
| 66 | 450 of 461 | AXON Axon Enterprise | 173.9 | $34.04B |
| 67 | 452 of 461 | PNR Pentair | 19.1 | $11.52B |
| 68 | 458 of 461 | BLDR Builders FirstSource | 180.7 | $7.39B |
| 69 | 460 of 461 | CARR Carrier Global | — | $46.20B |
| — | not scored today | BA Boeing | 18.2 | $139.95B |
| — | not scored today | DE Deere | 37.1 | $180.20B |
| — | not scored today | FDXF FedEx Freight Holding | 37.9 | $19.34B |
| — | not scored today | FERG Ferguson Enterprises | 23.8 | $46.88B |
| — | not scored today | HONA Honeywell Aerospace | 44.1 | $49.38B |
| — | not scored today | OTIS Otis Worldwide | 20.0 | $30.67B |
| — | not scored today | TXT Textron | 15.4 | $14.46B |
"—" under P/E: no positive P/E (negative trailing earnings or missing at the source). 7 stocks do not get a multi-factor score today because a factor is missing; they go last, alphabetically. The full S&P 500 ranking →
Industrials P/E against the index
| Median P/E | Companies with a positive P/E | |
|---|---|---|
| Industrials | 26.4 | 74 of 76 |
| S&P 500 | 23.7 | 474 of 500 |
The median is the company in the middle: a few firms with near-zero earnings and huge P/Es do not move it, which is what happens to the average. Loss-making companies have no P/E and are left out.
Guide: P/E ratio explained · all guides
The 10 largest in the sector by market cap
| # | Company | Market cap | Weight in sector | Rank today |
|---|---|---|---|---|
| 1 | GE GE Aerospace | $339.76B | 6.7% | 313 |
| 2 | CAT Caterpillar | $269.78B | 5.3% | 157 |
| 3 | RTX RTX | $264.33B | 5.2% | 271 |
| 4 | GEV GE Vernova | $216.87B | 4.3% | 16 |
| 5 | UNP Union Pacific | $181.47B | 3.6% | 143 |
| 6 | DE Deere | $180.20B | 3.6% | not scored |
| 7 | BA Boeing | $139.95B | 2.8% | not scored |
| 8 | ETN Eaton | $138.41B | 2.7% | 318 |
| 9 | LMT Lockheed Martin | $138.22B | 2.7% | 287 |
| 10 | PH Parker-Hannifin | $114.38B | 2.3% | 201 |
Total market value (price times shares outstanding), without the float adjustment S&P applies: the weight is indicative. Companies with two share classes count once.
Insider buying and selling in the last 30 days
From Oct 4, 2026 to Nov 3, 2026, 4 open-market purchases ($3.1M) and 49 sales ($97.8M), filed on SEC Form 4 by directors, officers and 10% owners of 26 companies in the sector. Counted by trade date; grants, option exercises and transfers between the same insider's accounts are left out.
| Company | Buys | Amount | Sales | Amount |
|---|---|---|---|---|
| TT Trane Technologies | 0 | — | 1 | $23.1M |
| DOV Dover | 0 | — | 1 | $18.6M |
| FDX FedEx | 0 | — | 2 | $9.4M |
| EFX Equifax | 0 | — | 2 | $7.6M |
| FERG Ferguson Enterprises | 0 | — | 18 | $7.4M |
| VLTO Veralto | 0 | — | 2 | $4.7M |
| TDG TransDigm | 0 | — | 1 | $4.6M |
| DAL Delta Air Lines | 0 | — | 1 | $4.1M |
| UAL United Airlines | 0 | — | 1 | $4.0M |
| MAS Masco | 0 | — | 1 | $2.8M |
| HON Honeywell International | 0 | — | 2 | $2.1M |
| ALLE Allegion | 0 | — | 2 | $1.9M |
| RTX RTX | 0 | — | 1 | $1.8M |
| BA Boeing | 2 | $1.5M | 0 | — |
| GNRC Generac | 0 | — | 3 | $1.1M |
| CSX CSX | 0 | — | 1 | $999k |
| XYL Xylem | 1 | $986k | 0 | — |
| UPS United Parcel Service | 0 | — | 1 | $877k |
| VRSK Verisk Analytics | 0 | — | 2 | $762k |
| JCI Johnson Controls International | 0 | — | 1 | $637k |
| WAB Westinghouse Air Brake Technologies | 0 | — | 2 | $635k |
| CAT Caterpillar | 1 | $620k | 0 | — |
| CPRT Copart | 0 | — | 1 | $553k |
| NDSN Nordson | 0 | — | 1 | $83k |
| NOC Northrop Grumman | 0 | — | 1 | $54k |
| LMT Lockheed Martin | 0 | — | 1 | — |
Upcoming earnings dates
Dates announced by the companies themselves, from Nasdaq's public calendar (between Nov 4, 2026 and Dec 8, 2026). They are announcements, not measured dates: each company's SEC history is on its earnings page.
| Date | Company | When |
|---|---|---|
| Nov 5, 2026 | AXON Axon Enterprise | after the close |
| Nov 5, 2026 | CMI Cummins | before the open |
| Nov 5, 2026 | GPN Global Payments | before the open |
| Nov 5, 2026 | PH Parker-Hannifin | before the open |
| Nov 5, 2026 | ROK Rockwell Automation | before the open |
| Nov 5, 2026 | VRSK Verisk Analytics | before the open |
| Nov 10, 2026 | TDG TransDigm | before the open |
| Nov 19, 2026 | CPRT Copart | no time announced |
| Nov 23, 2026 | J Jacobs Solutions | after the close |
Who reports this week across the S&P 500 →
The other S&P 500 sectors
- Basic Materials
- Communication Services
- Consumer Cyclical
- Consumer Defensive
- Energy
- Financial Services
- Healthcare
- Real Estate
- Technology
- Utilities
Dividend yields in Industrials and across the S&P 500 →
Sources: sector classification, market cap and P/E from the market-data provider (Yahoo Finance), as of the latest close downloaded; Quant500 multi-factor ranking of Nov 3, 2026; SEC Form 4 (EDGAR); Nasdaq public calendar. P/E is trailing twelve months and the median is taken per company, not per share class. Not investment advice.