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Industrials
Companies that manufacture machinery, hand-held tools, and industrial products. This sector also includes aerospace and defense firms as well as companies engaged in transportation and logistic services.
Featured
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Latest Company Reports
- CNHCNH Industrial NV
Ag Demand Is Normalizing, but We Remain Positive on Long-Term Outlook for CNH
- Rating
- Price
- $10.35
- Fair Value
- $89.20
- Uncertainty
- High
- Economic Moat
- Qndlzpf
- Capital Allocation
- Nzgwnkqm
- ROKRockwell Automation Inc
We Believe Rockwell Will Benefit From Secular Growth Drivers
- Rating
- Price
- $260.31
- Fair Value
- $953.00
- Uncertainty
- Medium
- Economic Moat
- Lfwv
- Capital Allocation
- Fwvgnfbl
- GWWW.W. Grainger Inc
We Believe Grainger Is Well Positioned to Grow Faster Than Its End Markets
- Rating
- Price
- $924.49
- Fair Value
- $415.00
- Uncertainty
- Medium
- Economic Moat
- Rrgbzlt
- Capital Allocation
- Hjwwdyh
- PCARPACCAR Inc
Despite Demand Normalization, Paccar Is Well Positioned for the Long Term
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- Rating
- Price
- $107.70
- Fair Value
- $11.00
- Uncertainty
- Medium
- Economic Moat
- Kppngzv
- Capital Allocation
- Pjkjlhkj
- JCIJohnson Controls International PLC
Johnson Controls Announces Sale of Air Distribution Technologies; We Expect More Divestitures Coming
- Rating
- Price
- $69.10
- Fair Value
- $27.00
- Uncertainty
- Medium
- Economic Moat
- Kgpdkg
- Capital Allocation
- Drwzvyp
- FASTFastenal Co
Sluggish Demand Creates Challenges, but We Remain Optimistic on Fastenal's Long-Term Prospects
- Rating
- Price
- $64.70
- Fair Value
- $18.00
- Uncertainty
- Medium
- Economic Moat
- Bgk
- Capital Allocation
- Zfpnwrdw
- DEDeere & Co
Despite Near-Term Demand Slump, Deere Is Well-Positioned to Benefit Long Term From Precision Ag
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- Rating
- Price
- $382.76
- Fair Value
- $478.00
- Uncertainty
- Medium
- Economic Moat
- Bpz
- Capital Allocation
- Bhfbrlzgc
- CMICummins Inc
Cummins Is Positioned for the Long Term, Despite an Evolving Industry Backdrop
- Rating
- Price
- $273.79
- Fair Value
- $271.00
- Uncertainty
- Medium
- Economic Moat
- Ccwxqjc
- Capital Allocation
- Brggbnn
- URIUnited Rentals Inc
United Rentals Is the Market Leader in a Consolidating Sector
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- Rating
- Price
- $644.89
- Fair Value
- $418.00
- Uncertainty
- High
- Economic Moat
- Dfdb
- Capital Allocation
- Tcjhzzwy
- CATCaterpillar Inc
We Expect Most of Caterpillar's End Markets to Remain Stable Through 2024
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- Rating
- Price
- $325.14
- Fair Value
- $458.00
- Uncertainty
- Medium
- Economic Moat
- Spxn
- Capital Allocation
- Xcczwmqh
- SNASnap-on Inc
We See Near-Term Challenges Ahead for Snap-on but Remain Positive on Long-Term Prospects
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- Rating
- Price
- $269.31
- Fair Value
- $793.00
- Uncertainty
- Medium
- Economic Moat
- Yghfkg
- Capital Allocation
- Wwnfprlb
- MSMMSC Industrial Direct Co Inc Class A
MSC Lowers 2024 Guidance Following Challenged Fiscal Third-Quarter Earnings
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- Rating
- Price
- $79.45
- Fair Value
- $479.00
- Uncertainty
- Medium
- Economic Moat
- Vcyyft
- Capital Allocation
- Ykjtcxbpn
- HONHoneywell International Inc
Wide-Moat Honeywell Continues Building Its Diverse Installed Base
- Rating
- Price
- $212.87
- Fair Value
- $115.00
- Uncertainty
- Medium
- Economic Moat
- Twsk
- Capital Allocation
- Fjcylzrns
- FERGFerguson PLC
Acquisitions Continue To Be a Key Growth Driver for Ferguson
- Rating
- Price
- $202.22
- Fair Value
- $766.00
- Uncertainty
- Medium
- Economic Moat
- Wxftdc
- Capital Allocation
- Lgtqjhrm
- MMM3M Co
We See Early Signs of a 3M Turnaround Following the Spinoff of Solventum
- Rating
- Price
- $100.77
- Fair Value
- $393.00
- Uncertainty
- Very High
- Economic Moat
- Mddkmt
- Capital Allocation
- Xhykmwjvy
Largest Stocks in the Industrials Sector
|
1-Day Chart
|
Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| GE Aerospace
GE
| Aerospace & Defense | Crqgznzwtn | Qpsn | $180.6 Bil | |||
| Caterpillar Inc
CAT
| Farm & Heavy Construction Machinery | Dswqnzk | Xnb | $159.0 Bil | |||
| RTX Corp
RTX
| Aerospace & Defense | Lnbsdrng | Jss | $139.3 Bil | |||
| Honeywell International Inc
HON
| Conglomerates | Sxpvtfkfw | Ylj | $138.6 Bil | |||
| Union Pacific Corp
UNP
| Railroads | Zdtrqbq | Gdx | $135.8 Bil | |||
| Eaton Corp PLC
ETN
| Specialty Industrial Machinery | Nzqrptvvk | Xjphz | $131.0 Bil | |||
| United Parcel Service Inc Class B
UPS
| Integrated Freight & Logistics | Yfpkqbb | Wxmgc | $114.8 Bil | |||
| Lockheed Martin Corp
LMT
| Aerospace & Defense | Dwdvlsrtn | Vklhk | $110.4 Bil | |||
| Boeing Co
BA
| Aerospace & Defense | Vqzhqfkm | Nbvpp | $107.4 Bil | |||
| Deere & Co
DE
| Farm & Heavy Construction Machinery | Hzxcgtnvh | Tbnht | $105.5 Bil |
More in Industrials
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Industrials Stocks and the Construction Sector Will Profit as Global Warming Forces Rebuilding
United Rentals, Autodesk, Graco, and Watsco are among the beneficiaries, investors say.
Industrial Stocks Tied to Housing Unfairly Punished
Logistics and trucking shares should rebound through the rest of this year and next.
Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in industrials, communication services, and consumer cyclical.
Auto Stocks' Indirect Exposure to War Uncertain
Although we expect some negative impact on our fair value estimates, we remain focused on long-term value.
Chain Disruptions, Labor Shortages Hampered Industrials Stocks in 2021
The sector looks overpriced to us today, but there are a few bargains to be had.