Public Markets / Industrials

Top Industrial Stocks by Market Cap

Aerospace, defense primes, machinery, and transport — listed industrials ranked by market cap.

469tracked stocks
$8.7Tcombined market cap
24/50advancing today
+15.5%median 1y return
#CompanyMarket CapPrice1D1YQL Signal
1 Space Exploration Technologies Corp.
SPCX
$2.0Tlarge $153 -1.40% +519.0% Neutral
2 Caterpillar Inc.
CAT
$372Blarge $809 +1.29% +73.3% Buy
3 GE Aerospace
GE
$326Blarge $314 +0.36% +5.8% Neutral
4 RTX Corporation
RTX
$261Blarge $194 +0.16% +22.6% Neutral
5 GE Vernova Inc.
GEV
$250Blarge $940 +1.52% +53.9% Buy
6 Qualcomm Inc
QCOM
$190Blarge $178 -5.68% +5.7% Neutral
7 Deere & Company
DE
$184Blarge $684 -0.24% +43.7% Neutral
8 Union Pacific Corp.
UNP
$166Blarge $279 -1.10% +26.8% Underweight
9 Eaton Corporation, plc
ETN
$165Blarge $425 +3.74% +14.4% Buy
10 Boeing Company
BA
$157Blarge $198 +0.81% -8.1% Neutral
11 Booking Holdings Inc.
BKNG
$126Blarge $168 -1.55% -22.9% Underweight
12 Lockheed Martin Corp.
LMT
$123Blarge $533 -0.65% +12.6% Underweight
13 Parker-Hannifin Corporation
PH
$119Blarge $944 +1.97% +24.9% Underweight
14 Quanta Services, Inc.
PWR
$96Blarge $637 +3.27% +63.0% Buy
15 General Dynamics Corporation
GD
$96Blarge $353 -0.81% +8.8% Underweight
16 CSX Corporation
CSX
$87Blarge $47.10 -1.67% +40.9% Underweight
17 Johnson Controls International plc
JCI
$87Blarge $143 +1.57% +32.1% Neutral
18 United Parcel Service, Inc.
UPS
$84Blarge $99.06 -0.88% +16.5% Neutral
19 Emerson Electric Co.
EMR
$84Blarge $150 +1.71% +13.7% Neutral
20 Lumentum Holdings Inc.
LITE
$84Blarge $931 +4.07% +442.8% Buy
21 Bloom Energy Corporation
BE
$78Blarge $266 -4.90% +228.1% Neutral
22 Canadian Pacific Kansas City Limited
CP
$77Blarge $87.48 -1.46% +15.7% Underweight
23 Illinois Tool Works Inc.
ITW
$77Blarge $269 +0.71% +2.2% Neutral
24 Motorola Solutions, Inc. New
MSI
$76Blarge $459 -0.22% -3.3% Underweight
25 Northrop Grumman Corp.
NOC
$75Blarge $527 +0.57% -8.1% Neutral
26 Cummins Inc.
CMI
$73Blarge $532 +1.59% +24.8% Neutral
27 Canadian National Railway
CNI
$72Blarge $119 -0.77% +27.2% Underweight
28 FedEx Corporation
FDX
$72Blarge $304 -0.73% +34.1% Underweight
29 Norfolk Southern Corp.
NSC
$71Blarge $314 -1.51% +11.1% Underweight
30 Royal Caribbean Group
RCL
$66Blarge $246 -1.28% -24.5% Underweight
31 Honeywell International, Inc.
HON
$65Blarge $206 -0.01% +4.2% Neutral
32 United Rentals, Inc.
URI
$63Blarge $1014 +1.14% +7.5% Buy
33 MPLX LP
MPLX
$60Blarge $59.44 +1.40% +17.1% Buy
34 TransDigm Group Incorporated
TDG
$60Blarge $1086 +0.93% -15.6% Underweight
35 Comfort Systems USA, Inc.
FIX
$58Blarge $1651 +4.20% +106.6% Buy
36 Baker Hughes Company
BKR
$57Blarge $57.25 +1.60% +21.1% Neutral
37 Garmin Ltd
GRMN
$53Blarge $274 -0.47% +15.5% Underweight
38 Delta Air Lines, Inc.
DAL
$52Blarge $79.62 +0.60% +33.9% Buy
39 Honeywell Aerospace Inc.
HONA
$52Blarge $164 -2.11% no return history Neutral
40 Ciena Corporation
CIEN
$49Blarge $349 +1.53% +152.7% Buy
41 L3Harris Technologies, Inc.
LHX
$46Blarge $247 -1.27% -12.5% Underweight
42 Carrier Global Corporation
CARR
$44Blarge $53.88 -0.94% -11.8% Underweight
43 HEICO Corporation
HEI
$42Blarge $298 +0.59% -7.3% Underweight
44 Rocket Lab Corporation
RKLB
$41Blarge $64.57 -4.97% +36.9% Underweight
45 Waste Connections, Inc.
WCN
$39Blarge $155 +0.06% -11.4% Underweight
46 D.R. Horton Inc.
DHI
$39Blarge $138 -1.68% -18.6% Underweight
47 Axon Enterprise, Inc.
AXON
$36Blarge $448 -1.12% -41.6% Underweight
48 Old Dominion Freight Line
ODFL
$36Blarge $173 -1.19% +21.5% Underweight
49 Ubiquiti Inc.
UI
$36Blarge $589 -1.17% -6.0% Neutral
50 United Airlines Holdings, Inc.
UAL
$35Blarge $109 +1.22% +3.2% Buy

Cluster Map — Industrials

144 of the top 150 industrials names by market cap, grouped into 5 clusters on seven daily features — 20-day momentum, RSI, the QL composite, 1-year and 6-month return, size and news sentiment. The layout is a principal-components projection of those features (41.7% + 19% of the variance), so distance on the map is similarity in the data, not a drawing. 6 ranked names lacked a feature and are left off rather than imputed. Hover a bubble or a cluster card; click a bubble for the stock page.

+RSI / +20-day momentum →+news sentiment / +market cap (log) →CATGERTXGEVQCOMDEUNPETNBABKNGLMTPHPWRGD
Mega-cap core · oversold tapeOverbought tape · momentum leadersPositive news flow · engine favouritesSix-month decliners · momentum laggardsNegative news flow · small-cap fringebubble = market cap
Mega-cap core · oversold tape 30 stocks · $2.6T · 42.9% of the map
1y +12.3%20d -8.7%RSI 35Buy 0%Sell 73.3%
GE · RTX · UNP · BA
Centroid vs the sector, in σ: market cap (log) +1.08 · RSI -0.64 · QL composite -0.52 · news sentiment +0.52.
Overbought tape · momentum leaders 22 stocks · $1.9T · 31.1% of the map
1y +74.4%20d +5.7%RSI 55.3Buy 54.5%Sell 0%
CAT · GEV · QCOM · DE
Centroid vs the sector, in σ: RSI +1.4 · 20-day momentum +1.23 · 6-month return +1.15 · QL composite +1.07.
Positive news flow · engine favourites 37 stocks · $652B · 10.7% of the map
1y +11.6%20d -3.7%RSI 43.5Buy 37.8%Sell 27%
NOC · CIEN · UI · UAL
Centroid vs the sector, in σ: news sentiment +0.61 · QL composite +0.58 · market cap (log) -0.48.
Six-month decliners · momentum laggards 26 stocks · $493B · 8.1% of the map
1y -17.6%20d -13.7%RSI 32.2Buy 3.8%Sell 76.9%
RCL · LHX · CARR · AXON
Centroid vs the sector, in σ: 6-month return -1.11 · 20-day momentum -1.02 · RSI -0.93 · QL composite -0.69.
Negative news flow · small-cap fringe 29 stocks · $443B · 7.3% of the map
1y +20.5%20d -4.7%RSI 42.3Buy 3.4%Sell 48.3%
EMR · EME · SUNB · JBHT
Centroid vs the sector, in σ: news sentiment -1.08 · market cap (log) -0.63 · 6-month return +0.52 · QL composite -0.4.

Sub-industries on the map

SIC groups by combined market cap · names · average 1-year return
ELECTRONIC & OTHER ELECTRICAL EQUIPMEN…$686B · 4 · +12.3% 1yAIRCRAFT ENGINES & ENGINE PARTS$407B · 5 · -2.6% 1yRAILROADS, LINE-HAUL OPERATING$401B · 4 · +23.6% 1yCONSTRUCTION MACHINERY & EQUIP$394B · 2 · +47.3% 1yRADIO & TV BROADCASTING & COMMUNICATIO…$307B · 4 · +12.8% 1ySEARCH, DETECTION, NAVIGATION, GUIDANC…$212B · 5 · -2.1% 1yMISC INDUSTRIAL & COMMERCIAL MACHINERY…$209B · 4 · +26.9% 1yELECTRICAL WORK$200B · 4 · +64.9% 1y
Table view — every stock on the map
StockClusterMarket cap1Y20DRSIQL Signal
GE
GE Aerospace
Mega-cap core · oversold tape$326B+5.8%-8.8%34Neutral
RTX
RTX Corporation
Mega-cap core · oversold tape$261B+22.6%-8.6%30.5Neutral
UNP
Union Pacific Corp.
Mega-cap core · oversold tape$166B+26.8%-8.1%32.4Underweight
BA
Boeing Company
Mega-cap core · oversold tape$157B-8.1%-7.9%33.3Neutral
BKNG
Booking Holdings Inc.
Mega-cap core · oversold tape$126B-22.9%-20.0%27.5Underweight
LMT
Lockheed Martin Corp.
Mega-cap core · oversold tape$123B+12.6%-6.7%42.4Underweight
PH
Parker-Hannifin Corporation
Mega-cap core · oversold tape$119B+24.9%-5.7%42.6Underweight
GD
General Dynamics Corporation
Mega-cap core · oversold tape$96B+8.8%-8.5%32.1Underweight
CSX
CSX Corporation
Mega-cap core · oversold tape$87B+40.9%-7.6%30.5Underweight
UPS
United Parcel Service, Inc.
Mega-cap core · oversold tape$84B+16.5%-3.4%39.3Neutral
CP
Canadian Pacific Kansas City Limited
Mega-cap core · oversold tape$77B+15.7%-7.7%38Underweight
ITW
Illinois Tool Works Inc.
Mega-cap core · oversold tape$77B+2.2%-4.7%41.7Neutral
MSI
Motorola Solutions, Inc. New
Mega-cap core · oversold tape$76B-3.3%-3.2%45Underweight
CMI
Cummins Inc.
Mega-cap core · oversold tape$73B+24.8%-10.3%31.4Neutral
CNI
Canadian National Railway
Mega-cap core · oversold tape$72B+27.2%-7.2%33.9Underweight
FDX
FedEx Corporation
Mega-cap core · oversold tape$72B+34.1%-6.9%36.7Underweight
NSC
Norfolk Southern Corp.
Mega-cap core · oversold tape$71B+11.1%-9.4%29.6Underweight
HON
Honeywell International, Inc.
Mega-cap core · oversold tape$65B+4.2%-5.4%38.5Neutral
TDG
TransDigm Group Incorporated
Mega-cap core · oversold tape$60B-15.6%-8.0%29.1Underweight
BKR
Baker Hughes Company
Mega-cap core · oversold tape$57B+21.1%-8.8%34.2Neutral
GRMN
Garmin Ltd
Mega-cap core · oversold tape$53B+15.5%-6.5%41.7Underweight
HEI
HEICO Corporation
Mega-cap core · oversold tape$42B-7.3%-14.9%25.5Underweight
RKLB
Rocket Lab Corporation
Mega-cap core · oversold tape$41B+36.9%-11.5%43.5Underweight
WCN
Waste Connections, Inc.
Mega-cap core · oversold tape$39B-11.4%-7.7%30.4Underweight
DHI
D.R. Horton Inc.
Mega-cap core · oversold tape$39B-18.6%-6.3%42.1Underweight
ODFL
Old Dominion Freight Line
Mega-cap core · oversold tape$36B+21.5%-15.4%23.1Underweight
EXPE
Expedia Group, Inc.
Mega-cap core · oversold tape$34B+25.9%-13.8%40.1Underweight
HEI.A
HEICO CORP CL A
Mega-cap core · oversold tape$31B-12.4%-14.0%23.5Underweight
FTI
TechnipFMC plc
Mega-cap core · oversold tape$28B+83.6%-7.2%39.9Underweight
PHM
Pultegroup, Inc.
Mega-cap core · oversold tape$22B-12.6%-8.1%37.7Underweight
CAT
Caterpillar Inc.
Overbought tape · momentum leaders$372B+73.3%-0.8%47.9Buy
GEV
GE Vernova Inc.
Overbought tape · momentum leaders$250B+53.9%-2.7%48.7Buy
QCOM
Qualcomm Inc
Overbought tape · momentum leaders$190B+5.7%+10.6%53.7Neutral
DE
Deere & Company
Overbought tape · momentum leaders$184B+43.7%+10.2%60.7Neutral
ETN
Eaton Corporation, plc
Overbought tape · momentum leaders$165B+14.4%+2.3%54.8Buy
PWR
Quanta Services, Inc.
Overbought tape · momentum leaders$96B+63.0%-3.9%50.8Buy
JCI
Johnson Controls International plc
Overbought tape · momentum leaders$87B+32.1%+0.1%50.1Neutral
LITE
Lumentum Holdings Inc.
Overbought tape · momentum leaders$84B+442.8%+5.9%54Buy
BE
Bloom Energy Corporation
Overbought tape · momentum leaders$78B+228.1%+31.2%57.4Neutral
URI
United Rentals, Inc.
Overbought tape · momentum leaders$63B+7.5%-7.4%44.6Buy
MPLX
MPLX LP
Overbought tape · momentum leaders$60B+17.1%+1.4%53.7Buy
FIX
Comfort Systems USA, Inc.
Overbought tape · momentum leaders$58B+106.6%-1.3%51.6Buy
DAL
Delta Air Lines, Inc.
Overbought tape · momentum leaders$52B+33.9%-1.8%44.8Buy
NVT
nVent Electric plc
Overbought tape · momentum leaders$26B+60.0%+2.3%52.4Neutral
EXPD
Expeditors International of Washington, Inc.
Overbought tape · momentum leaders$25B+53.9%+2.4%58.2Neutral
CNH
CNH INDUSTRIAL N.V.
Overbought tape · momentum leaders$22B+21.3%+22.8%60Neutral
DINO
HF Sinclair Corporation
Overbought tape · momentum leaders$21B+118.2%+25.0%78.1Buy
PAA
Plains All American Pipeline, L.P. Common Units representing Limited Partner Interests
Overbought tape · momentum leaders$18B+45.7%+3.2%53.8Neutral
STRL
Sterling Infrastructure, Inc.
Overbought tape · momentum leaders$16B+48.8%-0.4%51.1Buy
FPS
Forgent Power Solutions, Inc.
Overbought tape · momentum leaders$11B0.0%+18.2%62Buy
ACA
Arcosa, Inc.
Overbought tape · momentum leaders$7.2B+50.5%+0.3%65.6Neutral
MATX
Matsons, Inc.
Overbought tape · momentum leaders$7.0B+116.6%+7.5%62.5Neutral
NOC
Northrop Grumman Corp.
Positive news flow · engine favourites$75B-8.1%-6.5%44.2Neutral
CIEN
Ciena Corporation
Positive news flow · engine favourites$49B+152.7%-11.1%46Buy
UI
Ubiquiti Inc.
Positive news flow · engine favourites$36B-6.0%+2.7%55.1Neutral
UAL
United Airlines Holdings, Inc.
Positive news flow · engine favourites$35B+3.2%-2.7%44.1Buy
TDY
Teledyne Technologies Incorporated
Positive news flow · engine favourites$28B+7.3%-4.8%38.4Buy
OTIS
Otis Worldwide Corporation
Positive news flow · engine favourites$26B-24.2%-4.5%40.5Underweight
DOV
Dover Corporation
Positive news flow · engine favourites$25B+8.5%-6.2%34.2Neutral
CW
Curtiss-Wright Corp.
Positive news flow · engine favourites$21B+10.8%-12.3%34.1Buy
LUV
Southwest Airlines Co.
Positive news flow · engine favourites$20B+27.0%+2.7%51.4Buy
FTAI
FTAI Aviation Ltd.
Positive news flow · engine favourites$20B+7.1%-3.6%46.1Buy
SNA
Snap-on Incorporated
Positive news flow · engine favourites$19B+9.6%-4.9%30.1Neutral
WWD
Woodward, Inc.
Positive news flow · engine favourites$19B+34.1%-6.0%33.5Neutral
ITT
ITT Inc.
Positive news flow · engine favourites$18B+11.8%-1.8%52.1Buy
CHRW
C.H. Robinson Worldwide, Inc.
Positive news flow · engine favourites$18B+11.6%+6.4%49.4Buy
J
Jacobs Solutions Inc.
Positive news flow · engine favourites$17B-4.2%-3.1%48.2Underweight
BALL
Ball Corporation
Positive news flow · engine favourites$16B+22.3%-3.9%38.8Underweight
RBC
RBC Bearings Incorporated
Positive news flow · engine favourites$16B+30.2%-0.7%46.3Buy
LECO
Lincoln Electric Holdings Inc
Positive news flow · engine favourites$14B+7.3%-7.1%39.9Underweight
TXT
Textron, Inc.
Positive news flow · engine favourites$14B-5.0%-5.5%37.4Underweight
BWXT
BWX Technologies, Inc.
Positive news flow · engine favourites$14B-15.2%-5.7%37.9Neutral
GGG
Graco Inc
Positive news flow · engine favourites$12B-10.3%-6.7%39.2Neutral
GNRC
GENERAC HOLDINGS INC
Positive news flow · engine favourites$12B+12.7%+0.3%57.6Buy
WTS
Watts Water Technologies, Inc.
Positive news flow · engine favourites$12B+22.7%-5.2%42.3Neutral
MOG.B
MOOG INC CL B
Positive news flow · engine favourites$11B0.0%-7.9%38.1Underweight
DRS
Leonardo DRS, Inc.
Positive news flow · engine favourites$9.9B-12.7%-9.3%36.3Buy
FLS
Flowserve Corporation
Positive news flow · engine favourites$9.4B+28.0%-5.4%43.8Underweight
BAH
Booz Allen Hamilton Holding Corporation
Positive news flow · engine favourites$9.3B-23.8%+0.9%54.5Neutral
VMI
Valmont Industries, Inc.
Positive news flow · engine favourites$9.2B+25.3%-1.5%44.6Buy
TTEK
Tetra Tech Inc
Positive news flow · engine favourites$9.1B-2.3%-2.4%49.8Underweight
SAIA
Saia, Inc.
Positive news flow · engine favourites$9.1B+8.7%-4.8%41.1Neutral
AVAV
AeroVironment, Inc.
Positive news flow · engine favourites$8.1B-43.6%+0.1%53.7Buy
FLR
Fluor Corporation
Positive news flow · engine favourites$7.3B+29.4%+5.3%53.6Neutral
NOV
NOV Inc.
Positive news flow · engine favourites$7.2B+54.7%-1.0%41.7Underweight
SSD
Simpson Manufacturing Co., Inc.
Positive news flow · engine favourites$7.0B-7.0%-8.9%33.3Underweight
POWL
Powell Industries Inc
Positive news flow · engine favourites$6.7B+81.4%-6.8%46.3Buy
GTES
Gates Industrial Corporation Ltd.
Positive news flow · engine favourites$6.5B-1.0%-1.1%45.6Neutral
AAON
Aaon Inc
Positive news flow · engine favourites$6.3B-13.4%-5.0%41.1Neutral
RCL
Royal Caribbean Group
Six-month decliners · momentum laggards$66B-24.5%-14.5%22.2Underweight
LHX
L3Harris Technologies, Inc.
Six-month decliners · momentum laggards$46B-12.5%-8.6%30.1Underweight
CARR
Carrier Global Corporation
Six-month decliners · momentum laggards$44B-11.8%-10.4%27.2Underweight
AXON
Axon Enterprise, Inc.
Six-month decliners · momentum laggards$36B-41.6%-27.1%35.9Underweight
CCL
Carnival Corporation Ltd.
Six-month decliners · momentum laggards$30B-30.6%-13.9%26.6Underweight
IR
Ingersoll Rand Inc.
Six-month decliners · momentum laggards$28B-11.9%-9.4%31.6Underweight
XYL
Xylem Inc
Six-month decliners · momentum laggards$25B-24.3%-5.2%39.5Neutral
OMC
Omnicom Group Inc.
Six-month decliners · momentum laggards$21B+0.7%-12.1%35.2Underweight
XPO
XPO, Inc.
Six-month decliners · momentum laggards$20B+32.4%-11.5%31.1Underweight
LEN
Lennar Corporation
Six-month decliners · momentum laggards$18B-42.5%-10.5%35.4Underweight
LEN.B
Lennar Corporation
Six-month decliners · momentum laggards$18B-40.7%-10.9%35.1Underweight
MTZ
MasTec, Inc.
Six-month decliners · momentum laggards$17B+7.5%-21.1%34Neutral
FN
Fabrinet
Six-month decliners · momentum laggards$14B+2.8%-12.7%39.7Neutral
LII
Lennox International Inc.
Six-month decliners · momentum laggards$12B-33.7%-11.5%27Buy
HII
Huntington Ingalls Industries, Inc.
Six-month decliners · momentum laggards$11B-0.7%-9.5%29.2Underweight
RRX
Regal Rexnord Corporation
Six-month decliners · momentum laggards$9.9B+2.5%-10.7%30.9Underweight
SPXC
SPX Technologies, Inc.
Six-month decliners · momentum laggards$9.1B-4.6%-11.1%35.2Underweight
PNR
Pentair plc
Six-month decliners · momentum laggards$8.9B-49.9%-12.3%26.8Neutral
KTOS
Kratos Defense & Security Solutions, Inc.
Six-month decliners · momentum laggards$8.9B-41.1%-15.5%37.5Underweight
DY
Dycom Industries, Inc.
Six-month decliners · momentum laggards$8.8B+7.8%-27.1%35.6Neutral
ACM
Aecom
Six-month decliners · momentum laggards$8.0B-53.4%-4.9%39.1Underweight
SARO
StandardAero, Inc.
Six-month decliners · momentum laggards$7.4B-20.2%-11.6%26.2Underweight
NCLH
Norwegian Cruise Line Holdings Ltd.
Six-month decliners · momentum laggards$6.5B-44.4%-15.7%26.4Underweight
JOBY
Joby Aviation, Inc.
Six-month decliners · momentum laggards$6.1B-58.2%-19.3%31.8Underweight
LOAR
Loar Holdings Inc.
Six-month decliners · momentum laggards$6.0B-20.8%-13.4%37Underweight
PL
Planet Labs PBC
Six-month decliners · momentum laggards$6.0B+54.8%-25.9%30.2Underweight
EMR
Emerson Electric Co.
Negative news flow · small-cap fringe$84B+13.7%-3.1%47.4Neutral
EME
EMCOR Group, Inc.
Negative news flow · small-cap fringe$33B+19.3%-4.7%47.2Underweight
SUNB
Sunbelt Rentals Holdings, Inc.
Negative news flow · small-cap fringe$30B0.0%-4.5%49.9Neutral
JBHT
JB Hunt Transport Services Inc
Negative news flow · small-cap fringe$22B+73.4%-14.6%30.2Underweight
NDSN
Nordson Corp
Negative news flow · small-cap fringe$17B+36.9%-6.9%47.9Underweight
IEX
IDEX Corporation
Negative news flow · small-cap fringe$16B+38.1%-4.3%44.3Underweight
ZBRA
Zebra Technologies Corporation
Negative news flow · small-cap fringe$16B+7.4%-3.8%50.6Underweight
NVR
NVR, Inc.
Negative news flow · small-cap fringe$16B-24.8%-2.4%44.3Underweight
SWK
Stanley Black & Decker, Inc.
Negative news flow · small-cap fringe$14B+12.9%-9.4%36.9Neutral
MAS
Masco Corporation
Negative news flow · small-cap fringe$13B-6.7%-7.2%37.3Underweight
IESC
IES Holdings, Inc.
Negative news flow · small-cap fringe$13B+70.7%-5.7%48Neutral
TOL
Toll Brothers, Inc.
Negative news flow · small-cap fringe$12B-4.8%-8.3%36.2Underweight
CCK
Crown Holdings Inc.
Negative news flow · small-cap fringe$12B+14.6%-6.8%29.7Underweight
IT
Gartner, Inc.
Negative news flow · small-cap fringe$12B-26.6%-4.1%51.4Underweight
MOG.A
Moog Inc.
Negative news flow · small-cap fringe$12B+82.6%-4.4%41.3Neutral
CR
Crane Company
Negative news flow · small-cap fringe$11B+7.3%-4.3%38.9Underweight
KNX
Knight-Swift Transportation Holdings Inc.
Negative news flow · small-cap fringe$11B+61.4%-3.9%42.4Neutral
LFUS
Littelfuse Inc
Negative news flow · small-cap fringe$10B+53.1%-1.0%45.9Neutral
DCI
Donaldson Company, Inc.
Negative news flow · small-cap fringe$10B+5.8%-6.5%33.8Neutral
AYI
Acuity Inc.
Negative news flow · small-cap fringe$9.1B-12.1%-11.3%34.2Underweight
TTC
Toro Company (The)
Negative news flow · small-cap fringe$8.9B+17.0%-4.4%44.3Neutral
AAL
American Airlines Group Inc.
Negative news flow · small-cap fringe$8.6B+3.0%-4.1%39.7Neutral
AGCO
AGCO Corporation
Negative news flow · small-cap fringe$8.4B+8.7%+15.2%53.1Neutral
TKR
The Timken Company
Negative news flow · small-cap fringe$8.1B+48.1%-5.9%36.9Neutral
ZWS
Zurn Elkay Water Solutions Corporation
Negative news flow · small-cap fringe$7.6B-3.9%-5.6%38Neutral
KEX
Kirby Corporation
Negative news flow · small-cap fringe$7.3B+64.6%-0.6%48.3Underweight
ESE
ESCO Technologies, Inc.
Negative news flow · small-cap fringe$6.9B+22.1%-6.5%38.4Buy
TEX
Terex Corporation
Negative news flow · small-cap fringe$6.7B+10.6%-8.0%40.3Underweight
GATX
GATX Corporation
Negative news flow · small-cap fringe$6.3B+3.0%+0.7%50.3Neutral

ETF Exposure — Industrials

Which major wrappers carry this ranking — counted over 18 curated funds (sector SPDRs + broad-market index funds), not every ETF in existence. The full stock ↔ ETF passive-flow map is at Equities Network.

Frequently Asked Questions

What are the largest industrials companies by market cap in 2026?

The largest listed industrials companies by market cap are Space Exploration Technologies Corp. ($2.0T), Caterpillar Inc. ($372B), GE Aerospace ($326B), RTX Corporation ($261B), GE Vernova Inc. ($250B). The full ranking of 469 stocks refreshes daily at quantlogix.ai/public/industrials.

Which large industrials stocks performed best over the past year?

Among the top-50 industrials stocks by market cap, the best 1-year returns are Space Exploration Technologies Corp. (+519.0%), Lumentum Holdings Inc. (+442.8%), Bloom Energy Corporation (+228.1%), measured to 2026-09-18. Past performance does not predict future results.

Which ETFs give exposure to the industrials sector?

Among 18 curated major wrappers, the funds holding the most of the top 50 industrials stocks are IVV (50), SPY (50), VOO (50). Full map: Equities Network.

How are the industrials stocks clustered?

144 of the top 150 industrials names are grouped by a seeded k-means over seven daily features (20-day momentum, RSI, the QL composite, 1-year and 6-month return, size, news sentiment) into 5 clusters: Mega-cap core · oversold tape (30); Overbought tape · momentum leaders (22); Positive news flow · engine favourites (37); Six-month decliners · momentum laggards (26); Negative news flow · small-cap fringe (29). The map is a principal-components projection of the same features. Clusters describe the tape today, not a forecast.

How fresh are these industrials prices and rankings?

Market caps, prices, and day changes come from the daily universe build (last refreshed 2026-09-21 05:30); 1-year returns come from the performance-rankings build (measured to 2026-09-18). A stock without a price or return history says so rather than showing zero.

Methodology. Rankings are by market capitalization from the daily universe build (last refreshed 2026-09-21 05:30) — prices and day changes carry the same stamp, not live quotes. 1-year returns come from the performance-rankings build (measured to 2026-09-18); a stock without return history says so. The QL Signal is the QuantLogix 5-factor composite — an educational read on technical posture, not investment advice. The cluster map groups the ranked names by a deterministic k-means over seven standardized daily features and lays them out by principal components; clusters are named from their centroid's strongest traits and describe the tape today, not a forecast. Every row links to the full stock page with signals, fundamentals, and news.