Aerospace, defense primes, machinery, and transport — listed industrials ranked by market cap.
| # | Company | Market Cap | Price | 1D | 1Y | QL Signal |
|---|---|---|---|---|---|---|
| 1 | Space Exploration Technologies Corp. SPCX |
$2.0Tlarge | $150 | +1.13% | +501.9% | Buy |
| 2 | Caterpillar Inc. CAT |
$374Blarge | $817 | +0.43% | +93.7% | Neutral |
| 3 | GE Aerospace GE |
$350Blarge | $335 | -0.76% | +19.4% | Underweight |
| 4 | RTX Corporation RTX |
$271Blarge | $199 | -0.76% | +26.5% | Underweight |
| 5 | GE Vernova Inc. GEV |
$251Blarge | $942 | +0.05% | +57.3% | Underweight |
| 6 | Deere & Company DE |
$187Blarge | $693 | -0.15% | +46.0% | Buy |
| 7 | Qualcomm Inc QCOM |
$180Blarge | $171 | +1.13% | +5.7% | Buy |
| 8 | Union Pacific Corp. UNP |
$172Blarge | $290 | +0.16% | +29.8% | Underweight |
| 9 | Boeing Company BA |
$168Blarge | $211 | -0.60% | -8.0% | Neutral |
| 10 | Eaton Corporation, plc ETN |
$160Blarge | $424 | +3.08% | +18.0% | Underweight |
| 11 | Booking Holdings Inc. BKNG |
$145Blarge | $192 | -0.61% | -13.5% | Underweight |
| 12 | Parker-Hannifin Corporation PH |
$121Blarge | $963 | -0.20% | +27.2% | Underweight |
| 13 | Lockheed Martin Corp. LMT |
$121Blarge | $531 | +1.13% | +15.0% | Underweight |
| 14 | General Dynamics Corporation GD |
$97Blarge | $357 | -0.66% | +11.5% | Underweight |
| 15 | Quanta Services, Inc. PWR |
$94Blarge | $629 | +0.74% | +66.0% | Underweight |
| 16 | CSX Corporation CSX |
$92Blarge | $48.99 | -0.85% | +51.3% | Underweight |
| 17 | Johnson Controls International plc JCI |
$88Blarge | $145 | +1.91% | +35.3% | Neutral |
| 18 | United Parcel Service, Inc. UPS |
$87Blarge | $102 | -0.28% | +21.1% | Neutral |
| 19 | Emerson Electric Co. EMR |
$85Blarge | $153 | +1.74% | +14.8% | Underweight |
| 20 | Canadian Pacific Kansas City Limited CP |
$81Blarge | $91.60 | +0.33% | +19.3% | Underweight |
| 21 | Lumentum Holdings Inc. LITE |
$79Blarge | $881 | -0.03% | +521.0% | Neutral |
| 22 | Motorola Solutions, Inc. New MSI |
$77Blarge | $468 | -0.89% | -2.2% | Underweight |
| 23 | Cummins Inc. CMI |
$77Blarge | $561 | +0.04% | +39.9% | Underweight |
| 24 | Illinois Tool Works Inc. ITW |
$77Blarge | $270 | -0.56% | +1.7% | Underweight |
| 25 | FedEx Corporation FDX |
$76Blarge | $323 | -0.55% | +43.2% | Underweight |
| 26 | Canadian National Railway CNI |
$75Blarge | $123 | +0.16% | +27.5% | Neutral |
| 27 | Bloom Energy Corporation BE |
$74Blarge | $266 | +5.32% | +360.5% | Buy |
| 28 | Norfolk Southern Corp. NSC |
$74Blarge | $329 | +0.50% | +17.8% | Underweight |
| 29 | Northrop Grumman Corp. NOC |
$73Blarge | $516 | +0.20% | -11.2% | Underweight |
| 30 | Royal Caribbean Group RCL |
$71Blarge | $263 | -1.01% | -26.3% | Underweight |
| 31 | Honeywell International, Inc. HON |
$66Blarge | $207 | -1.14% | +3.4% | Underweight |
| 32 | TransDigm Group Incorporated TDG |
$64Blarge | $1158 | -0.34% | -9.3% | Underweight |
| 33 | Baker Hughes Company BKR |
$63Blarge | $63.89 | +0.61% | +37.1% | Neutral |
| 34 | United Rentals, Inc. URI |
$63Blarge | $1008 | -0.23% | +4.7% | Underweight |
| 35 | MPLX LP MPLX |
$60Blarge | $59.67 | +0.56% | +17.4% | Neutral |
| 36 | Comfort Systems USA, Inc. FIX |
$57Blarge | $1612 | +0.10% | +122.4% | Underweight |
| 37 | Garmin Ltd GRMN |
$53Blarge | $277 | +0.17% | +16.6% | Underweight |
| 38 | Delta Air Lines, Inc. DAL |
$53Blarge | $79.52 | -0.81% | +32.4% | Underweight |
| 39 | Honeywell Aerospace Inc. HONA |
$51Blarge | $161 | +3.65% | no return history | Buy |
| 40 | Carrier Global Corporation CARR |
$49Blarge | $59.40 | -0.52% | -6.0% | Underweight |
| 41 | L3Harris Technologies, Inc. LHX |
$48Blarge | $256 | -0.18% | -6.1% | Underweight |
| 42 | Ciena Corporation CIEN |
$46Blarge | $323 | +0.56% | +174.6% | Underweight |
| 43 | HEICO Corporation HEI |
$45Blarge | $325 | -0.07% | +1.0% | Underweight |
| 44 | Axon Enterprise, Inc. AXON |
$42Blarge | $516 | 0.00% | -29.4% | Underweight |
| 45 | Waste Connections, Inc. WCN |
$41Blarge | $165 | -1.16% | -9.0% | Underweight |
| 46 | Rocket Lab Corporation RKLB |
$41Blarge | $64.62 | +0.56% | +49.5% | Underweight |
| 47 | D.R. Horton Inc. DHI |
$40Blarge | $141 | -1.08% | -19.2% | Underweight |
| 48 | Old Dominion Freight Line ODFL |
$39Blarge | $188 | +1.35% | +24.9% | Underweight |
| 49 | United Airlines Holdings, Inc. UAL |
$36Blarge | $110 | -1.63% | +5.0% | Underweight |
| 50 | Expedia Group, Inc. EXPE |
$36Blarge | $296 | -0.68% | +37.7% | Underweight |
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.
The largest listed industrials companies by market cap are Space Exploration Technologies Corp. ($2.0T), Caterpillar Inc. ($374B), GE Aerospace ($350B), RTX Corporation ($271B), GE Vernova Inc. ($251B). The full ranking of 469 stocks refreshes daily at quantlogix.ai/public/industrials.
Among the top-50 industrials stocks by market cap, the best 1-year returns are Lumentum Holdings Inc. (+521.0%), Space Exploration Technologies Corp. (+501.9%), Bloom Energy Corporation (+360.5%), measured to 2026-09-04. Past performance does not predict future results.
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.
Market caps, prices, and day changes come from the daily universe build (last refreshed 2026-09-08 09:36); 1-year returns come from the performance-rankings build (measured to 2026-09-04). 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 2026-09-08 09:36) — prices and day changes carry the same stamp, not live quotes. 1-year returns come from the performance-rankings build (measured to 2026-09-04); 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. Every row links to the full stock page with signals, fundamentals, and news.