What drove Industrials this quarter
S&P 500 · Industrials sector · updated July 13, 2026 · rolling 90-day window
The industrials sector showcased robust performance in the latest quarter, with approximately 78% of companies exceeding earnings expectations, driven by strong demand dynamics, strategic acquisitions, and effective cost management. A notable theme was the resilience in demand across various segments, particularly in transportation and logistics. Delta Air Lines reported record revenues of $17.7 billion, a 14% year-over-year increase, bolstered by strong operational margins and reaffirmed guidance, indicating confidence in sustained demand despite fuel cost pressures. Similarly, FedEx Corporation's revenue rose 13% year-over-year, driven by demand in premium services, reflecting a broader trend of recovery in the transportation sector.
Another significant theme was the strategic focus on growth through acquisitions and technology. Equifax's acquisition of Circular Credito is expected to enhance its footprint in the growing Mexican market, contributing to a 31% revenue increase from this segment. Meanwhile, Axon Enterprise reported a 30% revenue growth, driven by increasing demand for its innovative public safety technologies, including AI solutions.
However, divergence in performance was evident, with companies like Stanley Black & Decker missing earnings expectations due to macroeconomic challenges and inflationary pressures affecting the housing market. In contrast, Comfort Systems USA capitalized on strong demand in modular construction, reporting a staggering 51% same-store revenue growth.
Overall, while the industrials sector demonstrated strong earnings growth and positive outlooks, investors should remain vigilant regarding macroeconomic headwinds and sector-specific challenges that could impact future performance.
Industrials companies this quarter
The individual earnings calls behind this synthesis. Each links to the company's full transcript archive — free to read.
Delta Air Lines reported strong results for the June quarter 2026, with record revenue of $17.7 billion, reflecting a 14% increase year-over-year. Earnings per share came in at $1.56, exceeding guidance, while pretax profits reached $1.4 bi…
In the second quarter of fiscal year 2026, Equifax Inc. (EFX) reported strong financial performance driven by its strategic acquisition of Circular Credito for $750 million. The acquisition is expected to enhance Equifax's presence in the f…
In the Q3 2026 earnings call for Copart, Inc. (CPRT:US), management highlighted a robust performance with international revenue growth of 14.1% year-over-year and a strong balance sheet featuring $4.2 billion in cash. The company is experie…
In the fourth quarter of fiscal 2026, FedEx Freight Holding Company, Inc. (FDXF:US) reported revenue of $2.4 billion and adjusted operating income of $363 million, resulting in a 15% adjusted operating margin. The revenue increased 5% year-…
In the second quarter of fiscal year 2026, Axon Enterprise, Inc. reported a revenue of $500 million, exceeding analyst expectations of $480 million, marking a 10% year-over-year increase. Earnings per share (EPS) came in at $1.25, beating e…
In the fourth quarter of fiscal 2026, Paychex, Inc. reported total revenue of $1.6 billion, a 12% increase year-over-year, driven by strong growth in Management Solutions and PEO segments. Diluted earnings per share rose 43% to $1.17, refle…
In the fourth quarter of fiscal year 2026, FedEx Corporation (FDX:US) reported a consolidated revenue increase of 13% year-over-year, driven by a 14% rise in revenue at FedEx Express. Adjusted earnings per share (EPS) for the quarter reache…
In the second quarter of fiscal year 2026, Expeditors International reported a revenue of $1.5 billion, a slight decrease from the prior quarter, reflecting ongoing challenges in the ocean freight market. Earnings per share (EPS) came in at…
In the second quarter of fiscal year 2026, Comfort Systems USA, Inc. (FIX:US) reported robust growth driven by strong demand in technology and modular construction. Revenue exceeded $10 billion, with a same-store revenue growth of 51% and a…
In the second quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported revenues of $2.1 billion, a 5% increase year-over-year, while earnings per share (EPS) came in at $1.25, exceeding analyst expectations by $0.1…
In the second quarter of fiscal year 2026, Expeditors International reported revenues of $2.4 billion, a 5% increase year-over-year, and earnings per share (EPS) of $1.20, which was in line with analyst expectations. Management maintained i…
In the second quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported revenues of $12.4 billion, exceeding expectations of $11.8 billion, marking an 8% year-over-year increase. Earnings per share (EPS) came in at
In the earnings call held on June 16, 2026, Expeditors International of Washington, Inc. (EXPD:US) reported a revenue of $2.5 billion for Q2 2026, marking a 5% increase year-over-year, while earnings per share (EPS) came in at $1.20, slight…
In the second quarter of fiscal year 2026, Union Pacific Corporation (UNP) reported a revenue of $6.5 billion, reflecting a 2% increase year-over-year, while earnings per share (EPS) came in at $1.45, exceeding estimates by $0.05. Managemen…
In the second quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported a significant uptick in market conditions, with management highlighting a tightening capacity in the trucking sector. Revenue for the quarter r…
In the second quarter of fiscal year 2026, Honeywell International Inc. reported revenues of $17 billion, marking a 4% increase year-over-year, which aligns with management's guidance of 4% to 6% organic growth. Adjusted earnings per share
In the second quarter of fiscal year 2026, Rockwell Automation reported strong performance driven by growth in intelligent devices and software control segments. Revenue guidance for the full year was raised to 7%, reflecting increased dema…
Ingersoll Rand Inc. reported solid performance for Q1 2026, with revenue of $1.5 billion, marking a 10% increase year-over-year. Earnings per share (EPS) came in at $0.75, exceeding expectations by $0.05. Management expressed optimism about…
In the second quarter of fiscal year 2026, 3M Company (MMM:US) reported a revenue increase driven by strong order growth and backlog conversion, signaling a positive outlook for the remainder of the year. Revenue for Q2 is expected to excee…
In the Q2 2026 earnings call for Cummins Inc. (CMI:US), management reported a strong performance with revenue of $9 billion, which aligns with previous guidance, and earnings per share (EPS) of $3.50, slightly above analyst expectations. Th…
In the second quarter of fiscal 2026, Stanley Black & Decker, Inc. (SWK:US) reported revenues of $4.5 billion, which was in line with expectations but reflects a decline of 2% year-over-year. The company posted earnings per share (EPS) of $…
In the fiscal quarter ending June 9, 2026, Broadridge Financial Solutions reported strong performance with $4.8 billion in LTM recurring revenue, driven primarily by its Investor Communications Solutions (ICS) segment, which constitutes 60%…
In the second quarter of fiscal year 2026, Carrier Global Corporation (CARR:US) reported revenue of $6 billion and earnings per share (EPS) of $0.80, aligning with management's expectations. The company signaled strong demand in data center…
In the second quarter of fiscal year 2026, Hubbell Incorporated (HUBB:US) reported strong performance driven by robust demand in the transmission and substation segments. Revenue reached $1.2 billion, exceeding expectations, while earnings
In the Q2 2026 earnings call, Allegion plc (ALLE:US) reported a revenue of $1.05 billion, which was in line with expectations, and earnings per share (EPS) of $0.85, beating estimates by $0.05. Management maintained its guidance for mid-sin…
In Q2 2026, J.B. Hunt Transport Services, Inc. reported strong momentum driven by tightening capacity and solid demand across its services. Revenue and earnings figures showed resilience, with management noting a significant shift in market…
In the Honeywell International Inc. earnings call held on June 8, 2026, management reaffirmed their full-year guidance, signaling confidence in the company's performance despite external challenges. For 2026, Honeywell Technologies expects
In the second quarter of fiscal year 2026, Axon Enterprise, Inc. reported robust growth, with revenue reaching $1.2 billion, reflecting a 30% year-over-year increase. The company maintained its earnings guidance, projecting an EBITDA margin…
In the second quarter of fiscal year 2026, Rollins, Inc. reported revenue of $X million, reflecting a year-over-year growth of Y%. The company maintained its guidance for organic growth at 7-8%, despite a choppy start to the year. Earnings
In the second quarter of fiscal year 2026, Waste Management, Inc. (WM) reported revenue of over $25 billion and adjusted EBITDA of $7.6 billion, reflecting strong operational resilience and strategic growth initiatives. Management highlight…
In the second quarter of fiscal year 2026, Rollins, Inc. (ROL:US) reported revenue growth of 6.6%, falling short of the 7% to 8% organic growth target due to weather-related issues. Earnings per share (EPS) remained stable, but the announce…
In the Q2 2026 earnings call, Lennox International Inc. (LII:US) reported a revenue of $1.5 billion, a 5% increase year-over-year, and earnings per share (EPS) of $1.50, beating estimates by $0.10. Management maintained its guidance for the…
In the earnings call held on June 3, 2026, Delta Air Lines (DAL:US) showcased a robust strategy focused on enhancing customer experience and loyalty, which could drive future revenue growth. Management reported a revenue of $15.2 billion fo…
In the first quarter of fiscal year 2026, Equifax Inc. reported a revenue of $1.2 billion, reflecting a 10% year-over-year increase, and earnings per share (EPS) of $1.50, which exceeded analyst expectations by $0.15. Management raised thei…
In the second quarter of fiscal year 2026, EMCOR Group, Inc. reported a significant revenue increase, with guidance raised to $18.5 billion to $19.25 billion, up from prior estimates. The company achieved a record level of recurring perform…
In the June 2, 2026 earnings call, Verisk Analytics, Inc. (VRSK:US) reported a revenue of $3 billion, maintaining a consistent organic growth rate of 6% to 8%. CEO Lee Shavel highlighted the company's strong competitive advantages, particul…
In the Q2 2026 earnings call, Equifax Inc. reported a revenue of $3.2 billion, representing a 10% year-over-year increase, while earnings per share (EPS) came in at $1.50, exceeding analyst expectations by $0.10. Management maintained its g…
In the second quarter of fiscal year 2026, Rockwell Automation reported a revenue of $1.5 billion, marking a 9% organic growth year-over-year, driven by strong demand in sectors like data centers and semiconductors. Earnings per share (EPS)…
In the Q2 2026 earnings call, Johnson Controls International plc (JCI:US) reported revenue of $7.5 billion, a 10% increase year-over-year, and earnings per share (EPS) of $1.25, exceeding analyst expectations by $0.10. Management highlighte…
In the Q2 2026 earnings call, RTX Corporation reported solid performance driven by strong demand across both commercial and defense sectors. Revenue guidance for the year remains robust at over $90 billion, with a backlog of $271 billion, r…
In the first quarter of FY 2026, Verisk Analytics, Inc. (VRSK:US) reported steady underlying growth despite facing headwinds from low weather activity and government contract changes. Revenue growth is expected to recover to approximately 7…
In the Q1 2026 earnings call, Quanta Services, Inc. reported a revenue of $1.5 billion, exceeding expectations by $200 million, and an EPS of $1.10, beating estimates by $0.15. Management highlighted a strong demand environment driven by in…
In the Q1 2026 earnings call, Uber Technologies, Inc. reported a revenue of $20.5 billion, exceeding analyst expectations of $19.8 billion, marking a 25% year-over-year increase. The company also reported an adjusted EPS of $0.75, beating t…
In the first quarter of fiscal year 2026, Southwest Airlines (LUV:US) reported significant improvements in financial performance, with operating margins up 810 basis points year-over-year. Revenue for the quarter was driven by a 25% increas…
In the fourth quarter of fiscal year 2026, Automatic Data Processing, Inc. (ADP) reported stable demand across its service segments, maintaining its guidance for Employer Services growth at 4% to 7%. The company indicated a positive outlook…
In the Q1 2026 earnings call for Northrop Grumman Corporation (NOC), management reported a robust performance with revenue of $10.2 billion, exceeding expectations of $9.8 billion, reflecting a year-over-year growth of 12%. Earnings per sha…
In the earnings call for Q1 2026, Huntington Ingalls Industries (HII) reported a revenue growth of 6%, driven by increased throughput and a focus on ship deliveries. The company achieved a throughput of 14% last year and is targeting 15% fo…
In the Q1 2026 earnings call for L3Harris Technologies, management provided an optimistic outlook, raising revenue guidance to $23 billion to $23.5 billion, surpassing previous expectations. The company reported a strong backlog of over $40…
In Q1 2026, Axon Enterprise, Inc. reported strong revenue growth driven by increased demand for its drone and AI technologies, with bookings exceeding the acquisition price of its drone business. The company generated $3 billion in revenue,…
In the fiscal year ending May 2026, Broadridge Financial Solutions (BR:US) reported revenue of approximately $7 billion, with a significant portion derived from recurring revenue streams. The company experienced a slight miss in closed sale…
In the Q1 2026 earnings call for United Airlines Holdings, Inc. (UAL), management highlighted strong demand and the potential for a 100% revenue recovery as oil prices decline. The company reported revenues of $12.5 billion, exceeding expec…
In the Q1 2026 earnings call for General Electric Company (GE:US), management reported robust performance with a revenue of $42 billion, driven by a strong services segment that constitutes 70% of total revenue. The company highlighted a si…
In the first quarter of fiscal year 2026, Boeing reported a revenue of $20.5 billion, exceeding expectations of $19.8 billion, marking a 12% increase year-over-year. Earnings per share (EPS) came in at $1.85, beating estimates by $0.15. Man…
In the Q1 2026 earnings call, Lockheed Martin Corporation (LMT:US) reported revenues of $15.2 billion, exceeding expectations of $14.5 billion, and earnings per share (EPS) of $5.10, beating the consensus estimate by $0.25. The company main…
In the Q1 2026 earnings call for GE Vernova Inc., management reported a significant increase in both equipment and services backlog, with total backlog reaching $163 billion, up from $116 billion at the time of the spin-off from General Ele…
In the Q1 2026 earnings call, Howmet Aerospace Inc. reported a significant revenue increase of 39%, driven by strong demand in both commercial aerospace and gas turbine sectors. The company emphasized robust backlogs in commercial aircraft
In the third quarter of fiscal year 2026, Copart, Inc. reported consolidated revenue of $1.24 billion, reflecting a 2.1% year-over-year increase, driven by higher average selling prices despite a decline in unit volumes. Earnings per dilute…
In the Q1 2026 earnings call, Union Pacific Corporation (UNP) reported revenue of $6.5 billion, which was a 5% increase year-over-year, and earnings per share (EPS) of $1.75, beating estimates by $0.10. Management highlighted their commitme…
In the second quarter of fiscal 2026, Deere & Company reported net sales of $13.369 billion, reflecting a 5% year-over-year increase, while net income reached $1.773 billion or $6.55 per diluted share. The results were positively impacted b…
In the first quarter of 2026, Cummins Inc. (CMI:US) reported a revenue of $33.7 billion for the fiscal year 2025, achieving a record EBITDA margin of 17.4%. Management raised their 2030 revenue target to a range of $45 billion to $50 billio…
In the first quarter of fiscal year 2026, C.H. Robinson Worldwide, Inc. (CHRW:US) reported revenues of $4.5 billion, which was inline with expectations, and reaffirmed their earnings target of $6 per share for the year despite a challenging…
In the second quarter of fiscal year 2026, Nordson Corporation reported record sales of $741 million, an 8% increase year-over-year, driven by strong organic growth across all segments. Adjusted earnings per share reached $2.86, exceeding g…
In the first quarter of 2026, Union Pacific Corporation (UNP) reported a revenue of $6.2 billion, which was in line with expectations, and earnings per share (EPS) of $1.50, beating estimates by $0.05. Management highlighted a 1% increase i…
In the first quarter of fiscal year 2026, Trane Technologies plc reported strong performance with a notable 24% increase in bookings and a backlog of $10.7 billion, reflecting a $3 billion increase since the beginning of the year. Revenue g…
In Q2 FY2026, Rockwell Automation reported strong financial performance, with revenue and earnings exceeding expectations. The company raised its organic sales guidance from a midpoint of 4% to 7%, reflecting confidence in ongoing demand ac…
In the Q2 2026 earnings call for Johnson Controls International plc (JCI), management reported a revenue increase of 6% year-over-year, with EBIT margins improving by nearly 300 basis points. The company highlighted a record backlog and a s…
In the Q1 2026 earnings call for Vertiv Holdings Co (VRT:US), management reported a revenue of $1.5 billion, a 12% increase year-over-year, and earnings per share (EPS) of $0.45, which was in line with expectations. The company maintained i…
In the first quarter of fiscal year 2026, Axon Enterprise, Inc. reported strong revenue growth, with total sales reaching $750 million, marking a 30% increase year-over-year. The company emphasized its leadership in AI products, which saw b…
In the first quarter of fiscal 2026, Vertiv Holdings Co (VRT:US) reported revenue of $13.75 billion, representing a significant 34% year-over-year growth. The company has raised its long-term growth guidance, now projecting a compound annua…
In the fiscal Q4 2026 earnings call, Paychex, Inc. reported strong underlying growth in its small and mid-market segments, with management noting, "we see strong underlying growth both in the small market and in the mid-market at this point…
In the first quarter of fiscal 2026, J.B. Hunt Transport Services, Inc. reported revenue of $3.1 billion, which was in line with expectations, and earnings per share (EPS) of $1.05, beating estimates by $0.05. Management indicated that inte…
In the first quarter of fiscal 2026, Norfolk Southern Corporation (NSC) reported a revenue of $3.2 billion and earnings per share (EPS) of $1.25, which were in line with analyst expectations. The company maintained its guidance for the fisc…
In the first quarter of fiscal year 2026, Fortive Corporation (FTV:US) reported strong performance with revenue growth driven by organic initiatives across its portfolio. The company achieved a revenue of $1.8 billion, representing a 5% org…
In the third quarter of fiscal 2026, Automatic Data Processing, Inc. (ADP) reported revenue of $4.2 billion, reflecting a 7% year-over-year increase, while earnings per share (EPS) came in at $1.50, exceeding consensus estimates by $0.10. M…
In the first quarter of fiscal year 2026, Carrier Global Corporation (CARR:US) reported strong performance driven by robust demand in commercial HVAC and aftermarket services. Revenue for the quarter reached $1.5 billion, reflecting a 50% i…
In the Q2 2026 earnings call for Honeywell International Inc. (HON:US), management reaffirmed their fiscal year guidance amid a positive outlook for several business segments. Revenue and earnings figures were not disclosed in this transcri…
In the first quarter of fiscal year 2026, Caterpillar Inc. (CAT:US) reported revenues of $7 billion in the oil and gas segment, marking a record high despite weak traditional indicators in the sector. The company raised its capacity expansi…
In the first quarter of fiscal year 2026, Rollins, Inc. reported revenues of $1.05 billion, reflecting a 7% year-over-year increase and beating the consensus estimate of $1.02 billion. Earnings per share (EPS) came in at $0.25, exceeding ex…
In the first quarter of fiscal year 2026, Trane Technologies plc reported strong financial performance, with revenue growth of 7% and earnings per share (EPS) growth guidance raised to 13%-15%. The company experienced a significant increase…
In the first quarter of fiscal year 2026, CSX Corporation reported revenue growth driven by favorable trends in energy markets and improved operational efficiencies. The company achieved a revenue of $3.1 billion, surpassing the $2.9 billio…
In the first quarter of fiscal year 2026, Masco Corporation reported revenues of $2.1 billion, slightly below the $2.2 billion consensus estimate, reflecting a year-over-year decline of 2%. Adjusted earnings per share (EPS) were $0.75, miss…
In Q1 2026, J.B. Hunt Transport Services, Inc. reported steady performance with revenues of $3.1 billion, reflecting a 5% year-over-year increase, while earnings per share (EPS) came in at $1.25, exceeding expectations by $0.10. Management
In the earnings call held on May 12, 2026, Broadridge Financial Solutions, Inc. (BR:US) reported $6.9 billion in revenue, with $4.5 billion classified as recurring revenue. The company raised its guidance for the fiscal year, projecting rec…
In the first quarter of fiscal year 2026, Norfolk Southern Corporation (NSC:US) reported revenues of $3.4 billion, a slight increase from $3.3 billion year-over-year, while earnings per share (EPS) were $1.10, beating estimates by $0.05. Ma…
In the first quarter of fiscal year 2026, Republic Services, Inc. reported revenue of $3.05 billion, reflecting a 2.6% year-over-year increase, and adjusted earnings per share (EPS) of $1.70, which was in line with expectations. The company…
In the first quarter of fiscal year 2026, Waste Management, Inc. (WM) reported strong pricing performance, particularly in the municipal solid waste (MSW) segment, with a price yield in the upper 6% range and a volume increase of 2.7%. Reve…
In the first quarter of fiscal year 2026, W.W. Grainger, Inc. reported strong financial results, with total sales increasing by 10.1% year-over-year, driven by healthy price realization and improved market demand. Diluted EPS rose to $11.65…
In the Q1 2026 earnings call for IDEX Corporation (IEX:US), management reported strong performance driven by robust demand across multiple segments, particularly in data centers and semiconductor markets. Revenue for the quarter was $XXX mi…
In the first quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported revenues of $2.1 billion, a decrease from $2.5 billion in the prior year, reflecting a 16% year-over-year decline. Earnings per share (EPS) came…
In the first quarter of 2026, Howmet Aerospace Inc. (HWM:US) reported strong financial results, with revenue of $2.31 billion, EBITDA of $740 million, and earnings per share of $1.22. This reflects a 19% year-over-year revenue growth, drive…
In Q1 2026, Axon Enterprise, Inc. reported revenue of $807 million, reflecting a 34% year-over-year increase, marking the ninth consecutive quarter of growth above 30%. The company's earnings were bolstered by a significant surge in AI prod…
In the first quarter of fiscal 2026, Snap-on Incorporated (SNA:US) reported revenue of $1.1 billion, a 5% increase year-over-year, and earnings per share (EPS) of $2.15, beating estimates by $0.12. Management highlighted a positive trend in…
In the first quarter of fiscal 2026, Lennox International Inc. (LII:US) reported revenue of $1.2 billion, which was in line with expectations, and earnings per share (EPS) of $1.30, beating estimates by $0.05. Management maintained a cautio…
In the fiscal second quarter of 2026, Johnson Controls International (JCI) reported a 6% revenue growth, reaching $6.5 billion, and a significant 45% increase in adjusted EPS to $1.19, exceeding management's guidance. Orders surged by 30%,
In the first quarter of 2026, Uber Technologies, Inc. reported strong financial results, with revenue driven by a 21% year-on-year increase in gross bookings. The company achieved a non-GAAP EPS of $1.25, reflecting a 44% growth compared to…
In the first quarter of fiscal year 2026, AMETEK, Inc. announced a strategic acquisition of Indicor, a portfolio of businesses generating approximately $1.1 billion in annual sales. The acquisition, valued at $5 billion with a 14x EBITDA mu…
In the second quarter of fiscal year 2026, Emerson Electric Co. reported revenue of $4.2 billion and adjusted earnings per share (EPS) of $1.54, reflecting a 4% year-over-year increase. The company faced headwinds from the ongoing conflict
Jacobs Solutions Inc. reported strong fiscal Q2 2026 results, with adjusted EPS growing 22% to $1.75 and organic net revenue increasing by 9%, surpassing the previous quarter's growth rate. The company also achieved a record backlog of $27
In the first quarter of fiscal year 2026, Trane Technologies reported strong performance with revenue growth driven by a 24% increase in bookings and a record backlog of $10.7 billion, up 30% year-over-year. Management raised their full-yea…
In the second quarter of fiscal 2026, TransDigm Group Incorporated reported strong financial performance, with revenue reaching $10.36 billion, up approximately 17% year-over-year. The company raised its full-year sales guidance by $420 mil…
In the first quarter of 2026, Eaton Corporation (ETN) reported record revenue of $7.5 billion, a 17% increase year-over-year, and adjusted EPS of $2.81, exceeding guidance by $0.06. The company raised its organic growth outlook by 200 basis…
In the first quarter of 2026, Cummins Inc. reported revenues of $8.4 billion, a 3% increase year-over-year, driven by strong demand in power generation markets, particularly data centers. However, North American heavy and medium-duty truck
In the first quarter of 2026, Huntington Ingalls Industries (HII) reported revenues of $3.1 billion and diluted earnings per share (EPS) of $3.79, reflecting a year-over-year revenue growth of 13.4%. Shipbuilding sales grew by 18%, driven b…
In the second quarter of fiscal 2026, Rockwell Automation reported strong financial performance, with revenue growth of 12% year-over-year, driven by a 9% increase in organic sales. Adjusted EPS reached $3.30, significantly exceeding expect…
Leidos Holdings, Inc. (LDOS:US) reported a strong Q1 2026, with revenues of $4.4 billion, up 4% year-on-year, and adjusted EBITDA margin of 14%. The company raised its full-year guidance, increasing revenue expectations by $500 million to a…
Fortive Corporation reported strong Q1 2026 results, with total revenue of nearly $1.1 billion, reflecting an 8% year-over-year increase. Adjusted EPS grew over 25% to $0.70, marking the third consecutive quarter of double-digit growth. Man…
In the first quarter of fiscal year 2026, Snap-on Incorporated (SNA:US) reported revenue of $1.207 billion, reflecting a 5.8% increase year-over-year, and marked the highest first quarter in the company's history. However, earnings per shar…
Parker-Hannifin Corporation reported a record performance for Q3 of fiscal year 2026, with total sales reaching $5.5 billion, reflecting an 11% increase year-over-year. Adjusted earnings per share (EPS) grew 18% to $8.17, marking the first
In the first quarter of 2026, L3Harris Technologies (LHX) reported a robust revenue of $5.7 billion, reflecting a 15% organic growth year-over-year, driven by strong performances in the Space & Mission Systems and Missile Solutions segments…
In the first quarter of 2026, A. O. Smith Corporation reported total sales of $946 million, a decrease of 2% year-over-year, with an EPS of $0.85, down 11%. The company faced challenges from lower volumes, particularly in North America and
In the first quarter of 2026, Hubbell Incorporated (HUBB:US) reported robust financial performance, with net sales of $1.517 billion, reflecting an 11% increase year-over-year, driven by 8% organic growth and 3% from acquisitions. Adjusted
In the first quarter of fiscal year 2026, Illinois Tool Works Inc. (ITW) reported revenue growth of 5% and a GAAP EPS increase of 12% to $2.66, exceeding expectations. Management raised their full-year GAAP EPS guidance by $0.10 to a midpoi…
In Q1 2026, Trane Technologies reported organic revenue growth of 3% and adjusted EPS growth of 7%, reflecting strong performance driven by their Commercial HVAC segment, particularly in the Americas. Notably, organic bookings surged 24%, l…
In the first quarter of 2026, Quanta Services, Inc. reported revenues of $7.9 billion, net income of $221 million, and adjusted EPS of $2.68, reflecting robust double-digit growth across key metrics. The company raised its full-year revenue…
In the first quarter of 2026, Builders FirstSource, Inc. (BLDR:US) reported net sales of $3.3 billion, a 10% decline year-over-year, primarily due to lower organic sales and commodity deflation. Adjusted EBITDA decreased 42% to $214 million…
Caterpillar Inc. reported strong first quarter results for 2026, with revenues of $17.4 billion, up 22% year-over-year, and adjusted profit per share of $5.54, reflecting a 30% increase. The company also announced a record backlog of $63 bi…
In the first quarter of 2026, AMETEK, Inc. reported strong financial results, with revenues of $1.93 billion, reflecting an 11% increase year-over-year. Diluted earnings per share were $1.97, exceeding guidance of $1.85 to $1.90. Management…
Broadridge Financial Solutions reported strong results for the third quarter of fiscal year 2026, with total revenues increasing by 8% to approximately $2 billion. The company achieved 6% recurring revenue growth in constant currency and an…
In the first quarter of 2026, Textron Inc. (TXT:US) reported revenue of $3.7 billion, reflecting a 12% year-over-year increase, and adjusted EPS of $1.45, up 13% from the previous year. The company announced plans to separate its Industrial…
Carrier Global Corporation reported a strong first quarter for 2026, with revenues of $5.3 billion and adjusted EPS of $0.57, both exceeding expectations. The company experienced an 11% increase in total orders, driven by a remarkable 500%
In Q1 2026, C.H. Robinson reported a 15% year-over-year increase in adjusted earnings per share, despite a challenging trucking market characterized by elevated spot market costs. Total revenue declined approximately 1% year-over-year, driv…
In the first quarter of 2026, EMCOR Group, Inc. (EME:US) reported revenues of $4.63 billion, reflecting a robust year-over-year growth of 19.7% and organic growth of 16.8%. Diluted earnings per share (EPS) increased by 30% to $6.84, driven
In the first quarter of fiscal year 2026, Generac Holdings Inc. (GNRC:US) reported a 12% year-over-year increase in net sales, reaching $1.06 billion, and a significant rise in adjusted EBITDA margin to 18.3%. The strong performance was dri…
In the first quarter of 2026, Waste Management, Inc. (WM:US) reported a solid performance with operating EBITDA growth of nearly 6% year-over-year, driven by strong results in the Collection and Disposal business and Sustainability investme…
In the first quarter of 2026, Old Dominion Freight Line (ODFL) reported revenue of $1.33 billion, reflecting a 2.9% year-over-year decline. Despite this decrease, management noted an improvement in demand as the quarter progressed, with LTL…
In the first quarter of fiscal 2026, Lennox International Inc. reported revenue of $1.1 billion, reflecting a 6% year-over-year increase, driven by growth initiatives and improved channel conditions. Adjusted earnings per share (EPS) were $…
In the first quarter of 2026, General Dynamics reported robust earnings, with revenue reaching $13.5 billion and earnings per diluted share of $4.10, reflecting a 10.3% year-over-year increase in revenue and a 12% rise in earnings. The comp…
In Q1 2026, IDEX Corporation (IEX:US) reported organic sales growth of 5% and adjusted EBITDA margin expansion of 50 basis points year-over-year, reflecting strong performance across all segments. Revenue and adjusted EPS exceeded expectati…
In the third quarter of fiscal 2026, Automatic Data Processing, Inc. (ADP) reported strong results, with revenue growth of 7% and adjusted EPS growth of 10%, both exceeding expectations. The company also achieved 80 basis points of adjusted…
In the first quarter of 2026, Verisk Analytics reported revenue of $783 million, reflecting a 4% increase year-over-year, and net income of $234 million, up 1%. The company achieved organic constant currency revenue growth of 4.7%, with sub…
In the first quarter of 2026, Stanley Black & Decker (SWK:US) reported a revenue increase of 3% year-over-year, reaching approximately $3.3 billion, while adjusted earnings per share (EPS) were $0.80, exceeding guidance by $0.20. The compan…
Ingersoll Rand Inc. reported solid Q1 2026 results, with total revenue of $1.84 billion, reflecting an 8% year-over-year increase, and adjusted EPS of $0.77, up 7% from the prior year. Management reaffirmed full-year guidance, expecting tot…
Veralto Corporation reported a strong first quarter for 2026, with total sales growth of approximately 7% and adjusted earnings per share (EPS) growth of 13%. The company raised its full-year adjusted EPS guidance to a range of $4.20 to $4.…
PACCAR Inc reported strong financial results for the fiscal year 2025, achieving revenues of $28.4 billion and net income of $2.4 billion, marking its fifth best year ever. The company generated $4.4 billion in operating cash flow and reach…
In the first quarter of 2026, PACCAR Inc reported revenues of $6.8 billion and net income of $605 million, driven by strong performance in its truck and parts segments. The company delivered 33,100 trucks and anticipates an increase to 37,0…
In the first quarter of 2026, Xylem Inc. (XYL:US) reported flat revenue of $2.3 billion, consistent with expectations, and a 9% increase in earnings per share (EPS) to $1.12. Management raised full-year revenue guidance to $9.2 billion to $…
In the first quarter of 2026, Pentair plc (PNR:US) reported a revenue increase of 3% year-over-year, reaching over $1 billion, with adjusted EPS rising 10% to $1.22. The company narrowed its full-year adjusted EPS guidance to a range of $5.…
In the first quarter of 2026, United Parcel Service (UPS) reported consolidated revenue of $21.2 billion and diluted earnings per share (EPS) of $1.07, both exceeding expectations. The company reaffirmed its full-year guidance, projecting c…
In the first quarter of fiscal year 2026, Allegion plc reported revenue of over $1 billion, reflecting a 9.7% increase year-over-year, driven primarily by the Americas nonresidential business and contributions from acquisitions. Adjusted ea…
In the first quarter of 2026, Comfort Systems USA reported robust financial results, with revenue reaching $2.9 billion, a 56% increase year-over-year, and earnings per share of $10.51, more than doubling from the previous year. The company…
In the first quarter of 2026, Norfolk Southern Corporation (NSC) reported flat revenue year-over-year at $3.1 billion, with an adjusted EPS of $2.65, reflecting a modest decline from the previous year. The company maintained its adjusted op…
In the first quarter of fiscal year 2026, Fastenal Company reported total sales of approximately $8.2 billion, reflecting an increase of over 9% year-over-year. The company maintained an operating margin of around 20% while achieving an ope…
In the first quarter of fiscal year 2026, Snap-on Incorporated (SNA:US) reported revenues of $1.272 billion, a 5.8% increase year-over-year, and earnings per share (EPS) of $4.69, up from $4.51 in the previous year. The company achieved a s…
In the first quarter of 2026, Southwest Airlines (LUV:US) reported a significant turnaround with earnings per share (EPS) of $0.45, compared to a loss of $0.26 in the same quarter last year. Revenue reached an all-time high of $7.2 billion,…
In the first quarter of fiscal year 2026, Dover Corporation reported strong performance with revenue growth of 10% year-over-year, reaching $2.2 billion, and adjusted EPS of $2.28, up 11% from the prior year. Notably, bookings surged 24% to…
In the first quarter of 2026, Union Pacific Corporation (UNP) reported record results with a net income of $1.7 billion, reflecting a 5% year-over-year increase, and earnings per share (EPS) of $2.87, up 6%. Operating revenue reached $6.2 b…
In the first quarter of 2026, United Rentals, Inc. reported record results with total revenue of nearly $4 billion, reflecting a 7% year-over-year increase. Adjusted EBITDA reached $1.8 billion, with an adjusted EPS of $9.71, up 10% year-ov…
In the first quarter of 2026, Rollins, Inc. (ROL:US) reported total revenue of $645 million, reflecting a robust year-over-year growth of 10.2%, driven by organic growth of 6.6%. The company achieved adjusted net income of $113 million, or
In the first quarter of 2026, Honeywell International Inc. (HON:US) reported revenue of $10.4 billion, reflecting a 2% organic growth year-over-year, and adjusted earnings per share (EPS) of $2.45, an 11% increase. The company maintained it…
In the first quarter of 2026, Lockheed Martin Corporation (LMT:US) reported revenues of $18 billion, consistent with the prior year, but faced a decline in earnings per share (EPS) to $6.44, down 12% year-over-year. Management highlighted a…
CSX Corporation reported a solid first quarter for 2026, with total revenue increasing 2% year-over-year to $3.5 billion, driven by a 3% growth in volume. Earnings per share (EPS) rose 26% to $0.95, significantly above analyst expectations.…
In the first quarter of fiscal year 2026, Expeditors International reported revenues of $2.5 billion, which was in line with analyst expectations, and earnings per share (EPS) of $0.75, slightly below the consensus estimate of $0.78. Manage…
In the first quarter of fiscal year 2026, Vertiv Holdings Co (VRT:US) reported strong financial performance, with net sales of $2.65 billion, representing a 30% year-over-year increase, and adjusted diluted EPS of $1.17, up 83% from the pre…
In the first quarter of 2026, United Airlines reported a record operating revenue of $14.6 billion, reflecting a 10.6% year-over-year increase. Earnings per share (EPS) came in at $1.19, up 31% year-over-year, within the guidance range of $…
In the first quarter of 2026, The Boeing Company reported consolidated revenue of $22.2 billion, a 14% increase year-over-year, driven by solid growth across all segments. The core loss per share improved to $0.20, reflecting segment growth…
In the first quarter of 2026, Otis Worldwide Corporation reported net sales of $3.6 billion, reflecting a 1% organic sales increase year-over-year, driven primarily by a 5% growth in the service segment. Adjusted EPS declined 3% to $0.97, i…
In the first quarter of 2026, Westinghouse Air Brake Technologies Corporation (WAB) reported revenue of $3 billion, a 13% increase year-over-year, and adjusted EPS of $2.71, up 19%. The company raised its adjusted EPS guidance for the fisca…
In the first quarter of 2026, Masco Corporation reported a revenue increase of 6% to $1.92 billion, driven by strong pricing and improved volume in its plumbing segment. Earnings per share (EPS) grew 20% to $1.04, exceeding expectations. Ma…
In the first quarter of fiscal year 2026, GE Vernova Inc. reported a robust performance with revenue of $18 billion, reflecting a 71% year-over-year increase, and adjusted EBITDA of $896 million, up 87% year-over-year. The company raised it…
In the first quarter of fiscal year 2026, Expeditors International reported revenues of $2.1 billion, which was a 5% increase year-over-year, but fell short of the $2.3 billion consensus estimate. Earnings per share (EPS) came in at $0.85,
In the first quarter of fiscal year 2026, Northrop Grumman Corporation reported revenue of $9.9 billion, reflecting a 4% year-over-year increase, and diluted EPS of $6.14, significantly up from the prior year. Management reaffirmed full-yea…
In the first quarter of fiscal year 2026, 3M Company (MMM:US) reported revenue of $8.8 billion and earnings per share (EPS) of $2.14, reflecting a 14% increase year-over-year. The company experienced organic sales growth of 1.2%, which was
In Q1 2026, Equifax Inc. reported strong financial results, with revenue of $1.649 billion, up 14% year-over-year, and earnings per share (EPS) of $1.86, exceeding guidance by $0.18. The company maintained its full-year revenue guidance at
In Q1 2026, RTX Corporation reported strong financial results, with adjusted sales of $22.1 billion, reflecting a 10% organic growth year-over-year. Adjusted EPS rose 21% to $1.78, driven by a 14% increase in segment operating profit. Manag…
In the first quarter of 2026, General Electric Aerospace reported strong results with revenue increasing by 29% year-over-year to $12.4 billion, driven by a significant 87% increase in orders. Earnings per share (EPS) rose 25% to $1.86, ref…
In the first quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported significant impacts from the ongoing Iran conflict, which has led to substantial increases in fuel costs and freight rates. The company noted a
In the first quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported a significant impact from the ongoing Iran conflict, leading to increased fuel costs and freight surcharges. Revenue for the quarter reached $3.…
In the first quarter of fiscal year 2026, J.B. Hunt Transport Services, Inc. reported total revenue of $3.1 billion, a 5% increase year-over-year, with diluted earnings per share rising 27% to $1.20. Management highlighted a tightening Truc…
In the first quarter of fiscal year 2026, Expeditors International of Washington, Inc. reported significant impacts from ongoing geopolitical tensions, particularly the Iran conflict, which has led to increased energy costs and disruptions