Industrials
Aerospace, defense, machinery, transportation, industrial services. Cyclical but home to many wide-moat franchises (Honeywell, Lockheed, UPS) with multi-decade compounding records.
What drives this sector
- Capital-intensive — ROIC matters more than growth
- Switching costs in installed-base businesses
- Government contracts = stable demand
- Operating leverage in upcycles is enormous
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
- 1
NVRIEnviri Corporation1.6Bmcap0Q - 2
AEROGrupo Aeroméxico, S.A.B. de C.V.2.2Bmcap0Q - 3
HONHoneywell International Inc.134.1Bmcap0Q - 4
UPSUnited Parcel Service, Inc.83.8Bmcap0Q - 5
CRCrane Company9.9Bmcap0Q - 6
SYMSymbotic Inc.36.1Bmcap0Q - 7
DCIDonaldson Company, Inc.9.9Bmcap0Q - 8
CPCanadian Pacific Kansas City Ltd.75.7Bmcap0Q - 9
CYDChina Yuchai International Limited1.5Bmcap0Q - 10
GDGeneral Dynamics Corporation94.1Bmcap0Q - 11
ADPAutomatic Data Processing, Inc.86.0Bmcap0Q - 12
OMABGrupo Aeroportuario del Centro Norte, S.A.B. de C.V.5.1Bmcap0Q - 13
ITWIllinois Tool Works Inc.73.2Bmcap0Q - 14
LHXL3Harris Technologies, Inc.58.5Bmcap0Q - 15
TRIThomson Reuters Corporation43.1Bmcap0Q - 16
CNMCore & Main, Inc.9.1Bmcap0Q - 17
RSGRepublic Services, Inc.63.9Bmcap0Q - 18
URIUnited Rentals, Inc.59.0Bmcap0Q - 19
AMEAMETEK, Inc.52.9Bmcap0Q - 20
XYLXylem Inc.27.7Bmcap0Q - 21
ROPRoper Technologies, Inc.36.9Bmcap0Q - 22
HEIHEICO Corporation37.9Bmcap0Q - 23
AXONAxon Enterprise, Inc.32.8Bmcap0Q - 24
ENOVEnovis Corporation1.3Bmcap0Q - 25
ODFLOld Dominion Freight Line, Inc.41.1Bmcap0Q - 26
IRIngersoll Rand Inc.30.6Bmcap0Q - 27
DYDycom Industries, Inc.12.9Bmcap0Q - 28
DRSLeonardo DRS, Inc.10.6Bmcap0Q - 29
KRNTKornit Digital Ltd.747Mmcap0Q - 30
FTAIMFTAI Aviation Ltd.2.8Bmcap0Q - 31
DOVDover Corporation29.6Bmcap0Q - 32
HUBBHubbell Incorporated27.4Bmcap0Q - 33
SAROStandardAero, Inc.8.2Bmcap0Q - 34
BWBabcock & Wilcox Enterprises, Inc.1.6Bmcap0Q - 35
EXPDExpeditors International of Washington, Inc.18.6Bmcap0Q - 36
GFLGFL Environmental Inc.13.1Bmcap0Q - 37
JBHTJ.B. Hunt Transport Services, Inc.22.5Bmcap0Q - 38
LTMLATAM Airlines Group S.A.13.2Bmcap0Q - 39
LIILennox International Inc.17.9Bmcap0Q - 40
JJacobs Solutions Inc.15.4Bmcap0Q - 41
AITApplied Industrial Technologies, Inc.11.2Bmcap0Q - 42
BWXTBWX Technologies, Inc.19.8Bmcap0Q - 43
ATIATI Inc.21.1Bmcap0Q - 44
LECOLincoln Electric Holdings, Inc.14.4Bmcap0Q - 45
ULSUL Solutions Inc.18.1Bmcap0Q - 46
MASMasco Corporation13.8Bmcap0Q - 47
EMBJEmbraer S.A.11.7Bmcap0Q - 48
AOSA. O. Smith Corporation8.2Bmcap0Q - 49
AEISAdvanced Energy Industries, Inc.14.7Bmcap0Q - 50
IIINInsteel Industries, Inc.500Mmcap0Q
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).