Morningstar

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

Should Investors Ignore SpaceX’s Recent Stock Swings?

David Sekera, CFA, Susan Dziubinski, and Jess Bebel Aug 12, 2026

SpaceX Earnings: Stock Significantly Overvalued as Massive AI Investments Outweigh Hefty Neocloud Rent

Nicolas Owens Aug 5, 2026

Caterpillar Earnings: ‘No One Is Slowing Down’

George Maglares Aug 4, 2026

HVAC Stocks Have Surged on the Data Center Boom. Are Any Cheap Ones Left?

George Maglares Aug 4, 2026

5 Charts on What to Watch in SpaceX Earnings

Tom Lauricella Jul 30, 2026

Latest Company Reports

Largest Stocks in the Industrials Sector

Screen With Investor

1-Day Chart	Name	Industry	Price	Morningstar Rating for Stocks	Capital Allocation	Economic Moat	Market Cap
	Space Exploration Technologies Corp Class A SPCX	Aerospace & Defense			LOCK\|J^xfT%&<	LOCK\|@s?H	$2T
	Caterpillar Inc CAT	Farm & Heavy Construction Machinery			LOCK\|K#cvg@d	LOCK\|@$	$388B
	GE Aerospace GE	Aerospace & Defense			LOCK\|XT#C>W$	LOCK\|>d	$382B
	RTX Corp RTX	Aerospace & Defense			LOCK\|RBck&vM	LOCK\|NVK	$302B
	GE Vernova Inc GEV	Specialty Industrial Machinery			LOCK\|@J^CHmTx	LOCK\|S@!cb	$269B
	Boeing Co BA	Aerospace & Defense			LOCK\|?%l&G!	LOCK\|>m	$184B
	Eaton Corp PLC ETN	Specialty Industrial Machinery			LOCK\|D^^%Hw	LOCK\|^p	$178B
	Union Pacific Corp UNP	Railroads			LOCK\|@!@fD!H	LOCK\|%D	$174B
	Deere & Co DE	Farm & Heavy Construction Machinery			LOCK\|#!r&@!<f	LOCK\|Z<<	$167B
	Lockheed Martin Corp LMT	Aerospace & Defense			LOCK\|^!cxk%t	LOCK\|D<W	$138B

Boeing Earnings: The Turnaround Is Nearly There

We’ve increased our fair value estimate of Boeing stock.

Nicolas Owens Jul 29, 2026

American Airlines Earnings: Playing to Regain Lost Market Share Could Get Ugly

We’ve slightly raised our fair value estimate of American Airlines stock.

Nicolas Owens Jul 24, 2026

Why SpaceX’s Earnings Will Likely Be Followed by a Wave of Stock Sales

A series of lockup expirations could unleash stock sales dwarfing the IPO, leading index funds to have bigger weights in the volatile stock.

Tom Lauricella Jul 24, 2026

After Earnings, Is GE Aerospace Stock a Buy, a Sell, or Fairly Valued?

Commercial engines and services remain standout business segments.

Nicolas Owens Jul 23, 2026

5 Stocks to Buy That Defy Value vs. Growth

Plus, takeaways from bank earnings.

David Sekera, CFA and Susan Dziubinski Jul 20, 2026

United Airlines Earnings: Premium Segment Helped Weather Fuel Price Shock

We’ve raised our fair value estimate of United stock.

Nicolas Owens Jul 17, 2026

GE Aerospace Earnings: Spooling Up to a Very Strong First Half of 2026

We’ve raised our fair value estimate for GE Aerospace stock.

Nicolas Owens Jul 17, 2026

The Best Companies to Own

These companies stand out from the competition and can be good choices for long-term investing.

Tori Brovet Jul 14, 2026

For MasTec and Quanta, the Market Is Overestimating Data Center and Grid Tailwinds

Lowering fair value estimates as short-term demand is outweighed by a more conservative outlook for margin expansion.

Rashmi Nair Jul 10, 2026

Industrials: Stocks Remain Fully Valued, but Opportunities Exist Across the Sector

We recommend CarMax and Lennar in this sector.

Suryansh Sharma Jul 9, 2026

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