20-quarter listed-company comparison

Specialty Industrial Machinery Stocks

Specialty Industrial Machinery: GE Vernova Inc. owns the largest revenue base; JBT Marel Corporation has the fastest current growth.

The industry itself · before any single company

How has Specialty Industrial Machinery moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 26% ahead of S&P 500. Earnings across its companies grew 4% on average over the last four reported quarters — close to flat.

ASLEEP · 1y +3.7%~Price up, without the fundamentals confirming19 of 57 companies ahead of S&P 500 by 5% or more over three months2 are 20% or more behind over a year while earnings grew 20% or more

RS — · 33/57 >200d (−1) · 19/57 lead (+0) · EPS 31/57↑

Specialty Industrial Machinery, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Strength anatomy MixedHow much of the industry is participating, how recently, and whether the movers score well.

Together19 of 57 stocks moving

Fresh7 crossed in the last 4 weeks

Backed by scoresmovers score +7 vs the industry average

Down the cap ladder — bar is now, tick is four weeks ago

Large 5/12+2

Mid 6/20−1

Small 8/25−1

Participation is not spreading downward this month; the larger companies are still carrying most of it.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 57 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Specialty Industrial Machinery outperforming S&P 500?

Specialty Industrial Machinery has outperformed S&P 500 by 0.9% over the last 52 weeks. Over 13 weeks the gap is a lead of 0.4%. 14 of 30 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Enpro Inc. is the strongest against the sector itself at +12.5%.

+0.4%Sector vs S&P 500 · 13 weeks

+0.9%Sector vs S&P 500 · 52 weeks

14/30Stocks leading S&P 500

14/30Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Specialty Industrial Machinery has outperformed S&P 500 by 0.9% over 52 weeks and 0.4% over 13 weeks. 14 of 30 covered companies beat the S&P 500 on Mansfield relative strength, while 14 of 30 beat the sector itself. GE Vernova Inc. leads with revenue of $39,375 million, based on 24 of 30 comparable companies through Mar 2026.

Is the Specialty Industrial Machinery sector outperforming S&P 500?

Which Specialty Industrial Machinery company is largest by revenue?

GE Vernova Inc. leads with revenue of $39,375 million, based on 24 of 30 comparable companies through Mar 2026.

Which Specialty Industrial Machinery company is growing fastest?

JBT Marel Corporation has the fastest current revenue growth at 78.2%, across 24 of 30 comparable companies.

Which Specialty Industrial Machinery company has the strongest 4-Factor Sector Score?

Watts Water Technologies, Inc. ranks first at 75.7/100 with 82% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Specialty Industrial Machinery company reports the most CAPEX?

GE Vernova Inc. reports the largest latest CAPEX at $397 million, with 30 of 30 companies comparable.

Which Specialty Industrial Machinery company has the least gross debt?

Symbotic Inc. has the lowest comparable gross debt at $0 million. Eaton Corporation plc has the highest at $21,833 million.

Which Specialty Industrial Machinery company has the lowest comparable PEG?

Cummins Inc. has the lowest comparable Guarded PEG at 0.8, among 23 of 30 companies that pass the metric’s comparability rules.

How much history does this Specialty Industrial Machinery comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies

complete canonical membership

Combined market value

$1.2T

GE Vernova Inc.

Revenue growing

22/24

positive TTM year-on-year growth

Beating S&P 500

14/30

positive Mansfield relative strength

Global company selection

00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

Watts Water Technologies, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 82% evidence confidence.

Cummins Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

Crane Company has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Watts Water Technologies, Inc. · WTS

75.7/100 · Favorable setup · 82% evidence

Exact sum: 27.8 + 16.9 + 13.9 + 17.1 = 75.7

Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

27.8/35Growth & earnings

Revenue 14.3% · PAT 25.3% · OPM change 3.9 pp

83% evidence

16.9/25Capital efficiency

ROCE 5.9% · debt/equity 0.09×

80% evidence

13.9/20Valuation

P/E 26.3× · PEG 1.04

65% evidence

17.1/20Relative strength

RS sector 7.8% · RS bench 8.2% · 1Y 33.8%

100% evidence

2. Donaldson Company, Inc. · DCI

69.4/100 · Favorable setup · 86% evidence

Exact sum: 26.1 + 16.1 + 15 + 12.2 = 69.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

26.1/35Growth & earnings

Revenue 4.4% · PAT 20.9% · OPM change 6.3 pp

95% evidence

16.1/25Capital efficiency

ROCE 6.7% · debt/equity 0.36×

80% evidence

15.0/20Valuation

P/E 23.7× · PEG 0.95

65% evidence

12.2/20Relative strength

RS sector 0.6% · RS bench 0.8% · 1Y 34.6%

100% evidence

3. Rockwell Automation, Inc. · ROK

65.4/100 · Favorable setup · 82% evidence

Exact sum: 24.5 + 13.3 + 9.5 + 18.1 = 65.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

24.5/35Growth & earnings

Revenue 10.5% · PAT 8.4% · OPM change 3.9 pp

83% evidence

13.3/25Capital efficiency

ROCE 6.3% · debt/equity 1.11×

80% evidence

9.5/20Valuation

P/E 37.3× · PEG 1.76

65% evidence

18.1/20Relative strength

RS sector 10% · RS bench 10.5% · 1Y 36.8%

100% evidence

4. Nordson Corporation · NDSN

62.5/100 · Mixed-positive evidence · 86% evidence

Exact sum: 22.2 + 13.9 + 11.1 + 15.3 = 62.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.2/35Growth & earnings

Revenue 7.4% · PAT 18.4% · OPM change 1.9 pp

95% evidence

13.9/25Capital efficiency

ROCE 3.6% · debt/equity 0.62×

80% evidence

11.1/20Valuation

P/E 30.8× · PEG 1.5

65% evidence

15.3/20Relative strength

RS sector 8.3% · RS bench 8.5% · 1Y 44.6%

100% evidence

5. Crane Company · CR

57.0/100 · Mixed-positive evidence · 82% evidence

Exact sum: 13.8 + 11.6 + 12.7 + 18.9 = 57

Decision use: Price leads the evidence: RS versus the benchmark is 10.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

13.8/35Growth & earnings

Revenue 12.1% · PAT 11.5% · OPM change -3.7 pp

83% evidence

11.6/25Capital efficiency

ROCE 3.6% · debt/equity 0.57×

80% evidence

12.7/20Valuation

P/E 30.8× · PEG 1.05

65% evidence

18.9/20Relative strength

RS sector 9.9% · RS bench 10.4% · 1Y 17%

100% evidence

6. Emerson Electric Co. · EMR

56.4/100 · Mixed-positive evidence · 82% evidence

Exact sum: 20.8 + 12.8 + 8.8 + 14 = 56.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.8/35Growth & earnings

Revenue 4% · PAT 27.1% · OPM change -0.3 pp

83% evidence

12.8/25Capital efficiency

ROCE 3.5% · debt/equity 0.66×

80% evidence

8.8/20Valuation

P/E 30.3× · PEG 2.1

65% evidence

14.0/20Relative strength

RS sector 2% · RS bench 2.4% · 1Y 7.1%

100% evidence

7. Illinois Tool Works Inc. · ITW

55.7/100 · Mixed-positive evidence · 82% evidence

Exact sum: 15.9 + 13.1 + 10.7 + 16 = 55.7

Decision use: Price leads the evidence: RS versus the benchmark is 4.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

15.9/35Growth & earnings

Revenue 2.9% · PAT -7% · OPM change 0.6 pp

83% evidence

13.1/25Capital efficiency

ROCE 9% · debt/equity 2.83×

80% evidence

10.7/20Valuation

P/E 24.2× · PEG 1.83

65% evidence

16.0/20Relative strength

RS sector 4.4% · RS bench 4.7% · 1Y 17%

100% evidence

8. AMETEK, Inc. · AME

55.2/100 · Mixed-positive evidence · 82% evidence

Exact sum: 19.6 + 16.4 + 5.1 + 14.1 = 55.2

Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.

19.6/35Growth & earnings

Revenue 9.5% · PAT 7.8% · OPM change 0.4 pp

83% evidence

16.4/25Capital efficiency

ROCE 3.9% · debt/equity 0.2×

80% evidence

5.1/20Valuation

P/E 32.4× · PEG 3.88

65% evidence

14.1/20Relative strength

RS sector 5.5% · RS bench 5.9% · 1Y 32.4%

100% evidence

9. IDEX Corporation · IEX

54.0/100 · Mixed-positive evidence · 82% evidence

Exact sum: 19.8 + 12.8 + 5.4 + 16 = 54

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.8/35Growth & earnings

Revenue 7.6% · PAT 6.1% · OPM change 2 pp

83% evidence

12.8/25Capital efficiency

ROCE 2.7% · debt/equity 0.46×

80% evidence

5.4/20Valuation

P/E 28× · PEG 3.93

65% evidence

16.0/20Relative strength

RS sector 9.5% · RS bench 9.8% · 1Y 41.2%

100% evidence

10. Graco Inc. · GGG

53.7/100 · Thin evidence · provisional · 59% evidence

Exact sum: 17.7 + 18.1 + 10.9 + 7 = 53.7

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

17.7/35Growth & earnings

Revenue — · PAT — · OPM change -1.8 pp

45% evidence

18.1/25Capital efficiency

ROCE 6.6% · debt/equity 0.02×

80% evidence

10.9/20Valuation

P/E 24× · PEG —

15% evidence

7.0/20Relative strength

RS sector -8.2% · RS bench -7.9% · 1Y -0.4%

100% evidence

11. GE Vernova Inc. · GEV

53.4/100 · Mixed-positive evidence · 82% evidence

Exact sum: 23.7 + 8.3 + 7.6 + 13.8 = 53.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

23.7/35Growth & earnings

Revenue 10.3% · PAT 100% · OPM change 1.4 pp

83% evidence

8.3/25Capital efficiency

ROCE 0.8% · debt/equity 0.19×

80% evidence

7.6/20Valuation

P/E 25.4× · PEG 2.87

65% evidence

13.8/20Relative strength

RS sector 11.5% · RS bench 11.7% · 1Y 43.7%

100% evidence

12. Parker-Hannifin Corporation · PH

52.8/100 · Mixed-positive evidence · 82% evidence

Exact sum: 15.9 + 13.9 + 7.6 + 15.4 = 52.8

Decision use: Price leads the evidence: RS versus the benchmark is 5.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

15.9/35Growth & earnings

Revenue 6% · PAT 2.6% · OPM change -0.4 pp

83% evidence

13.9/25Capital efficiency

ROCE 4.8% · debt/equity 0.66×

80% evidence

7.6/20Valuation

P/E 33× · PEG 2.38

65% evidence

15.4/20Relative strength

RS sector 5.1% · RS bench 5.3% · 1Y 39.2%

100% evidence

13. Enpro Inc. · NPO

51.3/100 · Mixed-positive evidence · 82% evidence

Exact sum: 12.6 + 10.2 + 12.6 + 15.9 = 51.3

Decision use: Price leads the evidence: RS versus the benchmark is 12.8%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

12.6/35Growth & earnings

Revenue 10.2% · PAT -50% · OPM change -0.9 pp

83% evidence

10.2/25Capital efficiency

ROCE 1.8% · debt/equity 0.39×

80% evidence

12.6/20Valuation

P/E 123.5× · PEG 0.95

65% evidence

15.9/20Relative strength

RS sector 12.5% · RS bench 12.8% · 1Y 49.4%

100% evidence

14. Otis Worldwide Corporation · OTIS

50.1/100 · Thin evidence · provisional · 53% evidence

Exact sum: 17.1 + 17.1 + 11.3 + 4.6 = 50.1

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

17.1/35Growth & earnings

Revenue — · PAT — · OPM change 2.8 pp

45% evidence

17.1/25Capital efficiency

ROCE 18.6% · debt/equity —

57% evidence

11.3/20Valuation

P/E 18.4× · PEG —

15% evidence

4.6/20Relative strength

RS sector -18.7% · RS bench -18.3% · 1Y -13.3%

100% evidence

15. Cummins Inc. · CMI

48.4/100 · Mixed-negative evidence · 82% evidence

Exact sum: 7.9 + 11.9 + 15 + 13.6 = 48.4

Decision use: Price leads the evidence: RS versus the benchmark is 10.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

7.9/35Growth & earnings

Revenue 0.1% · PAT -3.6% · OPM change -2.6 pp

83% evidence

11.9/25Capital efficiency

ROCE 4.2% · debt/equity 0.57×

80% evidence

15.0/20Valuation

P/E 27.9× · PEG 0.8

65% evidence

13.6/20Relative strength

RS sector 10% · RS bench 10.2% · 1Y 80.3%

100% evidence

16. JBT Marel Corporation · JBTM

48.4/100 · Mixed-negative evidence · 75% evidence

Exact sum: 25.5 + 8.6 + 4.8 + 9.5 = 48.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

25.5/35Growth & earnings

Revenue 78.2% · PAT — · OPM change 11.2 pp

62% evidence

8.6/25Capital efficiency

ROCE 1% · debt/equity 0.41×

80% evidence

4.8/20Valuation

P/E 40× · PEG 3.63

65% evidence

9.5/20Relative strength

RS sector -3.6% · RS bench -3.3% · 1Y 9.7%

100% evidence

17. Gates Industrial Corporation plc · GTES

45.5/100 · Mixed-negative evidence · 73% evidence

Exact sum: 12.1 + 8.8 + 13 + 11.6 = 45.5

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

12.1/35Growth & earnings

Revenue — · PAT -11.1% · OPM change -1.9 pp

57% evidence

8.8/25Capital efficiency

ROCE 1.7% · debt/equity 0.63×

80% evidence

13.0/20Valuation

P/E 23× · PEG 1.35

65% evidence

11.6/20Relative strength

RS sector -0.5% · RS bench -0.1% · 1Y 8.5%

100% evidence

18. Flowserve Corporation · FLS

44.7/100 · Mixed-negative evidence · 82% evidence

Exact sum: 15.6 + 8.6 + 13.7 + 6.8 = 44.7

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

15.6/35Growth & earnings

Revenue 0.8% · PAT 24.5% · OPM change -0.3 pp

83% evidence

8.6/25Capital efficiency

ROCE 2.8% · debt/equity 0.83×

80% evidence

13.7/20Valuation

P/E 27.2× · PEG 1.04

65% evidence

6.8/20Relative strength

RS sector -2% · RS bench -2% · 1Y 36.4%

100% evidence

19. Symbotic Inc. · SYM

44.2/100 · Mixed-negative evidence · 62% evidence

Exact sum: 25.4 + 8.2 + 10 + 0.6 = 44.2

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -29.1% and the one-year return is -16.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

25.4/35Growth & earnings

Revenue 21.4% · PAT — · OPM change 4.6 pp

62% evidence

8.2/25Capital efficiency

ROCE 0.6% · debt/equity 0×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

0.6/20Relative strength

RS sector -29.1% · RS bench -28.6% · 1Y -16.7%

100% evidence

20. Dover Corporation · DOV

43.5/100 · Thin evidence · provisional · 59% evidence

Exact sum: 16.6 + 13.3 + 10.4 + 3.2 = 43.5

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.6/35Growth & earnings

Revenue — · PAT — · OPM change -1 pp

45% evidence

13.3/25Capital efficiency

ROCE 3.5% · debt/equity 0.42×

80% evidence

10.4/20Valuation

P/E 27× · PEG —

15% evidence

3.2/20Relative strength

RS sector -5.5% · RS bench -5.3% · 1Y 16.1%

100% evidence

21. Regal Rexnord Corporation · RRX

43.1/100 · Mixed-negative evidence · 82% evidence

Exact sum: 15.6 + 6.9 + 8.4 + 12.2 = 43.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.6/35Growth & earnings

Revenue 1.5% · PAT 22% · OPM change -1 pp

83% evidence

6.9/25Capital efficiency

ROCE 1.2% · debt/equity 0.71×

80% evidence

8.4/20Valuation

P/E 43.5× · PEG 1.94

65% evidence

12.2/20Relative strength

RS sector 8% · RS bench 8.1% · 1Y 36%

100% evidence

22. Xylem Inc. · XYL

41.5/100 · Mixed-negative evidence · 82% evidence

Exact sum: 17 + 12 + 6.1 + 6.4 = 41.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.0/35Growth & earnings

Revenue 5.7% · PAT 7.5% · OPM change 0.3 pp

83% evidence

12.0/25Capital efficiency

ROCE 1.7% · debt/equity 0.17×

80% evidence

6.1/20Valuation

P/E 29.7× · PEG 3.56

65% evidence

6.4/20Relative strength

RS sector -12.2% · RS bench -11.7% · 1Y -12.1%

100% evidence

23. The Middleby Corporation · MIDD

41.0/100 · Thin evidence · provisional · 57% evidence

Exact sum: 16.5 + 9.6 + 11.4 + 3.5 = 41

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.5/35Growth & earnings

Revenue — · PAT — · OPM change 0 pp

39% evidence

9.6/25Capital efficiency

ROCE 2.4% · debt/equity 0.79×

80% evidence

11.4/20Valuation

P/E 17.5× · PEG —

15% evidence

3.5/20Relative strength

RS sector -12.1% · RS bench -11.8% · 1Y -4.7%

100% evidence

24. ITT Inc. · ITT

39.7/100 · Thin evidence · provisional · 59% evidence

Exact sum: 11.8 + 11.7 + 9.4 + 6.8 = 39.7

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

11.8/35Growth & earnings

Revenue — · PAT — · OPM change -6.3 pp

45% evidence

11.7/25Capital efficiency

ROCE 2.3% · debt/equity 0.41×

80% evidence

9.4/20Valuation

P/E 34.1× · PEG —

15% evidence

6.8/20Relative strength

RS sector -1.6% · RS bench -1.2% · 1Y 21.3%

100% evidence

25. Ingersoll Rand Inc. · IR

38.9/100 · Mixed-negative evidence · 82% evidence

Exact sum: 11.7 + 11.6 + 3.8 + 11.8 = 38.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

11.7/35Growth & earnings

Revenue 6.8% · PAT -15.9% · OPM change -1.9 pp

83% evidence

11.6/25Capital efficiency

ROCE 1.8% · debt/equity 0.47×

80% evidence

3.8/20Valuation

P/E 54.1× · PEG 5.21

65% evidence

11.8/20Relative strength

RS sector -1.3% · RS bench -1% · 1Y 15.4%

100% evidence

26. A. O. Smith Corporation · AOS

38.2/100 · Mixed-negative evidence · 82% evidence

Exact sum: 8.4 + 15.4 + 7.8 + 6.6 = 38.2

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

8.4/35Growth & earnings

Revenue 0.3% · PAT 0.8% · OPM change -1.9 pp

83% evidence

15.4/25Capital efficiency

ROCE 6.3% · debt/equity 0.35×

80% evidence

7.8/20Valuation

P/E 17.5× · PEG 3.49

65% evidence

6.6/20Relative strength

RS sector -11.9% · RS bench -11.6% · 1Y -9.1%

100% evidence

27. Pentair plc · PNR

36.1/100 · Mixed-negative evidence · 82% evidence

Exact sum: 14.8 + 13.7 + 6.5 + 1.1 = 36.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.8/35Growth & earnings

Revenue 3.1% · PAT 1.4% · OPM change 0.2 pp

83% evidence

13.7/25Capital efficiency

ROCE 3.5% · debt/equity 0.51×

80% evidence

6.5/20Valuation

P/E 21.4× · PEG 3.93

65% evidence

1.1/20Relative strength

RS sector -35% · RS bench -34.6% · 1Y -33.6%

100% evidence

28. Eaton Corporation plc · ETN

35.1/100 · Mixed-negative evidence · 82% evidence

Exact sum: 13.7 + 10.6 + 5.7 + 5.1 = 35.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

13.7/35Growth & earnings

Revenue 12.7% · PAT 1.3% · OPM change -3.1 pp

83% evidence

10.6/25Capital efficiency

ROCE 3.2% · debt/equity 1.1×

80% evidence

5.7/20Valuation

P/E 35× · PEG 3.02

65% evidence

5.1/20Relative strength

RS sector -3.4% · RS bench -2.9% · 1Y 1.3%

100% evidence

29. Generac Holdings Inc. · GNRC

32.0/100 · Adverse evidence · 82% evidence

Exact sum: 15.1 + 10.4 + 4.6 + 1.9 = 32

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.1/35Growth & earnings

Revenue -0.5% · PAT -43.3% · OPM change 2.2 pp

83% evidence

10.4/25Capital efficiency

ROCE 2.8% · debt/equity 0.56×

80% evidence

4.6/20Valuation

P/E 61.2× · PEG 3.58

65% evidence

1.9/20Relative strength

RS sector -8.7% · RS bench -8.4% · 1Y 1%

100% evidence

30. Chart Industries, Inc. · GTLS

24.5/100 · Adverse evidence · 72% evidence

Exact sum: 5.1 + 4.8 + 8.5 + 6.1 = 24.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

5.1/35Growth & earnings

Revenue -1.5% · PAT -121.4% · OPM change -9.3 pp

83% evidence

4.8/25Capital efficiency

ROCE 0.7% · debt/equity 1.15×

80% evidence

8.5/20Valuation

P/E 687.4× · PEG —

15% evidence

6.1/20Relative strength

RS sector -3.5% · RS bench -5.2% · 1Y 22.2%

100% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

GE Vernova Inc. has the highest Revenue among the 30 Specialty Industrial Machinery companies compared here, at $39,375 million. Cummins Inc. is next at $33,894 million. JBT Marel Corporation has the highest Revenue growth at 78.2%, so level and change sit with different companies. 24 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: GE Vernova Inc. is the scale leader at $39,375 million, 16.2% ahead of Cummins Inc.. JBT Marel Corporation's growth is 78.2% from a $3,880 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderGE Vernova Inc. · $39,375 million

Gap16.2% versus #2 · Cummins Inc.

Persistence8/8 recent comparable periods

Coverage24/30 companies · 559 observations

Investor read: GE Vernova Inc. is the scale benchmark; JBT Marel Corporation is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: GE Vernova Inc.'s growth falls below JBT Marel Corporation's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1GE Vernova Inc. GEV$39.4B

2Cummins Inc. CMI$33.9B

3Eaton Corporation plc ETN$28.5B

4Parker-Hannifin Corporation PH$21.0B

5Emerson Electric Co. EMR$18.3B

Revenue growthfastest growers

1JBT Marel Corporation JBTM78%

2Symbotic Inc. SYM21%

3Watts Water Technologies, Inc. WTS14%

4Eaton Corporation plc ETN13%

5Crane Company CR12%

Revenue · company comparison

24/30 level · 24/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
GE Vernova Inc. GEV	$9.3B	16%	Mar 2026
Cummins Inc. CMI	$8.4B	2.7%	Mar 2026
Eaton Corporation plc ETN	$7.5B	17%	Mar 2026
Parker-Hannifin Corporation PH	$5.5B	11%	Mar 2026
Emerson Electric Co. EMR	$4.6B	2.9%	Mar 2026
Illinois Tool Works Inc. ITW	$4.0B	4.6%	Mar 2026
Otis Worldwide Corporation OTIS	$3.6B	6.5%	Jun 2026
Rockwell Automation, Inc. ROK	$2.2B	12%	Mar 2026
Xylem Inc. XYL	$2.1B	2.7%	Mar 2026
Dover Corporation DOV	$2.1B	10%	Jun 2026
AMETEK, Inc. AME	$1.9B	11%	Mar 2026
Ingersoll Rand Inc. IR	$1.8B	7.6%	Mar 2026
Regal Rexnord Corporation RRX	$1.5B	4.3%	Mar 2026
ITT Inc. ITT	$1.2B	25%	Jun 2026
Flowserve Corporation FLS	$1.1B	-6.7%	Mar 2026
Generac Holdings Inc. GNRC	$1.1B	12%	Mar 2026
Pentair plc PNR	$1.0B	2.7%	Mar 2026
Donaldson Company, Inc. DCI	$995M	5.9%	Jun 2026
A. O. Smith Corporation AOS	$946M	-1.9%	Mar 2026
JBT Marel Corporation JBTM	$936M	9.6%	Mar 2026
IDEX Corporation IEX	$887M	9.0%	Mar 2026
Chart Industries, Inc. GTLS	$885M	-12%	Mar 2026
Gates Industrial Corporation plc GTES	$851M	0.4%	Mar 2026
The Middleby Corporation MIDD	$840M	-14%	Jun 2026
Nordson Corporation NDSN	$741M	8.5%	Jun 2026
Crane Company CR	$696M	25%	Mar 2026
Watts Water Technologies, Inc. WTS	$677M	21%	Mar 2026
Symbotic Inc. SYM	$676M	23%	Mar 2026
Graco Inc. GGG	$540M	2.3%	Jun 2026
Enpro Inc. NPO	$303M	11%	Mar 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021$1.4B

Dec 2021$1.5B

Mar 2022$1.5B

Jun 2022$1.5B

Sep 2022$1.6B

Dec 2022$1.6B

Mar 2023$1.6B

Jun 2023$1.6B

Sep 2023$1.6B

Dec 2023$1.7B

Mar 2024$1.7B

Jun 2024$1.7B

Sep 2024$1.7B

Dec 2024$1.8B

Mar 2025$1.7B

Jun 2025$1.8B

Sep 2025$1.9B

Dec 2025$2.0B

Mar 2026$1.9B

Jun 2026—

Cummins Inc. · CMI

Sep 2021$6.1B

Dec 2021$6.0B

Mar 2022$6.4B

Jun 2022$6.6B

Sep 2022$7.3B

Dec 2022$7.8B

Mar 2023$8.5B

Jun 2023$8.6B

Sep 2023$8.4B

Dec 2023$8.5B

Mar 2024$8.4B

Jun 2024$8.8B

Sep 2024$8.5B

Dec 2024$8.4B

Mar 2025$8.2B

Jun 2025$8.6B

Sep 2025$8.3B

Dec 2025$8.5B

Mar 2026$8.4B

Jun 2026—

Dover Corporation · DOV

Sep 2021$2.0B

Dec 2021$2.0B

Mar 2022$2.1B

Jun 2022$2.2B

Sep 2022$2.2B

Dec 2022$2.1B

Mar 2023$2.1B

Jun 2023$2.1B

Sep 2023$2.0B

Dec 2023$1.9B

Mar 2024$1.9B

Jun 2024$1.9B

Sep 2024$2.0B

Dec 2024$1.9B

Mar 2025$1.9B

Jun 2025$2.1B

Sep 2025$2.1B

Dec 2025$2.1B

Mar 2026$2.1B

Jun 2026—

Eaton Corporation plc · ETN

Sep 2021$4.9B

Dec 2021$4.8B

Mar 2022$4.8B

Jun 2022$5.2B

Sep 2022$5.3B

Dec 2022$5.4B

Mar 2023$5.5B

Jun 2023$5.9B

Sep 2023$5.9B

Dec 2023$6.0B

Mar 2024$5.9B

Jun 2024$6.4B

Sep 2024$6.3B

Dec 2024$6.2B

Mar 2025$6.4B

Jun 2025$7.0B

Sep 2025$7.0B

Dec 2025$7.1B

Mar 2026$7.5B

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021$4.9B

Dec 2021$3.2B

Mar 2022$3.3B

Jun 2022$3.5B

Sep 2022$3.9B

Dec 2022$3.4B

Mar 2023$3.8B

Jun 2023$3.9B

Sep 2023$4.1B

Dec 2023$4.1B

Mar 2024$4.4B

Jun 2024$4.4B

Sep 2024$4.6B

Dec 2024$4.2B

Mar 2025$4.4B

Jun 2025$4.6B

Sep 2025$4.9B

Dec 2025$4.3B

Mar 2026$4.6B

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023$6.8B

Jun 2023$8.1B

Sep 2023$8.3B

Dec 2023$10.0B

Mar 2024$7.3B

Jun 2024$8.2B

Sep 2024$8.9B

Dec 2024$10.6B

Mar 2025$8.0B

Jun 2025$9.1B

Sep 2025$10.0B

Dec 2025$11.0B

Mar 2026$9.3B

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021$3.6B

Dec 2021$3.7B

Mar 2022$3.9B

Jun 2022$4.0B

Sep 2022$4.0B

Dec 2022$4.0B

Mar 2023$4.0B

Jun 2023$4.1B

Sep 2023$4.0B

Dec 2023$4.0B

Mar 2024$4.0B

Jun 2024$4.0B

Sep 2024$4.0B

Dec 2024$3.9B

Mar 2025$3.8B

Jun 2025$4.1B

Sep 2025$4.1B

Dec 2025$4.1B

Mar 2026$4.0B

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021$1.3B

Dec 2021$1.4B

Mar 2022$1.3B

Jun 2022$1.4B

Sep 2022$1.5B

Dec 2022$1.6B

Mar 2023$1.6B

Jun 2023$1.7B

Sep 2023$1.7B

Dec 2023$1.8B

Mar 2024$1.7B

Jun 2024$1.8B

Sep 2024$1.9B

Dec 2024$1.9B

Mar 2025$1.7B

Jun 2025$1.9B

Sep 2025$2.0B

Dec 2025$2.1B

Mar 2026$1.8B

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021$3.6B

Dec 2021$3.6B

Mar 2022$3.4B

Jun 2022$3.5B

Sep 2022$3.3B

Dec 2022$3.4B

Mar 2023$3.3B

Jun 2023$3.7B

Sep 2023$3.5B

Dec 2023$3.6B

Mar 2024$3.4B

Jun 2024$3.6B

Sep 2024$3.5B

Dec 2024$3.7B

Mar 2025$3.4B

Jun 2025$3.6B

Sep 2025$3.7B

Dec 2025$3.8B

Mar 2026$3.6B

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 2021$3.8B

Dec 2021$3.8B

Mar 2022$4.1B

Jun 2022$4.2B

Sep 2022$4.2B

Dec 2022$4.7B

Mar 2023$5.1B

Jun 2023$5.1B

Sep 2023$4.8B

Dec 2023$4.8B

Mar 2024$5.1B

Jun 2024$5.2B

Sep 2024$4.9B

Dec 2024$4.7B

Mar 2025$5.0B

Jun 2025$5.2B

Sep 2025$5.1B

Dec 2025$5.2B

Mar 2026$5.5B

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021$1.8B

Dec 2021$1.9B

Mar 2022$1.8B

Jun 2022$2.0B

Sep 2022$2.1B

Dec 2022$2.0B

Mar 2023$2.3B

Jun 2023$2.2B

Sep 2023$2.6B

Dec 2023$2.1B

Mar 2024$2.1B

Jun 2024$2.1B

Sep 2024$2.0B

Dec 2024$1.9B

Mar 2025$2.0B

Jun 2025$2.1B

Sep 2025$2.3B

Dec 2025$2.1B

Mar 2026$2.2B

Jun 2026—

Xylem Inc. · XYL

Sep 2021$1.3B

Dec 2021$1.3B

Mar 2022$1.3B

Jun 2022$1.4B

Sep 2022$1.4B

Dec 2022$1.5B

Mar 2023$1.4B

Jun 2023$1.7B

Sep 2023$2.1B

Dec 2023$2.1B

Mar 2024$2.0B

Jun 2024$2.2B

Sep 2024$2.1B

Dec 2024$2.3B

Mar 2025$2.1B

Jun 2025$2.3B

Sep 2025$2.3B

Dec 2025$2.4B

Mar 2026$2.1B

Jun 2026—

Revenue growth · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20229.3%

Sep 20227.7%

Dec 20228.1%

Mar 20239.5%

Jun 20238.7%

Sep 20234.6%

Dec 20236.5%

Mar 20248.7%

Jun 20245.4%

Sep 20245.3%

Dec 20241.8%

Mar 2025-0.2%

Jun 20252.5%

Sep 202511%

Dec 202513%

Mar 202611%

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202220%

Dec 202230%

Mar 202332%

Jun 202331%

Sep 202315%

Dec 202310.0%

Mar 2024-0.6%

Jun 20241.8%

Sep 20240.3%

Dec 2024-1.1%

Mar 2025-2.7%

Jun 2025-1.7%

Sep 2025-1.6%

Dec 20251.1%

Mar 20262.7%

Jun 2026—

Dover Corporation · DOV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20226.3%

Sep 20226.9%

Dec 20227.5%

Mar 20231.3%

Jun 2023-2.7%

Sep 2023-9.3%

Dec 2023-11%

Mar 2024-9.4%

Jun 2024-7.2%

Sep 20241.3%

Dec 20241.3%

Mar 2025-1.0%

Jun 20255.2%

Sep 20254.7%

Dec 20258.8%

Mar 202610%

Jun 2026—

Eaton Corporation plc · ETN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-0.1%

Sep 20227.9%

Dec 202212%

Mar 202313%

Jun 202313%

Sep 202311%

Dec 202311%

Mar 20248.4%

Jun 20248.3%

Sep 20247.9%

Dec 20244.6%

Mar 20257.3%

Jun 202511%

Sep 202510%

Dec 202513%

Mar 202617%

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-26%

Sep 2022-21%

Dec 20226.9%

Mar 202314%

Jun 202314%

Sep 20235.1%

Dec 202322%

Mar 202417%

Jun 202411%

Sep 202413%

Dec 20241.4%

Mar 20251.3%

Jun 20254.0%

Sep 20255.1%

Dec 20254.1%

Mar 20262.9%

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20246.4%

Jun 20241.1%

Sep 20248.0%

Dec 20245.1%

Mar 202511%

Jun 202511%

Sep 202512%

Dec 20253.8%

Mar 202616%

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20229.1%

Sep 202213%

Dec 20227.9%

Mar 20232.0%

Jun 20231.6%

Sep 20230.5%

Dec 20230.3%

Mar 2024-1.1%

Jun 2024-1.2%

Sep 2024-1.6%

Dec 2024-1.3%

Mar 2025-3.4%

Jun 20250.7%

Sep 20252.3%

Dec 20254.1%

Mar 20264.6%

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202213%

Sep 202214%

Dec 202214%

Mar 202322%

Jun 202317%

Sep 202315%

Dec 202312%

Mar 20242.5%

Jun 20247.0%

Sep 20247.0%

Dec 20244.3%

Mar 20252.8%

Jun 20254.6%

Sep 20255.1%

Dec 202510%

Mar 20267.6%

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-5.8%

Sep 2022-7.6%

Dec 2022-3.6%

Mar 2023-2.0%

Jun 20236.7%

Sep 20235.4%

Dec 20235.3%

Mar 20242.7%

Jun 2024-3.2%

Sep 20240.7%

Dec 20241.5%

Mar 2025-2.5%

Jun 2025-0.2%

Sep 20254.0%

Dec 20253.3%

Mar 20266.5%

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20225.8%

Sep 202212%

Dec 202222%

Mar 202324%

Jun 202322%

Sep 202315%

Dec 20233.1%

Mar 20240.2%

Jun 20241.8%

Sep 20241.2%

Dec 2024-1.6%

Mar 2025-2.3%

Jun 20251.1%

Sep 20253.7%

Dec 20259.1%

Mar 202611%

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20226.6%

Sep 202218%

Dec 20226.7%

Mar 202326%

Jun 202314%

Sep 202321%

Dec 20233.6%

Mar 2024-6.6%

Jun 2024-8.4%

Sep 2024-21%

Dec 2024-8.3%

Mar 2025-5.9%

Jun 20254.5%

Sep 202514%

Dec 202512%

Mar 202612%

Jun 2026—

Xylem Inc. · XYL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20221.0%

Sep 20229.1%

Dec 202214%

Mar 202314%

Jun 202326%

Sep 202350%

Dec 202341%

Mar 202440%

Jun 202426%

Sep 20241.4%

Dec 20246.5%

Mar 20251.8%

Jun 20256.1%

Sep 20257.8%

Dec 20256.3%

Mar 20262.7%

Jun 2026—

02 · compare level, then change

Operating Economics & Margin Trend

AMETEK, Inc. has the highest OPM among the 30 Specialty Industrial Machinery companies compared here, at 26.7%. Nordson Corporation is next at 26.6%. JBT Marel Corporation has the highest Margin change at +11.2 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: AMETEK, Inc. leads opm at 26.7%; JBT Marel Corporation leads margin change at +11.2 percentage points.

LeaderAMETEK, Inc. · 26.7%

Gap0.4% versus #2 · Nordson Corporation

Persistence5/8 recent comparable periods

Coverage30/30 companies · 559 observations

Investor read: AMETEK, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1AMETEK, Inc. AME27%

2Nordson Corporation NDSN27%

3Graco Inc. GGG26%

4Illinois Tool Works Inc. ITW25%

5Emerson Electric Co. EMR24%

Margin changefastest expanders

1JBT Marel Corporation JBTM+11.2 pp

2Donaldson Company, Inc. DCI+6.3 pp

3Symbotic Inc. SYM+4.6 pp

4Rockwell Automation, Inc. ROK+3.9 pp

5Watts Water Technologies, Inc. WTS+3.9 pp

Operating margin · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	OPM	Margin change	Reported
AMETEK, Inc. AME	27%	+0.4 pp	Mar 2026
Nordson Corporation NDSN	27%	+1.9 pp	Jun 2026
Graco Inc. GGG	26%	−1.8 pp	Jun 2026
Illinois Tool Works Inc. ITW	25%	+0.6 pp	Mar 2026
Emerson Electric Co. EMR	24%	−0.3 pp	Mar 2026
Rockwell Automation, Inc. ROK	21%	+3.9 pp	Mar 2026
Parker-Hannifin Corporation PH	21%	−0.4 pp	Mar 2026
Pentair plc PNR	20%	+0.2 pp	Mar 2026
Watts Water Technologies, Inc. WTS	20%	+3.9 pp	Mar 2026
IDEX Corporation IEX	19%	+2.0 pp	Mar 2026
A. O. Smith Corporation AOS	17%	−1.9 pp	Mar 2026
The Middleby Corporation MIDD	16%	0.0 pp	Jun 2026
Eaton Corporation plc ETN	16%	−3.1 pp	Mar 2026
Ingersoll Rand Inc. IR	16%	−1.9 pp	Mar 2026
Donaldson Company, Inc. DCI	16%	+6.3 pp	Jun 2026
Otis Worldwide Corporation OTIS	15%	+2.8 pp	Jun 2026
Dover Corporation DOV	15%	−1.0 pp	Jun 2026
Crane Company CR	14%	−3.7 pp	Mar 2026
Enpro Inc. NPO	14%	−0.9 pp	Mar 2026
Gates Industrial Corporation plc GTES	13%	−1.9 pp	Mar 2026
ITT Inc. ITT	12%	−6.3 pp	Jun 2026
Xylem Inc. XYL	12%	+0.3 pp	Mar 2026
Cummins Inc. CMI	11%	−2.6 pp	Mar 2026
Flowserve Corporation FLS	11%	−0.3 pp	Mar 2026
Generac Holdings Inc. GNRC	11%	+2.2 pp	Mar 2026
Regal Rexnord Corporation RRX	10%	−1.0 pp	Mar 2026
JBT Marel Corporation JBTM	7.3%	+11.2 pp	Mar 2026
Chart Industries, Inc. GTLS	5.9%	−9.3 pp	Mar 2026
GE Vernova Inc. GEV	1.9%	+1.4 pp	Mar 2026
Symbotic Inc. SYM	0.9%	+4.6 pp	Mar 2026

Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 202123%

Dec 202124%

Mar 202224%

Jun 202224%

Sep 202225%

Dec 202225%

Mar 202325%

Jun 202325%

Sep 202327%

Dec 202326%

Mar 202424%

Jun 202426%

Sep 202426%

Dec 202427%

Mar 202526%

Jun 202526%

Sep 202526%

Dec 202525%

Mar 202627%

Jun 2026—

Cummins Inc. · CMI

Sep 202112%

Dec 202111%

Mar 20229.5%

Jun 202214%

Sep 20228.5%

Dec 202210%

Mar 202312%

Jun 202312%

Sep 202311%

Dec 2023-14%

Mar 202411%

Jun 202412%

Sep 202412%

Dec 20248.7%

Mar 202514%

Jun 202514%

Sep 202510%

Dec 20259.5%

Mar 202611%

Jun 2026—

Dover Corporation · DOV

Sep 202117%

Dec 202114%

Mar 202215%

Jun 202217%

Sep 202217%

Dec 202217%

Mar 202315%

Jun 202316%

Sep 202317%

Dec 202316%

Mar 202414%

Jun 202417%

Sep 202417%

Dec 202415%

Mar 202516%

Jun 202517%

Sep 202518%

Dec 202517%

Mar 202615%

Jun 2026—

Eaton Corporation plc · ETN

Sep 202125%

Dec 202114%

Mar 202213%

Jun 202214%

Sep 202215%

Dec 202216%

Mar 202315%

Jun 202316%

Sep 202318%

Dec 202318%

Mar 202417%

Jun 202419%

Sep 202419%

Dec 202420%

Mar 202519%

Jun 202518%

Sep 202520%

Dec 202520%

Mar 202616%

Jun 2026—

Emerson Electric Co. · EMR

Sep 202119%

Dec 202118%

Mar 202218%

Jun 202220%

Sep 202222%

Dec 202218%

Mar 202321%

Jun 202324%

Sep 202322%

Dec 202316%

Mar 202423%

Jun 202424%

Sep 202423%

Dec 202424%

Mar 202525%

Jun 202525%

Sep 202525%

Dec 202525%

Mar 202624%

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023-6.9%

Jun 2023-4.2%

Sep 2023-3.7%

Dec 20231.9%

Mar 2024-4.0%

Jun 20246.4%

Sep 2024-4.0%

Dec 20245.6%

Mar 20250.5%

Jun 20254.1%

Sep 20253.7%

Dec 20255.5%

Mar 20261.9%

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 202124%

Dec 202123%

Mar 202223%

Jun 202223%

Sep 202225%

Dec 202225%

Mar 202324%

Jun 202325%

Sep 202327%

Dec 202325%

Mar 202428%

Jun 202426%

Sep 202427%

Dec 202426%

Mar 202525%

Jun 202526%

Sep 202527%

Dec 202527%

Mar 202625%

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 202112%

Dec 20219.9%

Mar 202212%

Jun 202214%

Sep 202213%

Dec 202217%

Mar 202315%

Jun 202316%

Sep 202318%

Dec 202318%

Mar 202418%

Jun 202415%

Sep 202419%

Dec 202420%

Mar 202518%

Jun 20254.0%

Sep 202519%

Dec 202519%

Mar 202616%

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 202115%

Dec 202114%

Mar 202215%

Jun 202214%

Sep 202216%

Dec 202214%

Mar 202315%

Jun 202316%

Sep 202316%

Dec 202314%

Mar 202416%

Jun 202416%

Sep 202410%

Dec 202414%

Mar 202512%

Jun 202515%

Sep 202516%

Dec 202516%

Mar 202615%

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 202117%

Dec 202118%

Mar 202218%

Jun 202218%

Sep 202214%

Dec 202213%

Mar 202317%

Jun 202320%

Sep 202318%

Dec 202319%

Mar 202419%

Jun 202420%

Sep 202420%

Dec 202420%

Mar 202521%

Jun 202521%

Sep 202520%

Dec 202521%

Mar 202621%

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 202115%

Dec 202116%

Mar 202213%

Jun 202218%

Sep 202221%

Dec 202217%

Mar 202319%

Jun 202319%

Sep 202320%

Dec 202314%

Mar 202416%

Jun 202414%

Sep 202414%

Dec 202413%

Mar 202517%

Jun 202518%

Sep 202549%

Dec 202517%

Mar 202621%

Jun 2026—

Xylem Inc. · XYL

Sep 202112%

Dec 202111%

Mar 20228.7%

Jun 202211%

Sep 202212%

Dec 202213%

Mar 20239.0%

Jun 20236.9%

Sep 20239.2%

Dec 202310%

Mar 202410%

Jun 202412%

Sep 202413%

Dec 202412%

Mar 202511%

Jun 202513%

Sep 202515%

Dec 202515%

Mar 202612%

Jun 2026—

Margin change · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+1.3 pp

Sep 2022+1.4 pp

Dec 2022+0.5 pp

Mar 2023+1.2 pp

Jun 2023+1.3 pp

Sep 2023+2.2 pp

Dec 2023+1.2 pp

Mar 2024−1.4 pp

Jun 2024+0.4 pp

Sep 2024−0.9 pp

Dec 2024+0.9 pp

Mar 2025+2.3 pp

Jun 2025+0.2 pp

Sep 2025−0.3 pp

Dec 2025−1.3 pp

Mar 2026+0.4 pp

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−3.5 pp

Dec 2022−0.9 pp

Mar 2023+2.6 pp

Jun 2023−2.1 pp

Sep 2023+2.8 pp

Dec 2023−24.5 pp

Mar 2024−1.1 pp

Jun 2024+0.4 pp

Sep 2024+1.1 pp

Dec 2024+22.9 pp

Mar 2025+2.9 pp

Jun 2025+2.3 pp

Sep 2025−2.2 pp

Dec 2025+0.8 pp

Mar 2026−2.6 pp

Jun 2026—

Dover Corporation · DOV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−0.4 pp

Sep 2022+0.3 pp

Dec 2022+2.3 pp

Mar 2023+0.5 pp

Jun 2023−1.0 pp

Sep 20230.0 pp

Dec 2023−0.5 pp

Mar 2024−1.6 pp

Jun 2024+1.1 pp

Sep 2024−0.4 pp

Dec 2024−0.7 pp

Mar 2025+2.4 pp

Jun 2025+0.7 pp

Sep 2025+1.4 pp

Dec 2025+1.2 pp

Mar 2026−1.0 pp

Jun 2026—

Eaton Corporation plc · ETN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+1.3 pp

Sep 2022−9.8 pp

Dec 2022+2.5 pp

Mar 2023+1.3 pp

Jun 2023+2.5 pp

Sep 2023+3.1 pp

Dec 2023+1.9 pp

Mar 2024+2.3 pp

Jun 2024+2.7 pp

Sep 2024+1.1 pp

Dec 2024+1.5 pp

Mar 2025+1.9 pp

Jun 2025−0.9 pp

Sep 2025+0.5 pp

Dec 20250.0 pp

Mar 2026−3.1 pp

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+0.6 pp

Sep 2022+2.7 pp

Dec 2022−0.4 pp

Mar 2023+3.4 pp

Jun 2023+4.1 pp

Sep 2023+0.3 pp

Dec 2023−2.0 pp

Mar 2024+1.3 pp

Jun 2024+0.1 pp

Sep 2024+0.9 pp

Dec 2024+8.7 pp

Mar 2025+1.9 pp

Jun 2025+0.6 pp

Sep 2025+1.6 pp

Dec 2025+0.4 pp

Mar 2026−0.3 pp

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024+2.9 pp

Jun 2024+10.6 pp

Sep 2024−0.3 pp

Dec 2024+3.7 pp

Mar 2025+4.5 pp

Jun 2025−2.3 pp

Sep 2025+7.7 pp

Dec 2025−0.1 pp

Mar 2026+1.4 pp

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−1.2 pp

Sep 2022+0.7 pp

Dec 2022+2.1 pp

Mar 2023+1.5 pp

Jun 2023+1.7 pp

Sep 2023+2.0 pp

Dec 20230.0 pp

Mar 2024+4.2 pp

Jun 2024+1.4 pp

Sep 20240.0 pp

Dec 2024+1.4 pp

Mar 2025−3.6 pp

Jun 2025+0.2 pp

Sep 2025+0.9 pp

Dec 2025+0.3 pp

Mar 2026+0.6 pp

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.7 pp

Sep 2022+0.1 pp

Dec 2022+6.9 pp

Mar 2023+3.0 pp

Jun 2023+2.5 pp

Sep 2023+5.8 pp

Dec 2023+1.5 pp

Mar 2024+2.9 pp

Jun 2024−1.1 pp

Sep 2024+0.8 pp

Dec 2024+1.7 pp

Mar 20250.0 pp

Jun 2025−11.1 pp

Sep 2025+0.1 pp

Dec 2025−1.3 pp

Mar 2026−1.9 pp

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−1.2 pp

Sep 2022+0.8 pp

Dec 2022+0.4 pp

Mar 2023−0.1 pp

Jun 2023+1.6 pp

Sep 2023+0.4 pp

Dec 2023+0.1 pp

Mar 2024+0.5 pp

Jun 2024+0.2 pp

Sep 2024−6.0 pp

Dec 20240.0 pp

Mar 2025−3.5 pp

Jun 2025−0.6 pp

Sep 2025+5.7 pp

Dec 2025+1.1 pp

Mar 2026+2.8 pp

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+0.3 pp

Sep 2022−2.6 pp

Dec 2022−4.2 pp

Mar 2023−1.2 pp

Jun 2023+1.3 pp

Sep 2023+3.9 pp

Dec 2023+5.6 pp

Mar 2024+2.5 pp

Jun 2024+0.6 pp

Sep 2024+1.4 pp

Dec 2024+0.9 pp

Mar 2025+1.8 pp

Jun 2025+1.1 pp

Sep 2025+0.8 pp

Dec 2025+1.3 pp

Mar 2026−0.4 pp

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+0.6 pp

Sep 2022+5.5 pp

Dec 2022+1.2 pp

Mar 2023+6.0 pp

Jun 2023+0.2 pp

Sep 2023−1.0 pp

Dec 2023−3.7 pp

Mar 2024−3.4 pp

Jun 2024−4.2 pp

Sep 2024−5.6 pp

Dec 2024−0.6 pp

Mar 2025+1.4 pp

Jun 2025+3.3 pp

Sep 2025+35.1 pp

Dec 2025+4.3 pp

Mar 2026+3.9 pp

Jun 2026—

Xylem Inc. · XYL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−1.1 pp

Sep 2022+0.2 pp

Dec 2022+2.5 pp

Mar 2023+0.3 pp

Jun 2023−3.8 pp

Sep 2023−3.0 pp

Dec 2023−3.1 pp

Mar 2024+1.3 pp

Jun 2024+4.8 pp

Sep 2024+4.1 pp

Dec 2024+1.8 pp

Mar 2025+0.9 pp

Jun 2025+1.6 pp

Sep 2025+1.4 pp

Dec 2025+2.9 pp

Mar 2026+0.3 pp

Jun 2026—

03 · compare level, then change

Profit Scale & Acceleration

GE Vernova Inc. has the highest Net profit among the 30 Specialty Industrial Machinery companies compared here, at $9,365 million. Eaton Corporation plc is next at $3,993 million. The same company also holds the highest Profit growth, at the 100% top of the scoring scale. 25 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: GE Vernova Inc. leads with $9,365 million of TTM profit, 134.5% above Eaton Corporation plc. GE Vernova Inc. shows ≥100% on the scoring scale (385.5% uncapped) growth from a $9,365 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderGE Vernova Inc. · $9,365 million

Gap134.5% versus #2 · Eaton Corporation plc

Persistence3/4 recent comparable periods

Coverage25/30 companies · 560 observations

Investor read: GE Vernova Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1GE Vernova Inc. GEV$9.4B

2Eaton Corporation plc ETN$4.0B

3Parker-Hannifin Corporation PH$3.5B

4Illinois Tool Works Inc. ITW$3.1B

5Cummins Inc. CMI$2.8B

Profit growthfastest growers

1GE Vernova Inc. GEV100%

2Emerson Electric Co. EMR27%

3Watts Water Technologies, Inc. WTS25%

4Flowserve Corporation FLS25%

5Regal Rexnord Corporation RRX22%

Net profit · company comparison

25/30 level · 23/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Net profit	Profit growth	Reported
GE Vernova Inc. GEV	$4.8B	1,699%	Mar 2026
Parker-Hannifin Corporation PH	$904M	-5.9%	Mar 2026
Eaton Corporation plc ETN	$868M	-10%	Mar 2026
Illinois Tool Works Inc. ITW	$768M	9.7%	Mar 2026
Cummins Inc. CMI	$680M	-20%	Mar 2026
Emerson Electric Co. EMR	$618M	44%	Mar 2026
AMETEK, Inc. AME	$399M	13%	Mar 2026
Otis Worldwide Corporation OTIS	$353M	38%	Jun 2026
Rockwell Automation, Inc. ROK	$351M	42%	Mar 2026
Dover Corporation DOV	$239M	0.0%	Jun 2026
Ingersoll Rand Inc. IR	$194M	-0.5%	Mar 2026
Xylem Inc. XYL	$189M	13%	Mar 2026
Pentair plc PNR	$161M	3.9%	Mar 2026
IDEX Corporation IEX	$120M	26%	Mar 2026
Graco Inc. GGG	$119M	-4.0%	Jun 2026
Donaldson Company, Inc. DCI	$118M	103%	Jun 2026
A. O. Smith Corporation AOS	$118M	-14%	Mar 2026
Nordson Corporation NDSN	$117M	4.5%	Jun 2026
Watts Water Technologies, Inc. WTS	$100M	35%	Mar 2026
Flowserve Corporation FLS	$86M	8.9%	Mar 2026
The Middleby Corporation MIDD	$85M	-20%	Jun 2026
ITT Inc. ITT	$80M	-34%	Jun 2026
Generac Holdings Inc. GNRC	$73M	66%	Mar 2026
Crane Company CR	$67M	-14%	Mar 2026
Gates Industrial Corporation plc GTES	$66M	-4.4%	Mar 2026
Regal Rexnord Corporation RRX	$64M	10%	Mar 2026
JBT Marel Corporation JBTM	$45M	76%	Mar 2026
Enpro Inc. NPO	$27M	8.0%	Mar 2026
Symbotic Inc. SYM	$9M	-219%	Mar 2026
Chart Industries, Inc. GTLS	$-29M	-127%	Mar 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021$257M

Dec 2021$282M

Mar 2022$272M

Jun 2022$282M

Sep 2022$298M

Dec 2022$307M

Mar 2023$306M

Jun 2023$324M

Sep 2023$340M

Dec 2023$343M

Mar 2024$311M

Jun 2024$338M

Sep 2024$340M

Dec 2024$387M

Mar 2025$352M

Jun 2025$358M

Sep 2025$371M

Dec 2025$399M

Mar 2026$399M

Jun 2026—

Cummins Inc. · CMI

Sep 2021$612M

Dec 2021$541M

Mar 2022$423M

Jun 2022$707M

Sep 2022$409M

Dec 2022$644M

Mar 2023$806M

Jun 2023$737M

Sep 2023$690M

Dec 2023$-1.4B

Mar 2024$2.0B

Jun 2024$752M

Sep 2024$843M

Dec 2024$445M

Mar 2025$850M

Jun 2025$928M

Sep 2025$559M

Dec 2025$620M

Mar 2026$680M

Jun 2026—

Dover Corporation · DOV

Sep 2021$264M

Dec 2021$363M

Mar 2022$226M

Jun 2022$290M

Sep 2022$286M

Dec 2022$264M

Mar 2023$229M

Jun 2023$242M

Sep 2023$262M

Dec 2023$258M

Mar 2024$602M

Jun 2024$247M

Sep 2024$313M

Dec 2024$238M

Mar 2025$239M

Jun 2025$280M

Sep 2025$303M

Dec 2025$275M

Mar 2026$239M

Jun 2026—

Eaton Corporation plc · ETN

Sep 2021$630M

Dec 2021$551M

Mar 2022$533M

Jun 2022$601M

Sep 2022$608M

Dec 2022$722M

Mar 2023$639M

Jun 2023$745M

Sep 2023$892M

Dec 2023$947M

Mar 2024$822M

Jun 2024$994M

Sep 2024$1.0B

Dec 2024$972M

Mar 2025$965M

Jun 2025$982M

Sep 2025$1.0B

Dec 2025$1.1B

Mar 2026$868M

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021$674M

Dec 2021$746M

Mar 2022$429M

Jun 2022$255M

Sep 2022$453M

Dec 2022$324M

Mar 2023$505M

Jun 2023$654M

Sep 2023$778M

Dec 2023$159M

Mar 2024$549M

Jun 2024$367M

Sep 2024$530M

Dec 2024$593M

Mar 2025$430M

Jun 2025$580M

Sep 2025$636M

Dec 2025$606M

Mar 2026$618M

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023$-346M

Jun 2023$-149M

Sep 2023$-185M

Dec 2023$206M

Mar 2024$-106M

Jun 2024$1.3B

Sep 2024$-99M

Dec 2024$484M

Mar 2025$264M

Jun 2025$492M

Sep 2025$453M

Dec 2025$3.7B

Mar 2026$4.8B

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021$639M

Dec 2021$609M

Mar 2022$662M

Jun 2022$738M

Sep 2022$727M

Dec 2022$907M

Mar 2023$714M

Jun 2023$754M

Sep 2023$772M

Dec 2023$717M

Mar 2024$819M

Jun 2024$759M

Sep 2024$1.2B

Dec 2024$750M

Mar 2025$700M

Jun 2025$755M

Sep 2025$821M

Dec 2025$790M

Mar 2026$768M

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021$129M

Dec 2021$302M

Mar 2022$109M

Jun 2022$140M

Sep 2022$143M

Dec 2022$216M

Mar 2023$163M

Jun 2023$178M

Sep 2023$214M

Dec 2023$236M

Mar 2024$215M

Jun 2024$190M

Sep 2024$228M

Dec 2024$237M

Mar 2025$195M

Jun 2025$7M

Sep 2025$246M

Dec 2025$268M

Mar 2026$194M

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021$379M

Dec 2021$310M

Mar 2022$353M

Jun 2022$348M

Sep 2022$350M

Dec 2022$318M

Mar 2023$352M

Jun 2023$407M

Sep 2023$395M

Dec 2023$344M

Mar 2024$374M

Jun 2024$450M

Sep 2024$557M

Dec 2024$353M

Mar 2025$256M

Jun 2025$423M

Sep 2025$392M

Dec 2025$384M

Mar 2026$353M

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 2021$451M

Dec 2021$388M

Mar 2022$348M

Jun 2022$129M

Sep 2022$388M

Dec 2022$395M

Mar 2023$591M

Jun 2023$710M

Sep 2023$651M

Dec 2023$682M

Mar 2024$727M

Jun 2024$785M

Sep 2024$698M

Dec 2024$949M

Mar 2025$961M

Jun 2025$924M

Sep 2025$808M

Dec 2025$845M

Mar 2026$904M

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021$75M

Dec 2021$239M

Mar 2022$49M

Jun 2022$295M

Sep 2022$336M

Dec 2022$379M

Mar 2023$295M

Jun 2023$399M

Sep 2023$317M

Dec 2023$213M

Mar 2024$265M

Jun 2024$231M

Sep 2024$274M

Dec 2024$178M

Mar 2025$248M

Jun 2025$293M

Sep 2025$63M

Dec 2025$302M

Mar 2026$351M

Jun 2026—

Xylem Inc. · XYL

Sep 2021$114M

Dec 2021$113M

Mar 2022$82M

Jun 2022$112M

Sep 2022$12M

Dec 2022$149M

Mar 2023$99M

Jun 2023$92M

Sep 2023$152M

Dec 2023$266M

Mar 2024$153M

Jun 2024$194M

Sep 2024$217M

Dec 2024$326M

Mar 2025$167M

Jun 2025$224M

Sep 2025$226M

Dec 2025$333M

Mar 2026$189M

Jun 2026—

Profit growth · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202222%

Sep 202216%

Dec 20228.9%

Mar 202313%

Jun 202315%

Sep 202314%

Dec 202312%

Mar 20241.6%

Jun 20244.3%

Sep 20240.0%

Dec 202413%

Mar 202513%

Jun 20255.9%

Sep 20259.1%

Dec 20253.1%

Mar 202613%

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-33%

Dec 202219%

Mar 202391%

Jun 20234.2%

Sep 202369%

Dec 2023-316%

Mar 2024152%

Jun 20242.0%

Sep 202422%

Dec 2024—

Mar 2025-58%

Jun 202523%

Sep 2025-34%

Dec 202539%

Mar 2026-20%

Jun 2026—

Dover Corporation · DOV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20229.4%

Sep 20228.3%

Dec 2022-27%

Mar 20231.3%

Jun 2023-17%

Sep 2023-8.4%

Dec 2023-2.3%

Mar 2024163%

Jun 20242.1%

Sep 202419%

Dec 2024-7.8%

Mar 2025-60%

Jun 202513%

Sep 2025-3.2%

Dec 202516%

Mar 20260.0%

Jun 2026—

Eaton Corporation plc · ETN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202219%

Sep 2022-3.5%

Dec 202231%

Mar 202320%

Jun 202324%

Sep 202347%

Dec 202331%

Mar 202429%

Jun 202433%

Sep 202413%

Dec 20242.6%

Mar 202517%

Jun 2025-1.2%

Sep 2025-0.1%

Dec 202517%

Mar 2026-10%

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-60%

Sep 2022-33%

Dec 2022-57%

Mar 202318%

Jun 2023156%

Sep 202372%

Dec 2023-51%

Mar 20248.7%

Jun 2024-44%

Sep 2024-32%

Dec 2024273%

Mar 2025-22%

Jun 202558%

Sep 202520%

Dec 20252.2%

Mar 202644%

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024135%

Mar 2025—

Jun 2025-62%

Sep 2025—

Dec 2025658%

Mar 20261,699%

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-4.8%

Sep 202214%

Dec 202249%

Mar 20237.9%

Jun 20232.2%

Sep 20236.2%

Dec 2023-21%

Mar 202415%

Jun 20240.7%

Sep 202450%

Dec 20244.6%

Mar 2025-15%

Jun 2025-0.5%

Sep 2025-29%

Dec 20255.3%

Mar 20269.7%

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-40%

Sep 202211%

Dec 2022-28%

Mar 202350%

Jun 202327%

Sep 202350%

Dec 20239.3%

Mar 202432%

Jun 20246.7%

Sep 20246.5%

Dec 20240.4%

Mar 2025-9.3%

Jun 2025-96%

Sep 20257.9%

Dec 202513%

Mar 2026-0.5%

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-8.2%

Sep 2022-7.7%

Dec 20222.6%

Mar 2023-0.3%

Jun 202317%

Sep 202313%

Dec 20238.2%

Mar 20246.3%

Jun 202411%

Sep 202441%

Dec 20242.6%

Mar 2025-32%

Jun 2025-6.0%

Sep 2025-30%

Dec 20258.8%

Mar 202638%

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-74%

Sep 2022-14%

Dec 20221.8%

Mar 202370%

Jun 2023450%

Sep 202368%

Dec 202373%

Mar 202423%

Jun 202411%

Sep 20247.2%

Dec 202439%

Mar 202532%

Jun 202518%

Sep 202516%

Dec 2025-11%

Mar 2026-5.9%

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20229.7%

Sep 2022348%

Dec 202259%

Mar 2023502%

Jun 202335%

Sep 2023-5.7%

Dec 2023-44%

Mar 2024-10%

Jun 2024-42%

Sep 2024-14%

Dec 2024-16%

Mar 2025-6.4%

Jun 202527%

Sep 2025-77%

Dec 202570%

Mar 202642%

Jun 2026—

Xylem Inc. · XYL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-0.9%

Sep 2022-89%

Dec 202232%

Mar 202321%

Jun 2023-18%

Sep 20231,167%

Dec 202379%

Mar 202455%

Jun 2024111%

Sep 202443%

Dec 202423%

Mar 20259.2%

Jun 202515%

Sep 20254.2%

Dec 20252.2%

Mar 202613%

Jun 2026—

04 · compare level, then change

Capacity Spending & Returns On It

GE Vernova Inc. has the highest CAPEX among the 30 Specialty Industrial Machinery companies compared here, at $397 million. Eaton Corporation plc is next at $193 million. Symbotic Inc. has the highest CAPEX intensity at 6.4%, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: GE Vernova Inc. reports $397 million of CAPEX; Symbotic Inc. has the highest covered intensity at 6.4%. Coverage is only 30 of 30 companies and 558 reported observations, so this is partial evidence—not a complete sector rank.

LeaderGE Vernova Inc. · $397 million

Gap105.7% versus #2 · Eaton Corporation plc

Persistence8/8 recent comparable periods

Coverage30/30 companies · 558 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.

CAPEXlargest spenders

1GE Vernova Inc. GEV$397M

2Eaton Corporation plc ETN$193M

3Cummins Inc. CMI$189M

4Parker-Hannifin Corporation PH$103M

5Illinois Tool Works Inc. ITW$95M

CAPEX intensityhighest reinvestment intensity

1Symbotic Inc. SYM6.4%

2GE Vernova Inc. GEV4.3%

3Xylem Inc. XYL4.2%

4Enpro Inc. NPO4.0%

5Dover Corporation DOV2.9%

Capital expenditure · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	CAPEX	CAPEX intensity	Reported
GE Vernova Inc. GEV	$397M	4.3%	Mar 2026
Eaton Corporation plc ETN	$193M	2.6%	Mar 2026
Cummins Inc. CMI	$189M	2.3%	Mar 2026
Parker-Hannifin Corporation PH	$103M	1.9%	Mar 2026
Illinois Tool Works Inc. ITW	$95M	2.4%	Mar 2026
Xylem Inc. XYL	$90M	4.2%	Mar 2026
Emerson Electric Co. EMR	$85M	1.9%	Mar 2026
Dover Corporation DOV	$48M	2.9%	Jun 2026
Rockwell Automation, Inc. ROK	$45M	2.0%	Mar 2026
Otis Worldwide Corporation OTIS	$44M	0.9%	Jun 2026
Symbotic Inc. SYM	$43M	6.4%	Mar 2026
Ingersoll Rand Inc. IR	$36M	1.9%	Mar 2026
Generac Holdings Inc. GNRC	$29M	2.7%	Mar 2026
ITT Inc. ITT	$26M	2.1%	Jun 2026
JBT Marel Corporation JBTM	$26M	2.8%	Mar 2026
AMETEK, Inc. AME	$25M	1.3%	Mar 2026
Chart Industries, Inc. GTLS	$25M	2.8%	Mar 2026
Donaldson Company, Inc. DCI	$23M	2.3%	Jun 2026
Pentair plc PNR	$19M	1.8%	Mar 2026
IDEX Corporation IEX	$18M	2.0%	Mar 2026
Regal Rexnord Corporation RRX	$17M	1.1%	Mar 2026
Flowserve Corporation FLS	$17M	1.6%	Mar 2026
Gates Industrial Corporation plc GTES	$17M	2.0%	Mar 2026
Graco Inc. GGG	$16M	2.2%	Jun 2026
Enpro Inc. NPO	$12M	4.0%	Mar 2026
Crane Company CR	$11M	1.6%	Mar 2026
Watts Water Technologies, Inc. WTS	$11M	1.6%	Mar 2026
A. O. Smith Corporation AOS	$11M	1.2%	Mar 2026
Nordson Corporation NDSN	$10M	1.3%	Jun 2026
The Middleby Corporation MIDD	$8M	1.0%	Jun 2026

Full 20-quarter history · every available company

CAPEX · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021$26M

Dec 2021$43M

Mar 2022$26M

Jun 2022$26M

Sep 2022$28M

Dec 2022$58M

Mar 2023$20M

Jun 2023$28M

Sep 2023$29M

Dec 2023$60M

Mar 2024$28M

Jun 2024$21M

Sep 2024$26M

Dec 2024$52M

Mar 2025$23M

Jun 2025$29M

Sep 2025$21M

Dec 2025$57M

Mar 2026$25M

Jun 2026—

Cummins Inc. · CMI

Sep 2021$125M

Dec 2021$150M

Mar 2022$104M

Jun 2022$147M

Sep 2022$202M

Dec 2022$463M

Mar 2023$193M

Jun 2023$221M

Sep 2023$280M

Dec 2023$519M

Mar 2024$169M

Jun 2024$240M

Sep 2024$259M

Dec 2024$540M

Mar 2025$162M

Jun 2025$231M

Sep 2025$298M

Dec 2025$544M

Mar 2026$189M

Jun 2026—

Dover Corporation · DOV

Sep 2021$48M

Dec 2021$50M

Mar 2022$50M

Jun 2022$50M

Sep 2022$65M

Dec 2022$55M

Mar 2023$48M

Jun 2023$40M

Sep 2023$43M

Dec 2023$57M

Mar 2024$40M

Jun 2024$36M

Sep 2024$38M

Dec 2024$54M

Mar 2025$48M

Jun 2025$61M

Sep 2025$54M

Dec 2025$57M

Mar 2026$60M

Jun 2026$48M

Eaton Corporation plc · ETN

Sep 2021$140M

Dec 2021$163M

Mar 2022$115M

Jun 2022$139M

Sep 2022$135M

Dec 2022$209M

Mar 2023$126M

Jun 2023$160M

Sep 2023$228M

Dec 2023$243M

Mar 2024$183M

Jun 2024$187M

Sep 2024$183M

Dec 2024$255M

Mar 2025$147M

Jun 2025$202M

Sep 2025$178M

Dec 2025$392M

Mar 2026$193M

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021$231M

Dec 2021$73M

Mar 2022$67M

Jun 2022$59M

Sep 2022$100M

Dec 2022$59M

Mar 2023$62M

Jun 2023$73M

Sep 2023$169M

Dec 2023$77M

Mar 2024$82M

Jun 2024$92M

Sep 2024$168M

Dec 2024$83M

Mar 2025$87M

Jun 2025$93M

Sep 2025$168M

Dec 2025$97M

Mar 2026$85M

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023$124M

Jun 2023$159M

Sep 2023$181M

Dec 2023$280M

Mar 2024$217M

Jun 2024$157M

Sep 2024$159M

Dec 2024$350M

Mar 2025$186M

Jun 2025$173M

Sep 2025$247M

Dec 2025$671M

Mar 2026$397M

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021$71M

Dec 2021$79M

Mar 2022$74M

Jun 2022$81M

Sep 2022$101M

Dec 2022$156M

Mar 2023$113M

Jun 2023$85M

Sep 2023$126M

Dec 2023$131M

Mar 2024$95M

Jun 2024$116M

Sep 2024$108M

Dec 2024$118M

Mar 2025$96M

Jun 2025$101M

Sep 2025$117M

Dec 2025$105M

Mar 2026$95M

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021$15M

Dec 2021$23M

Mar 2022$18M

Jun 2022$21M

Sep 2022$22M

Dec 2022$34M

Mar 2023$22M

Jun 2023$25M

Sep 2023$29M

Dec 2023$30M

Mar 2024$62M

Jun 2024$22M

Sep 2024$30M

Dec 2024$35M

Mar 2025$34M

Jun 2025$35M

Sep 2025$29M

Dec 2025$38M

Mar 2026$36M

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021$31M

Dec 2021$41M

Mar 2022$30M

Jun 2022$27M

Sep 2022$24M

Dec 2022$34M

Mar 2023$25M

Jun 2023$37M

Sep 2023$34M

Dec 2023$42M

Mar 2024$31M

Jun 2024$24M

Sep 2024$32M

Dec 2024$39M

Mar 2025$34M

Jun 2025$36M

Sep 2025$37M

Dec 2025$45M

Mar 2026$33M

Jun 2026$44M

Parker-Hannifin Corporation · PH

Sep 2021$48M

Dec 2021$57M

Mar 2022$53M

Jun 2022$71M

Sep 2022$84M

Dec 2022$102M

Mar 2023$87M

Jun 2023$108M

Sep 2023$98M

Dec 2023$106M

Mar 2024$79M

Jun 2024$117M

Sep 2024$95M

Dec 2024$121M

Mar 2025$88M

Jun 2025$131M

Sep 2025$89M

Dec 2025$94M

Mar 2026$103M

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021$44M

Dec 2021$37M

Mar 2022$45M

Jun 2022$18M

Sep 2022$41M

Dec 2022$24M

Mar 2023$32M

Jun 2023$42M

Sep 2023$64M

Dec 2023$68M

Mar 2024$51M

Jun 2024$41M

Sep 2024$65M

Dec 2024$71M

Mar 2025$28M

Jun 2025$38M

Sep 2025$49M

Dec 2025$64M

Mar 2026$45M

Jun 2026—

Xylem Inc. · XYL

Sep 2021$47M

Dec 2021$81M

Mar 2022$49M

Jun 2022$46M

Sep 2022$53M

Dec 2022$60M

Mar 2023$49M

Jun 2023$54M

Sep 2023$74M

Dec 2023$94M

Mar 2024$74M

Jun 2024$73M

Sep 2024$74M

Dec 2024$100M

Mar 2025$71M

Jun 2025$98M

Sep 2025$79M

Dec 2025$83M

Mar 2026$90M

Jun 2026—

CAPEX intensity · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 20211.8%

Dec 20212.9%

Mar 20221.8%

Jun 20221.7%

Sep 20221.8%

Dec 20223.6%

Mar 20231.3%

Jun 20231.7%

Sep 20231.8%

Dec 20233.5%

Mar 20241.6%

Jun 20241.2%

Sep 20241.5%

Dec 20243.0%

Mar 20251.3%

Jun 20251.6%

Sep 20251.1%

Dec 20252.9%

Mar 20261.3%

Jun 2026—

Cummins Inc. · CMI

Sep 20212.0%

Dec 20212.5%

Mar 20221.6%

Jun 20222.2%

Sep 20222.8%

Dec 20226.0%

Mar 20232.3%

Jun 20232.6%

Sep 20233.3%

Dec 20236.1%

Mar 20242.0%

Jun 20242.7%

Sep 20243.1%

Dec 20246.4%

Mar 20252.0%

Jun 20252.7%

Sep 20253.6%

Dec 20256.4%

Mar 20262.3%

Jun 2026—

Dover Corporation · DOV

Sep 20212.4%

Dec 20212.5%

Mar 20222.4%

Jun 20222.3%

Sep 20223.0%

Dec 20222.6%

Mar 20232.3%

Jun 20231.9%

Sep 20232.2%

Dec 20233.0%

Mar 20242.1%

Jun 20241.8%

Sep 20241.9%

Dec 20242.8%

Mar 20252.6%

Jun 20253.0%

Sep 20252.6%

Dec 20252.7%

Mar 20262.9%

Jun 2026—

Eaton Corporation plc · ETN

Sep 20212.8%

Dec 20213.4%

Mar 20222.4%

Jun 20222.7%

Sep 20222.5%

Dec 20223.9%

Mar 20232.3%

Jun 20232.7%

Sep 20233.9%

Dec 20234.1%

Mar 20243.1%

Jun 20242.9%

Sep 20242.9%

Dec 20244.1%

Mar 20252.3%

Jun 20252.9%

Sep 20252.5%

Dec 20255.6%

Mar 20262.6%

Jun 2026—

Emerson Electric Co. · EMR

Sep 20214.7%

Dec 20212.3%

Mar 20222.0%

Jun 20221.7%

Sep 20222.6%

Dec 20221.7%

Mar 20231.7%

Jun 20231.8%

Sep 20234.1%

Dec 20231.9%

Mar 20241.9%

Jun 20242.1%

Sep 20243.6%

Dec 20242.0%

Mar 20252.0%

Jun 20252.0%

Sep 20253.5%

Dec 20252.2%

Mar 20261.9%

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.8%

Jun 20232.0%

Sep 20232.2%

Dec 20232.8%

Mar 20243.0%

Jun 20241.9%

Sep 20241.8%

Dec 20243.3%

Mar 20252.3%

Jun 20251.9%

Sep 20252.5%

Dec 20256.1%

Mar 20264.3%

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 20212.0%

Dec 20212.1%

Mar 20221.9%

Jun 20222.0%

Sep 20222.5%

Dec 20223.9%

Mar 20232.8%

Jun 20232.1%

Sep 20233.1%

Dec 20233.3%

Mar 20242.4%

Jun 20242.9%

Sep 20242.7%

Dec 20243.0%

Mar 20252.5%

Jun 20252.5%

Sep 20252.9%

Dec 20252.6%

Mar 20262.4%

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 20211.1%

Dec 20211.6%

Mar 20221.3%

Jun 20221.5%

Sep 20221.5%

Dec 20222.1%

Mar 20231.4%

Jun 20231.5%

Sep 20231.7%

Dec 20231.6%

Mar 20243.7%

Jun 20241.2%

Sep 20241.6%

Dec 20241.8%

Mar 20252.0%

Jun 20251.9%

Sep 20251.5%

Dec 20251.8%

Mar 20261.9%

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 20210.9%

Dec 20211.1%

Mar 20220.9%

Jun 20220.8%

Sep 20220.7%

Dec 20221.0%

Mar 20230.7%

Jun 20231.0%

Sep 20231.0%

Dec 20231.2%

Mar 20240.9%

Jun 20240.7%

Sep 20240.9%

Dec 20241.1%

Mar 20251.0%

Jun 20251.0%

Sep 20251.0%

Dec 20251.2%

Mar 20260.9%

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 20211.3%

Dec 20211.5%

Mar 20221.3%

Jun 20221.7%

Sep 20222.0%

Dec 20222.2%

Mar 20231.7%

Jun 20232.1%

Sep 20232.0%

Dec 20232.2%

Mar 20241.6%

Jun 20242.3%

Sep 20241.9%

Dec 20242.6%

Mar 20251.8%

Jun 20252.5%

Sep 20251.8%

Dec 20251.8%

Mar 20261.9%

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 20212.4%

Dec 20212.0%

Mar 20222.5%

Jun 20220.9%

Sep 20221.9%

Dec 20221.2%

Mar 20231.4%

Jun 20231.9%

Sep 20232.5%

Dec 20233.3%

Mar 20242.4%

Jun 20242.0%

Sep 20243.2%

Dec 20243.8%

Mar 20251.4%

Jun 20251.8%

Sep 20252.1%

Dec 20253.0%

Mar 20262.0%

Jun 2026—

Xylem Inc. · XYL

Sep 20213.7%

Dec 20216.1%

Mar 20223.9%

Jun 20223.4%

Sep 20223.8%

Dec 20224.0%

Mar 20233.4%

Jun 20233.1%

Sep 20233.6%

Dec 20234.4%

Mar 20243.6%

Jun 20243.4%

Sep 20243.5%

Dec 20244.4%

Mar 20253.4%

Jun 20254.3%

Sep 20253.5%

Dec 20253.5%

Mar 20264.2%

Jun 2026—

Annual capital allocation · 7-year view

30/30 capacity base · 30/30 OCF · 30/30 CAPEX · 30/30 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Dec 2019—

Jun 2021—

Dec 2021$787M

Dec 2022$806M

Dec 2023$1.1B

Dec 2024$1.1B

Dec 2025$1.1B

Cummins Inc. · CMI

Dec 2019—

Jun 2021—

Dec 2021$4.4B

Dec 2022$5.5B

Dec 2023$6.2B

Dec 2024$6.4B

Dec 2025$7.0B

Dover Corporation · DOV

Dec 2019—

Jun 2021—

Dec 2021$957M

Dec 2022$1.0B

Dec 2023$978M

Dec 2024$988M

Dec 2025$1.1B

Eaton Corporation plc · ETN

Dec 2019$3.9B

Jun 2021—

Dec 2021$3.5B

Dec 2022$3.7B

Dec 2023$4.2B

Dec 2024$4.5B

Dec 2025$5.1B

Emerson Electric Co. · EMR

Dec 2019—

Jun 2021—

Dec 2021$3.7B

Dec 2022$2.2B

Dec 2023$2.4B

Dec 2024$2.8B

Dec 2025$2.9B

GE Vernova Inc. · GEV

Dec 2019—

Jun 2021—

Dec 2021—

Dec 2022$5.1B

Dec 2023$5.2B

Dec 2024$5.2B

Dec 2025$6.0B

Illinois Tool Works Inc. · ITW

Dec 2019—

Jun 2021—

Dec 2021$1.8B

Dec 2022$1.8B

Dec 2023$2.0B

Dec 2024$2.0B

Dec 2025$2.2B

Ingersoll Rand Inc. · IR

Dec 2019—

Jun 2021—

Dec 2021$649M

Dec 2022$624M

Dec 2023$711M

Dec 2024$842M

Dec 2025$930M

Otis Worldwide Corporation · OTIS

Dec 2019—

Jun 2021—

Dec 2021$1.3B

Dec 2022$1.2B

Dec 2023$1.1B

Dec 2024$1.1B

Dec 2025$1.3B

Parker-Hannifin Corporation · PH

Dec 2019—

Jun 2021$2.3B

Dec 2021$2.1B

Dec 2022$2.9B

Dec 2023$2.9B

Dec 2024$2.9B

Dec 2025—

Rockwell Automation, Inc. · ROK

Dec 2019—

Jun 2021—

Dec 2021$960M

Dec 2022$908M

Dec 2023$1.0B

Dec 2024$1.2B

Dec 2025$1.2B

Xylem Inc. · XYL

Dec 2019—

Jun 2021—

Dec 2021$644M

Dec 2022$630M

Dec 2023$1.2B

Dec 2024$1.2B

Dec 2025$1.2B

Operating cash flow · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Dec 2019—

Jun 2021—

Dec 2021$1.2B

Dec 2022$1.1B

Dec 2023$1.7B

Dec 2024$1.8B

Dec 2025$1.8B

Cummins Inc. · CMI

Dec 2019—

Jun 2021—

Dec 2021$2.3B

Dec 2022$2.0B

Dec 2023$4.0B

Dec 2024$1.5B

Dec 2025$3.6B

Dover Corporation · DOV

Dec 2019—

Jun 2021—

Dec 2021$1.1B

Dec 2022$806M

Dec 2023$1.3B

Dec 2024$748M

Dec 2025$1.3B

Eaton Corporation plc · ETN

Dec 2019—

Jun 2021—

Dec 2021$2.2B

Dec 2022$2.5B

Dec 2023$3.6B

Dec 2024$4.3B

Dec 2025$4.5B

Emerson Electric Co. · EMR

Dec 2019—

Jun 2021—

Dec 2021$3.6B

Dec 2022$2.9B

Dec 2023$637M

Dec 2024$3.3B

Dec 2025$3.1B

GE Vernova Inc. · GEV

Dec 2019—

Jun 2021—

Dec 2021$-1.7B

Dec 2022$-114M

Dec 2023$1.2B

Dec 2024$2.6B

Dec 2025$5.0B

Illinois Tool Works Inc. · ITW

Dec 2019—

Jun 2021—

Dec 2021$2.6B

Dec 2022$2.3B

Dec 2023$3.5B

Dec 2024$3.3B

Dec 2025$3.1B

Ingersoll Rand Inc. · IR

Dec 2019—

Jun 2021—

Dec 2021$628M

Dec 2022$865M

Dec 2023$1.4B

Dec 2024$1.4B

Dec 2025$1.4B

Otis Worldwide Corporation · OTIS

Dec 2019—

Jun 2021—

Dec 2021$1.8B

Dec 2022$1.6B

Dec 2023$1.6B

Dec 2024$1.6B

Dec 2025$1.6B

Parker-Hannifin Corporation · PH

Dec 2019—

Jun 2021$2.6B

Dec 2021$2.4B

Dec 2022$3.0B

Dec 2023$3.4B

Dec 2024$3.8B

Dec 2025—

Rockwell Automation, Inc. · ROK

Dec 2019—

Jun 2021—

Dec 2021$1.3B

Dec 2022$823M

Dec 2023$1.4B

Dec 2024$864M

Dec 2025$1.5B

Xylem Inc. · XYL

Dec 2019—

Jun 2021—

Dec 2021$538M

Dec 2022$596M

Dec 2023$837M

Dec 2024$1.3B

Dec 2025$1.2B

CAPEX · reported cash flow · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Dec 2019—

Jun 2021—

Dec 2021$111M

Dec 2022$139M

Dec 2023$136M

Dec 2024$127M

Dec 2025$130M

Cummins Inc. · CMI

Dec 2019—

Jun 2021—

Dec 2021$734M

Dec 2022$916M

Dec 2023$1.2B

Dec 2024$1.2B

Dec 2025$1.2B

Dover Corporation · DOV

Dec 2019—

Jun 2021—

Dec 2021$171M

Dec 2022$211M

Dec 2023$183M

Dec 2024$168M

Dec 2025$220M

Eaton Corporation plc · ETN

Dec 2019—

Jun 2021—

Dec 2021$575M

Dec 2022$598M

Dec 2023$757M

Dec 2024$808M

Dec 2025$919M

Emerson Electric Co. · EMR

Dec 2019—

Jun 2021—

Dec 2021$404M

Dec 2022$299M

Dec 2023$363M

Dec 2024$419M

Dec 2025$431M

GE Vernova Inc. · GEV

Dec 2019—

Jun 2021—

Dec 2021$577M

Dec 2022$513M

Dec 2023$744M

Dec 2024$883M

Dec 2025$1.3B

Illinois Tool Works Inc. · ITW

Dec 2019—

Jun 2021—

Dec 2021$296M

Dec 2022$412M

Dec 2023$455M

Dec 2024$437M

Dec 2025$419M

Ingersoll Rand Inc. · IR

Dec 2019—

Jun 2021—

Dec 2021$64M

Dec 2022$95M

Dec 2023$105M

Dec 2024$149M

Dec 2025$136M

Otis Worldwide Corporation · OTIS

Dec 2019—

Jun 2021—

Dec 2021$156M

Dec 2022$115M

Dec 2023$138M

Dec 2024$126M

Dec 2025$152M

Parker-Hannifin Corporation · PH

Dec 2019—

Jun 2021$210M

Dec 2021$230M

Dec 2022$381M

Dec 2023$400M

Dec 2024$435M

Dec 2025—

Rockwell Automation, Inc. · ROK

Dec 2019—

Jun 2021—

Dec 2021$120M

Dec 2022$141M

Dec 2023$161M

Dec 2024$225M

Dec 2025$186M

Xylem Inc. · XYL

Dec 2019—

Jun 2021—

Dec 2021$208M

Dec 2022$208M

Dec 2023$271M

Dec 2024$321M

Dec 2025$331M

Free cash flow · fiscal-year history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Dec 2019—

Jun 2021—

Dec 2021$1.1B

Dec 2022$1.0B

Dec 2023$1.6B

Dec 2024$1.7B

Dec 2025$1.7B

Cummins Inc. · CMI

Dec 2019—

Jun 2021—

Dec 2021$1.5B

Dec 2022$1.0B

Dec 2023$2.8B

Dec 2024$279M

Dec 2025$2.4B

Dover Corporation · DOV

Dec 2019—

Jun 2021—

Dec 2021$944M

Dec 2022$595M

Dec 2023$1.2B

Dec 2024$581M

Dec 2025$1.1B

Eaton Corporation plc · ETN

Dec 2019—

Jun 2021—

Dec 2021$1.6B

Dec 2022$1.9B

Dec 2023$2.9B

Dec 2024$3.5B

Dec 2025$3.6B

Emerson Electric Co. · EMR

Dec 2019—

Jun 2021—

Dec 2021$3.2B

Dec 2022$2.6B

Dec 2023$274M

Dec 2024$2.9B

Dec 2025$2.7B

GE Vernova Inc. · GEV

Dec 2019—

Jun 2021—

Dec 2021$-2.2B

Dec 2022$-627M

Dec 2023$442M

Dec 2024$1.7B

Dec 2025$3.7B

Illinois Tool Works Inc. · ITW

Dec 2019—

Jun 2021—

Dec 2021$2.3B

Dec 2022$1.9B

Dec 2023$3.1B

Dec 2024$2.8B

Dec 2025$2.7B

Ingersoll Rand Inc. · IR

Dec 2019—

Jun 2021—

Dec 2021$564M

Dec 2022$771M

Dec 2023$1.3B

Dec 2024$1.2B

Dec 2025$1.2B

Otis Worldwide Corporation · OTIS

Dec 2019—

Jun 2021—

Dec 2021$1.6B

Dec 2022$1.4B

Dec 2023$1.5B

Dec 2024$1.4B

Dec 2025$1.4B

Parker-Hannifin Corporation · PH

Dec 2019—

Jun 2021$2.4B

Dec 2021$2.2B

Dec 2022$2.6B

Dec 2023$3.0B

Dec 2024$3.3B

Dec 2025—

Rockwell Automation, Inc. · ROK

Dec 2019—

Jun 2021—

Dec 2021$1.1B

Dec 2022$682M

Dec 2023$1.2B

Dec 2024$639M

Dec 2025$1.4B

Xylem Inc. · XYL

Dec 2019—

Jun 2021—

Dec 2021$330M

Dec 2022$388M

Dec 2023$566M

Dec 2024$942M

Dec 2025$910M

05 · compare level, then change

Debt Load & Balance-Sheet Headroom

Symbotic Inc. has the lowest Gross debt among the 30 Specialty Industrial Machinery companies compared here, at $0 million. Graco Inc. is next at $45 million. GE Vernova Inc. has the lowest Net debt at $7,366 million net cash, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: GE Vernova Inc. has the clearest covered balance-sheet capacity with $7,366 million net cash and gross debt of $2,806 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderSymbotic Inc. · $0 million

Gap100% versus #2 · Graco Inc.

Persistence8/8 recent comparable periods

Coverage30/30 companies · 559 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.

Gross debtlowest gross debt

1Symbotic Inc. SYM$0M

2Graco Inc. GGG$45M

3Watts Water Technologies, Inc. WTS$198M

4Enpro Inc. NPO$605M

5Donaldson Company, Inc. DCI$608M

Net debtlowest net debt

1GE Vernova Inc. GEV$-7.4B

2Symbotic Inc. SYM$-2.0B

3Graco Inc. GGG$-463M

4Watts Water Technologies, Inc. WTS$-177M

5Donaldson Company, Inc. DCI$404M

Debt and balance-sheet capacity · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Gross debt	Net debt	Reported
Eaton Corporation plc ETN	$21.8B	$21.1B	Mar 2026
Emerson Electric Co. EMR	$13.4B	$11.6B	Mar 2026
Parker-Hannifin Corporation PH	$9.6B	$9.1B	Mar 2026
Illinois Tool Works Inc. ITW	$9.1B	$8.3B	Mar 2026
Otis Worldwide Corporation OTIS	$8.8B	$8.0B	Jun 2026
Cummins Inc. CMI	$7.7B	$4.5B	Mar 2026
Regal Rexnord Corporation RRX	$4.9B	$4.5B	Mar 2026
Ingersoll Rand Inc. IR	$4.8B	$3.5B	Mar 2026
Rockwell Automation, Inc. ROK	$4.0B	$3.5B	Mar 2026
ITT Inc. ITT	$3.9B	$3.3B	Jun 2026
Chart Industries, Inc. GTLS	$3.8B	$3.5B	Mar 2026
Dover Corporation DOV	$3.3B	$1.5B	Jun 2026
GE Vernova Inc. GEV	$2.8B	$-7.4B	Mar 2026
Gates Industrial Corporation plc GTES	$2.4B	$1.6B	Mar 2026
AMETEK, Inc. AME	$2.2B	$1.7B	Mar 2026
Nordson Corporation NDSN	$2.0B	$1.9B	Jun 2026
Pentair plc PNR	$1.9B	$1.9B	Mar 2026
Xylem Inc. XYL	$1.9B	$1.1B	Mar 2026
Flowserve Corporation FLS	$1.9B	$1.1B	Mar 2026
The Middleby Corporation MIDD	$1.9B	$1.7B	Jun 2026
IDEX Corporation IEX	$1.9B	$1.3B	Mar 2026
JBT Marel Corporation JBTM	$1.8B	$1.6B	Mar 2026
Generac Holdings Inc. GNRC	$1.5B	$1.2B	Mar 2026
Crane Company CR	$1.2B	$843M	Mar 2026
A. O. Smith Corporation AOS	$657M	$453M	Mar 2026
Donaldson Company, Inc. DCI	$608M	$404M	Jun 2026
Enpro Inc. NPO	$605M	$526M	Mar 2026
Watts Water Technologies, Inc. WTS	$198M	$-177M	Mar 2026
Graco Inc. GGG	$45M	$-463M	Jun 2026
Symbotic Inc. SYM	$0M	$-2.0B	Mar 2026

Full 20-quarter history · every available company

Gross debt · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021$2.7B

Dec 2021$2.5B

Mar 2022$2.5B

Jun 2022$2.5B

Sep 2022$2.4B

Dec 2022$2.4B

Mar 2023$2.2B

Jun 2023$2.2B

Sep 2023$2.2B

Dec 2023$3.3B

Mar 2024$2.9B

Jun 2024$2.7B

Sep 2024$2.3B

Dec 2024$2.1B

Mar 2025$1.9B

Jun 2025$1.9B

Sep 2025$2.5B

Dec 2025$2.3B

Mar 2026$2.2B

Jun 2026—

Cummins Inc. · CMI

Sep 2021$3.9B

Dec 2021$3.9B

Mar 2022$4.1B

Jun 2022$3.6B

Sep 2022$8.1B

Dec 2022$7.9B

Mar 2023$7.8B

Jun 2023$7.7B

Sep 2023$7.5B

Dec 2023$6.7B

Mar 2024$6.8B

Jun 2024$7.5B

Sep 2024$7.6B

Dec 2024$7.1B

Mar 2025$7.5B

Jun 2025$8.1B

Sep 2025$7.6B

Dec 2025$7.6B

Mar 2026$7.7B

Jun 2026—

Dover Corporation · DOV

Sep 2021$3.1B

Dec 2021$3.1B

Mar 2022$3.1B

Jun 2022$3.3B

Sep 2022$3.6B

Dec 2022$3.7B

Mar 2023$3.5B

Jun 2023$3.4B

Sep 2023$3.2B

Dec 2023$3.5B

Mar 2024$3.9B

Jun 2024$3.2B

Sep 2024$3.4B

Dec 2024$2.9B

Mar 2025$3.0B

Jun 2025$3.1B

Sep 2025$3.1B

Dec 2025$3.3B

Mar 2026$3.3B

Jun 2026$3.3B

Eaton Corporation plc · ETN

Sep 2021$9.4B

Dec 2021$8.9B

Mar 2022$9.9B

Jun 2022$10.1B

Sep 2022$9.5B

Dec 2022$9.1B

Mar 2023$9.3B

Jun 2023$9.8B

Sep 2023$9.6B

Dec 2023$9.8B

Mar 2024$9.8B

Jun 2024$10.5B

Sep 2024$10.1B

Dec 2024$9.8B

Mar 2025$10.7B

Jun 2025$11.6B

Sep 2025$11.2B

Dec 2025$10.5B

Mar 2026$21.8B

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021$6.7B

Dec 2021$8.8B

Mar 2022$11.0B

Jun 2022$11.6B

Sep 2022$10.4B

Dec 2022$10.0B

Mar 2023$10.1B

Jun 2023$8.3B

Sep 2023$8.2B

Dec 2023$10.9B

Mar 2024$10.8B

Jun 2024$10.1B

Sep 2024$7.7B

Dec 2024$7.6B

Mar 2025$14.4B

Jun 2025$14.2B

Sep 2025$13.1B

Dec 2025$13.4B

Mar 2026$13.4B

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022$0M

Dec 2022$0M

Mar 2023—

Jun 2023—

Sep 2023$0M

Dec 2023$0M

Mar 2024$0M

Jun 2024$0M

Sep 2024$0M

Dec 2024$0M

Mar 2025$0M

Jun 2025$0M

Sep 2025$0M

Dec 2025$265M

Mar 2026$2.8B

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021$7.6B

Dec 2021$7.7B

Mar 2022$7.9B

Jun 2022$7.6B

Sep 2022$7.6B

Dec 2022$7.8B

Mar 2023$8.4B

Jun 2023$8.2B

Sep 2023$8.1B

Dec 2023$8.2B

Mar 2024$8.3B

Jun 2024$8.5B

Sep 2024$8.3B

Dec 2024$7.9B

Mar 2025$8.3B

Jun 2025$8.9B

Sep 2025$8.9B

Dec 2025$9.0B

Mar 2026$9.1B

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021$3.5B

Dec 2021$3.4B

Mar 2022$3.4B

Jun 2022$2.8B

Sep 2022$2.8B

Dec 2022$2.8B

Mar 2023$2.7B

Jun 2023$2.7B

Sep 2023$2.7B

Dec 2023$2.7B

Mar 2024$2.7B

Jun 2024$4.8B

Sep 2024$4.8B

Dec 2024$4.8B

Mar 2025$4.8B

Jun 2025$4.8B

Sep 2025$4.8B

Dec 2025$4.8B

Mar 2026$4.8B

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021$5.9B

Dec 2021$7.6B

Mar 2022$7.1B

Jun 2022$7.0B

Sep 2022$6.9B

Dec 2022$7.1B

Mar 2023$7.1B

Jun 2023$7.2B

Sep 2023$7.7B

Dec 2023$7.2B

Mar 2024$7.2B

Jun 2024$7.5B

Sep 2024$7.5B

Dec 2024$8.6B

Mar 2025$8.7B

Jun 2025$8.1B

Sep 2025$8.5B

Dec 2025$8.4B

Mar 2026$8.2B

Jun 2026$8.8B

Parker-Hannifin Corporation · PH

Sep 2021$6.6B

Dec 2021$8.5B

Mar 2022$8.2B

Jun 2022$11.5B

Sep 2022$14.0B

Dec 2022$14.0B

Mar 2023$13.4B

Jun 2023$12.6B

Sep 2023$12.2B

Dec 2023$11.8B

Mar 2024$11.4B

Jun 2024$10.6B

Sep 2024$10.2B

Dec 2024$9.0B

Mar 2025$9.4B

Jun 2025$9.3B

Sep 2025$10.3B

Dec 2025$9.9B

Mar 2026$9.6B

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021$4.3B

Dec 2021$4.4B

Mar 2022$4.4B

Jun 2022$4.3B

Sep 2022$4.1B

Dec 2022$4.3B

Mar 2023$4.2B

Jun 2023$4.0B

Sep 2023$3.3B

Dec 2023$3.7B

Mar 2024$4.0B

Jun 2024$4.0B

Sep 2024$4.0B

Dec 2024$3.9B

Mar 2025$4.0B

Jun 2025$3.8B

Sep 2025$3.6B

Dec 2025$3.7B

Mar 2026$4.0B

Jun 2026—

Xylem Inc. · XYL

Sep 2021$2.5B

Dec 2021$2.4B

Mar 2022$2.4B

Jun 2022$2.4B

Sep 2022$2.4B

Dec 2022$1.9B

Mar 2023$1.9B

Jun 2023$2.5B

Sep 2023$2.3B

Dec 2023$2.3B

Mar 2024$2.3B

Jun 2024$2.0B

Sep 2024$2.0B

Dec 2024$2.0B

Mar 2025$2.0B

Jun 2025$2.0B

Sep 2025$2.0B

Dec 2025$1.9B

Mar 2026$1.9B

Jun 2026—

Net debt · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021$2.3B

Dec 2021$2.2B

Mar 2022$2.2B

Jun 2022$2.2B

Sep 2022$2.0B

Dec 2022$2.0B

Mar 2023$1.8B

Jun 2023$1.6B

Sep 2023$1.3B

Dec 2023$2.9B

Mar 2024$2.6B

Jun 2024$2.3B

Sep 2024$1.9B

Dec 2024$1.7B

Mar 2025$1.5B

Jun 2025$1.3B

Sep 2025$2.0B

Dec 2025$1.8B

Mar 2026$1.7B

Jun 2026—

Cummins Inc. · CMI

Sep 2021$1.0B

Dec 2021$924M

Mar 2022$1.3B

Jun 2022$557M

Sep 2022$5.2B

Dec 2022$5.3B

Mar 2023$5.3B

Jun 2023$5.4B

Sep 2023$4.4B

Dec 2023$4.0B

Mar 2024$3.8B

Jun 2024$5.3B

Sep 2024$5.3B

Dec 2024$4.8B

Mar 2025$5.3B

Jun 2025$5.0B

Sep 2025$4.5B

Dec 2025$3.9B

Mar 2026$4.5B

Jun 2026—

Dover Corporation · DOV

Sep 2021$2.3B

Dec 2021$2.7B

Mar 2022$2.8B

Jun 2022$2.8B

Sep 2022$3.3B

Dec 2022$3.3B

Mar 2023$3.2B

Jun 2023$3.1B

Sep 2023$2.9B

Dec 2023$3.1B

Mar 2024$3.0B

Jun 2024$2.8B

Sep 2024$3.0B

Dec 2024$1.1B

Mar 2025$1.2B

Jun 2025$1.8B

Sep 2025$1.5B

Dec 2025$1.7B

Mar 2026$1.6B

Jun 2026$1.5B

Eaton Corporation plc · ETN

Sep 2021$8.7B

Dec 2021$8.3B

Mar 2022$9.4B

Jun 2022$9.5B

Sep 2022$8.9B

Dec 2022$8.6B

Mar 2023$8.7B

Jun 2023$8.5B

Sep 2023$7.7B

Dec 2023$7.2B

Mar 2024$7.3B

Jun 2024$7.7B

Sep 2024$8.1B

Dec 2024$7.7B

Mar 2025$8.8B

Jun 2025$11.0B

Sep 2025$10.7B

Dec 2025$9.7B

Mar 2026$21.1B

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021$4.3B

Dec 2021$4.0B

Mar 2022$4.0B

Jun 2022$9.1B

Sep 2022$8.6B

Dec 2022$7.7B

Mar 2023$8.1B

Jun 2023$-1.6B

Sep 2023$106M

Dec 2023$8.8B

Mar 2024$8.5B

Jun 2024$7.8B

Sep 2024$4.1B

Dec 2024$4.8B

Mar 2025$12.5B

Jun 2025$12.0B

Sep 2025$11.6B

Dec 2025$11.7B

Mar 2026$11.6B

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022$-2.1B

Dec 2022$-2.1B

Mar 2023—

Jun 2023—

Sep 2023$-1.6B

Dec 2023$-1.6B

Mar 2024$-3.3B

Jun 2024$-5.8B

Sep 2024$-7.4B

Dec 2024$-8.2B

Mar 2025$-8.1B

Jun 2025$-7.9B

Sep 2025$-7.9B

Dec 2025$-8.6B

Mar 2026$-7.4B

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021$5.6B

Dec 2021$6.2B

Mar 2022$6.6B

Jun 2022$6.8B

Sep 2022$6.9B

Dec 2022$7.1B

Mar 2023$7.2B

Jun 2023$7.3B

Sep 2023$7.1B

Dec 2023$7.1B

Mar 2024$7.4B

Jun 2024$7.6B

Sep 2024$7.4B

Dec 2024$6.9B

Mar 2025$7.4B

Jun 2025$8.1B

Sep 2025$8.0B

Dec 2025$8.1B

Mar 2026$8.3B

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021$1.4B

Dec 2021$1.3B

Mar 2022$1.4B

Jun 2022$1.4B

Sep 2022$1.3B

Dec 2022$1.1B

Mar 2023$1.6B

Jun 2023$1.6B

Sep 2023$1.5B

Dec 2023$1.1B

Mar 2024$1.3B

Jun 2024$3.7B

Sep 2024$3.4B

Dec 2024$3.2B

Mar 2025$3.2B

Jun 2025$3.5B

Sep 2025$3.6B

Dec 2025$3.5B

Mar 2026$3.5B

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021$4.3B

Dec 2021$6.0B

Mar 2022$5.9B

Jun 2022$5.8B

Sep 2022$5.9B

Dec 2022$5.9B

Mar 2023$6.0B

Jun 2023$6.0B

Sep 2023$6.1B

Dec 2023$5.9B

Mar 2024$6.3B

Jun 2024$6.5B

Sep 2024$6.7B

Dec 2024$6.3B

Mar 2025$6.8B

Jun 2025$7.4B

Sep 2025$7.6B

Dec 2025$7.3B

Mar 2026$7.4B

Jun 2026$8.0B

Parker-Hannifin Corporation · PH

Sep 2021$6.0B

Dec 2021$8.0B

Mar 2022$7.6B

Jun 2022$10.9B

Sep 2022$13.4B

Dec 2022$13.2B

Mar 2023$12.8B

Jun 2023$12.1B

Sep 2023$11.7B

Dec 2023$11.4B

Mar 2024$11.0B

Jun 2024$10.1B

Sep 2024$9.8B

Dec 2024$8.6B

Mar 2025$9.0B

Jun 2025$8.8B

Sep 2025$9.9B

Dec 2025$9.4B

Mar 2026$9.1B

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021$3.6B

Dec 2021$3.8B

Mar 2022$4.0B

Jun 2022$3.9B

Sep 2022$3.6B

Dec 2022$3.8B

Mar 2023$3.8B

Jun 2023$3.6B

Sep 2023$2.2B

Dec 2023$3.2B

Mar 2024$3.5B

Jun 2024$3.6B

Sep 2024$3.5B

Dec 2024$3.5B

Mar 2025$3.6B

Jun 2025$3.3B

Sep 2025$3.1B

Dec 2025$3.2B

Mar 2026$3.5B

Jun 2026—

Xylem Inc. · XYL

Sep 2021$1.2B

Dec 2021$1.1B

Mar 2022$1.3B

Jun 2022$1.3B

Sep 2022$1.2B

Dec 2022$936M

Mar 2023$1.0B

Jun 2023$1.8B

Sep 2023$1.6B

Dec 2023$1.3B

Mar 2024$1.3B

Jun 2024$1.2B

Sep 2024$1.0B

Dec 2024$895M

Mar 2025$956M

Jun 2025$826M

Sep 2025$771M

Dec 2025$463M

Mar 2026$1.1B

Jun 2026—

06 · compare level, then change

Return On Capital Employed

Otis Worldwide Corporation has the highest ROCE among the 30 Specialty Industrial Machinery companies compared here, at 18.6%. Illinois Tool Works Inc. is next at 9%. Symbotic Inc. has the highest ROCE change at +4.8 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Otis Worldwide Corporation leads ROCE at 18.6%, 9.6 percentage points above Illinois Tool Works Inc.. Symbotic Inc. has the strongest latest improvement at +4.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderOtis Worldwide Corporation · 18.6%

Gap106.7% versus #2 · Illinois Tool Works Inc.

Persistence3/8 recent comparable periods

Coverage30/30 companies · 554 observations

Investor read: Otis Worldwide Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1Otis Worldwide Corporation OTIS19%

2Illinois Tool Works Inc. ITW9.0%

3Donaldson Company, Inc. DCI6.7%

4Graco Inc. GGG6.6%

5A. O. Smith Corporation AOS6.3%

ROCE changefastest improvers

1Symbotic Inc. SYM+4.8 pp

2Donaldson Company, Inc. DCI+2.7 pp

3Rockwell Automation, Inc. ROK+1.8 pp

4JBT Marel Corporation JBTM+1.7 pp

5Watts Water Technologies, Inc. WTS+1.5 pp

Return on capital · company comparison

30/30 level · 30/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	ROCE	ROCE change	Reported
Otis Worldwide Corporation OTIS	19%	−2.4 pp	Jun 2026
Illinois Tool Works Inc. ITW	9.0%	+0.5 pp	Mar 2026
Donaldson Company, Inc. DCI	6.7%	+2.7 pp	Jun 2026
Graco Inc. GGG	6.6%	+0.5 pp	Jun 2026
Rockwell Automation, Inc. ROK	6.3%	+1.8 pp	Mar 2026
A. O. Smith Corporation AOS	6.3%	−1.5 pp	Mar 2026
Watts Water Technologies, Inc. WTS	5.9%	+1.5 pp	Mar 2026
Parker-Hannifin Corporation PH	4.8%	+0.1 pp	Mar 2026
Cummins Inc. CMI	4.2%	−1.3 pp	Mar 2026
AMETEK, Inc. AME	3.9%	+0.3 pp	Mar 2026
Nordson Corporation NDSN	3.6%	+0.3 pp	Jun 2026
Crane Company CR	3.6%	−1.6 pp	Mar 2026
Emerson Electric Co. EMR	3.5%	+0.4 pp	Mar 2026
Dover Corporation DOV	3.5%	0.0 pp	Jun 2026
Pentair plc PNR	3.5%	0.0 pp	Mar 2026
Eaton Corporation plc ETN	3.2%	−0.8 pp	Mar 2026
Generac Holdings Inc. GNRC	2.8%	+0.8 pp	Mar 2026
Flowserve Corporation FLS	2.8%	−0.6 pp	Mar 2026
IDEX Corporation IEX	2.7%	+0.3 pp	Mar 2026
The Middleby Corporation MIDD	2.4%	−0.1 pp	Jun 2026
ITT Inc. ITT	2.3%	−2.9 pp	Jun 2026
Ingersoll Rand Inc. IR	1.8%	−0.2 pp	Mar 2026
Enpro Inc. NPO	1.8%	0.0 pp	Mar 2026
Xylem Inc. XYL	1.7%	0.0 pp	Mar 2026
Gates Industrial Corporation plc GTES	1.7%	−0.3 pp	Mar 2026
Regal Rexnord Corporation RRX	1.2%	0.0 pp	Mar 2026
JBT Marel Corporation JBTM	1.0%	+1.7 pp	Mar 2026
GE Vernova Inc. GEV	0.8%	+0.6 pp	Mar 2026
Chart Industries, Inc. GTLS	0.7%	−1.3 pp	Mar 2026
Symbotic Inc. SYM	0.6%	+4.8 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 20213.5%

Dec 20213.7%

Mar 20223.6%

Jun 20223.6%

Sep 20223.8%

Dec 20223.8%

Mar 20233.8%

Jun 20233.8%

Sep 20234.0%

Dec 20233.9%

Mar 20243.5%

Jun 20243.7%

Sep 20243.7%

Dec 20243.8%

Mar 20253.6%

Jun 20253.6%

Sep 20253.7%

Dec 20253.9%

Mar 20263.9%

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 20214.2%

Mar 20223.7%

Jun 20225.5%

Sep 20223.5%

Dec 20224.5%

Mar 20235.7%

Jun 20235.3%

Sep 20234.7%

Dec 2023-6.4%

Mar 20244.7%

Jun 20245.1%

Sep 20245.1%

Dec 20243.7%

Mar 20255.5%

Jun 20255.6%

Sep 20253.8%

Dec 20253.6%

Mar 20264.2%

Jun 2026—

Dover Corporation · DOV

Sep 20214.5%

Dec 20213.6%

Mar 20223.8%

Jun 20224.5%

Sep 20224.7%

Dec 20224.3%

Mar 20233.8%

Jun 20233.9%

Sep 20234.1%

Dec 20233.6%

Mar 20242.9%

Jun 20243.7%

Sep 20243.7%

Dec 20243.1%

Mar 20253.0%

Jun 20253.5%

Sep 20253.6%

Dec 20253.3%

Mar 20262.8%

Jun 20263.5%

Eaton Corporation plc · ETN

Sep 20214.6%

Dec 20214.9%

Mar 20224.8%

Jun 20225.4%

Sep 20222.8%

Dec 20226.5%

Mar 20232.8%

Jun 20233.4%

Sep 20233.7%

Dec 20237.0%

Mar 20243.3%

Jun 20243.9%

Sep 20244.0%

Dec 20244.0%

Mar 20254.0%

Jun 20254.0%

Sep 20254.4%

Dec 20254.4%

Mar 20263.2%

Jun 2026—

Emerson Electric Co. · EMR

Sep 20215.3%

Dec 20212.9%

Mar 20223.0%

Jun 20223.0%

Sep 20223.6%

Dec 20222.4%

Mar 20233.2%

Jun 20232.9%

Sep 20232.7%

Dec 20231.9%

Mar 20242.9%

Jun 20242.8%

Sep 20242.8%

Dec 20242.7%

Mar 20253.1%

Jun 20253.2%

Sep 20253.4%

Dec 20253.1%

Mar 20263.5%

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.0%

Dec 20220.0%

Mar 2023—

Jun 2023—

Sep 2023-1.7%

Dec 20231.1%

Mar 2024-3.1%

Jun 20245.6%

Sep 2024-2.0%

Dec 20243.2%

Mar 20250.2%

Jun 20252.0%

Sep 20251.9%

Dec 20252.9%

Mar 20260.8%

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 20216.8%

Dec 20216.5%

Mar 20227.0%

Jun 20227.7%

Sep 20228.4%

Dec 20228.4%

Mar 20238.5%

Jun 20238.8%

Sep 20239.6%

Dec 20239.1%

Mar 202411%

Jun 20249.4%

Sep 20249.3%

Dec 20249.5%

Mar 20258.5%

Jun 20259.3%

Sep 20259.6%

Dec 202510%

Mar 20269.0%

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 20211.2%

Dec 20211.0%

Mar 20221.1%

Jun 20221.5%

Sep 20221.5%

Dec 20222.0%

Mar 20231.8%

Jun 20232.1%

Sep 20232.4%

Dec 20232.5%

Mar 20242.2%

Jun 20241.8%

Sep 20242.4%

Dec 20242.5%

Mar 20252.0%

Jun 20250.5%

Sep 20252.3%

Dec 20252.4%

Mar 20261.8%

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 202113%

Dec 20219.9%

Mar 202211%

Jun 202213%

Sep 202214%

Dec 202211%

Mar 202312%

Jun 202318%

Sep 202316%

Dec 202316%

Mar 202417%

Jun 202423%

Sep 202413%

Dec 202415%

Mar 202512%

Jun 202521%

Sep 202520%

Dec 202518%

Mar 202618%

Jun 202619%

Parker-Hannifin Corporation · PH

Sep 20213.8%

Dec 20214.0%

Mar 20224.3%

Jun 20224.1%

Sep 20222.9%

Dec 20223.0%

Mar 20234.1%

Jun 20234.7%

Sep 20233.8%

Dec 20233.9%

Mar 20244.2%

Jun 20244.7%

Sep 20244.3%

Dec 20244.2%

Mar 20254.7%

Jun 20254.9%

Sep 20254.5%

Dec 20254.7%

Mar 20264.8%

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 20214.1%

Dec 20214.4%

Mar 20223.4%

Jun 20225.3%

Sep 20225.9%

Dec 20224.5%

Mar 20235.6%

Jun 20235.4%

Sep 20236.7%

Dec 20233.6%

Mar 20244.3%

Jun 20243.9%

Sep 20243.7%

Dec 20243.2%

Mar 20254.5%

Jun 20255.1%

Sep 202515%

Dec 20254.8%

Mar 20266.3%

Jun 2026—

Xylem Inc. · XYL

Sep 20212.2%

Dec 20212.0%

Mar 20221.7%

Jun 20222.2%

Sep 20222.6%

Dec 20223.0%

Mar 20232.1%

Jun 20231.2%

Sep 20231.9%

Dec 20232.1%

Mar 20242.1%

Jun 20241.8%

Sep 20242.0%

Dec 20241.9%

Mar 20251.7%

Jun 20252.1%

Sep 20252.3%

Dec 20252.4%

Mar 20261.7%

Jun 2026—

ROCE change · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.3 pp

Dec 2022+0.1 pp

Mar 2023+0.2 pp

Jun 2023+0.2 pp

Sep 2023+0.2 pp

Dec 2023+0.1 pp

Mar 2024−0.3 pp

Jun 2024−0.1 pp

Sep 2024−0.3 pp

Dec 2024−0.1 pp

Mar 2025+0.1 pp

Jun 2025−0.1 pp

Sep 20250.0 pp

Dec 2025+0.1 pp

Mar 2026+0.3 pp

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.3 pp

Mar 2023+2.0 pp

Jun 2023−0.2 pp

Sep 2023+1.2 pp

Dec 2023−10.9 pp

Mar 2024−1.0 pp

Jun 2024−0.2 pp

Sep 2024+0.4 pp

Dec 2024+10.1 pp

Mar 2025+0.8 pp

Jun 2025+0.5 pp

Sep 2025−1.3 pp

Dec 2025−0.1 pp

Mar 2026−1.3 pp

Jun 2026—

Dover Corporation · DOV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.2 pp

Dec 2022+0.7 pp

Mar 20230.0 pp

Jun 2023−0.6 pp

Sep 2023−0.6 pp

Dec 2023−0.7 pp

Mar 2024−0.9 pp

Jun 2024−0.2 pp

Sep 2024−0.4 pp

Dec 2024−0.5 pp

Mar 2025+0.1 pp

Jun 2025−0.2 pp

Sep 2025−0.1 pp

Dec 2025+0.2 pp

Mar 2026−0.2 pp

Jun 20260.0 pp

Eaton Corporation plc · ETN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−1.8 pp

Dec 2022+1.6 pp

Mar 2023−2.0 pp

Jun 2023−2.0 pp

Sep 2023+0.9 pp

Dec 2023+0.5 pp

Mar 2024+0.5 pp

Jun 2024+0.5 pp

Sep 2024+0.3 pp

Dec 2024−3.0 pp

Mar 2025+0.7 pp

Jun 2025+0.1 pp

Sep 2025+0.4 pp

Dec 2025+0.4 pp

Mar 2026−0.8 pp

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−1.7 pp

Dec 2022−0.5 pp

Mar 2023+0.2 pp

Jun 2023−0.1 pp

Sep 2023−0.9 pp

Dec 2023−0.5 pp

Mar 2024−0.3 pp

Jun 2024−0.1 pp

Sep 2024+0.1 pp

Dec 2024+0.8 pp

Mar 2025+0.2 pp

Jun 2025+0.4 pp

Sep 2025+0.6 pp

Dec 2025+0.4 pp

Mar 2026+0.4 pp

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023−1.7 pp

Dec 2023+1.1 pp

Mar 2024—

Jun 2024—

Sep 2024−0.3 pp

Dec 2024+2.1 pp

Mar 2025+3.3 pp

Jun 2025−3.6 pp

Sep 2025+3.9 pp

Dec 2025−0.3 pp

Mar 2026+0.6 pp

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.6 pp

Dec 2022+1.9 pp

Mar 2023+1.5 pp

Jun 2023+1.1 pp

Sep 2023+1.2 pp

Dec 2023+0.7 pp

Mar 2024+2.2 pp

Jun 2024+0.6 pp

Sep 2024−0.3 pp

Dec 2024+0.4 pp

Mar 2025−2.2 pp

Jun 2025−0.1 pp

Sep 2025+0.3 pp

Dec 2025+0.5 pp

Mar 2026+0.5 pp

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.3 pp

Dec 2022+1.0 pp

Mar 2023+0.7 pp

Jun 2023+0.6 pp

Sep 2023+0.9 pp

Dec 2023+0.5 pp

Mar 2024+0.4 pp

Jun 2024−0.3 pp

Sep 20240.0 pp

Dec 20240.0 pp

Mar 2025−0.2 pp

Jun 2025−1.3 pp

Sep 2025−0.1 pp

Dec 2025−0.1 pp

Mar 2026−0.2 pp

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.1 pp

Dec 2022+1.0 pp

Mar 2023+1.1 pp

Jun 2023+5.1 pp

Sep 2023+2.1 pp

Dec 2023+4.9 pp

Mar 2024+4.8 pp

Jun 2024+5.4 pp

Sep 2024−3.8 pp

Dec 2024−1.1 pp

Mar 2025−4.6 pp

Jun 2025−2.1 pp

Sep 2025+7.5 pp

Dec 2025+3.2 pp

Mar 2026+5.5 pp

Jun 2026−2.4 pp

Parker-Hannifin Corporation · PH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.9 pp

Dec 2022−1.0 pp

Mar 2023−0.2 pp

Jun 2023+0.6 pp

Sep 2023+0.9 pp

Dec 2023+0.9 pp

Mar 2024+0.1 pp

Jun 20240.0 pp

Sep 2024+0.5 pp

Dec 2024+0.3 pp

Mar 2025+0.5 pp

Jun 2025+0.2 pp

Sep 2025+0.2 pp

Dec 2025+0.5 pp

Mar 2026+0.1 pp

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.8 pp

Dec 2022+0.1 pp

Mar 2023+2.2 pp

Jun 2023+0.1 pp

Sep 2023+0.8 pp

Dec 2023−0.9 pp

Mar 2024−1.3 pp

Jun 2024−1.5 pp

Sep 2024−3.0 pp

Dec 2024−0.4 pp

Mar 2025+0.2 pp

Jun 2025+1.2 pp

Sep 2025+11.1 pp

Dec 2025+1.6 pp

Mar 2026+1.8 pp

Jun 2026—

Xylem Inc. · XYL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.4 pp

Dec 2022+1.0 pp

Mar 2023+0.4 pp

Jun 2023−1.0 pp

Sep 2023−0.7 pp

Dec 2023−0.9 pp

Mar 20240.0 pp

Jun 2024+0.6 pp

Sep 2024+0.1 pp

Dec 2024−0.2 pp

Mar 2025−0.4 pp

Jun 2025+0.3 pp

Sep 2025+0.3 pp

Dec 2025+0.5 pp

Mar 20260.0 pp

Jun 2026—

07 · compare level, then change

Valuation Against Growth & Quality

Cummins Inc. has the lowest Guarded PEG among the 30 Specialty Industrial Machinery companies compared here, at 0.8×. Donaldson Company, Inc. is next at 0.95×. A. O. Smith Corporation has the lowest P/E at 17.5×, so level and change sit with different companies. 23 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Cummins Inc. has the lowest comparable Guarded PEG at 0.8×, 15.8% below Donaldson Company, Inc.. Only 23 of 30 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderCummins Inc. · 0.8×

Gap15.8% versus #2 · Donaldson Company, Inc.

Persistence0/8 recent comparable periods

Coverage23/30 companies · 145 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.

Guarded PEGlowest PEG

1Cummins Inc. CMI0.8

2Donaldson Company, Inc. DCI1.0

3Enpro Inc. NPO1.0

4Flowserve Corporation FLS1.0

5Watts Water Technologies, Inc. WTS1.0

P/Elowest P/E

1A. O. Smith Corporation AOS17.5

2The Middleby Corporation MIDD17.5

3Otis Worldwide Corporation OTIS18.4

4Pentair plc PNR21.4

5Gates Industrial Corporation plc GTES23.0

Valuation · company comparison

23/30 level · 29/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Guarded PEG	P/E	Reported
Ingersoll Rand Inc. IR	5.2	54.1	Mar 2026
Otis Worldwide Corporation OTIS	4.7	18.4	Jun 2026
IDEX Corporation IEX	3.9	28.0	Mar 2026
Pentair plc PNR	3.9	21.4	Mar 2026
AMETEK, Inc. AME	3.9	32.4	Mar 2026
JBT Marel Corporation JBTM	3.6	40.0	Mar 2026
Generac Holdings Inc. GNRC	3.6	61.2	Mar 2026
Xylem Inc. XYL	3.6	29.7	Mar 2026
A. O. Smith Corporation AOS	3.5	17.5	Mar 2026
Graco Inc. GGG	3.2	24.0	Jun 2026
Eaton Corporation plc ETN	3.0	35.0	Mar 2026
GE Vernova Inc. GEV	2.9	25.4	Mar 2026
Parker-Hannifin Corporation PH	2.4	33.0	Mar 2026
Emerson Electric Co. EMR	2.1	30.3	Mar 2026
Regal Rexnord Corporation RRX	1.9	43.6	Mar 2026
Illinois Tool Works Inc. ITW	1.8	24.2	Mar 2026
Rockwell Automation, Inc. ROK	1.8	37.3	Mar 2026
Nordson Corporation NDSN	1.5	30.8	Jun 2026
Gates Industrial Corporation plc GTES	1.4	23.0	Mar 2026
ITT Inc. ITT	1.1	34.1	Jun 2026
Crane Company CR	1.1	30.8	Mar 2026
Watts Water Technologies, Inc. WTS	1.0	26.3	Mar 2026
Flowserve Corporation FLS	1.0	27.2	Mar 2026
Donaldson Company, Inc. DCI	1.0	23.7	Jun 2026
Enpro Inc. NPO	1.0	123.5	Mar 2026
Cummins Inc. CMI	0.8	27.9	Mar 2026
Dover Corporation DOV	0.2	27.0	Jun 2026
Chart Industries, Inc. GTLS	—	687.4	Mar 2026
The Middleby Corporation MIDD	—	17.5	Jun 2026

Full 20-quarter history · every available company

Guarded PEG · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.9

Jun 20232.2

Sep 20232.1

Dec 20232.2

Mar 20243.1

Jun 20243.9

Sep 2024—

Dec 2024—

Mar 20253.8

Jun 20253.6

Sep 20252.8

Dec 20254.0

Mar 20263.9

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.0

Sep 20230.3

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20250.3

Jun 20250.3

Sep 20250.8

Dec 2025—

Mar 2026—

Jun 2026—

Dover Corporation · DOV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20240.5

Jun 20240.4

Sep 20240.2

Dec 2024—

Mar 2025—

Jun 20250.2

Sep 20250.2

Dec 2025—

Mar 2026—

Jun 2026—

Eaton Corporation plc · ETN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.7

Jun 20231.7

Sep 20230.9

Dec 20231.0

Mar 20241.2

Jun 20241.0

Sep 20241.4

Dec 20241.9

Mar 20251.6

Jun 20253.8

Sep 20255.9

Dec 20253.0

Mar 2026—

Jun 2026—

Emerson Electric Co. · EMR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20250.6

Sep 20252.1

Dec 2025—

Mar 2026—

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20252.9

Dec 2025—

Mar 2026—

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.4

Jun 20231.2

Sep 20231.3

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20241.9

Dec 20241.1

Mar 20251.8

Jun 20251.8

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.3

Sep 20230.9

Dec 20231.3

Mar 20241.7

Jun 20242.2

Sep 20244.2

Dec 20245.2

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20233.1

Sep 20231.8

Dec 20231.9

Mar 20242.0

Jun 20242.1

Sep 20241.2

Dec 20241.2

Mar 20252.7

Jun 20254.7

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Parker-Hannifin Corporation · PH

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.4

Sep 2023—

Dec 2023—

Mar 2024—

Jun 20240.6

Sep 20241.3

Dec 20241.3

Mar 20251.1

Jun 20251.1

Sep 20251.0

Dec 20252.4

Mar 2026—

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.5

Dec 20232.1

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20255.0

Mar 20261.8

Jun 2026—

Xylem Inc. · XYL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20231.0

Dec 20231.0

Mar 20241.1

Jun 2024—

Sep 20240.9

Dec 20241.0

Mar 20251.1

Jun 20251.8

Sep 20253.3

Dec 20254.7

Mar 20263.6

Jun 2026—

P/E · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 202131.1

Dec 202134.6

Mar 202229.7

Jun 202223.4

Sep 202223.2

Dec 202227.9

Mar 202328.2

Jun 202330.3

Sep 202326.8

Dec 202329.1

Mar 202432.1

Jun 202429.0

Sep 202429.9

Dec 202430.4

Mar 202528.2

Jun 202529.1

Sep 202529.7

Dec 202532.1

Mar 202632.4

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 202115.0

Mar 202215.3

Jun 202213.6

Sep 202215.2

Dec 202216.0

Mar 202313.5

Jun 202313.7

Sep 202311.6

Dec 202346.5

Mar 202421.6

Jun 202420.0

Sep 202421.4

Dec 202412.3

Mar 202515.6

Jun 202515.4

Sep 202521.9

Dec 202524.9

Mar 202627.9

Jun 2026—

Dover Corporation · DOV

Sep 202124.0

Dec 202123.5

Mar 202220.4

Jun 202215.4

Sep 202214.5

Dec 202219.7

Mar 202320.3

Jun 202320.5

Sep 202319.2

Dec 202320.5

Mar 202417.5

Jun 202417.3

Sep 20249.9

Dec 20249.7

Mar 202510.6

Jun 202511.1

Sep 202510.3

Dec 202524.6

Mar 202626.0

Jun 202627.0

Eaton Corporation plc · ETN

Sep 202129.0

Dec 202132.4

Mar 202227.4

Jun 202221.8

Sep 202223.3

Dec 202225.6

Mar 202326.7

Jun 202329.7

Sep 202328.6

Dec 202330.0

Mar 202436.9

Jun 202434.5

Sep 202435.3

Dec 202434.9

Mar 202527.4

Jun 202535.9

Sep 202537.4

Dec 202530.5

Mar 202635.0

Jun 2026—

Emerson Electric Co. · EMR

Sep 202140.1

Dec 202121.5

Mar 202221.6

Jun 202215.8

Sep 202223.2

Dec 202212.9

Mar 202312.0

Jun 20234.1

Sep 20234.2

Dec 20235.2

Mar 20246.0

Jun 202435.2

Sep 202431.9

Dec 202429.0

Mar 202526.2

Jun 202528.7

Sep 202532.5

Dec 202532.5

Mar 202630.3

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 202440.1

Sep 202456.0

Dec 202459.0

Mar 202544.0

Jun 2025127.5

Sep 2025100.2

Dec 202537.0

Mar 202625.4

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 202124.0

Dec 202129.0

Mar 202224.6

Jun 202221.6

Sep 202220.6

Dec 202222.6

Mar 202324.3

Jun 202324.7

Sep 202322.3

Dec 202326.9

Mar 202426.5

Jun 202423.2

Sep 202422.7

Dec 202421.7

Mar 202521.8

Jun 202521.7

Sep 202525.3

Dec 202523.5

Mar 202624.2

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 202149.9

Dec 202146.2

Mar 202233.3

Jun 202232.4

Sep 202232.3

Dec 202235.5

Mar 202336.8

Jun 202338.9

Sep 202334.6

Dec 202340.7

Mar 202447.2

Jun 202445.0

Sep 202447.9

Dec 202443.9

Mar 202539.6

Jun 202565.0

Sep 202561.2

Dec 202554.6

Mar 202654.1

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 202129.2

Dec 202130.1

Mar 202226.4

Jun 202224.3

Sep 202221.9

Dec 202226.5

Mar 202327.9

Jun 202328.1

Sep 202324.3

Dec 202326.4

Mar 202428.7

Jun 202426.9

Sep 202425.9

Dec 202422.8

Mar 202527.1

Jun 202526.2

Sep 202527.0

Dec 202525.0

Mar 202620.5

Jun 202618.4

Parker-Hannifin Corporation · PH

Sep 202119.5

Dec 202123.0

Mar 202222.0

Jun 202224.4

Sep 202225.2

Dec 202230.1

Mar 202329.1

Jun 202324.3

Sep 202321.6

Dec 202322.8

Mar 202426.2

Jun 202423.2

Sep 202428.5

Dec 202426.3

Mar 202523.4

Jun 202525.8

Sep 202527.0

Dec 202532.1

Mar 202633.0

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 202125.4

Dec 202140.7

Mar 202250.9

Jun 202234.8

Sep 202227.0

Dec 202227.9

Mar 202325.8

Jun 202326.9

Sep 202323.9

Dec 202329.5

Mar 202428.5

Jun 202431.3

Sep 202432.4

Dec 202435.6

Mar 202532.5

Jun 202539.0

Sep 202545.6

Dec 202544.5

Mar 202637.3

Jun 2026—

Xylem Inc. · XYL

Sep 202148.5

Dec 202151.0

Mar 202236.8

Jun 202233.7

Sep 202249.6

Dec 202256.4

Mar 202351.1

Jun 202359.9

Sep 202337.3

Dec 202341.0

Mar 202445.0

Jun 202442.1

Sep 202438.8

Dec 202431.8

Mar 202532.2

Jun 202533.7

Sep 202538.0

Dec 202534.7

Mar 202629.7

Jun 2026—

08 · compare level, then change

Enterprise Value & Book Value

The Middleby Corporation has the lowest EV/EBITDA among the 30 Specialty Industrial Machinery companies compared here, at 11.8×. Emerson Electric Co. is next at 14.2×. JBT Marel Corporation has the lowest P/BV at 1.48×, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: The Middleby Corporation leads ev/ebitda at 11.8×; JBT Marel Corporation leads p/bv at 1.48×.

LeaderThe Middleby Corporation · 11.8×

Gap16.9% versus #2 · Emerson Electric Co.

Persistence0/8 recent comparable periods

Coverage30/30 companies · 530 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.

EV/EBITDAlowest EV/EBITDA

1The Middleby Corporation MIDD11.8

2Emerson Electric Co. EMR14.2

3Rockwell Automation, Inc. ROK14.4

4Regal Rexnord Corporation RRX14.4

5Otis Worldwide Corporation OTIS14.5

P/BVlowest P/BV

1JBT Marel Corporation JBTM1.5

2Gates Industrial Corporation plc GTES1.7

3Regal Rexnord Corporation RRX1.8

4The Middleby Corporation MIDD2.6

5Xylem Inc. XYL2.6

Enterprise and book valuation · company comparison

30/30 level · 29/30 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	EV/EBITDA	P/BV	Reported
Symbotic Inc. SYM	8,722.3	9.3	Mar 2026
GE Vernova Inc. GEV	90.8	16.9	Mar 2026
Gates Industrial Corporation plc GTES	47.5	1.7	Mar 2026
Eaton Corporation plc ETN	25.7	7.0	Mar 2026
ITT Inc. ITT	24.6	6.3	Jun 2026
Generac Holdings Inc. GNRC	24.1	4.3	Mar 2026
Parker-Hannifin Corporation PH	23.0	7.7	Mar 2026
Crane Company CR	21.9	4.7	Mar 2026
Flowserve Corporation FLS	21.9	4.2	Mar 2026
Enpro Inc. NPO	21.7	3.4	Mar 2026
AMETEK, Inc. AME	21.2	4.5	Mar 2026
Ingersoll Rand Inc. IR	21.1	3.1	Mar 2026
Nordson Corporation NDSN	20.5	5.0	Jun 2026
Illinois Tool Works Inc. ITW	17.8	23.2	Mar 2026
Dover Corporation DOV	17.5	3.9	Jun 2026
Watts Water Technologies, Inc. WTS	17.1	4.6	Mar 2026
Chart Industries, Inc. GTLS	16.9	3.2	Mar 2026
JBT Marel Corporation JBTM	16.7	1.5	Mar 2026
Xylem Inc. XYL	16.6	2.6	Mar 2026
Graco Inc. GGG	16.4	5.0	Jun 2026
A. O. Smith Corporation AOS	16.4	6.7	Mar 2026
IDEX Corporation IEX	16.4	3.5	Mar 2026
Pentair plc PNR	16.2	3.7	Mar 2026
Cummins Inc. CMI	16.1	6.0	Mar 2026
Donaldson Company, Inc. DCI	15.8	6.0	Jun 2026
Otis Worldwide Corporation OTIS	14.5	-4.7	Jun 2026
Regal Rexnord Corporation RRX	14.4	1.8	Mar 2026
Rockwell Automation, Inc. ROK	14.4	11.3	Mar 2026
Emerson Electric Co. EMR	14.2	3.6	Mar 2026
The Middleby Corporation MIDD	11.8	2.6	Jun 2026

Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 202120.3

Dec 202122.7

Mar 202219.7

Jun 202215.9

Sep 202215.9

Dec 202218.8

Mar 202318.8

Jun 202319.7

Sep 202317.8

Dec 202320.0

Mar 202421.6

Jun 202418.9

Sep 202419.5

Dec 202420.0

Mar 202518.7

Jun 202519.3

Sep 202519.9

Dec 202520.9

Mar 202621.2

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 20219.8

Mar 20229.9

Jun 20228.7

Sep 202210.5

Dec 202211.0

Mar 20239.6

Jun 20239.3

Sep 20237.9

Dec 202314.0

Mar 202416.7

Jun 202416.1

Sep 202417.7

Dec 202411.2

Mar 20259.9

Jun 20259.8

Sep 202512.7

Dec 202514.7

Mar 202616.1

Jun 2026—

Dover Corporation · DOV

Sep 202116.1

Dec 202118.4

Mar 202216.3

Jun 202212.9

Sep 202212.4

Dec 202214.1

Mar 202314.4

Jun 202314.2

Sep 202313.6

Dec 202316.1

Mar 202418.1

Jun 202417.9

Sep 202419.0

Dec 202417.4

Mar 202515.9

Jun 202516.5

Sep 202514.4

Dec 202516.0

Mar 202616.8

Jun 202617.5

Eaton Corporation plc · ETN

Sep 202117.4

Dec 202119.3

Mar 202217.0

Jun 202214.2

Sep 202216.5

Dec 202215.7

Mar 202318.7

Jun 202320.4

Sep 202320.1

Dec 202321.5

Mar 202426.5

Jun 202425.3

Sep 202425.7

Dec 202424.9

Mar 202520.0

Jun 202525.6

Sep 202525.9

Dec 202521.5

Mar 202625.7

Jun 2026—

Emerson Electric Co. · EMR

Sep 202120.2

Dec 202114.4

Mar 202216.2

Jun 202217.2

Sep 202216.4

Dec 202218.8

Mar 202316.2

Jun 202313.2

Sep 202314.3

Dec 202315.6

Mar 202416.3

Jun 202415.0

Sep 202413.3

Dec 202414.0

Mar 202512.7

Jun 202514.9

Sep 202514.4

Dec 202514.5

Mar 202614.2

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 202437.6

Sep 202452.0

Dec 202450.9

Mar 202539.5

Jun 202579.2

Sep 202570.4

Dec 202575.3

Mar 202690.8

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 202117.9

Dec 202121.5

Mar 202218.5

Jun 202216.1

Sep 202215.4

Dec 202217.7

Mar 202319.0

Jun 202319.1

Sep 202317.2

Dec 202319.3

Mar 202419.1

Jun 202416.8

Sep 202418.4

Dec 202417.3

Mar 202517.8

Jun 202517.8

Sep 202518.4

Dec 202517.2

Mar 202617.8

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 202125.1

Dec 202127.0

Mar 202221.4

Jun 202217.0

Sep 202216.8

Dec 202217.9

Mar 202318.9

Jun 202319.7

Sep 202317.7

Dec 202320.0

Mar 202423.6

Jun 202424.0

Sep 202424.9

Dec 202422.3

Mar 202519.8

Jun 202522.8

Sep 202522.4

Dec 202521.0

Mar 202621.1

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 20214.1

Dec 202118.9

Mar 202217.4

Jun 202215.9

Sep 202214.6

Dec 202217.4

Mar 202318.6

Jun 202318.6

Sep 202316.7

Dec 202317.9

Mar 202419.4

Jun 202419.0

Sep 202422.2

Dec 202419.8

Mar 202523.3

Jun 202522.8

Sep 202519.4

Dec 202518.0

Mar 202615.3

Jun 202614.5

Parker-Hannifin Corporation · PH

Sep 202113.5

Dec 202115.0

Mar 202213.2

Jun 202212.6

Sep 202213.3

Dec 202214.9

Mar 202315.6

Jun 202316.0

Sep 202314.5

Dec 202315.5

Mar 202417.7

Jun 202415.9

Sep 202419.0

Dec 202418.7

Mar 202517.7

Jun 202519.6

Sep 202520.9

Dec 202523.1

Mar 202623.0

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 202127.0

Dec 202130.8

Mar 202227.1

Jun 202219.4

Sep 202218.2

Dec 202220.8

Mar 202320.9

Jun 202322.3

Sep 202319.7

Dec 202320.5

Mar 202420.3

Jun 202420.4

Sep 202422.6

Dec 202422.1

Mar 202518.2

Jun 202521.6

Sep 202527.8

Dec 202516.3

Mar 202614.4

Jun 2026—

Xylem Inc. · XYL

Sep 202127.0

Dec 202127.4

Mar 202220.8

Jun 202219.5

Sep 202221.2

Dec 202224.3

Mar 202322.7

Jun 202332.7

Sep 202323.6

Dec 202326.6

Mar 202426.4

Jun 202423.9

Sep 202422.4

Dec 202418.7

Mar 202518.9

Jun 202519.7

Sep 202521.6

Dec 202518.9

Mar 202616.6

Jun 2026—

P/BV · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

Sep 20214.4

Dec 20215.0

Mar 20224.5

Jun 20223.6

Sep 20223.7

Dec 20224.3

Mar 20234.3

Jun 20234.5

Sep 20234.1

Dec 20234.4

Mar 20244.7

Jun 20244.1

Sep 20244.2

Dec 20244.3

Mar 20254.0

Jun 20254.0

Sep 20254.1

Dec 20254.4

Mar 20264.5

Jun 2026—

Cummins Inc. · CMI

Sep 2021—

Dec 20214.0

Mar 20223.4

Jun 20223.1

Sep 20223.4

Dec 20223.8

Mar 20233.5

Jun 20233.4

Sep 20233.0

Dec 20233.8

Mar 20244.4

Jun 20244.0

Sep 20244.3

Dec 20244.7

Mar 20254.0

Jun 20253.8

Sep 20254.8

Dec 20255.7

Mar 20266.0

Jun 2026—

Dover Corporation · DOV

Sep 2021—

Dec 20216.2

Mar 2022—

Jun 2022—

Sep 2022—

Dec 20224.4

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20234.2

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20243.7

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20253.6

Mar 2026—

Jun 20263.9

Eaton Corporation plc · ETN

Sep 20213.7

Dec 20214.2

Mar 20223.6

Jun 20223.1

Sep 20223.3

Dec 2022—

Mar 20233.9

Jun 20234.5

Sep 20234.6

Dec 20235.1

Mar 20246.5

Jun 20246.5

Sep 20246.9

Dec 20247.1

Mar 20255.8

Jun 20257.5

Sep 20257.7

Dec 20256.4

Mar 20267.0

Jun 2026—

Emerson Electric Co. · EMR

Sep 20215.7

Dec 20215.4

Mar 20225.5

Jun 20224.6

Sep 20224.2

Dec 20225.1

Mar 20234.4

Jun 20232.5

Sep 20232.7

Dec 20232.7

Mar 20243.1

Jun 20243.0

Sep 20242.9

Dec 20243.4

Mar 20253.2

Jun 20253.8

Sep 20253.6

Dec 20253.7

Mar 20263.6

Jun 2026—

GE Vernova Inc. · GEV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20240.0

Jun 20245.2

Sep 20247.4

Dec 20249.5

Mar 20259.7

Jun 202516.2

Sep 202519.3

Dec 202515.8

Mar 202616.9

Jun 2026—

Illinois Tool Works Inc. · ITW

Sep 202118.6

Dec 202121.3

Mar 202218.2

Jun 202216.7

Sep 202218.4

Dec 202221.8

Mar 202323.9

Jun 202324.5

Sep 202323.1

Dec 202326.0

Mar 202426.5

Jun 202423.8

Sep 202422.8

Dec 202422.2

Mar 202522.4

Jun 202522.5

Sep 202523.6

Dec 202522.0

Mar 202623.2

Jun 2026—

Ingersoll Rand Inc. · IR

Sep 20212.4

Dec 20212.8

Mar 20222.3

Jun 20221.9

Sep 20222.0

Dec 20222.3

Mar 20232.5

Jun 20232.8

Sep 20232.7

Dec 20233.2

Mar 20243.9

Jun 20243.7

Sep 20243.9

Dec 20243.6

Mar 20253.1

Jun 20253.3

Sep 20253.2

Dec 20253.1

Mar 20263.1

Jun 2026—

Otis Worldwide Corporation · OTIS

Sep 2021-9.1

Dec 2021-10.2

Mar 2022-6.5

Jun 2022-5.9

Sep 2022-5.4

Dec 2022-6.7

Mar 2023-7.2

Jun 2023-7.6

Sep 2023-6.9

Dec 2023-7.4

Mar 2024-8.0

Jun 2024-7.7

Sep 2024-8.5

Dec 2024-7.6

Mar 2025-8.0

Jun 2025-7.2

Sep 2025-6.6

Dec 2025-6.3

Mar 2026-5.2

Jun 2026-4.7

Parker-Hannifin Corporation · PH

Sep 20214.2

Dec 20214.7

Mar 20224.1

Jun 20223.6

Sep 20223.6

Dec 20224.0

Mar 20234.4

Jun 20234.9

Sep 20234.7

Dec 20235.2

Mar 20246.2

Jun 20245.4

Sep 20246.3

Dec 20246.2

Mar 20255.8

Jun 20256.5

Sep 20256.9

Dec 20257.8

Mar 20267.7

Jun 2026—

Rockwell Automation, Inc. · ROK

Sep 202114.3

Dec 202116.2

Mar 202212.4

Jun 20229.6

Sep 20229.1

Dec 202210.1

Mar 202310.7

Jun 202311.3

Sep 20239.2

Dec 20239.9

Mar 20249.4

Jun 20249.4

Sep 20248.3

Dec 20249.6

Mar 20258.5

Jun 202510.8

Sep 202510.8

Dec 202511.7

Mar 202611.3

Jun 2026—

Xylem Inc. · XYL

Sep 20217.2

Dec 20216.7

Mar 20224.8

Jun 20224.4

Sep 20224.9

Dec 20225.7

Mar 20235.3

Jun 20232.7

Sep 20232.2

Dec 20232.7

Mar 20243.1

Jun 20243.2

Sep 20243.1

Dec 20242.7

Mar 20252.7

Jun 20252.8

Sep 20253.2

Dec 20252.9

Mar 20262.6

Jun 2026—

09 · let price answer last

Market action

Cummins Inc. has the strongest one-year price move in Specialty Industrial Machinery at +80.3%. Enpro Inc. leads on Mansfield relative strength against the S&P 500 at +12.8%. 14 of 30 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.

Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Specialty Industrial Machinery comparison names 4 specific ways its own evidence can mislead, all listed below. All 30 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

10 · the complete set

Which companies are included?

All 30 companies in the canonical Specialty Industrial Machinery membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

Company	Market value	Price	Priced to	Latest fundamentals
GE Vernova Inc. GEV23/26 WEEKS	$251.3B	$943	2026-07-28	Mar 2026
Eaton Corporation plc ETN	$150.0B	$386	2026-07-28	Mar 2026
Parker-Hannifin Corporation PHAHEAD	$124.9B	$991	2026-07-28	Mar 2026
Cummins Inc. CMI21/26 WEEKS	$88.5B	$642	2026-07-28	Mar 2026
Emerson Electric Co. EMRAHEAD	$85.0B	$152	2026-07-28	Mar 2026
Illinois Tool Works Inc. ITWAHEAD	$84.9B	$295	2026-07-28	Mar 2026
AMETEK, Inc. AME	$55.3B	$241	2026-07-28	Mar 2026
Rockwell Automation, Inc. ROKAHEAD	$52.4B	$471	2026-07-28	Mar 2026
Ingersoll Rand Inc. IRAHEAD	$33.9B	$86.5	2026-07-28	Mar 2026
Xylem Inc. XYL	$29.7B	$125	2026-07-28	Mar 2026
Otis Worldwide Corporation OTIS	$28.0B	$73.6	2026-07-28	Jun 2026
Dover Corporation DOV	$27.4B	$203	2026-07-28	Jun 2026
Symbotic Inc. SYM	$25.5B	$42.3	2026-07-28	Mar 2026
ITT Inc. ITT	$17.8B	$199	2026-07-28	Jun 2026
Nordson Corporation NDSN	$16.9B	$303	2026-07-28	Jun 2026
IDEX Corporation IEX20/26 WEEKS	$16.6B	$225	2026-07-28	Mar 2026
Regal Rexnord Corporation RRX	$13.5B	$203	2026-07-28	Mar 2026
Graco Inc. GGG	$13.3B	$82.3	2026-07-28	Jun 2026
Crane Company CRAHEAD	$13.1B	$226	2026-07-28	Mar 2026
Watts Water Technologies, Inc. WTSAHEAD	$11.6B	$347	2026-07-28	Mar 2026
Generac Holdings Inc. GNRC23/26 WEEKS	$11.5B	$196	2026-07-28	Mar 2026
Donaldson Company, Inc. DCIAHEAD	$11.1B	$95.4	2026-07-28	Jun 2026
Pentair plc PNR	$10.7B	$66.8	2026-07-28	Mar 2026
Chart Industries, Inc. GTLS	$10.0B	$210	2026-07-17	Mar 2026
Flowserve Corporation FLS	$9.4B	$73.4	2026-07-28	Mar 2026
A. O. Smith Corporation AOS	$8.8B	$64.0	2026-07-28	Mar 2026
JBT Marel Corporation JBTMAHEAD	$7.6B	$146	2026-07-28	Mar 2026
Gates Industrial Corporation plc GTESAHEAD19/26 WEEKS	$6.7B	$26.4	2026-07-28	Mar 2026
Enpro Inc. NPOAHEAD26/26 WEEKS	$6.6B	$314	2026-07-28	Mar 2026
The Middleby Corporation MIDD	$6.1B	$135	2026-07-28	Jun 2026

Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 30 Specialty Industrial Machinery companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-07-28 · weekly price and relative-strength history

Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

Questions investors ask · short, speakable answers

Specialty Industrial Machinery company comparison FAQs

These 18 answers restate the Specialty Industrial Machinery comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Specialty Industrial Machinery company is the biggest?

GE Vernova Inc. is the largest, with trailing-twelve-month revenue of $39,375 million, ahead of Cummins Inc. at $33,894 million. That covers 24 of 30 companies with comparable reporting through Mar 2026.

Which Specialty Industrial Machinery company is growing fastest?

JBT Marel Corporation has the fastest revenue growth at 78.2% year on year, across 24 of 30 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Specialty Industrial Machinery company has the best profit margins?

AMETEK, Inc. has the highest operating margin at 26.7%, from 30 of 30 comparable companies. JBT Marel Corporation shows the biggest recent improvement, at +11.2 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Specialty Industrial Machinery company makes the most profit?

GE Vernova Inc. earns the most, at $9,365 million of trailing-twelve-month net profit, from 25 of 30 comparable companies. GE Vernova Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Specialty Industrial Machinery company earns the highest return on capital?

Otis Worldwide Corporation leads on return on capital employed at 18.6%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Specialty Industrial Machinery stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — Cummins Inc. screens cheapest at 0.8×. Only 23 of 30 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Specialty Industrial Machinery company has the strongest balance sheet?

Symbotic Inc. carries the lowest comparable gross debt at $0 million, from 30 of 30 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Specialty Industrial Machinery company is investing most in new capacity?

GE Vernova Inc. reports the largest capital spending at $397 million, across 30 of 30 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Specialty Industrial Machinery sector beating the market?

Specialty Industrial Machinery has outperformed S&P 500 by 0.9% over the last 52 weeks and 0.4% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 14 of 30 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Specialty Industrial Machinery stock has the strongest price momentum?

Enpro Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Specialty Industrial Machinery company scores highest for research priority?

Watts Water Technologies, Inc. scores 75.7 out of 100 with 82% evidence confidence, from 27.8 points on growth and earnings, 16.9 on capital efficiency, 13.9 on valuation and 17.1 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Specialty Industrial Machinery companies does this comparison cover, and over what period?

It compares 30 listed companies over up to 20 reported quarters of fundamentals and 7 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Specialty Industrial Machinery sector?

The 30 Specialty Industrial Machinery companies on this page carry $1,228,147 million of combined market value. GE Vernova Inc. is the largest at $251,254 million, about 20% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Specialty Industrial Machinery sector's P/E ratio?

The median price-to-earnings ratio across the 30 Specialty Industrial Machinery companies on this page is 29.7×, measured on the 29 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Specialty Industrial Machinery sector performing?

14 of the 30 covered Specialty Industrial Machinery companies are beating S&P 500 on Mansfield relative strength. The sector itself is 0.9% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Specialty Industrial Machinery stocks are listed in the US?

This comparison covers 30 listed Specialty Industrial Machinery companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.