Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Specialty Industrial Machinery Stocks

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

01 · the industry itself · before any single company

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

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 30% ahead of S&P 500. Earnings across its companies grew 4% on average over the last four reported quarters — close to flat.

BASING · +10 joined~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 — · 36/57 >200d (+4) · 19/57 lead (+10) · EPS 31/57↑

20050020262025202420232022 467348 TRAILING 12-MONTH EPS · 100 AT THE START0100123Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 31 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 40 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 43 reportingDec 2022 · trailing 12-month earnings per share at 109, against 100 at the start · no comparable year yet · 48 reportingMar 2023 · trailing 12-month earnings per share at 108, against 100 at the start · up 5.7% on a year ago · 37 reportingJun 2023 · trailing 12-month earnings per share at 108, against 100 at the start · up 8.9% on a year ago · 41 reportingSep 2023 · trailing 12-month earnings per share at 112, against 100 at the start · up 13.3% on a year ago · 47 reportingDec 2023 · trailing 12-month earnings per share at 116, against 100 at the start · up 6.1% on a year ago · 44 reportingMar 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 4.2% on a year ago · 42 reportingJun 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 8.8% on a year ago · 42 reportingSep 2024 · trailing 12-month earnings per share at 123, against 100 at the start · up 3.8% on a year ago · 42 reportingDec 2024 · trailing 12-month earnings per share at 117, against 100 at the start · up 11.7% on a year ago · 41 reportingMar 2025 · trailing 12-month earnings per share at 116, against 100 at the start · up 10.1% on a year ago · 43 reportingJun 2025 · trailing 12-month earnings per share at 113, against 100 at the start · up 8.8% on a year ago · 42 reportingSep 2025 · trailing 12-month earnings per share at 108, against 100 at the start · up 5.0% on a year ago · 42 reportingDec 2025 · trailing 12-month earnings per share at 112, against 100 at the start · down 0.4% on a year ago · 39 reportingMar 2026 · trailing 12-month earnings per share at 110, against 100 at the start · up 3.4% on a year ago · 41 reportingNot reported yet — earnings trail price by a quarter or two110 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20050020262025202420232022 467348 TRAILING 12-MONTH EPS · 100 AT THE START0100123Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 31 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 40 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 43 reportingDec 2022 · trailing 12-month earnings per share at 109, against 100 at the start · no comparable year yet · 48 reportingMar 2023 · trailing 12-month earnings per share at 108, against 100 at the start · up 5.7% on a year ago · 37 reportingJun 2023 · trailing 12-month earnings per share at 108, against 100 at the start · up 8.9% on a year ago · 41 reportingSep 2023 · trailing 12-month earnings per share at 112, against 100 at the start · up 13.3% on a year ago · 47 reportingDec 2023 · trailing 12-month earnings per share at 116, against 100 at the start · up 6.1% on a year ago · 44 reportingMar 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 4.2% on a year ago · 42 reportingJun 2024 · trailing 12-month earnings per share at 122, against 100 at the start · up 8.8% on a year ago · 42 reportingSep 2024 · trailing 12-month earnings per share at 123, against 100 at the start · up 3.8% on a year ago · 42 reportingDec 2024 · trailing 12-month earnings per share at 117, against 100 at the start · up 11.7% on a year ago · 41 reportingMar 2025 · trailing 12-month earnings per share at 116, against 100 at the start · up 10.1% on a year ago · 43 reportingJun 2025 · trailing 12-month earnings per share at 113, against 100 at the start · up 8.8% on a year ago · 42 reportingSep 2025 · trailing 12-month earnings per share at 108, against 100 at the start · up 5.0% on a year ago · 42 reportingDec 2025 · trailing 12-month earnings per share at 112, against 100 at the start · down 0.4% on a year ago · 39 reportingMar 2026 · trailing 12-month earnings per share at 110, against 100 at the start · up 3.4% on a year ago · 41 reportingNot reported yet — earnings trail price by a quarter or two110No earnings on file this far back — the price series reaches further than the filings do
Specialty Industrial Machinery, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

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.

02 · sector relative strength, before individual stocks

Is Specialty Industrial Machinery outperforming S&P 500?

Specialty Industrial Machinery has outperformed S&P 500 by 2.9% over the last 52 weeks. Over 13 weeks the gap is a lead of 0.6%. 16 of 30 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. GE Vernova Inc. is the strongest against the sector itself at +15.7%.

+0.6%Sector vs S&P 500 · 13 weeks
+2.9%Sector vs S&P 500 · 52 weeks
16/30Stocks leading S&P 500
16/30Stocks 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 2.9% over 52 weeks and 0.6% over 13 weeks. 16 of 30 covered companies beat the S&P 500 on Mansfield relative strength, while 16 of 30 beat the sector itself. Cummins Inc. leads with revenue of $33,894 million, based on 13 of 30 comparable companies through Mar 2026.

Companies
30
complete canonical membership
Combined market value
$1.3T
GE Vernova Inc.
Revenue growing
12/13
positive TTM year-on-year growth
Beating S&P 500
16/30
positive Mansfield relative strength
Comparing 5 of 30
03 · 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 81.1% 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.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Watts Water Technologies, Inc.WTS 73.4/100Favorable setup81% evidence BREAKING OUT 27.1/35 Revenue 14.3% · PAT 25.3% · OPM change 3.9 pp 83% evidence 15.1/25 ROCE 5.9% · OPM 19.6% 76% evidence 13.3/20 P/E 26.3× · PEG 1.04 65% evidence 17.9/20 RS sector 7.5% · RS bench 7.1% · 1Y 36.6%7 of 12 weeks ahead 100% evidence
Exact sum: 27.1 + 15.1 + 13.3 + 17.9 = 73.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Donaldson Company, Inc.DCI 66.5/100Favorable setup85% evidence TURNING 25.4/35 Revenue 4.4% · PAT 20.9% · OPM change 6.3 pp 95% evidence 15.2/25 ROCE 6.7% · OPM 15.6% 76% evidence 14.6/20 P/E 23.7× · PEG 0.95 65% evidence 11.3/20 RS sector -0.1% · RS bench -0.5% · 1Y 36.1%2 of 12 weeks ahead 100% evidence
Exact sum: 25.4 + 15.2 + 14.6 + 11.3 = 66.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Illinois Tool Works Inc.ITW 61.6/100Thin evidence · provisional58% evidence TURNING 20.1/35 Revenue — · PAT — · OPM change 0.6 pp 45% evidence 17.4/25 ROCE 10.1% · OPM 25.4% 76% evidence 10.8/20 P/E 24.5× · PEG — 15% evidence 13.3/20 RS sector 1% · RS bench 0.7% · 1Y 14.8%2 of 12 weeks ahead 100% evidence
Exact sum: 20.1 + 17.4 + 10.8 + 13.3 = 61.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Nordson CorporationNDSN 60.4/100Mixed-positive evidence85% evidence TURNING 20.9/35 Revenue 7.4% · PAT 18.4% · OPM change 1.9 pp 95% evidence 13.9/25 ROCE 3.6% · OPM 26.6% 76% evidence 11.0/20 P/E 30.8× · PEG 1.5 65% evidence 14.6/20 RS sector 6.7% · RS bench 6.3% · 1Y 46.7%0 of 12 weeks ahead 100% evidence
Exact sum: 20.9 + 13.9 + 11 + 14.6 = 60.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5IDEX CorporationIEX 58.1/100Thin evidence · provisional58% evidence TURNING 18.7/35 Revenue — · PAT — · OPM change 2 pp 45% evidence 12.2/25 ROCE 3.1% · OPM 19.4% 76% evidence 9.8/20 P/E 32.7× · PEG — 15% evidence 17.4/20 RS sector 11.5% · RS bench 11.2% · 1Y 50.3%4 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 12.2 + 9.8 + 17.4 = 58.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Emerson Electric Co.EMR 56.8/100Mixed-positive evidence81% evidence TURNING 20.3/35 Revenue 4% · PAT 27.1% · OPM change -0.3 pp 83% evidence 13.3/25 ROCE 3.5% · OPM 24.2% 76% evidence 8.2/20 P/E 30.3× · PEG 2.1 65% evidence 15.0/20 RS sector 3.2% · RS bench 2.9% · 1Y 19.7%2 of 12 weeks ahead 100% evidence
Exact sum: 20.3 + 13.3 + 8.2 + 15 = 56.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Rockwell Automation, Inc.ROK 55.6/100Mixed-positive evidence81% evidence FADING 23.4/35 Revenue 10.5% · PAT 8.4% · OPM change 3.9 pp 83% evidence 15.6/25 ROCE 6.3% · OPM 20.9% 76% evidence 9.1/20 P/E 37.3× · PEG 1.76 65% evidence 7.5/20 RS sector 0.2% · RS bench 0.1% · 1Y 33.6%10 of 12 weeks ahead 100% evidence
Exact sum: 23.4 + 15.6 + 9.1 + 7.5 = 55.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8AMETEK, Inc.AME 52.9/100Mixed-positive evidence81% evidence TURNING 18.1/35 Revenue 9.5% · PAT 7.8% · OPM change 0.4 pp 83% evidence 14.5/25 ROCE 3.9% · OPM 26.7% 76% evidence 4.9/20 P/E 32.4× · PEG 3.88 65% evidence 15.4/20 RS sector 7.1% · RS bench 6.7% · 1Y 39.5%0 of 12 weeks ahead 100% evidence
Exact sum: 18.1 + 14.5 + 4.9 + 15.4 = 52.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
9Crane CompanyCR 52.8/100Thin evidence · provisional58% evidence BREAKING OUT 14.5/35 Revenue — · PAT — · OPM change -3.7 pp 45% evidence 12.0/25 ROCE 5.2% · OPM 14.4% 76% evidence 9.1/20 P/E 39× · PEG — 15% evidence 17.2/20 RS sector 5.4% · RS bench 5.2% · 1Y 15.5%9 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 12 + 9.1 + 17.2 = 52.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Eaton Corporation plcETN 52.8/100Thin evidence · provisional58% evidence TURNING 14.2/35 Revenue — · PAT — · OPM change -3.1 pp 45% evidence 12.8/25 ROCE 3.7% · OPM 15.7% 76% evidence 8.9/20 P/E 43.3× · PEG — 15% evidence 16.9/20 RS sector 7.4% · RS bench 7.3% · 1Y 22.6%1 of 12 weeks ahead 100% evidence
Exact sum: 14.2 + 12.8 + 8.9 + 16.9 = 52.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Gates Industrial Corporation plcGTES 52.7/100Thin evidence · provisional56% evidence TURNING 15.6/35 Revenue — · PAT — · OPM change -1.9 pp 39% evidence 7.8/25 ROCE 2% · OPM 12.9% 76% evidence 11.1/20 P/E 19.2× · PEG — 15% evidence 18.2/20 RS sector 8.4% · RS bench 8.2% · 1Y 26.3%6 of 12 weeks ahead 100% evidence
Exact sum: 15.6 + 7.8 + 11.1 + 18.2 = 52.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Graco Inc.GGG 51.7/100Thin evidence · provisional58% evidence TURNING 17.4/35 Revenue — · PAT — · OPM change -1.8 pp 45% evidence 16.4/25 ROCE 6.6% · OPM 25.5% 76% evidence 10.9/20 P/E 24× · PEG — 15% evidence 7.0/20 RS sector -10.8% · RS bench -11.1% · 1Y -1.4%0 of 12 weeks ahead 100% evidence
Exact sum: 17.4 + 16.4 + 10.9 + 7 = 51.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Otis Worldwide CorporationOTIS 51.7/100Thin evidence · provisional58% evidence BASING 17.1/35 Revenue — · PAT — · OPM change 2.8 pp 45% evidence 18.6/25 ROCE 18.6% · OPM 15.1% 76% evidence 11.3/20 P/E 18.4× · PEG — 15% evidence 4.7/20 RS sector -20.8% · RS bench -20.9% · 1Y -15.8%0 of 12 weeks ahead 100% evidence
Exact sum: 17.1 + 18.6 + 11.3 + 4.7 = 51.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14Ingersoll Rand Inc.IR 49.9/100Thin evidence · provisional58% evidence TURNING 18.7/35 Revenue — · PAT — · OPM change -1.9 pp 45% evidence 10.4/25 ROCE 2.4% · OPM 15.7% 76% evidence 9.5/20 P/E 33.7× · PEG — 15% evidence 11.3/20 RS sector -1.2% · RS bench -1.6% · 1Y 17.9%1 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 10.4 + 9.5 + 11.3 = 49.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15GE Vernova Inc.GEV 48.9/100Thin evidence · provisional58% evidence ASLEEP 19.0/35 Revenue — · PAT — · OPM change 1.4 pp 45% evidence 6.0/25 ROCE 2.9% · OPM 1.9% 76% evidence 9.7/20 P/E 32.8× · PEG — 15% evidence 14.2/20 RS sector 15.7% · RS bench 15.1% · 1Y 56.9%5 of 12 weeks ahead 100% evidence
Exact sum: 19 + 6 + 9.7 + 14.2 = 48.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Parker-Hannifin CorporationPH 48.6/100Mixed-negative evidence81% evidence TURNING 14.5/35 Revenue 6% · PAT 2.6% · OPM change -0.4 pp 83% evidence 14.7/25 ROCE 4.8% · OPM 20.7% 76% evidence 6.7/20 P/E 33× · PEG 2.38 65% evidence 12.7/20 RS sector 1.6% · RS bench 1.1% · 1Y 36.4%2 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 14.7 + 6.7 + 12.7 = 48.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
17Generac Holdings Inc.GNRC 47.6/100Thin evidence · provisional58% evidence ASLEEP 22.2/35 Revenue — · PAT — · OPM change 2.2 pp 45% evidence 11.3/25 ROCE 4.8% · OPM 11.1% 76% evidence 8.7/20 P/E 67.5× · PEG — 15% evidence 5.4/20 RS sector -1.2% · RS bench -1.5% · 1Y 11.4%7 of 12 weeks ahead 100% evidence
Exact sum: 22.2 + 11.3 + 8.7 + 5.4 = 47.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18Flowserve CorporationFLS 47.0/100Thin evidence · provisional58% evidence TURNING 15.1/35 Revenue — · PAT — · OPM change -0.3 pp 45% evidence 8.9/25 ROCE 3.3% · OPM 11.2% 76% evidence 10.6/20 P/E 26× · PEG — 15% evidence 12.4/20 RS sector 2.2% · RS bench 1.5% · 1Y 52.6%1 of 12 weeks ahead 100% evidence
Exact sum: 15.1 + 8.9 + 10.6 + 12.4 = 47 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19Enpro Inc.NPO 46.2/100Mixed-negative evidence81% evidence FADING 12.4/35 Revenue 10.2% · PAT -50% · OPM change -0.9 pp 83% evidence 6.6/25 ROCE 1.8% · OPM 14.4% 76% evidence 12.3/20 P/E 123.5× · PEG 0.95 65% evidence 14.9/20 RS sector 15.5% · RS bench 15.1% · 1Y 56.5%10 of 12 weeks ahead 100% evidence
Exact sum: 12.4 + 6.6 + 12.3 + 14.9 = 46.2 · Decision use: Price leads the evidence: RS versus the benchmark is 15.1%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
20Xylem Inc.XYL 45.3/100Thin evidence · provisional58% evidence TURNING 19.4/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence 9.7/25 ROCE 2.6% · OPM 11.5% 76% evidence 10.2/20 P/E 28.1× · PEG — 15% evidence 6.0/20 RS sector -16.4% · RS bench -16.4% · 1Y -14.4%0 of 12 weeks ahead 100% evidence
Exact sum: 19.4 + 9.7 + 10.2 + 6 = 45.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21A. O. Smith CorporationAOS 44.6/100Thin evidence · provisional58% evidence TURNING 12.5/35 Revenue — · PAT — · OPM change -1.9 pp 45% evidence 14.2/25 ROCE 6.5% · OPM 17.1% 76% evidence 11.5/20 P/E 17.4× · PEG — 15% evidence 6.4/20 RS sector -15.1% · RS bench -15.3% · 1Y -10.5%0 of 12 weeks ahead 100% evidence
Exact sum: 12.5 + 14.2 + 11.5 + 6.4 = 44.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22Cummins Inc.CMI 44.4/100Mixed-negative evidence81% evidence ASLEEP 7.4/35 Revenue 0.1% · PAT -3.6% · OPM change -2.6 pp 83% evidence 11.1/25 ROCE 4.2% · OPM 11.3% 76% evidence 15.1/20 P/E 27.9× · PEG 0.8 65% evidence 10.8/20 RS sector 4.9% · RS bench 4.4% · 1Y 64.3%5 of 12 weeks ahead 100% evidence
Exact sum: 7.4 + 11.1 + 15.1 + 10.8 = 44.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
23Regal Rexnord CorporationRRX 42.8/100Mixed-negative evidence81% evidence ASLEEP 15.0/35 Revenue 1.5% · PAT 22% · OPM change -1 pp 83% evidence 5.8/25 ROCE 1.2% · OPM 10.3% 76% evidence 7.7/20 P/E 43.5× · PEG 1.94 65% evidence 14.3/20 RS sector 12.6% · RS bench 12% · 1Y 58.3%2 of 12 weeks ahead 100% evidence
Exact sum: 15 + 5.8 + 7.7 + 14.3 = 42.8 · Decision use: Price leads the evidence: RS versus the benchmark is 12%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
24Dover CorporationDOV 41.8/100Thin evidence · provisional58% evidence ASLEEP 16.3/35 Revenue — · PAT — · OPM change -1 pp 45% evidence 11.8/25 ROCE 3.5% · OPM 14.9% 76% evidence 10.4/20 P/E 27× · PEG — 15% evidence 3.3/20 RS sector -5.6% · RS bench -6% · 1Y 21%0 of 12 weeks ahead 100% evidence
Exact sum: 16.3 + 11.8 + 10.4 + 3.3 = 41.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Pentair plcPNR 41.6/100Thin evidence · provisional58% evidence BASING 16.2/35 Revenue — · PAT — · OPM change 0.2 pp 45% evidence 12.2/25 ROCE 3% · OPM 20.3% 76% evidence 11.2/20 P/E 18.9× · PEG — 15% evidence 2.0/20 RS sector -34.9% · RS bench -34.9% · 1Y -33.3%0 of 12 weeks ahead 100% evidence
Exact sum: 16.2 + 12.2 + 11.2 + 2 = 41.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26The Middleby CorporationMIDD 39.3/100Thin evidence · provisional56% evidence ASLEEP 16.3/35 Revenue — · PAT — · OPM change 0 pp 39% evidence 9.3/25 ROCE 2.4% · OPM 15.9% 76% evidence 11.4/20 P/E 17.5× · PEG — 15% evidence 2.3/20 RS sector -12.6% · RS bench -12.9% · 1Y 15.9%3 of 12 weeks ahead 100% evidence
Exact sum: 16.3 + 9.3 + 11.4 + 2.3 = 39.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
27Symbotic Inc.SYM 39.2/100Mixed-negative evidence61% evidence BASING 25.2/35 Revenue 21.4% · PAT — · OPM change 4.6 pp 62% evidence 3.0/25 ROCE 0.6% · OPM 0.9% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 1.0/20 RS sector -22.7% · RS bench -22.7% · 1Y -14.7%0 of 12 weeks ahead 100% evidence
Exact sum: 25.2 + 3 + 10 + 1 = 39.2 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -22.7% and the one-year return is -14.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
28JBT Marel CorporationJBTM 37.9/100Mixed-negative evidence74% evidence ASLEEP 25.1/35 Revenue 78.2% · PAT — · OPM change 11.2 pp 62% evidence 5.5/25 ROCE 1% · OPM 7.3% 76% evidence 4.4/20 P/E 40× · PEG 3.63 65% evidence 2.9/20 RS sector -14.9% · RS bench -15.1% · 1Y -2.4%1 of 12 weeks ahead 100% evidence
Exact sum: 25.1 + 5.5 + 4.4 + 2.9 = 37.9 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -14.9% and the one-year return is -2.4%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
29ITT Inc.ITT 35.9/100Thin evidence · provisional58% evidence ASLEEP 11.8/35 Revenue — · PAT — · OPM change -6.3 pp 45% evidence 9.0/25 ROCE 2.3% · OPM 11.7% 76% evidence 9.4/20 P/E 34.1× · PEG — 15% evidence 5.7/20 RS sector -2.1% · RS bench -2.4% · 1Y 23.5%0 of 12 weeks ahead 100% evidence
Exact sum: 11.8 + 9 + 9.4 + 5.7 = 35.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
30Chart Industries, Inc.GTLS 24.4/100Adverse evidence71% evidence 5.0/35 Revenue -1.5% · PAT -121.4% · OPM change -9.3 pp 83% evidence 4.7/25 ROCE 0.7% · OPM 5.9% 76% evidence 8.5/20 P/E 687.4× · PEG — 15% evidence 6.2/20 RS sector -3.5% · RS bench -5.2% · 1Y 22.2%0 of 9 weeks ahead 100% evidence
Exact sum: 5 + 4.7 + 8.5 + 6.2 = 24.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
Showing 10 of 30 companies
04 · what price has already done

Market action

Cummins Inc. has the strongest one-year price move in Specialty Industrial Machinery at +64.3%. Enpro Inc. leads on Mansfield relative strength against the S&P 500 at +15.1%. 16 of 30 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Cummins Inc. has the highest Revenue among the 30 Specialty Industrial Machinery companies compared here, at $33,894 million. Parker-Hannifin Corporation is next at $20,987 million. JBT Marel Corporation has the highest Revenue growth at 78.2%, so level and change sit with different companies. 13 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Cummins Inc. is the scale leader at $33,894 million, 61.5% ahead of Parker-Hannifin Corporation. 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.

LeaderCummins Inc. · $33,894 million
Gap61.5% versus #2 · Parker-Hannifin Corporation
Persistence4/8 recent comparable periods
Coverage13/30 companies · 559 observations

Investor read: Cummins 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: Cummins 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
1Cummins Inc. CMI$33.9B
2Parker-Hannifin Corporation PH$21.0B
3Emerson Electric Co. EMR$18.3B
4Rockwell Automation, Inc. ROK$8.8B
5AMETEK, Inc. AME$7.6B
Revenue growthfastest growers
1JBT Marel Corporation JBTM78%
2Symbotic Inc. SYM21%
3Watts Water Technologies, Inc. WTS14%
4Rockwell Automation, Inc. ROK11%
5Enpro Inc. NPO10%
Revenue · company comparison
13/30 level · 13/30 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
GE Vernova Inc. GEV$9.3B16%Jun 2026
Cummins Inc. CMI$8.4B2.7%Mar 2026
Eaton Corporation plc ETN$7.5B17%Jun 2026
Parker-Hannifin Corporation PH$5.5B11%Mar 2026
Emerson Electric Co. EMR$4.6B2.9%Mar 2026
Illinois Tool Works Inc. ITW$4.0B4.6%Jun 2026
Otis Worldwide Corporation OTIS$3.6B6.5%Jun 2026
Rockwell Automation, Inc. ROK$2.2B12%Mar 2026
Xylem Inc. XYL$2.1B2.7%Jun 2026
Dover Corporation DOV$2.1B10%Jun 2026
AMETEK, Inc. AME$1.9B11%Mar 2026
Ingersoll Rand Inc. IR$1.8B7.6%Jun 2026
Regal Rexnord Corporation RRX$1.5B4.3%Mar 2026
ITT Inc. ITT$1.2B25%Jun 2026
Flowserve Corporation FLS$1.1B-6.7%Jun 2026
Generac Holdings Inc. GNRC$1.1B12%Jun 2026
Pentair plc PNR$1.0B2.7%Jun 2026
Donaldson Company, Inc. DCI$995M5.9%Jun 2026
A. O. Smith Corporation AOS$946M-1.9%Jun 2026
JBT Marel Corporation JBTM$936M9.6%Mar 2026
IDEX Corporation IEX$887M9.0%Jun 2026
Chart Industries, Inc. GTLS$885M-12%Mar 2026
Gates Industrial Corporation plc GTES$851M0.4%Jun 2026
The Middleby Corporation MIDD$840M-14%Jun 2026
Nordson Corporation NDSN$741M8.5%Jun 2026
Crane Company CR$696M25%Jun 2026
Watts Water Technologies, Inc. WTS$677M21%Mar 2026
Symbotic Inc. SYM$676M23%Mar 2026
Graco Inc. GGG$540M2.3%Jun 2026
Enpro Inc. NPO$303M11%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

$1.4B
$1.5B
$1.5B
$1.5B
$1.6B
$1.6B
$1.6B
$1.6B
$1.6B
$1.7B
$1.7B
$1.7B
$1.7B
$1.8B
$1.7B
$1.8B
$1.9B
$2.0B
$1.9B
—

Cummins Inc. · CMI

$6.1B
$6.0B
$6.4B
$6.6B
$7.3B
$7.8B
$8.5B
$8.6B
$8.4B
$8.5B
$8.4B
$8.8B
$8.5B
$8.4B
$8.2B
$8.6B
$8.3B
$8.5B
$8.4B
—

Dover Corporation · DOV

$2.0B
$2.0B
$2.1B
$2.2B
$2.2B
$2.1B
$2.1B
$2.1B
$2.0B
$1.9B
$1.9B
$1.9B
$2.0B
$1.9B
$1.9B
$2.1B
$2.1B
$2.1B
$2.1B
—

Eaton Corporation plc · ETN

$4.9B
$4.8B
$4.8B
$5.2B
$5.3B
$5.4B
$5.5B
$5.9B
$5.9B
$6.0B
$5.9B
$6.4B
$6.3B
$6.2B
$6.4B
$7.0B
$7.0B
$7.1B
$7.5B
—

Emerson Electric Co. · EMR

$4.9B
$3.2B
$3.3B
$3.5B
$3.9B
$3.4B
$3.8B
$3.9B
$4.1B
$4.1B
$4.4B
$4.4B
$4.6B
$4.2B
$4.4B
$4.6B
$4.9B
$4.3B
$4.6B
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
$6.8B
$8.1B
$8.3B
$10.0B
$7.3B
$8.2B
$8.9B
$10.6B
$8.0B
$9.1B
$10.0B
$11.0B
$9.3B
—

Illinois Tool Works Inc. · ITW

$3.6B
$3.7B
$3.9B
$4.0B
$4.0B
$4.0B
$4.0B
$4.1B
$4.0B
$4.0B
$4.0B
$4.0B
$4.0B
$3.9B
$3.8B
$4.1B
$4.1B
$4.1B
$4.0B
—

Ingersoll Rand Inc. · IR

$1.3B
$1.4B
$1.3B
$1.4B
$1.5B
$1.6B
$1.6B
$1.7B
$1.7B
$1.8B
$1.7B
$1.8B
$1.9B
$1.9B
$1.7B
$1.9B
$2.0B
$2.1B
$1.8B
—

Parker-Hannifin Corporation · PH

$3.8B
$3.8B
$4.1B
$4.2B
$4.2B
$4.7B
$5.1B
$5.1B
$4.8B
$4.8B
$5.1B
$5.2B
$4.9B
$4.7B
$5.0B
$5.2B
$5.1B
$5.2B
$5.5B
—

Rockwell Automation, Inc. · ROK

$1.8B
$1.9B
$1.8B
$2.0B
$2.1B
$2.0B
$2.3B
$2.2B
$2.6B
$2.1B
$2.1B
$2.1B
$2.0B
$1.9B
$2.0B
$2.1B
$2.3B
$2.1B
$2.2B
—

Symbotic Inc. · SYM

$92M
$77M
$96M
$176M
$244M
$206M
$267M
$312M
$392M
$360M
$393M
$470M
$565M
$487M
$550M
$592M
$618M
$630M
$676M
—

Xylem Inc. · XYL

$1.3B
$1.3B
$1.3B
$1.4B
$1.4B
$1.5B
$1.4B
$1.7B
$2.1B
$2.1B
$2.0B
$2.2B
$2.1B
$2.3B
$2.1B
$2.3B
$2.3B
$2.4B
$2.1B
—

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

—
—
—
9.3%
7.7%
8.1%
9.5%
8.7%
4.6%
6.5%
8.7%
5.4%
5.3%
1.8%
-0.2%
2.5%
11%
13%
11%
—

Cummins Inc. · CMI

—
—
—
—
20%
30%
32%
31%
15%
10.0%
-0.6%
1.8%
0.3%
-1.1%
-2.7%
-1.7%
-1.6%
1.1%
2.7%
—

Dover Corporation · DOV

—
—
—
6.3%
6.9%
7.5%
1.3%
-2.7%
-9.3%
-11%
-9.4%
-7.2%
1.3%
1.3%
-1.0%
5.2%
4.7%
8.8%
10%
—

Eaton Corporation plc · ETN

—
—
—
-0.1%
7.9%
12%
13%
13%
11%
11%
8.4%
8.3%
7.9%
4.6%
7.3%
11%
10%
13%
17%
—

Emerson Electric Co. · EMR

—
—
—
-26%
-21%
6.9%
14%
14%
5.1%
22%
17%
11%
13%
1.4%
1.3%
4.0%
5.1%
4.1%
2.9%
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
—
—
—
—
6.4%
1.1%
8.0%
5.1%
11%
11%
12%
3.8%
16%
—

Illinois Tool Works Inc. · ITW

—
—
—
9.1%
13%
7.9%
2.0%
1.6%
0.5%
0.3%
-1.1%
-1.2%
-1.6%
-1.3%
-3.4%
0.7%
2.3%
4.1%
4.6%
—

Ingersoll Rand Inc. · IR

—
—
—
13%
14%
14%
22%
17%
15%
12%
2.5%
7.0%
7.0%
4.3%
2.8%
4.6%
5.1%
10%
7.6%
—

Parker-Hannifin Corporation · PH

—
—
—
5.8%
12%
22%
24%
22%
15%
3.1%
0.2%
1.8%
1.2%
-1.6%
-2.3%
1.1%
3.7%
9.1%
11%
—

Rockwell Automation, Inc. · ROK

—
—
—
6.6%
18%
6.7%
26%
14%
21%
3.6%
-6.6%
-8.4%
-21%
-8.3%
-5.9%
4.5%
14%
12%
12%
—

Symbotic Inc. · SYM

—
—
—
34%
165%
168%
178%
77%
61%
75%
47%
51%
44%
35%
40%
26%
9.4%
29%
23%
—

Xylem Inc. · XYL

—
—
—
1.0%
9.1%
14%
14%
26%
50%
41%
40%
26%
1.4%
6.5%
1.8%
6.1%
7.8%
6.3%
2.7%
—
06 · 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
All-company data · latest reported quarter
CompanyOPMMargin changeReported
AMETEK, Inc. AME27%+0.4 ppMar 2026
Nordson Corporation NDSN27%+1.9 ppJun 2026
Graco Inc. GGG26%−1.8 ppJun 2026
Illinois Tool Works Inc. ITW25%+0.6 ppJun 2026
Emerson Electric Co. EMR24%−0.3 ppMar 2026
Rockwell Automation, Inc. ROK21%+3.9 ppMar 2026
Parker-Hannifin Corporation PH21%−0.4 ppMar 2026
Pentair plc PNR20%+0.2 ppJun 2026
Watts Water Technologies, Inc. WTS20%+3.9 ppMar 2026
IDEX Corporation IEX19%+2.0 ppJun 2026
A. O. Smith Corporation AOS17%−1.9 ppJun 2026
The Middleby Corporation MIDD16%0.0 ppJun 2026
Eaton Corporation plc ETN16%−3.1 ppJun 2026
Ingersoll Rand Inc. IR16%−1.9 ppJun 2026
Donaldson Company, Inc. DCI16%+6.3 ppJun 2026
Otis Worldwide Corporation OTIS15%+2.8 ppJun 2026
Dover Corporation DOV15%−1.0 ppJun 2026
Crane Company CR14%−3.7 ppJun 2026
Enpro Inc. NPO14%−0.9 ppMar 2026
Gates Industrial Corporation plc GTES13%−1.9 ppJun 2026
ITT Inc. ITT12%−6.3 ppJun 2026
Xylem Inc. XYL12%+0.3 ppJun 2026
Cummins Inc. CMI11%−2.6 ppMar 2026
Flowserve Corporation FLS11%−0.3 ppJun 2026
Generac Holdings Inc. GNRC11%+2.2 ppJun 2026
Regal Rexnord Corporation RRX10%−1.0 ppMar 2026
JBT Marel Corporation JBTM7.3%+11.2 ppMar 2026
Chart Industries, Inc. GTLS5.9%−9.3 ppMar 2026
GE Vernova Inc. GEV1.9%+1.4 ppJun 2026
Symbotic Inc. SYM0.9%+4.6 ppMar 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

23%
24%
24%
24%
25%
25%
25%
25%
27%
26%
24%
26%
26%
27%
26%
26%
26%
25%
27%
—

Cummins Inc. · CMI

12%
11%
9.5%
14%
8.5%
10%
12%
12%
11%
-14%
11%
12%
12%
8.7%
14%
14%
10%
9.5%
11%
—

Dover Corporation · DOV

17%
14%
15%
17%
17%
17%
15%
16%
17%
16%
14%
17%
17%
15%
16%
17%
18%
17%
15%
—

Eaton Corporation plc · ETN

25%
14%
13%
14%
15%
16%
15%
16%
18%
18%
17%
19%
19%
20%
19%
18%
20%
20%
16%
—

Emerson Electric Co. · EMR

19%
18%
18%
20%
22%
18%
21%
24%
22%
16%
23%
24%
23%
24%
25%
25%
25%
25%
24%
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
-6.9%
-4.2%
-3.7%
1.9%
-4.0%
6.4%
-4.0%
5.6%
0.5%
4.1%
3.7%
5.5%
1.9%
—

Illinois Tool Works Inc. · ITW

24%
23%
23%
23%
25%
25%
24%
25%
27%
25%
28%
26%
27%
26%
25%
26%
27%
27%
25%
—

Ingersoll Rand Inc. · IR

12%
9.9%
12%
14%
13%
17%
15%
16%
18%
18%
18%
15%
19%
20%
18%
4.0%
19%
19%
16%
—

Parker-Hannifin Corporation · PH

17%
18%
18%
18%
14%
13%
17%
20%
18%
19%
19%
20%
20%
20%
21%
21%
20%
21%
21%
—

Rockwell Automation, Inc. · ROK

15%
16%
13%
18%
21%
17%
19%
19%
20%
14%
16%
14%
14%
13%
17%
18%
49%
17%
21%
—

Symbotic Inc. · SYM

-34%
-30%
-31%
-19%
-22%
-34%
-22%
-14%
-14%
-7.0%
-17%
-8.0%
1.9%
-4.7%
-3.7%
-6.2%
-3.5%
1.0%
0.9%
—

Xylem Inc. · XYL

12%
11%
8.7%
11%
12%
13%
9.0%
6.9%
9.2%
10%
10%
12%
13%
12%
11%
13%
15%
15%
12%
—

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

—
—
—
+1.3 pp
+1.4 pp
+0.5 pp
+1.2 pp
+1.3 pp
+2.2 pp
+1.2 pp
−1.4 pp
+0.4 pp
−0.9 pp
+0.9 pp
+2.3 pp
+0.2 pp
−0.3 pp
−1.3 pp
+0.4 pp
—

Cummins Inc. · CMI

—
—
—
—
−3.5 pp
−0.9 pp
+2.6 pp
−2.1 pp
+2.8 pp
−24.5 pp
−1.1 pp
+0.4 pp
+1.1 pp
+22.9 pp
+2.9 pp
+2.3 pp
−2.2 pp
+0.8 pp
−2.6 pp
—

Dover Corporation · DOV

—
—
—
−0.4 pp
+0.3 pp
+2.3 pp
+0.5 pp
−1.0 pp
0.0 pp
−0.5 pp
−1.6 pp
+1.1 pp
−0.4 pp
−0.7 pp
+2.4 pp
+0.7 pp
+1.4 pp
+1.2 pp
−1.0 pp
—

Eaton Corporation plc · ETN

—
—
—
+1.3 pp
−9.8 pp
+2.5 pp
+1.3 pp
+2.5 pp
+3.1 pp
+1.9 pp
+2.3 pp
+2.7 pp
+1.1 pp
+1.5 pp
+1.9 pp
−0.9 pp
+0.5 pp
0.0 pp
−3.1 pp
—

Emerson Electric Co. · EMR

—
—
—
+0.6 pp
+2.7 pp
−0.4 pp
+3.4 pp
+4.1 pp
+0.3 pp
−2.0 pp
+1.3 pp
+0.1 pp
+0.9 pp
+8.7 pp
+1.9 pp
+0.6 pp
+1.6 pp
+0.4 pp
−0.3 pp
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
—
—
—
—
+2.9 pp
+10.6 pp
−0.3 pp
+3.7 pp
+4.5 pp
−2.3 pp
+7.7 pp
−0.1 pp
+1.4 pp
—

Illinois Tool Works Inc. · ITW

—
—
—
−1.2 pp
+0.7 pp
+2.1 pp
+1.5 pp
+1.7 pp
+2.0 pp
0.0 pp
+4.2 pp
+1.4 pp
0.0 pp
+1.4 pp
−3.6 pp
+0.2 pp
+0.9 pp
+0.3 pp
+0.6 pp
—

Ingersoll Rand Inc. · IR

—
—
—
+2.7 pp
+0.1 pp
+6.9 pp
+3.0 pp
+2.5 pp
+5.8 pp
+1.5 pp
+2.9 pp
−1.1 pp
+0.8 pp
+1.7 pp
0.0 pp
−11.1 pp
+0.1 pp
−1.3 pp
−1.9 pp
—

Parker-Hannifin Corporation · PH

—
—
—
+0.3 pp
−2.6 pp
−4.2 pp
−1.2 pp
+1.3 pp
+3.9 pp
+5.6 pp
+2.5 pp
+0.6 pp
+1.4 pp
+0.9 pp
+1.8 pp
+1.1 pp
+0.8 pp
+1.3 pp
−0.4 pp
—

Rockwell Automation, Inc. · ROK

—
—
—
+0.6 pp
+5.5 pp
+1.2 pp
+6.0 pp
+0.2 pp
−1.0 pp
−3.7 pp
−3.4 pp
−4.2 pp
−5.6 pp
−0.6 pp
+1.4 pp
+3.3 pp
+35.1 pp
+4.3 pp
+3.9 pp
—

Symbotic Inc. · SYM

—
—
—
+9.9 pp
+12.1 pp
−3.8 pp
+9.5 pp
+5.3 pp
+8.4 pp
+26.7 pp
+5.1 pp
+5.5 pp
+15.7 pp
+2.3 pp
+12.8 pp
+1.8 pp
−5.4 pp
+5.7 pp
+4.6 pp
—

Xylem Inc. · XYL

—
—
—
−1.1 pp
+0.2 pp
+2.5 pp
+0.3 pp
−3.8 pp
−3.0 pp
−3.1 pp
+1.3 pp
+4.8 pp
+4.1 pp
+1.8 pp
+0.9 pp
+1.6 pp
+1.4 pp
+2.9 pp
+0.3 pp
—
07 · compare level, then change

Profit Scale & Acceleration

Parker-Hannifin Corporation has the highest Net profit among the 30 Specialty Industrial Machinery companies compared here, at $3,481 million. Cummins Inc. is next at $2,787 million. Emerson Electric Co. has the highest Profit growth at 27.1%, so level and change sit with different companies. 13 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Parker-Hannifin Corporation leads with $3,481 million of TTM profit, 24.9% above Cummins Inc.. Emerson Electric Co. shows 27.1% growth from a $2,440 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderParker-Hannifin Corporation · $3,481 million
Gap24.9% versus #2 · Cummins Inc.
Persistence6/8 recent comparable periods
Coverage13/30 companies · 560 observations

Investor read: Parker-Hannifin 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 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
1Parker-Hannifin Corporation PH$3.5B
2Cummins Inc. CMI$2.8B
3Emerson Electric Co. EMR$2.4B
4AMETEK, Inc. AME$1.5B
5Rockwell Automation, Inc. ROK$1.0B
Profit growthfastest growers
1Emerson Electric Co. EMR27%
2Watts Water Technologies, Inc. WTS25%
3Regal Rexnord Corporation RRX22%
4Donaldson Company, Inc. DCI21%
5Nordson Corporation NDSN18%
Net profit · company comparison
13/30 level · 11/30 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
GE Vernova Inc. GEV$4.8B1,699%Jun 2026
Parker-Hannifin Corporation PH$904M-5.9%Mar 2026
Eaton Corporation plc ETN$868M-10%Jun 2026
Illinois Tool Works Inc. ITW$768M9.7%Jun 2026
Cummins Inc. CMI$680M-20%Mar 2026
Emerson Electric Co. EMR$618M44%Mar 2026
AMETEK, Inc. AME$399M13%Mar 2026
Otis Worldwide Corporation OTIS$353M38%Jun 2026
Rockwell Automation, Inc. ROK$351M42%Mar 2026
Dover Corporation DOV$239M0.0%Jun 2026
Ingersoll Rand Inc. IR$194M-0.5%Jun 2026
Xylem Inc. XYL$189M13%Jun 2026
Pentair plc PNR$161M3.9%Jun 2026
IDEX Corporation IEX$120M26%Jun 2026
Graco Inc. GGG$119M-4.0%Jun 2026
Donaldson Company, Inc. DCI$118M103%Jun 2026
A. O. Smith Corporation AOS$118M-14%Jun 2026
Nordson Corporation NDSN$117M4.5%Jun 2026
Watts Water Technologies, Inc. WTS$100M35%Mar 2026
Flowserve Corporation FLS$86M8.9%Jun 2026
The Middleby Corporation MIDD$85M-20%Jun 2026
ITT Inc. ITT$80M-34%Jun 2026
Generac Holdings Inc. GNRC$73M66%Jun 2026
Crane Company CR$67M-14%Jun 2026
Gates Industrial Corporation plc GTES$66M-4.4%Jun 2026
Regal Rexnord Corporation RRX$64M10%Mar 2026
JBT Marel Corporation JBTM$45M76%Mar 2026
Enpro Inc. NPO$27M8.0%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

$257M
$282M
$272M
$282M
$298M
$307M
$306M
$324M
$340M
$343M
$311M
$338M
$340M
$387M
$352M
$358M
$371M
$399M
$399M
—

Cummins Inc. · CMI

$612M
$541M
$423M
$707M
$409M
$644M
$806M
$737M
$690M
$-1.4B
$2.0B
$752M
$843M
$445M
$850M
$928M
$559M
$620M
$680M
—

Dover Corporation · DOV

$264M
$363M
$226M
$290M
$286M
$264M
$229M
$242M
$262M
$258M
$602M
$247M
$313M
$238M
$239M
$280M
$303M
$275M
$239M
—

Eaton Corporation plc · ETN

$630M
$551M
$533M
$601M
$608M
$722M
$639M
$745M
$892M
$947M
$822M
$994M
$1.0B
$972M
$965M
$982M
$1.0B
$1.1B
$868M
—

Emerson Electric Co. · EMR

$674M
$746M
$429M
$255M
$453M
$324M
$505M
$654M
$778M
$159M
$549M
$367M
$530M
$593M
$430M
$580M
$636M
$606M
$618M
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
$-346M
$-149M
$-185M
$206M
$-106M
$1.3B
$-99M
$484M
$264M
$492M
$453M
$3.7B
$4.8B
—

Illinois Tool Works Inc. · ITW

$639M
$609M
$662M
$738M
$727M
$907M
$714M
$754M
$772M
$717M
$819M
$759M
$1.2B
$750M
$700M
$755M
$821M
$790M
$768M
—

Ingersoll Rand Inc. · IR

$129M
$302M
$109M
$140M
$143M
$216M
$163M
$178M
$214M
$236M
$215M
$190M
$228M
$237M
$195M
$7M
$246M
$268M
$194M
—

Parker-Hannifin Corporation · PH

$451M
$388M
$348M
$129M
$388M
$395M
$591M
$710M
$651M
$682M
$727M
$785M
$698M
$949M
$961M
$924M
$808M
$845M
$904M
—

Rockwell Automation, Inc. · ROK

$75M
$239M
$49M
$295M
$336M
$379M
$295M
$399M
$317M
$213M
$265M
$231M
$274M
$178M
$248M
$293M
$63M
$302M
$351M
—

Symbotic Inc. · SYM

$-31M
$-23M
$-30M
$-33M
$-53M
$-68M
$-55M
$-39M
$-45M
$-19M
$-55M
$-27M
$16M
$-17M
$-10M
$-32M
$-19M
$13M
$9M
—

Xylem Inc. · XYL

$114M
$113M
$82M
$112M
$12M
$149M
$99M
$92M
$152M
$266M
$153M
$194M
$217M
$326M
$167M
$224M
$226M
$333M
$189M
—

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

—
—
—
22%
16%
8.9%
13%
15%
14%
12%
1.6%
4.3%
0.0%
13%
13%
5.9%
9.1%
3.1%
13%
—

Cummins Inc. · CMI

—
—
—
—
-33%
19%
91%
4.2%
69%
-316%
152%
2.0%
22%
—
-58%
23%
-34%
39%
-20%
—

Dover Corporation · DOV

—
—
—
9.4%
8.3%
-27%
1.3%
-17%
-8.4%
-2.3%
163%
2.1%
19%
-7.8%
-60%
13%
-3.2%
16%
0.0%
—

Eaton Corporation plc · ETN

—
—
—
19%
-3.5%
31%
20%
24%
47%
31%
29%
33%
13%
2.6%
17%
-1.2%
-0.1%
17%
-10%
—

Emerson Electric Co. · EMR

—
—
—
-60%
-33%
-57%
18%
156%
72%
-51%
8.7%
-44%
-32%
273%
-22%
58%
20%
2.2%
44%
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
—
—
—
—
—
—
—
135%
—
-62%
—
658%
1,699%
—

Illinois Tool Works Inc. · ITW

—
—
—
-4.8%
14%
49%
7.9%
2.2%
6.2%
-21%
15%
0.7%
50%
4.6%
-15%
-0.5%
-29%
5.3%
9.7%
—

Ingersoll Rand Inc. · IR

—
—
—
-40%
11%
-28%
50%
27%
50%
9.3%
32%
6.7%
6.5%
0.4%
-9.3%
-96%
7.9%
13%
-0.5%
—

Parker-Hannifin Corporation · PH

—
—
—
-74%
-14%
1.8%
70%
450%
68%
73%
23%
11%
7.2%
39%
32%
18%
16%
-11%
-5.9%
—

Rockwell Automation, Inc. · ROK

—
—
—
9.7%
348%
59%
502%
35%
-5.7%
-44%
-10%
-42%
-14%
-16%
-6.4%
27%
-77%
70%
42%
—

Symbotic Inc. · SYM

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
-219%
—
—
—

Xylem Inc. · XYL

—
—
—
-0.9%
-89%
32%
21%
-18%
1,167%
79%
55%
111%
43%
23%
9.2%
15%
4.2%
2.2%
13%
—
08 · 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 10.1%. 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%, 8.5 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%
Gap84.2% versus #2 · Illinois Tool Works Inc.
Persistence3/8 recent comparable periods
Coverage30/30 companies · 566 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. ITW10%
3Donaldson Company, Inc. DCI6.7%
4Graco Inc. GGG6.6%
5A. O. Smith Corporation AOS6.5%
ROCE changefastest improvers
1Symbotic Inc. SYM+4.8 pp
2Donaldson Company, Inc. DCI+2.7 pp
3Generac Holdings Inc. GNRC+2.2 pp
4Ingersoll Rand Inc. IR+1.9 pp
5Rockwell Automation, Inc. ROK+1.8 pp
Return on capital · company comparison
30/30 level · 30/30 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Otis Worldwide Corporation OTIS19%−2.4 ppJun 2026
Illinois Tool Works Inc. ITW10%+0.8 ppJun 2026
Donaldson Company, Inc. DCI6.7%+2.7 ppJun 2026
Graco Inc. GGG6.6%+0.5 ppJun 2026
A. O. Smith Corporation AOS6.5%−2.2 ppJun 2026
Rockwell Automation, Inc. ROK6.3%+1.8 ppMar 2026
Watts Water Technologies, Inc. WTS5.9%+1.5 ppMar 2026
Crane Company CR5.2%+0.2 ppJun 2026
Parker-Hannifin Corporation PH4.8%+0.1 ppMar 2026
Generac Holdings Inc. GNRC4.8%+2.2 ppJun 2026
Cummins Inc. CMI4.2%−1.3 ppMar 2026
AMETEK, Inc. AME3.9%+0.3 ppMar 2026
Eaton Corporation plc ETN3.7%−0.3 ppJun 2026
Nordson Corporation NDSN3.6%+0.3 ppJun 2026
Emerson Electric Co. EMR3.5%+0.4 ppMar 2026
Dover Corporation DOV3.5%0.0 ppJun 2026
Flowserve Corporation FLS3.3%−0.4 ppJun 2026
IDEX Corporation IEX3.1%−0.1 ppJun 2026
Pentair plc PNR3.0%−0.9 ppJun 2026
GE Vernova Inc. GEV2.9%+0.9 ppJun 2026
Xylem Inc. XYL2.6%+0.5 ppJun 2026
Ingersoll Rand Inc. IR2.4%+1.9 ppJun 2026
The Middleby Corporation MIDD2.4%−0.1 ppJun 2026
ITT Inc. ITT2.3%−2.9 ppJun 2026
Gates Industrial Corporation plc GTES2.0%+0.2 ppJun 2026
Enpro Inc. NPO1.8%0.0 ppMar 2026
Regal Rexnord Corporation RRX1.2%0.0 ppMar 2026
JBT Marel Corporation JBTM1.0%+1.7 ppMar 2026
Chart Industries, Inc. GTLS0.7%−1.3 ppMar 2026
Symbotic Inc. SYM0.6%+4.8 ppMar 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

3.5%
3.7%
3.6%
3.6%
3.8%
3.8%
3.8%
3.8%
4.0%
3.9%
3.5%
3.7%
3.7%
3.8%
3.6%
3.6%
3.7%
3.9%
3.9%
—

Cummins Inc. · CMI

—
4.2%
3.7%
5.5%
3.5%
4.5%
5.7%
5.3%
4.7%
-6.4%
4.7%
5.1%
5.1%
3.7%
5.5%
5.6%
3.8%
3.6%
4.2%
—

Dover Corporation · DOV

4.5%
3.6%
3.8%
4.5%
4.7%
4.3%
3.8%
3.9%
4.1%
3.6%
2.9%
3.7%
3.7%
3.1%
3.0%
3.5%
3.6%
3.3%
2.8%
3.5%

Eaton Corporation plc · ETN

4.6%
2.5%
2.4%
2.6%
2.8%
3.2%
2.8%
3.4%
3.7%
3.6%
3.3%
3.9%
4.0%
4.0%
4.0%
4.0%
4.4%
4.4%
3.2%
3.7%

Emerson Electric Co. · EMR

5.3%
2.9%
3.0%
3.0%
3.6%
2.4%
3.2%
2.9%
2.7%
1.9%
2.9%
2.8%
2.8%
2.7%
3.1%
3.2%
3.4%
3.1%
3.5%
—

GE Vernova Inc. · GEV

—
—
—
—
0.0%
0.0%
—
—
-1.7%
1.1%
-3.1%
5.6%
-2.0%
3.2%
0.2%
2.0%
1.9%
2.9%
0.8%
2.9%

Illinois Tool Works Inc. · ITW

6.8%
6.5%
7.0%
7.7%
8.4%
8.4%
8.5%
8.8%
9.6%
9.1%
11%
9.4%
9.3%
9.5%
8.5%
9.3%
9.6%
10%
9.0%
10%

Ingersoll Rand Inc. · IR

1.2%
1.0%
1.1%
1.5%
1.5%
2.0%
1.8%
2.1%
2.4%
2.5%
2.2%
1.8%
2.4%
2.5%
2.0%
0.5%
2.3%
2.4%
1.8%
2.4%

Parker-Hannifin Corporation · PH

3.8%
4.0%
4.3%
4.1%
2.9%
3.0%
4.1%
4.7%
3.8%
3.9%
4.2%
4.7%
4.3%
4.2%
4.7%
4.9%
4.5%
4.7%
4.8%
—

Rockwell Automation, Inc. · ROK

4.1%
4.4%
3.4%
5.3%
5.9%
4.5%
5.6%
5.4%
6.7%
3.6%
4.3%
3.9%
3.7%
3.2%
4.5%
5.1%
15%
4.8%
6.3%
—

Symbotic Inc. · SYM

-287%
-7.3%
0.7%
-14%
-209%
-36%
1.4%
-35%
-81%
-17%
-24%
-14%
3.7%
-6.2%
-4.2%
-7.4%
-3.5%
0.8%
0.6%
—

Xylem Inc. · XYL

2.2%
2.0%
1.7%
2.2%
2.6%
3.0%
2.1%
1.2%
1.9%
2.1%
2.1%
1.8%
2.0%
1.9%
1.7%
2.1%
2.3%
2.4%
1.7%
2.6%

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

—
—
—
—
+0.3 pp
+0.1 pp
+0.2 pp
+0.2 pp
+0.2 pp
+0.1 pp
−0.3 pp
−0.1 pp
−0.3 pp
−0.1 pp
+0.1 pp
−0.1 pp
0.0 pp
+0.1 pp
+0.3 pp
—

Cummins Inc. · CMI

—
—
—
—
—
+0.3 pp
+2.0 pp
−0.2 pp
+1.2 pp
−10.9 pp
−1.0 pp
−0.2 pp
+0.4 pp
+10.1 pp
+0.8 pp
+0.5 pp
−1.3 pp
−0.1 pp
−1.3 pp
—

Dover Corporation · DOV

—
—
—
—
+0.2 pp
+0.7 pp
0.0 pp
−0.6 pp
−0.6 pp
−0.7 pp
−0.9 pp
−0.2 pp
−0.4 pp
−0.5 pp
+0.1 pp
−0.2 pp
−0.1 pp
+0.2 pp
−0.2 pp
0.0 pp

Eaton Corporation plc · ETN

—
—
—
—
−1.8 pp
+0.7 pp
+0.4 pp
+0.8 pp
+0.9 pp
+0.4 pp
+0.5 pp
+0.5 pp
+0.3 pp
+0.4 pp
+0.7 pp
+0.1 pp
+0.4 pp
+0.4 pp
−0.8 pp
−0.3 pp

Emerson Electric Co. · EMR

—
—
—
—
−1.7 pp
−0.5 pp
+0.2 pp
−0.1 pp
−0.9 pp
−0.5 pp
−0.3 pp
−0.1 pp
+0.1 pp
+0.8 pp
+0.2 pp
+0.4 pp
+0.6 pp
+0.4 pp
+0.4 pp
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
—
—
−1.7 pp
+1.1 pp
—
—
−0.3 pp
+2.1 pp
+3.3 pp
−3.6 pp
+3.9 pp
−0.3 pp
+0.6 pp
+0.9 pp

Illinois Tool Works Inc. · ITW

—
—
—
—
+1.6 pp
+1.9 pp
+1.5 pp
+1.1 pp
+1.2 pp
+0.7 pp
+2.2 pp
+0.6 pp
−0.3 pp
+0.4 pp
−2.2 pp
−0.1 pp
+0.3 pp
+0.5 pp
+0.5 pp
+0.8 pp

Ingersoll Rand Inc. · IR

—
—
—
—
+0.3 pp
+1.0 pp
+0.7 pp
+0.6 pp
+0.9 pp
+0.5 pp
+0.4 pp
−0.3 pp
0.0 pp
0.0 pp
−0.2 pp
−1.3 pp
−0.1 pp
−0.1 pp
−0.2 pp
+1.9 pp

Parker-Hannifin Corporation · PH

—
—
—
—
−0.9 pp
−1.0 pp
−0.2 pp
+0.6 pp
+0.9 pp
+0.9 pp
+0.1 pp
0.0 pp
+0.5 pp
+0.3 pp
+0.5 pp
+0.2 pp
+0.2 pp
+0.5 pp
+0.1 pp
—

Rockwell Automation, Inc. · ROK

—
—
—
—
+1.8 pp
+0.1 pp
+2.2 pp
+0.1 pp
+0.8 pp
−0.9 pp
−1.3 pp
−1.5 pp
−3.0 pp
−0.4 pp
+0.2 pp
+1.2 pp
+11.1 pp
+1.6 pp
+1.8 pp
—

Symbotic Inc. · SYM

—
—
—
—
+77.5 pp
−28.3 pp
+0.7 pp
−21.6 pp
+128.6 pp
+18.5 pp
−25.6 pp
+21.4 pp
+84.5 pp
+10.9 pp
+20.0 pp
+6.3 pp
−7.2 pp
+7.0 pp
+4.8 pp
—

Xylem Inc. · XYL

—
—
—
—
+0.4 pp
+1.0 pp
+0.4 pp
−1.0 pp
−0.7 pp
−0.9 pp
0.0 pp
+0.6 pp
+0.1 pp
−0.2 pp
−0.4 pp
+0.3 pp
+0.3 pp
+0.5 pp
0.0 pp
+0.5 pp
09 · compare level, then change

Valuation Against Growth & Quality

Cummins Inc. has the lowest 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 17.4×, so level and change sit with different companies. 11 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Cummins Inc. has the lowest comparable PEG at 0.8×, 15.8% below Donaldson Company, Inc.. Only 11 of 30 companies have earnings and growth steady enough for the ratio to mean anything, 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
Coverage11/30 companies · 142 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 feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Cummins Inc. CMI0.8
2Donaldson Company, Inc. DCI1.0
3Enpro Inc. NPO1.0
4Watts Water Technologies, Inc. WTS1.0
5Nordson Corporation NDSN1.5
P/Elowest P/E
1A. O. Smith Corporation AOS17.4
2The Middleby Corporation MIDD17.5
3Otis Worldwide Corporation OTIS18.4
4Pentair plc PNR18.9
5Gates Industrial Corporation plc GTES19.2
Valuation · company comparison
11/30 level · 29/30 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Ingersoll Rand Inc. IR5.233.7Jun 2026
Otis Worldwide Corporation OTIS4.718.4Jun 2026
IDEX Corporation IEX3.932.7Jun 2026
Pentair plc PNR3.918.9Jun 2026
AMETEK, Inc. AME3.932.4Mar 2026
JBT Marel Corporation JBTM3.640.0Mar 2026
Generac Holdings Inc. GNRC3.667.5Jun 2026
Xylem Inc. XYL3.628.2Jun 2026
A. O. Smith Corporation AOS3.517.4Jun 2026
Graco Inc. GGG3.224.0Jun 2026
Eaton Corporation plc ETN3.043.4Jun 2026
GE Vernova Inc. GEV2.932.8Jun 2026
Parker-Hannifin Corporation PH2.433.0Mar 2026
Emerson Electric Co. EMR2.130.3Mar 2026
Regal Rexnord Corporation RRX1.943.6Mar 2026
Illinois Tool Works Inc. ITW1.824.5Jun 2026
Rockwell Automation, Inc. ROK1.837.3Mar 2026
Nordson Corporation NDSN1.530.8Jun 2026
ITT Inc. ITT1.134.1Jun 2026
Crane Company CR1.139.0Jun 2026
Watts Water Technologies, Inc. WTS1.026.3Mar 2026
Flowserve Corporation FLS1.026.0Jun 2026
Donaldson Company, Inc. DCI1.023.7Jun 2026
Enpro Inc. NPO1.0123.5Mar 2026
Cummins Inc. CMI0.827.9Mar 2026
Dover Corporation DOV0.227.0Jun 2026
Chart Industries, Inc. GTLS—687.4Mar 2026
Gates Industrial Corporation plc GTES—19.2Jun 2026
The Middleby Corporation MIDD—17.5Jun 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AMETEK, Inc. · AME

—
—
—
—
—
—
1.9
2.2
2.1
2.2
3.1
3.9
—
—
3.8
3.6
2.8
4.0
3.9
—

Cummins Inc. · CMI

—
—
—
—
—
—
—
1.0
0.3
—
—
—
—
—
0.3
0.3
0.8
—
—
—

Dover Corporation · DOV

—
—
—
—
—
—
—
—
—
—
0.5
0.4
0.2
—
—
0.2
0.2
—
—
—

Eaton Corporation plc · ETN

—
—
—
—
—
—
1.7
1.7
0.9
1.0
1.2
1.0
1.4
1.9
1.6
3.8
5.9
3.0
—
—

Emerson Electric Co. · EMR

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.6
2.1
—
—
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
2.9
—
—
—

Illinois Tool Works Inc. · ITW

—
—
—
—
—
—
1.4
1.2
1.3
—
—
—
1.9
1.1
1.8
1.8
—
—
—
—

Ingersoll Rand Inc. · IR

—
—
—
—
—
—
—
1.3
0.9
1.3
1.7
2.2
4.2
5.2
—
—
—
—
—
—

Otis Worldwide Corporation · OTIS

—
—
—
—
—
—
—
3.1
1.8
1.9
2.0
2.1
1.2
1.2
2.7
4.7
—
—
—
—

Parker-Hannifin Corporation · PH

—
—
—
—
—
—
—
0.4
—
—
—
0.6
1.3
1.3
1.1
1.1
1.0
2.4
—
—

Rockwell Automation, Inc. · ROK

—
—
—
—
—
—
—
—
0.5
2.1
—
—
—
—
—
—
—
5.0
1.8
—

Xylem Inc. · XYL

—
—
—
—
—
—
—
—
1.0
1.0
1.1
—
0.9
1.0
1.1
1.8
3.3
4.7
3.6
—

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

31.1
34.6
29.7
23.4
23.2
27.9
28.2
30.3
26.8
29.1
32.1
29.0
29.9
30.4
28.2
29.1
29.7
32.1
32.4
—

Cummins Inc. · CMI

—
15.0
15.3
13.6
15.2
16.0
13.5
13.7
11.6
46.5
21.6
20.0
21.4
12.3
15.6
15.4
21.9
24.9
27.9
—

Dover Corporation · DOV

24.0
23.5
20.4
15.4
14.5
19.7
20.3
20.5
19.2
20.5
17.5
17.3
9.9
9.7
10.6
11.1
10.3
24.6
26.0
27.0

Eaton Corporation plc · ETN

29.0
32.4
27.4
21.8
23.3
25.6
26.7
29.7
28.6
30.0
36.9
34.5
35.3
34.9
27.4
35.9
37.4
30.5
35.0
43.4

Emerson Electric Co. · EMR

40.1
21.5
21.6
15.8
23.2
12.9
12.0
4.1
4.2
5.2
6.0
35.2
31.9
29.0
26.2
28.7
32.5
32.5
30.3
—

GE Vernova Inc. · GEV

—
—
—
—
—
—
—
—
—
—
—
40.1
56.0
59.0
44.0
127.5
100.2
37.0
25.4
32.8

Illinois Tool Works Inc. · ITW

24.0
29.0
24.6
21.6
20.6
22.6
24.3
24.7
22.3
26.9
26.5
23.2
22.7
21.7
21.8
21.7
25.3
23.5
24.2
24.5

Ingersoll Rand Inc. · IR

49.9
46.2
27.5
26.0
26.1
35.5
36.8
38.9
34.6
40.7
47.2
45.0
47.9
43.9
39.6
65.0
61.2
54.6
54.1
33.7

Otis Worldwide Corporation · OTIS

29.2
30.1
26.4
24.3
21.9
26.5
27.9
28.1
24.3
26.4
28.7
26.9
25.9
22.8
27.1
26.2
27.0
25.0
20.5
18.4

Parker-Hannifin Corporation · PH

19.5
23.0
22.0
24.4
25.2
30.1
29.1
24.3
21.6
22.8
26.2
23.2
28.5
26.3
23.4
25.8
27.0
32.1
33.0
—

Rockwell Automation, Inc. · ROK

25.4
40.7
50.9
34.8
27.0
27.9
25.8
26.9
23.9
29.5
28.5
31.3
32.4
35.6
32.5
39.0
45.6
44.5
37.3
—

Xylem Inc. · XYL

48.5
51.0
36.8
33.7
49.6
56.4
51.1
59.9
37.3
41.0
45.0
42.1
38.8
31.8
32.2
33.7
38.0
34.7
29.7
28.2
10 · 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.
11 · 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 2026-08-04. 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 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG 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.
12 · questions investors ask, short speakable answers

Specialty Industrial Machinery company comparison FAQs

These 22 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 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

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

Specialty Industrial Machinery has outperformed S&P 500 by 2.9% over 52 weeks and 0.6% over 13 weeks. 16 of 30 covered companies beat the S&P 500 on Mansfield relative strength, while 16 of 30 beat the sector itself.

Which Specialty Industrial Machinery company is largest by revenue?

Cummins Inc. leads with revenue of $33,894 million, based on 13 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 13 of 30 comparable companies.

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

Watts Water Technologies, Inc. ranks first at 73.4/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Specialty Industrial Machinery company has the lowest comparable PEG?

Cummins Inc. has the lowest comparable PEG at 0.8, among 11 of 30 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Specialty Industrial Machinery comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns 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.

Which Specialty Industrial Machinery company is the biggest?

Cummins Inc. is the largest, with trailing-twelve-month revenue of $33,894 million, ahead of Parker-Hannifin Corporation at $20,987 million. That covers 13 of 30 companies with comparable reporting through Mar 2026.

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?

Parker-Hannifin Corporation earns the most, at $3,481 million of trailing-twelve-month net profit, from 13 of 30 comparable companies. Emerson Electric Co. has the fastest profit growth at 27.1%, 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 PEG — where a LOWER number is cheaper — Cummins Inc. screens cheapest at 0.8×. Only 11 of 30 companies have earnings and growth steady enough for the ratio to mean anything, 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.

Is the Specialty Industrial Machinery sector beating the market?

Specialty Industrial Machinery has outperformed S&P 500 by 2.9% over the last 52 weeks and 0.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 16 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 73.4 out of 100 with 81.1% evidence confidence, from 27.1 points on growth and earnings, 15.1 on capital efficiency, 13.3 on valuation and 17.9 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, 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 $1,284,417 million of combined market value. GE Vernova Inc. is the largest at $271,269 million, about 21% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 30.8×, 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 2026-08-04.

How is the Specialty Industrial Machinery sector performing?

16 of the 30 covered Specialty Industrial Machinery companies are beating S&P 500 on Mansfield relative strength. The sector itself is 2.9% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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.

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