US Sector Earnings Intelligence

Industrials earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 2026210 matched companies

Group read

Delivery and earnings growth are broadly constructive

67% of companies with measured latest results beat estimates, while 63% show positive year-on-year EPS growth. Industrials carries the largest forward market-cap exposure.

Forward events211next 90 days
Market-cap exposure$3.3Tmatched companies
Latest beat breadth67%latest measured quarter
Positive EPS growth63%year on year

Forward exposure

Industrials reporting load by date

Count and matched market cap

Delivery

Latest result breadth

67%beat breadth

Timing

Session certainty

66%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Industry drilldown

Where the load sits

Aerospace & Defense37 forward reports
$1.1Tmatched exposure
Railroads6 forward reports
$430.9Bmatched exposure
Specialty Industrial Machinery24 forward reports
$374.6Bmatched exposure
Conglomerates9 forward reports
$244.8Bmatched exposure
Airlines9 forward reports
$164.7Bmatched exposure
Farm & Heavy Construction Machinery6 forward reports
$145.1Bmatched exposure
Integrated Freight & Logistics9 forward reports
$143.8Bmatched exposure
Engineering & Construction10 forward reports
$117.1Bmatched exposure

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
GEGE AerospaceAerospace & Defense
20 Oct69 days
Event risk22/100Contained
Market cap$331.4BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth15.7%year on year
Open earnings dossier
GEVGE Vernova LLCSpecialty Industrial Machinery
28 Oct77 days
Event risk38/100Moderate
Market cap$260.2BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth724.3%year on year
Open earnings dossier
RTXRTX CorporationAerospace & Defense
20 Oct69 days
Event risk19/100Contained
Market cap$241.9BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth25.9%year on year
Open earnings dossier
BAThe Boeing CompanyAerospace & Defense
28 Oct77 days
Event risk38/100Moderate
Market cap$176.8BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier
UNPUnion Pacific CorporationRailroads
22 Oct71 days
Event risk17/100Contained
Market cap$155.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth5.7%year on year
Open earnings dossier
HONHoneywell International IncConglomerates
22 Oct71 days
Event risk18/100Contained
Market cap$150.7BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth43.7%year on year
Open earnings dossier
DEDeere & CompanyFarm & Heavy Construction Machinery
20 Aug8 days
Event risk30/100Moderate
Market cap$143.0BBefore the open
Beat rate88%up to 8 quarters
EPS growth-15.4%year on year
Open earnings dossier
LMTLockheed Martin CorporationAerospace & Defense
20 Oct69 days
Event risk38/100Moderate
Market cap$122.3BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth49.5%year on year
Open earnings dossier
FDXFedEx CorporationIntegrated Freight & Logistics
12 Oct61 days
Event risk30/100Moderate
Market cap$98.3BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth8.4%year on year
Open earnings dossier
CSXCSX CorporationRailroads
22 Oct71 days
Event risk21/100Contained
Market cap$84.1BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth3.9%year on year
Open earnings dossier
MMM3M CompanyConglomerates
20 Oct69 days
Event risk16/100Contained
Market cap$80.9BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-23.9%year on year
Open earnings dossier
NOCNorthrop Grumman CorporationAerospace & Defense
20 Oct69 days
Event risk38/100Moderate
Market cap$78.3BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth14.0%year on year
Open earnings dossier
NSCNorfolk Southern CorporationRailroads
22 Oct71 days
Event risk19/100Contained
Market cap$73.1BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-21.3%year on year
Open earnings dossier
CNICanadian National Railway CompanyRailroads
30 Oct79 days
Event risk18/100Contained
Market cap$71.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth4.8%year on year
Open earnings dossier
CTASCintas CorporationSpecialty Business Services
23 Sep42 days
Event risk17/100Contained
Market cap$68.5BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth10.4%year on year
Open earnings dossier
FIXComfort Systems USA IncEngineering & Construction
22 Oct71 days
Event risk32/100Moderate
Market cap$65.7BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth107.2%year on year
Open earnings dossier
URIUnited Rentals IncRental & Leasing Services
21 Oct70 days
Event risk20/100Contained
Market cap$62.4BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth4.0%year on year
Open earnings dossier
DALDelta Air Lines IncAirlines
8 Oct57 days
Event risk21/100Contained
Market cap$53.7BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-11.9%year on year
Open earnings dossier

Forward company tape

Industrials upcoming earnings reports

120 shown
Report dateWed 12 Aug 2026
CompanyHCAIHuachen AI Parking Management Technology Holding Co Ltd
IndustryFarm & Heavy Construction MachineryIndustrials
Fiscal period31 Mar 2026
EPS estimate-
Report dateFri 21 Aug 2026
CompanyCDTGCDT Environmental Technology Investment Holdings Limited ordinary shares
IndustryWaste ManagementIndustrials
Fiscal period30 Jun 2026
EPS estimate-

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context