Industrials & Infrastructure
Industrial equipment, aerospace, defense, automation, and infrastructure services. This page compares reported financial scale with the customer needs and operating signals that shape sector performance.
- Companies
- 140
- Average revenue
- $11.8B
- Average margin
- Infinity%
- Average growth
- 5.5%
What this industry is really competing to solve
Demand emerges when operators need reliable output, safety, uptime, and lower total cost under demanding conditions. The deeper motives are control, competence, security, and avoidance of costly failure. This is why the competitive set extends beyond companies with the same industry code.
Customers can also choose rival equipment, repair, internal maintenance, used assets, outsourcing, and delaying replacement. Industry growth becomes durable only when companies make the desired progress easier than those alternatives.
How demand becomes profit and cash
The common mechanism is combining installed base, backlog, service, engineering, and operational reliability into recurring value. Across the industry, the decisive investment question is whether capacity and engineering spend convert backlog into cash without quality or execution failures.
Average operating profit is $1.5B, but the spread between leaders and laggards matters more than the average alone. Compare scale, margin, growth, and the leading indicators together.
Industrials & Infrastructure companies
| Company | Revenue | Operating profit | Margin | Growth |
|---|---|---|---|---|
| Waste Connections WCN | $9.5B | $1.7B | 18.1% | +6.1% |
| Comfort Systems USA FIX | $9.1B | $1.3B | 14.4% | +29.5% |
| Xylem XYL | $9B | $1.2B | 13.5% | +5.5% |
| TransDigm Group TDG | $8.8B | $4.2B | 47.2% | +11.2% |
| Rockwell Automation ROK | $8.3B | $869M | 10.4% | +0.9% |
| Howmet Aerospace HWM | $8.3B | $1.5B | 18.3% | +11.1% |
| Fastenal FAST | $8.2B | $1.7B | 20.2% | +8.7% |
| Dover DOV | $8.1B | $1.4B | 17.0% | +4.5% |
| Vulcan Materials VMC | $7.9B | $1.6B | 20.4% | +7.1% |
| APi Group APG | $7.9B | $554M | 7.0% | +12.7% |
| KBR KBR | $7.8B | $778M | 10.0% | +1.0% |
| Ingersoll Rand IR | $7.7B | $1.1B | 15.0% | +5.7% |
| Core & Main CNM | $7.6B | $722M | 9.4% | +2.8% |
| Primoris Services PRIM | $7.6B | $412M | 5.4% | +19.0% |
| Masco MAS | $7.6B | $1.2B | 16.5% | -3.4% |
| AMETEK AME | $7.4B | $1.9B | 25.8% | +6.6% |
| RPM International RPM | $7.4B | $690M | 9.4% | +0.5% |
| Watsco WSO | $7.2B | $720M | 9.9% | -5.0% |
| Boise Cascade BCC | $6.4B | $183M | 2.9% | -4.7% |
| UFP Industries UFPI | $6.3B | $364M | 5.8% | -5.0% |
| Martin Marietta Materials MLM | $6.2B | $1.4B | 23.4% | +8.6% |
| Regal Rexnord RRX | $5.9B | $681M | 11.5% | -1.6% |
| Hubbell HUBB | $5.8B | $1.2B | 20.7% | +3.8% |
| Veralto VLTO | $5.5B | $1.3B | 23.2% | +6.0% |
| Old Dominion Freight Line ODFL | $5.5B | $1.4B | 24.8% | -5.5% |
| Tetra Tech TTEK | $5.4B | $408M | 7.5% | +4.7% |
| Zebra Technologies ZBRA | $5.4B | $700M | 13.0% | +8.3% |
| First Solar FSLR | $5.2B | $1.6B | 30.6% | +24.1% |
| Lennox International LII | $5.2B | $1B | 20.1% | -2.7% |
| Snap-on SNA | $5.2B | $1.3B | 25.8% | +0.9% |
| Carlisle Companies CSL | $5B | $1B | 20.0% | +0.3% |
| SiteOne Landscape Supply SITE | $4.7B | $238M | 5.1% | +3.6% |
| Copart CPRT | $4.6B | $1.7B | 36.5% | +9.7% |
| Applied Industrial Technologies AIT | $4.6B | $499M | 10.9% | +1.9% |
| The Toro Company TTC | $4.5B | $410M | 9.1% | -1.6% |
| Granite Construction GVA | $4.4B | $282M | 6.4% | +10.4% |
| Acuity AYI | $4.3B | $564M | 13.0% | +13.1% |
| Lincoln Electric Holdings LECO | $4.2B | $718M | 17.0% | +5.6% |
| Generac GNRC | $4.2B | $289M | 6.9% | -2.0% |
| Mueller Industries MLI | $4.2B | $959M | 22.9% | +10.9% |
| Pentair PNR | $4.2B | $858M | 20.5% | +2.3% |
| Fortive FTV | $4.2B | $720M | 17.3% | +1.9% |
| Allegion ALLE | $4.1B | $860M | 21.1% | +7.8% |
| Leggett & Platt LEG | $4.1B | $235M | 5.8% | -7.5% |
| ITT ITT | $3.9B | $685M | 17.4% | +8.5% |
| A. O. Smith AOS | $3.8B | $546M | 14.3% | +0.3% |
| MSC Industrial Direct MSM | $3.8B | $302M | 8.0% | -1.3% |
| Donaldson DCI | $3.7B | $495M | 13.4% | +2.9% |
