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 |
|---|---|---|---|---|
| MYR Group MYRG | $3.7B | $167M | 4.6% | +8.8% |
| Nextracker NXT | $3.6B | $697M | 19.6% | +20.3% |
| H.B. Fuller FUL | $3.5B | $215M | 6.2% | -2.7% |
| IDEX Corporation IEX | $3.5B | $699M | 20.2% | +5.8% |
| Gates Industrial GTES | $3.4B | $465M | 13.5% | +1.0% |
| Sylvamo SLVM | $3.4B | $199M | 5.9% | -11.2% |
| AAR Corp AIR | $3.3B | $188M | 5.7% | +19.0% |
| JELD-WEN JELD | $3.2B | -$416M | -13.0% | -15.0% |
| The Middleby Corporation MIDD | $3.2B | $575M | 18.0% | +1.6% |
| Modine Manufacturing MOD | $3.2B | $342M | 10.8% | +23.1% |
| Verisk Analytics VRSK | $3.1B | $1.3B | 43.7% | +6.6% |
| Advanced Drainage Systems WMS | $3.1B | $619M | 20.3% | +5.0% |
| Installed Building Products IBP | $3B | $386M | 13.0% | +1.0% |
| Atkore ATKR | $2.9B | $23M | 0.8% | -11.0% |
| ESAB Corporation ESAB | $2.8B | $412M | 14.5% | +3.7% |
| Construction Partners ROAD | $2.8B | $225M | 8.0% | +54.2% |
| Nordson NDSN | $2.8B | $712M | 25.5% | +3.8% |
| Axon Enterprise AXON | $2.8B | -$62M | -2.2% | +33.5% |
| Sterling Infrastructure STRL | $2.5B | $406M | 16.3% | +17.7% |
| Watts Water Technologies WTS | $2.4B | $448M | 18.4% | +8.3% |
| Eagle Materials EXP | $2.3B | $424M | 18.4% | +2.1% |
| Graco GGG | $2.2B | $625M | 27.9% | +5.9% |
| Bloom Energy BE | $2B | $73M | 3.6% | +37.3% |
| Hexcel HXL | $1.9B | $172M | 9.1% | -0.5% |
| RBC Bearings RBC | $1.9B | $421M | 22.5% | +14.4% |
| Materion MTRN | $1.8B | $110M | 6.2% | +6.1% |
| Armstrong World Industries AWI | $1.6B | $431M | 26.6% | +12.1% |
| Alamo Group ALG | $1.6B | $152M | 9.5% | -1.5% |
| Wabash National WNC | $1.5B | $308M | 20.0% | -20.7% |
| Brady Corporation BRC | $1.5B | $237M | 15.7% | +12.9% |
| Enphase Energy ENPH | $1.5B | $205M | 13.9% | +10.8% |
| AAON AAON | $1.4B | $146M | 10.1% | +20.1% |
| Mueller Water Products MWA | $1.4B | $261M | 18.3% | +8.7% |
| Astec Industries ASTE | $1.4B | $66M | 4.7% | +8.0% |
| Interface TILE | $1.4B | $164M | 11.8% | +5.4% |
| Tennant TNC | $1.2B | $68M | 5.6% | -6.4% |
| Trex TREX | $1.2B | $258M | 22.0% | +2.0% |
| Enpro NPO | $1.1B | $162M | 14.2% | +9.0% |
| Kadant KAI | $1.1B | $157M | 14.9% | -0.1% |
| Badger Meter BMI | $917M | $183M | 20.0% | +10.9% |
| Helios Technologies HLIO | $839M | $66M | 7.9% | +4.1% |
| Enerpac Tool Group EPAC | $617M | $133M | 21.6% | +4.6% |
| Proto Labs PRLB | $533M | $25M | 4.7% | +6.4% |
| Flowserve FLS | $0M | $400M | Infinity% | NaN% |
