Industrials groups manufacturers, machinery, aerospace, transport, and business-services companies under one industry-group label — a wide mix, not a factory index. Combined size is not a sector return. See how the ranking works.
349 U.S.-listed Industrials companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $9.21T — 9.12% of the total market tracked on MarketCapLens. The most valuable is Space Exploration Technologies Corp. at $2.04T. As of September 22, 2026. Size ranking for research, not a sector recommendation.
| Industry | Companies | Combined cap | % of sector |
|---|---|---|---|
| Aerospace & Defense | 53 | $3.73T | 40.47% |
| Industrial - Machinery | 55 | $1.28T | 13.90% |
| Agricultural - Machinery | 7 | $604.15B | 6.56% |
| Railroads | 8 | $521.99B | 5.67% |
| Electrical Equipment & Parts | 24 | $521.06B | 5.66% |
| Engineering & Construction | 28 | $404.26B |
The largest company, Space Exploration Technologies Corp. (SPCX), is 22.15% of Industrials. The three largest — Space Exploration Technologies Corp. (SPCX), Caterpillar Inc. (CAT), and GE Aerospace (GE) — are 29.78% of the sector. The ten largest are 44.04%. Space Exploration Technologies Corp. is classified as Aerospace & Defense, which is also the largest industry in this sector by combined cap.
| Weight |
|---|
| 49 | Thomson Reuters CorporationTRI | $41.76B | $95.66 | +0.24% | 1.02M | 0.45% |
| 48 | HEICO CorporationHEI | $42.88B | $307.77 | +1.56% | 630.13K | 0.47% |
| 47 | Ferguson plcFERG | $42.89B | $221.17 | +2.33% | 1.16M | 0.47% |
| 46 | L3Harris Technologies, Inc.LHX | $44.67B | $239.89 | -2.85% | 1.7M | 0.49% |
| 45 | Carrier Global CorporationCARR | $45.55B | $55.26 | +1.17% | 8.17M | 0.49% |
| 44 | Rockwell Automation, Inc.ROK | $47.54B | $427.19 | +0.54% | 616.43K | 0.52% |
| 43 | Westinghouse Air Brake Technologies CorporationWAB | $48.94B | $289.71 | +2.23% | 1.08M | 0.53% |
| 42 | Honeywell Aerospace IncHONA | $53.03B | $167.32 | -1.01% | 3.84M | 0.58% |
| 41 | Delta Air Lines, Inc.DAL | $55.19B | $83.92 | +1.72% | 8.63M | 0.60% |
| 40 | AMETEK, Inc.AME | $56.25B | $245.41 | +1.73% | 1.31M | 0.61% |
| 39 | Comfort Systems USA, Inc.FIX | $57.16B | $1,624.09 | -0.52% | 292.87K | 0.62% |
| 38 | Fastenal CompanyFAST | $57.47B | $50.08 | +0.87% | 6.62M | 0.62% |
| 37 | RELX PlcRELX | $57.58B | $32.98 | -1.29% | 1.52M | 0.63% |
| 36 | W.W. Grainger, Inc.GWW | $59.9B | $1,268.62 | -0.72% | 296.77K | 0.65% |
| 35 | PACCAR IncPCAR | $59.93B | $113.86 | -0.76% | 7.22M | 0.65% |
| 34 | TransDigm Group IncorporatedTDG | $62.22B | $1,112.42 | +0.25% | 548.28K | 0.68% |
| 33 | United Rentals, Inc.URI | $64.92B | $1,043.04 | +1.27% | 432.86K | 0.70% |
| 32 | Republic Services, Inc.RSG | $65.8B | $213.88 | -0.02% | 1.93M | 0.71% |
| 31 | Honeywell International Inc.HON | $67.14B | $211.85 | +2.60% | 4.68M | 0.73% |
| 30 | FedEx CorporationFDX | $70.01B | $295.94 | +0.05% | 1.41M | 0.76% |
| 29 | Norfolk Southern CorporationNSC | $70.53B | $314.00 | +1.60% | 939.28K | 0.77% |
| 28 | Canadian National Railway CompanyCNI | $72.3B | $119.52 | +1.71% | 985.38K | 0.79% |
| 27 | Northrop Grumman CorporationNOC | $72.43B | $509.86 | -3.19% | 999.97K | 0.79% |
| 26 | Cummins Inc.CMI | $72.6B | $526.13 | -1.62% | 1.06M | 0.79% |
| 25 | Canadian Pacific Kansas City Ltd.CP | $77.35B | $87.99 | +1.36% | 1.61M | 0.84% |
| 24 | Illinois Tool Works Inc.ITW | $77.81B | $270.47 | +1.10% | 917.56K | 0.84% |
| 23 | Cintas CorporationCTAS | $79.55B | $198.80 | +0.98% | 2.23M | 0.86% |
| 22 | United Parcel Service, Inc.UPS | $81.43B | $95.86 | +1.17% | 4.06M | 0.88% |
| 21 | Bloom Energy CorporationBE | $81.45B | $276.53 | +1.33% | 10.55M | 0.88% |
| 20 | Waste Management, Inc.WM | $83.01B | $207.68 | +0.31% | 1.81M | 0.90% |
| 19 | CSX CorporationCSX | $86.31B | $46.59 | +1.30% | 11.26M | 0.94% |
| 18 | Emerson Electric Co.EMR | $86.4B | $154.25 | +1.67% | 1.84M | 0.94% |
| 17 | 3M CompanyMMM | $87.32B | $169.31 | +2.63% | 2.95M | 0.95% |
| 16 | Howmet Aerospace Inc.HWM | $90.17B | $225.36 | -0.88% | 2.46M | 0.98% |
| 15 | General Dynamics CorporationGD | $92.91B | $343.39 | -2.97% | 1.27M | 1.01% |
| 14 | Trane Technologies plcTT | $96.33B | $437.82 | +1.04% | 1.05M | 1.05% |
| 13 | Quanta Services, Inc.PWR | $96.61B | $642.63 | 0.00% | 739.53K | 1.05% |
| 12 | Vertiv Holdings CoVRT | $97.58B | $253.46 | +1.04% | 3.51M | 1.06% |
| 11 | Lockheed Martin CorporationLMT | $120.55B | $522.34 | -2.44% | 1.41M | 1.31% |
| 10 | Parker-Hannifin CorporationPH | $121.65B | $964.85 | +0.70% | 478.69K | 1.32% |
| 9 | The Boeing CompanyBA | $156.27B | $197.72 | -1.71% | 7.78M | 1.70% |
| 8 | Union Pacific CorporationUNP | $163.02B | $274.41 | +1.77% | 3.65M | 1.77% |
| 7 | Eaton Corporation plcETN | $171.82B | $442.49 | +1.62% | 1.87M | 1.87% |
| 6 | Deere & CompanyDE | $189.8B | $703.12 | +2.69% | 1.51M | 2.06% |
| 5 | GE Vernova Inc.GEV | $253.09B | $950.28 | +0.43% | 2.11M | 2.75% |
| 4 | RTX CorporationRTX | $257.41B | $190.99 | -1.72% | 4.68M | 2.80% |
| 3 | GE AerospaceGE | $331.21B | $319.22 | +0.07% | 3.36M | 3.60% |
| 2 | Caterpillar Inc.CAT | $372.2B | $808.01 | -1.04% | 2.06M | 4.04% |
| 1 | Space Exploration Technologies Corp.SPCX | $2.04T | $154.72 | +1.89% | 57.91M | 22.15% |
| 4.39% |
| Specialty Business Services | 24 | $323.79B | 3.52% |
|---|
| Integrated Freight & Logistics | 11 | $264.61B | 2.87% |
|---|
| Other | 139 | $1.56T | 16.96% |
|---|
Use the industry table for the split: aerospace and defense, machinery, railroads, trucking, and consulting or waste services are different businesses that happen to share this sector string. Combined cap is size, not an industrial production print.