Businesses that design, manufacture, sell, and service durable capital equipment and engineered industrial products into cyclical end markets: construction and mining machinery (CAT, DE), diversified motion / fluid power and aerospace systems (PH, ETN, HON, EMR, ROK), and short-cycle diversified industrial components (ITW). Revenue is dominated by equipment / product sales recognized at shipment o
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| LVWR | LiveWire Group, Inc. | Electric Motorcycle Sales | FY2026-Q2 | +385.5% | -65.2% |
| OUST | Ouster, Inc. | Sensors Shipped | FY2026-Q2 | +209.1% | +37.5% |
| VICR | Vicor Corporation | Backlog | FY2026-Q2 | +144.8% | +0.9% |
| GEV | GE Vernova Inc. | Equipment orders | FY2026-Q2 | +142.6% | +5.1% |
| BOOM | DMC Global Inc. | NobelClad order backlog | FY2026-Q2 | +71.6% | -42.2% |
| RBC | RBC Bearings Incorporated | Backlog | FY2027-Q1 | +126.1% | +23.2% |
| DXPE | DXP Enterprises, Inc. | Acquisition Sales | FY2026-Q2 | +102.4% | +5.1% |
| DGII | Digi International Inc. | Annualized Recurring Revenue | FY2026-Q3 | +99.0% | +6.7% |
| CECO | CECO Environmental Corp. | Backlog | FY2026-Q2 | +164.4% | +76.0% |
| TT | Trane Technologies plc | Enterprise backlog | FY2026-Q2 | +70.4% | -5.3% |
| POWL | Powell Industries, Inc. | Backlog | FY2026-Q3 | +71.4% | +7.7% |
| BKR | Baker Hughes Company | Total company orders | FY2026-Q2 | +49.7% | -6.5% |
| MTW | The Manitowoc Company, Inc. | Orders | FY2026-Q2 | +56.1% | +6.0% |
| FLS | Flowserve Corporation | Flowserve Pumps Division Bookings | FY2026-Q2 | +29.6% | -19.5% |
| ARRY | Array Technologies, Inc. | Order Book | FY2026-Q2 | +38.9% | -10.0% |
| KEYS | Keysight Technologies, Inc. | Orders | FY2026-Q2 | +55.9% | +8.0% |
| ASTE | Astec Industries, Inc. | Infrastructure Solutions backlog | FY2026-Q2 | +12.9% | -30.6% |
| HURC | Hurco Companies, Inc. | Orders | FY2026-Q2 | +41.1% | -1.1% |
| INTT | inTEST Corporation | Backlog | FY2026-Q2 | +19.8% | -20.5% |
| HOG | Harley-Davidson, Inc. | Motorcycle Shipments | FY2026-Q2 | +9.4% | -27.9% |
| NSYS | Nortech Systems Incorporated | 90-Day Backlog | FY2026-Q2 | +25.6% | -11.6% |
| RFIL | RF Industries, Ltd. | Bookings | FY2026-Q2 | +40.6% | +4.5% |
| RELL | Richardson Electronics, Ltd. | Backlog | FY2026-Q4 | +22.5% | -9.2% |
| JCI | Johnson Controls International plc | Building solutions backlog (total) | FY2026-Q3 | +43.8% | +13.2% |
| CMTL | Comtech Telecommunications Corp. | Net bookings | FY2026-Q3 | -0.7% | -30.2% |
| GTLS | Chart Industries, Inc. | Cryo Tank Solutions orders | FY2025-Q4 | +17.0% | -12.1% |
| BLBD | Blue Bird Corporation | Bus Unit Sales | FY2026-Q3 | +42.9% | +14.7% |
| CXT | Crane NXT, Co. | Crane Payment Innovations Backlog | FY2025-Q3 | -18.0% | -42.7% |
| NTIC | Northern Technologies International Corporation | Joint Venture Net Sales | FY2026-Q3 | +15.1% | -9.3% |
| UFPI | UFP Industries, Inc. | One- and two-step distribution sales mix | FY2026-Q2 | +24.0 pts | +1.0 pts |
| KAI | Kadant Inc. | Total Bookings | FY2026-Q1 | +25.2% | +3.1% |
| FLNC | Fluence Energy, Inc. | Contracted Backlog | FY2026-Q3 | +30.6% | +8.9% |
| GT | The Goodyear Tire & Rubber Company | Asia Pacific Tire Units | FY2026-Q2 | +5.3% | -15.7% |
| CLFD | Clearfield, Inc. | Order Backlog | FY2026-Q2 | -7.3% | -27.8% |
| AMTX | Aemetis, Inc. | Ethanol gallons sold | FY2026-Q2 | +12.3% | -6.8% |
| WNC | Wabash National Corporation | Backlog | FY2026-Q2 | -4.7% | -23.1% |
| RAIL | FreightCar America, Inc. | Railcar Deliveries Guidance | FY2026-Q2 | -1.3% | -19.0% |
| MLM | Martin Marietta Materials, Inc. | Aggregates shipments | FY2026-Q2 | +16.9% | -0.6% |
| THRM | Gentherm Incorporated | Automotive New Business Awards | FY2026-Q2 | +11.3% | -6.1% |
| BKTI | BK Technologies Corporation | Order backlog | FY2025-Q1 | -1.1% | -17.0% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.