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Industry top-down

Specialty Industrial Machinery

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

21 companiesMedian revenue YoY: +1.1%EPS beat rate:

AI industry top-down

The Specialty Industrial Machinery sector saw mixed revenue performance across companies, though the median experienced a slight increase. However, Earnings Per Share (EPS) declined for the majority of companies, indicating broader pressure on profitability. While some companies achieved robust revenue growth and high EPS growth rates, others experienced significant declines in both revenue and EPS, highlighting a noticeable polarization in performance. Overall, the industry is analyzed to continue facing a challenging environment in terms of profitability.

  • Mixed sales growth and decline among companies (GEV, ETN vs CMI, ITW)
  • Decrease in Earnings Per Share (EPS) for most companies (CMI, DOV, ROK, etc.)
  • Some companies recorded solid sales and EPS growth (GNRC, ETN, PH, etc.)
Where companies diverge: Revenue growth rate divergence: Company-specific revenue growth trends vary significantly, e.g., GEV 10.6% growth versus ROK 7.1% decrease. · EPS performance polarization: A stark difference in EPS performance, e.g., GNRC 87.2% increase and CMI 57.5% decrease.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
GEVGE Vernova Inc.FY2026 Q1$8.03B+10.6%$0.91
ETNEaton Corp plcFY2026 Q1$6.38B+7.3%$2.45+20.1%
PHParker-Hannifin CorpFY2026 Q3$14.61B-0.9%$19.97+26.2%
CMICUMMINS INCFY2026 Q1$8.17B-2.7%$5.96-57.5%
EMREMERSON ELECTRIC COFY2026 Q1$4.18B+1.4%$1.02
ITWILLINOIS TOOL WORKS INCFY2026 Q1$3.84B-3.4%$2.38-12.8%
AMEAMETEK INC/FY2026 Q1$1.73B-0.2%$1.52+13.4%
ROKROCKWELL AUTOMATION, INCFY2026 Q2$3.88B-7.1%$3.83-8.2%
DOVDOVER CorpFY2026 Q1$1.87B-0.9%$1.67-63.1%
IRIngersoll Rand Inc.FY2026 Q1$1.72B+2.8%$0.46-8.0%
OTISOtis Worldwide CorpFY2026 Q1$3.35B-2.5%$0.61-29.1%
ITTITT INC.FY2026 Q1$913M+0.3%$1.33-1.5%
GNRCGENERAC HOLDINGS INC.FY2026 Q1$942.12M+5.9%$0.73+87.2%
NDSNNORDSON CORPFY2026 Q2$1.3B+1.1%$3.62-8.4%
IEXIDEX CORP /DE/FY2026 Q1$814.3M+1.7%$1.26-21.3%
GGGGRACO INCFY2026 Q1$528.28M+7.3%$0.72+1.4%
PNRPENTAIR plcFY2026 Q1$1.01B-0.7%$0.93+16.3%
CRCrane CoFY2026 Q1$557.6M+9.3%$1.83+63.4%
GTLSCHART INDUSTRIES INCFY2026 Q1$1B+5.3%$0.94
FLSFLOWSERVE CORPFY2026 Q1$1.14B+5.2%$0.560.0%
AOSSMITH A O CORPFY2026 Q1$963.9M-1.5%$0.95-5.0%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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