Open contest
30 companies value 343 bn revenue 133 bn margin 8.5% free cash flow 13 bn avg. score 4.3
TT holds 29.8% of the group's value, 1.1x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TT | Trane Technologies Ireland/United States · score 6.6 | 30% | 102 bn | 22 bn | 13.3% | 3.5 bn | 3.4% | 0.9% | Building HVAC and transport refrigeration · Leader in commercial HVAC; benefiting from energy efficiency and data centers | |
| 2 | JCI | Johnson Controls Ireland/United States · score 6.4 | 26% | 90 bn | 25 bn | 14.3% | 3.2 bn | 3.5% | 1.1% | HVAC, controls and building security · Leader in smart buildings and building security systems | |
| 3 | CARR | Carrier Global United States · score 5.8 | 13% | 46 bn | 22 bn | 5.5% | 1.9 bn | 4.2% | 1.7% | HVAC, refrigeration and building security · Global top 2 in HVAC and refrigeration | |
| 4 | MAS | Masco United States · score 5.6 | 4% | 14 bn | 7.6 bn | 11.6% | 1.1 bn | 7.8% | 1.8% | Behr paints, Delta faucets and home products · Owner of Behr and Delta; finishing products for home renovation | |
| 5 | CSL | Carlisle Companies United States · score 6.6 | 4% | 13 bn | 5.1 bn | 14.2% | 0.9 bn | 6.6% | 1.4% | Roofing and waterproofing materials for construction · High-margin commercial roofing and waterproofing | |
| 6 | LII | Lennox International United States · score 6.8 | 4% | 12 bn | 5.3 bn | 14.9% | 0.7 bn | 6.0% | 1.5% | Efficient heating, cooling and refrigeration · US leader in residential HVAC with the sector's highest margin | |
| 7 | OC | Owens Corning United States · score 3.7 | 3% | 8.7 bn | 9.8 bn | -6.8% | 0.9 bn | 10.3% | 2.8% | Insulation, asphalt roofing shingles and fiberglass · Insulation and roofing: US leader in both | |
| 8 | AOS | A. O. Smith United States · score 7.5 | 2% | 8.0 bn | 3.8 bn | 13.1% | 0.6 bn | 8.0% | 2.5% | Water heaters and water treatment · Leader in water heaters in the US and China | |
| 9 | ZWS | Zurn Elkay Water Solutions Corp United States · score 6.8 | 2% | 7.8 bn | 1.8 bn | 15.5% | 0.4 bn | 5.1% | 0.9% | Building water management: hygiene, hydration and safety products · Wisconsin — revenue of $1.8bn | |
| 10 | AWI | ARMSTRONG WORLD INDUSTRIES INC United States · score 6.2 | 2% | 7.1 bn | 1.7 bn | 18.6% | 0.3 bn | 3.5% | 0.8% | Ceilings and ceiling systems for commercial construction · Pennsylvania — revenue of $1.7bn | |
| 11 | AAON | AAON, INC. United States · score 5.9 | 2% | 6.2 bn | 1.9 bn | 8.2% | 0.1 bn | 1.4% | 0.5% | HVAC and liquid cooling for commercial and industrial spaces · Oklahoma — revenue of $1.9bn | |
| 12 | CSW | CSW INDUSTRIALS, INC. United States · score 4.9 | 1% | 4.7 bn | 1.2 bn | 10.3% | 0.1 bn | 3.1% | 0.4% | Diversified industrial of value-added niche products · Texas — revenue of $1.2bn | |
| 13 | GFF | GRIFFON CORP United States · score 6.2 | 1% | 4.2 bn | 2.6 bn | 7.0% | 0.3 bn | 7.1% | 0.9% | Diversified industrial management holding company · New York — revenue of $2.6bn | |
| 14 | ALH | Alliance Laundry Holdings Inc. United States · score 6.2 | 1% | 4.2 bn | 1.8 bn | 10.1% | 0.3 bn | 6.0% | — | World's largest maker of commercial laundry systems · Wisconsin — revenue of $1.8bn | |
| 15 | SXI | STANDEX INTERNATIONAL CORP/DE/ United States · score 5.1 | 1% | 3.2 bn | 0.9 bn | 11.7% | 0.1 bn | 2.0% | 0.5% | Diversified industrial manufacturing: electronics, magnets and equipment · New Hampshire — revenue of $892m | |
| 16 | REZI | Resideo Technologies United States · score 0.8 | 1% | 2.5 bn | 7.7 bn | 5.6% | -1.4 bn | -55.5% | — | Thermostats, sensors and building security distribution · Honeywell Home thermostats and home security | |
| 17 | HAYW | Hayward Holdings, Inc. United States · score 6.1 | 1% | 2.5 bn | 1.2 bn | 13.8% | 0.2 bn | 8.2% | — | Pool equipment and industrial flow control · North Carolina — revenue of $1.2bn | |
| 18 | TGLS | Tecnoglass Holdings Inc. United States · score 3.6 | 1% | 1.7 bn | 1.1 bn | 12.4% | -0.0 bn | -0.5% | 1.6% | Architectural glass and aluminum windows for construction · Florida — revenue of $1.1bn | |
| 19 | ROCK | GIBRALTAR INDUSTRIES, INC. United States · score 1.5 | 0% | 1.1 bn | 1.4 bn | -10.4% | 0.0 bn | 3.8% | — | Products for residential construction, agtech and infrastructure · New York — revenue of $1.4bn | |
| 20 | TNC | TENNANT CO United States · score 2.3 | 0% | 1.1 bn | 1.2 bn | 1.5% | 0.0 bn | -0.2% | 2.0% | Cleaning equipment for non-residential surfaces · Minnesota — revenue of $1.2bn | |
| 21 | NX | Quanex Building Products CORP United States · score 5.9 | 0% | 0.9 bn | 1.8 bn | 2.5% | 0.1 bn | 10.4% | 1.7% | Components for window, door and cabinet makers · Texas — revenue of $1.8bn | |
| 22 | APOG | APOGEE ENTERPRISES, INC. United States · score 6.8 | 0% | 0.9 bn | 1.4 bn | 4.8% | 0.1 bn | 10.9% | 2.6% | Architectural products for construction and coated materials · Minnesota — revenue of $1.4bn | |
| 23 | JBI | Janus International Group, Inc. United States · score 5.9 | 0% | 0.6 bn | 0.9 bn | 3.7% | 0.1 bn | 14.4% | — | Doors and systems for self-storage and commercial buildings · Georgia — revenue of $902m | |
| 24 | AIRJ | AirJoule Technologies Corp. United States · score 0.4 | 0% | 0.2 bn | — | — | -0.0 bn | -3.2% | — | Sorption technologies for water and energy · Montana | |
| 25 | JELD | JELD-WEN Holding, Inc. United States · score 0.0 | 0% | 0.1 bn | 3.1 bn | -16.4% | -0.1 bn | -128.7% | — | High-performance doors, windows and building products · North Carolina — revenue of $3.2bn | |
| 26 | CSTE | Caesarstone Ltd. Israel · score 0.0 | 0% | 0.1 bn | 0.4 bn | -34.6% | -0.1 bn | -63.3% | — | Quartz surfaces, natural stone and porcelain · Israel — revenue of $397m | |
| 27 | TGEN | TECOGEN INC. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -42.3% | -0.0 bn | -18.5% | — | Natural gas-fired combined heat and power · Massachusetts — revenue of $25m | |
| 28 | FGI | FGI Industries Ltd. United States · score 2.4 | 0% | 0.0 bn | 0.1 bn | -3.1% | 0.0 bn | 13.0% | — | Global supply of bath and kitchen products · New Jersey — revenue of $129m | |
| 29 | LBGJ | Li Bang International Corp Inc. China · score 1.4 | — | — | 0.0 bn | -3.7% | 0.0 bn | — | — | Commercial kitchen equipment in China · China — revenue of $13m | |
| 30 | GCDT | Green Circle Decarbonize Technology Ltd Hong Kong · score 1.3 | — | — | 0.0 bn | -52.3% | 0.0 bn | — | — | Decarbonization and climate control technology · Hong Kong — revenue of $3m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
- Industrial distribution (MRO) 16 companies
and 50 industries more
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.