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Industrials stock comparisons

761 industrials stock comparisons. 26 share an exact SEC industry code; the rest share a specific research theme. 20 have audited revenue and net income for both companies plus maintained company research on at least one side, led by HON vs RTX, DAL vs LUV, NSC vs UNP.

Aerospace, machinery, defense, and transports: a cyclical read on capex, reshoring, and the physical economy.

Most substantive industrials comparisons

Ordered by relationship strength: pairs with audited financials and maintained research first, then same-SEC-industry pairs, then larger combined businesses.

HON vs RTX

Same SIC

Same SEC industry: Aircraft Engines & Engine Parts. Revenue $37.4B vs $88.6B.

DAL vs LUV

Same SIC

Same SEC industry: Air Transportation, Scheduled. Revenue $63.4B vs $28.1B.

LUV vs UAL

Same SIC

Same SEC industry: Air Transportation, Scheduled. Revenue $28.1B vs $59.1B.

NSC vs UNP

Same SIC

Same SEC industry: Railroads, Line-Haul Operating. Revenue $12.2B vs $24.5B.

LMT vs RTX

Shared theme

Shared theme: Wars & geopolitics. Revenue $75.0B vs $88.6B.

BA vs RTX

Shared theme

Shared theme: Wars & geopolitics. Revenue $89.5B vs $88.6B.

BA vs LMT

Shared theme

Shared theme: Wars & geopolitics. Revenue $89.5B vs $75.0B.

GD vs LMT

Shared theme

Shared theme: Wars & geopolitics. Revenue $52.5B vs $75.0B.

CAT vs DE

Shared theme

Shared theme: Economic trends. Revenue $67.6B vs $45.7B.

DE vs JCI

Shared theme

Shared theme: Economic trends. Revenue $45.7B vs $23.6B.

CARR vs DE

Shared theme

Shared theme: Economic trends. Revenue $21.7B vs $45.7B.

DAL vs UAL

Same SIC

Same SEC industry: Air Transportation, Scheduled. Revenue $63.4B vs $59.1B.

GE vs GEV

Same SIC

Same SEC industry: Electronic & Other Electrical Equipment (No Computer Equip). Revenue $45.9B vs $38.1B.

EMR vs GE

Same SIC

Same SEC industry: Electronic & Other Electrical Equipment (No Computer Equip). Revenue $18.0B vs $45.9B.

LHX vs NOC

Same SIC

Same SEC industry: Search, Detection, Navigation, Guidance, Aeronautical Sys. Revenue $21.3B vs $42.0B.

GE vs OTIS

Same SIC

Same SEC industry: Electronic & Other Electrical Equipment (No Computer Equip). Revenue $45.9B vs $14.4B.

EMR vs GEV

Same SIC

Same SEC industry: Electronic & Other Electrical Equipment (No Computer Equip). Revenue $18.0B vs $38.1B.

GEV vs OTIS

Same SIC

Same SEC industry: Electronic & Other Electrical Equipment (No Computer Equip). Revenue $38.1B vs $14.4B.

EME vs PWR

Same SIC

Same SEC industry: Electrical Work. Revenue $17.0B vs $28.5B.

CARR vs JCI

Same SIC

Same SEC industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip. Revenue $21.7B vs $23.6B.

RSG vs WM

Same SIC

Same SEC industry: Refuse Systems. Revenue $19.0B vs $25.2B.

EMR vs OTIS

Same SIC

Same SEC industry: Electronic & Other Electrical Equipment (No Computer Equip). Revenue $18.0B vs $14.4B.

JCI vs LII

Same SIC

Same SEC industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip. Revenue $23.6B vs $5.2B.

CHRW vs EXPD

Same SIC

Same SEC industry: Arrangement of Transportation of Freight & Cargo. Revenue $16.2B vs $11.1B.

All other industrials pairs

Which business differences matter to the investment thesis?

Industrials compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.

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