Tessera Sector
Top Industrials Stocks
Aerospace, machinery, transports, and capital goods. Capital intensity and operating leverage make industrial cycles distinct.
The Industrials sector posts an average Tessera Quality Score of 68 against a universe-wide average of 48, placing it meaningfully above the broader cross-sector baseline. With 284 qualifying members, the sector offers a reasonably wide pool, and the elevated aggregate score suggests that industrial businesses, as a group, tend to exhibit the balance-sheet discipline and earnings consistency the Tessera model rewards.
Valuation within the sector sits at a median P/E of 25.9, a level that implies the market is pricing in durable earnings power across the group rather than distressed or deeply cyclical conditions. Among the highest-scoring individual names, ECO leads with a score of 0.54, followed closely by DHT at 0.49 and AGX at the same level. The presence of two tanker-related operators — ECO and DHT — near the top of an Industrials screen is notable, as it reflects how asset-heavy, cash-generative shipping businesses can score well on quality metrics when freight cycles align with strong free cash flow conversion.
Relative to the 48-point universe average, Industrials stands roughly 20 points higher, making it one of the better-represented sectors by Tessera's quality criteria. That gap suggests the sector's constituent companies, in aggregate, demonstrate stronger fundamentals than the typical screener-eligible name across all sectors combined.
| Ticker | Company | Industry | Score | Mkt Cap | P/E |
|---|---|---|---|---|---|
| ECO | Okeanis Eco Tankers Corp. | Marine Shipping | 77 | $1.8B | 9.6 |
| DHT | DHT Holdings, Inc. | Marine Shipping | 75 | $2.9B | 8.7 |
| AGX | Argan, Inc. | Engineering & Construction | 74 | $8.4B | 52.9 |
| SIF | SIFCO Industries, Inc. | Aerospace & Defense | 74 | $144M | 19.0 |
| RYM | RYTHM, Inc. | Agricultural - Machinery | 74 | $47M | — |
| FIX | Comfort Systems USA, Inc. | Engineering & Construction | 72 | $60.3B | 49.4 |
| BE | Bloom Energy Corporation | Electrical Equipment & Parts | 71 | $56.1B | — |
| WLFC | Willis Lease Finance Corporation | Rental & Leasing Services | 71 | $1.5B | 11.3 |
| PAYS | Paysign, Inc. | Specialty Business Services | 70 | $496M | 51.6 |
| CXW | CoreCivic, Inc. | REIT - Specialty | 69 | $3.1B | 26.3 |
| MYRG | MYR Group Inc. | Engineering & Construction | 69 | $6.1B | 43.0 |
| SHIP | Seanergy Maritime Holdings Corp. | Marine Shipping | 69 | $304M | 8.1 |
| FRO | Frontline Plc | Marine Shipping | 68 | $8.2B | 9.1 |
| HSHP | Himalaya Shipping Ltd. | Marine Shipping | 68 | $694M | 23.2 |
| STNG | Scorpio Tankers Inc. | Marine Shipping | 67 | $3.9B | 7.7 |
| BWLP | BW LPG Limited | Marine Shipping | 67 | $3.2B | 8.8 |
| CMBT | Cmb.Tech N.V. | Marine Shipping | 67 | $3.5B | 8.9 |
| CODA | Coda Octopus Group, Inc. | Aerospace & Defense | 67 | $113M | 23.1 |
| TNK | Teekay Tankers Ltd. | Marine Shipping | 66 | $2.5B | 5.8 |
| LTM | LATAM Airlines Group S.A. | Airlines, Airports & Air Services | 66 | $15.1B | 9.2 |
| GLBS | Globus Maritime Limited | Marine Shipping | 66 | $61M | 79.5 |
| HWM | Howmet Aerospace Inc. | Aerospace & Defense | 66 | $108.8B | 63.1 |
| EXPD | Expeditors International of Washington, Inc. | Integrated Freight & Logistics | 65 | $23.2B | 28.7 |
| KNOP | KNOT Offshore Partners LP | Marine Shipping | 65 | $352M | 15.6 |
| ECG | Everus Construction Group, Inc. | Engineering & Construction | 65 | $6.7B | 30.2 |
| FLYW | Flywire Corp | Specialty Business Services | 65 | $2.2B | 77.8 |
| STRL | Sterling Infrastructure, Inc. | Engineering & Construction | 64 | $20.0B | 58.2 |
| DE | Deere & Company | Agricultural - Machinery | 64 | $158.2B | 33.2 |
| GEO | The GEO Group, Inc. | Security & Protection Services | 64 | $4.1B | 15.5 |
| AER | AerCap Holdings N.V. | Rental & Leasing Services | 64 | $23.4B | 6.5 |