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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joe O'Dea | Wells Fargo | 12 questions · 0% challenging |
| Jeff Sprague | Vertical Research Partners | 11 questions · 27% challenging |
| Tim Wojs | Robert W. Baird | 10 questions · 0% challenging |
| Julian Mitchell | Barclays | 10 questions · 0% challenging |
| Tomohiko Sano | JPMorgan | 9 questions · 0% challenging |
| Brett Linzey | Mizuho Securities | 8 questions · 0% challenging |
| Joe Ritchie | Goldman Sachs | 7 questions · 14% challenging |
| Chris Snyder | Morgan Stanley | 7 questions · 0% challenging |
| Andrew Obin | Bank of America | 4 questions · 25% challenging |
| Alexander Virgo | Evercore ISI | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 2 analysts | 12 questions · 0% challenging |
| Wells Fargo | 1 analyst | 12 questions · 0% challenging |
| Vertical Research Partners | 1 analyst | 11 questions · 27% challenging |
| Barclays | 1 analyst | 10 questions · 0% challenging |
| JPMorgan | 1 analyst | 9 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 8 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 14% challenging |
| Morgan Stanley | 1 analyst | 7 questions · 0% challenging |
Allegion grew Q1 revenue 9.7% to over $1 billion though adjusted EPS of $1.80 declined 3.2% as an International ERP system disruption drove organic decline and margin compression in the segment, while Americas margins were down 110 basis points on volume mix and DCI acquisition dilution. High single-digit total revenue growth was led by Americas nonresidential strength and M&A contributions. Management affirmed FY2026 guidance of $8.70-$8.90 in adjusted EPS with 2-4% organic revenue growth.
No 8-K events recorded for this window.
Demand | Margin | Pricing | Revenue Growth | Trade Tariffs | Macroeconomic | M&A | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 2 | 4 | 3 | 1 | 1 | |
| 2025Q1 | 7 | 2 | 5 | 2 | 7 | 4 | 2 | |
| 2025Q2 | 4 | 3 | 5 | 5 | 4 | 1 | 3 | 1 |
| 2025Q3 | 3 | 4 | 2 | 2 | 1 | 3 | 3 | |
| 2025Q4 | 3 | 4 | 3 | 2 | 1 | 2 | 2 | 1 |
| 2026Q1 | 3 | 5 | 2 | 1 | 1 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 7 | 4 | 3 | 3 | 3 |
| Margin | 3 | 2 | 3 | 4 | 4 | 5 |
| Pricing | 2 | 5 | 5 | 2 | 3 | 2 |
| Revenue Growth | 4 | 2 | 5 | 2 | 2 | 1 |
| Trade Tariffs | 3 | 7 | 4 | 1 | 1 | |
| Macroeconomic | 1 | 4 | 1 | 1 | 2 | 3 |
| M&A | 1 | 3 | 3 | 2 | 1 | |
| Competitive Dynamics | 2 | 1 | 3 | 1 | 2 |
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
Allegion grew Q1 revenue 9.7% to over $1 billion though adjusted EPS of $1.80 declined 3.2% as an International ERP system disruption drove organic decline and margin compression in the segment, while Americas margins were down 110 basis points on volume mix…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +9.74% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Allegion (ALLE), FY2026 Q1: 6/10. Scores: Allegion’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ALLE daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $946M | +5.4% | $1.65 | +23.1% | 19.5% | 15.2% | $195M |
| FY2025 Q1 | $942M | +5.4% | $1.71 | +21.3% | 20.9% | 15.7% | $83M |
| FY2025 Q2 | $1.02B | +5.8% | $1.85 | +4.5% | 21.5% | 15.6% | $192M |
| FY2025 Q3 | $1.07B | +10.7% | $2.18 | +9.5% | 21.8% | 17.6% | $210M |
| FY2025 Q4 | $1.03B | +9.3% | $1.70 | +3.0% | 20.3% | 14.3% | $201M |
| FY2026 Q1Selected | $1.03B | +9.7% | $1.59 | -7.0% | 18.9% | 13.4% | $80M |
| FY2026 Q2 | $1.15B | +12.7% | $2.15 | +16.2% | 22.1% | 16.0% | $181M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Reported Thursday, Oct 22. Earnings call pending.
A pre-earnings brief is ready for ALLE: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
What ALLE said about other companies on its FY2026 Q1 call, and what other companies said about ALLE on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we closed the acquisition of DCI, a West Coast-based manufacturer of holly metal doors and frames”
Allegion acquired DCI, a West Coast hollow metal door and frame manufacturer, to improve competitiveness and lead times on the West Coast.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| ALLEAllegion | 6 | +9.7% | High Single-Digit Revenue Growth Led by Americas Non-Res and M&A | |
| ACHRArcher Aviation Inc. | 5 | n/a | Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines | |
| AMEAmetek | 8 | +11.3% | Record orders and backlog growth | |
| AOSA. O. Smith | 1 | -1.9% | A.O | |
| AXONAxon Enterprise Inc. | 10 | +33.8% | AI Era Plan Driving Explosive Adoption | |
| BAThe Boeing Company | 7 | +14.0% | 737 production stabilized at 42/month, rate 47 this summer | |
| BEBloom Energy Corporation | 10 | +130.4% | Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points | |
| BLDRBuilders FirstSource | 1 | -10.1% | Builders FirstSource Q1 FY2026 saw revenue decline 10% to $3.3 billion as the Middle East conflict undermined what had been a promising spring selling season, pushing mortgage rates higher and sapping private builder confidence | |
| CARRCarrier Global | 4 | +2.4% | Data center orders surge over 500% with strong backlog | |
| CATCaterpillar Inc. | 9 | +22.2% | Record Backlog and All-Time Record Orders | |
| CHRWC.H. Robinson | 4 | -0.8% | Secular Earnings Growth Through Spot Rate Inflection | |
| CMICummins | 7 | +2.7% | Power Systems Record EBITDA on Data Center Demand | |
| CPRTCopart | 3 | -3.6% | Revenue Declines as Insurance Volume Headwinds Persist | |
| CSXCSX Corporation | 7 | +1.7% | Broad-Based Cost Efficiency Driving Margin Expansion | |
| CTASCintas | 8 | +8.9% | Record Revenue With All-Time High Gross Margins Across All Route-Based Businesses | |
| DALDelta Air Lines | 6 | +12.9% | Record Q1 Revenue Up Nearly 10% on Broad-Based Demand | |
| DEDeere & Company | 9 | +16.3% | All business segments delivering higher net sales with equipment ops up 18% | |
| DOVDover Corporation | 7 | +10.1% | Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio | |
| EFXEquifax | 8 | +14.3% | Exceptional Q1 revenue growth of 14% | |
| EMEEMCOR Group, Inc. | 10 | +19.7% | Data Center & AI Infrastructure Demand Acceleration | |
| EMREmerson Electric | 6 | +2.9% | Middle East Conflict Disrupts Sales and Operations | |
| ETNEaton Corporation | 8 | +16.8% | Record Orders and Backlog Surge | |
| EXPDExpeditors International | 7 | +4.4% | Expeditors returned to growth in Q1 2026 with revenue up 4% to $2.8 billion and EPS surging 16% to $1.71, driven by strong margin improvement as the company's diversification strategy delivered double-digit growth across customs, Transcon, distribution, and order management | |
| FASTFastenal | 7 | +12.4% | Third consecutive quarter of double-digit growth at 12.4% daily sales | |
| FDXFedEx | 9 | +8.3% | Record peak season profitability powered 8% revenue growth with EPS up 16% to $5.01 as FedEx delivered its strongest quarter in the recovery | |
| FERGFerguson plc | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FIXComfort Systems USA, Inc. | 10 | +56.5% | Comfort Systems USA opened 2026 with revenue of $2.9 billion, an increase of 56% year over year, including same-store growth of 51% or $943 million, as Electrical segment revenue rose 88% and Mechanical rose 47% | |
| GDGeneral Dynamics | 8 | +10.3% | Strong Revenue Growth Across All Segments | |
| GEGE Aerospace | 7 | +24.7% | Exceptional Commercial Services Growth | |
| GEVGE Vernova | 9 | +16.1% | Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF | |
| GNRCGenerac | 9 | +12.4% | Revenue grew 12% to $1.06B with C&I up 28% on data center momentum | |
| GPNGlobal Payments | 7 | +23.1% | Q1 Results Exceeded Expectations Post-Worldpay Close | |
| GWWW. W. Grainger | 9 | +10.1% | Grainger delivered a strong start to 2026, with total company sales up 10.1% reported (12.2% on a daily organic constant currency basis) and diluted EPS of $11.65, up 18.2% versus 2025, meaningfully outpacing the expectations management set in February | |
| HIIHuntington Ingalls Industries | 6 | +13.3% | Strong Shipbuilding Revenue Growth Continues at 18% | |
| HONHoneywell International Inc. | 5 | -6.9% | Aerospace Spinoff on Track for June 29 Completion | |
| HUBBHubbell Incorporated | 8 | +11.1% | Double-digit growth across all key financial metrics | |
| HWMHowmet Aerospace | 9 | +19.1% | Record Q1 Revenue Up 19% with 32% EBITDA Margin | |
| IEXIDEX Corporation | 8 | +8.9% | HST Delivers 11% Organic Growth with 17% Order Surge | |
| IRIngersoll Rand | 5 | +7.6% | Solid Start to 2026 with EPS Up High Single Digits | |
| ITWIllinois Tool Works | 7 | +4.6% | CapEx Segment Strength Drives Top-Line Growth | |
| JJacobs Solutions | 8 | +26.9% | Adjusted EPS Grows 22% on Highest Revenue Growth Since Separation | |
| JBHTJ.B. Hunt | 7 | +4.6% | Strong revenue, OI, and EPS growth signaling recovery | |
| JCIJohnson Controls | 9 | +8.2% | Johnson Controls posted Q2 FY2026 with organic revenue growing 6% and adjusted EPS of $1.19, up 45% year-over-year, as data center orders surged driving 30% total order growth and a record $20 billion backlog | |
| LHXL3Harris | 8 | +11.9% | Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year | |
| LIILennox International | 6 | +5.8% | Return to Revenue Growth Driven by BCS and M&A | |
| LMTLockheed Martin | 4 | +0.3% | Munitions Production Ramp Accelerates | |
| LUNRIntuitive Machines, Inc. | 3 | +198.7% | Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth | |
| LUVSouthwest Airlines | 8 | +12.8% | Record Q1 Revenue with 8.1 Point Operating Margin Expansion | |
| MASMasco | 6 | +6.5% | Strong Q1 with 20% EPS growth and margin expansion | |
| MMM3M Company | 6 | +1.3% | 3M delivered a light start to FY2026 with organic sales growth of 1.2%, held back by soft U.S | |
| NDSNNordson Corporation | 9 | +8.8% | Record First Quarter Sales With 7% Organic Growth | |
| NOCNorthrop Grumman | 6 | +4.4% | B-21 Production Rate Acceleration | |
| NSCNorfolk Southern Railway | 5 | +0.2% | Iran conflict drives fuel cost surge | |
| ODFLOld Dominion Freight Line | 4 | -2.9% | LTL Volume Decline Persists Despite Sequential Improvement | |
| OTISOtis Worldwide | 4 | +6.5% | Service margin contracts 160bps on investments, mix, and Middle East costs | |
| PCARPaccar | 1 | -16.2% | Cyclical revenue decline in truck segment | |
| PHParker Hannifin | 8 | +10.6% | Record Q3 performance across sales, margins, and EPS | |
| PNRPentair | 6 | +2.6% | Q1 record for sales and adjusted operating income | |
| POOLPool Corporation | 6 | +6.2% | Pool Corporation opened fiscal 2026 with 6% sales growth and 7% operating income growth, exceeding management's expectations for the seasonally small first quarter | |
| PWRQuanta Services | 10 | +26.3% | Quanta delivered Q1 revenues of $7.9 billion with diluted EPS of $1.45, growing sharply year-over-year, as record backlog reached $48.5 billion | |
| RKLBRocket Lab USA, Inc. | 8 | +63.5% | Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%) | |
| ROKRockwell Automation | 9 | +11.8% | Strong broad-based revenue growth with organic sales up 9% | |
| RSGRepublic Services | 5 | +2.6% | Solid Pricing Execution Offsets Volume Softness | |
| RTXRTX Corporation | 9 | +8.7% | Strong Organic Growth Across All Three Channels | |
| SMRNuScale Power Corporation | 2 | -95.8% | NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss | |
| SNASnap-on | 6 | +5.8% | New Q1 record sales with broad-based organic gains | |
| SPCXSpace Exploration Technologies Corp. | Has not reported Q1 2026 | n/a | Has not reported Q1 2026 | |
| SWKStanley Black & Decker | 4 | +2.7% | Revenue up 3% but organic flat, volume pressure persists | |
| TDGTransDigm Group | 10 | +18.3% | TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11% | |
| TRIThomson Reuters Corporation | 7 | +9.8% | Total company organic revenues accelerated to 8% growth from 7% throughout 2025, with legal professionals ex-government surging to 11% driven by the fiduciary-grade AI differentiation strategy | |
| TTTrane Technologies | 7 | +6.0% | Record Commercial HVAC Bookings and Backlog | |
| TXTTextron | 7 | +11.8% | Industrial Separation Announced to Create Pure-Play A&D | |
| UALUnited Airlines Holdings | 6 | +10.6% | Record Q1 revenue of $14.6B with TRASM up 6.9% despite fuel crisis | |
| UNPUnion Pacific Corporation | 6 | +3.1% | Record Q1 financial results across key metrics | |
| UPSUnited Parcel Service | 3 | -1.6% | Amazon Volume Glidedown Nearing Completion | |
| URIUnited Rentals | 7 | +7.2% | First quarter records across revenue, EBITDA, and EPS | |
| VLTOVeralto | 7 | +6.8% | Strong Start to 2026 with 13% EPS Growth | |
| VRSKVerisk | 6 | +3.9% | OCC Revenue Growth of 4.7% Ahead of Expectations Despite Headwinds | |
| VRTVertiv Holdings Co | 9 | +30.1% | Americas Data Center Revenue Surge | |
| WABWabtec | 8 | +13.0% | Multiyear Backlog Surpasses $30 Billion | |
| WMWaste Management | 6 | +3.5% | Waste Management delivered Q1 with operating EBITDA growing nearly 6% on core price of 6.3% and yield of 3.9%, while free cash flow of $920M nearly doubled from the prior year | |
| XYLXylem Inc. | 5 | +2.7% | Revenue flat organically as 80/20 walkaways and China offset EPS growth |
High Single-Digit Revenue Growth Led by Americas Non-Res and M&A
Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| ALLE | 8 | 7 | 8 | 8 | 8 | 6 |
| ACHR | 5 | 5 | 5 | 5 | 5 | 5 |
| AME | 6 | 6 | 6 | 9 | 8 | 8 |
| AOS | 3 | 4 | 5 | 5 | 6 | 1 |
| AXON | 8 | 8 | 8 | 8 | 10 | 10 |
| BA | 2 | 8 | 8 | 8 | 9 | 7 |
| BE | 9 | 8 | 8 | 9 | 8 | 10 |
| BLDR | 3 | 1 | 1 | 4 | 3 | 1 |
| CARR | 8 | 7 | 7 | 1 | 3 | 4 |
| CAT | 5 | 2 | 4 | 7 | 8 | 9 |
| CHRW | 5 | 4 | 4 | 6 | 3 | 4 |
| CMI | 6 | 2 | 5 | 4 | 6 | 7 |
| CPRT | 6 | 7 | 6 | 7 | 6 | 3 |
| CSX | 4 | 2 | 3 | 4 | 3 | 7 |
AI Era Plan Driving Explosive Adoption
737 production stabilized at 42/month, rate 47 this summer
Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points
Builders FirstSource Q1 FY2026 saw revenue decline 10% to $3.3 billion as the Middle East conflict undermined what had been a promising spring selling season, pushing mortgage rates higher and sapping private builder confidence
Record Revenue With All-Time High Gross Margins Across All Route-Based Businesses
All business segments delivering higher net sales with equipment ops up 18%
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Expeditors returned to growth in Q1 2026 with revenue up 4% to $2.8 billion and EPS surging 16% to $1.71, driven by strong margin improvement as the company's diversification strategy delivered double-digit growth across customs, Transcon, distribution, and order management
Third consecutive quarter of double-digit growth at 12.4% daily sales
Record peak season profitability powered 8% revenue growth with EPS up 16% to $5.01 as FedEx delivered its strongest quarter in the recovery
Newest quarter — available with Pro
Comfort Systems USA opened 2026 with revenue of $2.9 billion, an increase of 56% year over year, including same-store growth of 51% or $943 million, as Electrical segment revenue rose 88% and Mechanical rose 47%
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
Revenue grew 12% to $1.06B with C&I up 28% on data center momentum
Grainger delivered a strong start to 2026, with total company sales up 10.1% reported (12.2% on a daily organic constant currency basis) and diluted EPS of $11.65, up 18.2% versus 2025, meaningfully outpacing the expectations management set in February
Strong Shipbuilding Revenue Growth Continues at 18%
Aerospace Spinoff on Track for June 29 Completion
Double-digit growth across all key financial metrics
Adjusted EPS Grows 22% on Highest Revenue Growth Since Separation
Johnson Controls posted Q2 FY2026 with organic revenue growing 6% and adjusted EPS of $1.19, up 45% year-over-year, as data center orders surged driving 30% total order growth and a record $20 billion backlog
Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year
Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth
Record Q1 Revenue with 8.1 Point Operating Margin Expansion
3M delivered a light start to FY2026 with organic sales growth of 1.2%, held back by soft U.S
LTL Volume Decline Persists Despite Sequential Improvement
Service margin contracts 160bps on investments, mix, and Middle East costs
Pool Corporation opened fiscal 2026 with 6% sales growth and 7% operating income growth, exceeding management's expectations for the seasonally small first quarter
Quanta delivered Q1 revenues of $7.9 billion with diluted EPS of $1.45, growing sharply year-over-year, as record backlog reached $48.5 billion
Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%)
Strong broad-based revenue growth with organic sales up 9%
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Has not reported Q1 2026
Revenue up 3% but organic flat, volume pressure persists
TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11%
Total company organic revenues accelerated to 8% growth from 7% throughout 2025, with legal professionals ex-government surging to 11% driven by the fiduciary-grade AI differentiation strategy
Record Q1 revenue of $14.6B with TRASM up 6.9% despite fuel crisis
Record Q1 financial results across key metrics
OCC Revenue Growth of 4.7% Ahead of Expectations Despite Headwinds
Waste Management delivered Q1 with operating EBITDA growing nearly 6% on core price of 6.3% and yield of 3.9%, while free cash flow of $920M nearly doubled from the prior year
Revenue flat organically as 80/20 walkaways and China offset EPS growth
| CTAS | 8 | 8 | 7 | 8 | 8 | 8 |
|---|
| DAL | 9 | 1 | 4 | 9 | 5 | 6 |
|---|
| DE | 2 | 1 | 1 | 1 | 7 | 9 |
|---|
| DOV | 6 | 4 | 7 | 8 | 9 | 7 |
|---|
| EFX | 8 | 6 | 6 | 7 | 7 | 8 |
|---|
| EME | 9 | 9 | 9 | 9 | 8 | 10 |
|---|
| EMR | 6 | 7 | 8 | 8 | 8 | 6 |
|---|
| ETN | 8 | 7 | 7 | 7 | 7 | 8 |
|---|
| EXPD | 9 | 8 | 7 | 4 | 3 | 7 |
|---|
| FAST | 5 | 6 | 7 | 7 | 7 | 7 |
|---|
| FDX | 2 | 4 | 5 | 7 | 8 | 9 |
|---|
| FERG | 4 | 2 | 7 | 8 | 5 | Newest quarter — available with Pro |
|---|
| FIX | 10 | 9 | 10 | 10 | 10 | 10 |
|---|
| GD | 8 | 8 | 8 | 8 | 6 | 8 |
|---|
| GE | 6 | 8 | 9 | 9 | 9 | 7 |
|---|
| GEV | 8 | 9 | 9 | 8 | 6 | 9 |
|---|
| GNRC | 9 | 6 | 6 | 1 | 3 | 9 |
|---|
| GPN | 7 | 7 | 7 | 7 | 6 | 7 |
|---|
| GWW | 8 | 5 | 5 | 6 | 7 | 9 |
|---|
| HII | 3 | 5 | 7 | 9 | 9 | 6 |
|---|
| HON | 7 | 7 | 8 | 7 | 5 | 5 |
|---|
| HUBB | 6 | 5 | 7 | 7 | 9 | 8 |
|---|
| HWM | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| IEX | 8 | 5 | 3 | 7 | 8 | 8 |
|---|
| IR | 8 | 4 | 8 | 4 | 9 | 5 |
|---|
| ITW | 6 | 4 | 6 | 5 | 7 | 7 |
|---|
| J | 8 | 6 | 8 | 8 | 8 | 8 |
|---|
| JBHT | 5 | 3 | 5 | 5 | 5 | 7 |
|---|
| JCI | 9 | 8 | 8 | 8 | 9 | 9 |
|---|
| LHX | 8 | 5 | 7 | 8 | 7 | 8 |
|---|
| LII | 9 | 5 | 9 | 3 | 3 | 6 |
|---|
| LMT | 6 | 7 | 6 | 8 | 7 | 4 |
|---|
| LUNR | 8 | 3 | 5 | 2 | 3 | 3 |
|---|
| LUV | 6 | 4 | 1 | 4 | 8 | 8 |
|---|
| MAS | 6 | 1 | 3 | 2 | 4 | 6 |
|---|
| MMM | 6 | 4 | 7 | 8 | 7 | 6 |
|---|
| NDSN | 8 | 4 | 6 | 7 | 7 | 9 |
|---|
| NOC | 6 | 1 | 7 | 8 | 9 | 6 |
|---|
| NSC | 6 | 6 | 4 | 3 | 3 | 5 |
|---|
| ODFL | 2 | 2 | 2 | 3 | 3 | 4 |
|---|
| OTIS | 6 | 5 | 5 | 8 | 8 | 4 |
|---|
| PCAR | 2 | 2 | 2 | 1 | 2 | 1 |
|---|
| PH | 4 | 5 | 7 | 8 | 8 | 8 |
|---|
| PNR | 6 | 5 | 6 | 7 | 7 | 6 |
|---|
| POOL | 4 | 3 | 4 | 5 | 4 | 6 |
|---|
| PWR | 9 | 9 | 9 | 9 | 8 | 10 |
|---|
| RKLB | 8 | 8 | 8 | 8 | 8 | 8 |
|---|
| ROK | 4 | 6 | 9 | 9 | 8 | 9 |
|---|
| RSG | 8 | 7 | 5 | 6 | 6 | 5 |
|---|
| RTX | 9 | 6 | 5 | 9 | 7 | 9 |
|---|
| SMR | 8 | 8 | 8 | 6 | 2 | 2 |
|---|
| SNA | 5 | 4 | 4 | 6 | 6 | 6 |
|---|
| SPCX | No score | No score | No score | No score | No score | No score |
|---|
| SWK | 6 | 3 | 5 | 4 | 6 | 4 |
|---|
| TDG | 9 | 7 | 8 | 9 | 7 | 10 |
|---|
| TRI | 6 | 5 | 5 | 6 | 6 | 7 |
|---|
| TT | 9 | 8 | 6 | 6 | 7 | 7 |
|---|
| TXT | 3 | 5 | 5 | 7 | 9 | 7 |
|---|
| UAL | 8 | 7 | 2 | 4 | 7 | 6 |
|---|
| UNP | 6 | 5 | 6 | 6 | 5 | 6 |
|---|
| UPS | 7 | 4 | 2 | 3 | 4 | 3 |
|---|
| URI | 7 | 5 | 7 | 6 | 5 | 7 |
|---|
| VLTO | 7 | 6 | 8 | 7 | 7 | 7 |
|---|
| VRSK | 9 | 6 | 5 | 7 | 7 | 6 |
|---|
| VRT | 9 | 9 | 9 | 9 | 9 | 9 |
|---|
| WAB | 7 | 8 | 7 | 9 | 9 | 8 |
|---|
| WM | 8 | 8 | 8 | 7 | 8 | 6 |
|---|
| XYL | 8 | 6 | 9 | 9 | 8 | 5 |
|---|