| 7 |
| +6.8% | Strong Start to 2026 with 13% EPS Growth |
| ADP ADP | 7 |
| +7.0% | Strong Q3 with 7% revenue growth and 10% adjusted EPS growth |
| ALLE Allegion | 6 |
| +9.7% | High Single-Digit Revenue Growth Led by Americas Non-Res and M&A |
| AME Ametek | 8 |
| +11.3% | Record orders and backlog growth |
| AOS A. O. Smith | 1 |
| -1.9% | A.O |
| AVY Avery Dennison | 5 |
| +7.0% | Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A |
| AXON Axon Enterprise Inc. | 10 |
| +33.8% | AI Era Plan Driving Explosive Adoption |
| BA The Boeing Company | 7 |
| +14.0% | 737 production stabilized at 42/month, rate 47 this summer |
| BE Bloom 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 |
| BLDR Builders 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 |
| CARR Carrier Global | 4 |
| +2.4% | Data center orders surge over 500% with strong backlog |
| CAT Caterpillar Inc. | 9 |
| +22.2% | Record Backlog and All-Time Record Orders |
| CHRW C.H. Robinson | 4 |
| -0.8% | Secular Earnings Growth Through Spot Rate Inflection |
| CMI Cummins | 7 |
| +2.7% | Power Systems Record EBITDA on Data Center Demand |
| CSX CSX Corporation | 7 |
| +1.7% | Broad-Based Cost Efficiency Driving Margin Expansion |
| CTAS Cintas | 8 |
| +8.9% | Record Revenue With All-Time High Gross Margins Across All Route-Based Businesses |
| DAL Delta Air Lines | 6 |
| +12.9% | Record Q1 Revenue Up Nearly 10% on Broad-Based Demand |
| DE Deere & Company | 9 |
| +16.3% | All business segments delivering higher net sales with equipment ops up 18% |
| DOV Dover 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 |
| EFX Equifax | 8 |
| +14.3% | Exceptional Q1 revenue growth of 14% |
| EME EMCOR Group, Inc. | 10 |
| +19.7% | Data Center & AI Infrastructure Demand Acceleration |
| EMR Emerson Electric | 6 |
| +2.9% | Middle East Conflict Disrupts Sales and Operations |
| ETN Eaton Corporation | 8 |
| +16.8% | Record Orders and Backlog Surge |
| EXPD Expeditors 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 |
| FAST Fastenal | 7 |
| +12.4% | Third consecutive quarter of double-digit growth at 12.4% daily sales |
| FDX FedEx | 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 |
| FERG Ferguson plc | 7 |
| +4.6% | Ferguson delivered a solid fiscal second quarter (period ended June 30, 2026), with sales of $8.8 billion up 4.6% (organic growth of 3.8%) and diluted EPS of $3.39, a 5.3% increase |
| FIX Comfort 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% |
| GD General Dynamics | 8 |
| +10.3% | Strong Revenue Growth Across All Segments |
| GE GE Aerospace | 7 |
| +24.7% | Exceptional Commercial Services Growth |
| GNRC Generac | 9 |
| +12.4% | Revenue grew 12% to $1.06B with C&I up 28% on data center momentum |
| GPN Global Payments | 7 |
| +23.1% | Q1 Results Exceeded Expectations Post-Worldpay Close |
| GWW W. 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 |
| HII Huntington Ingalls Industries | 6 |
| +13.3% | Strong Shipbuilding Revenue Growth Continues at 18% |
| HON Honeywell International Inc. | 5 |
| -6.9% | Aerospace Spinoff on Track for June 29 Completion |
| HUBB Hubbell Incorporated | 8 |
| +11.1% | Double-digit growth across all key financial metrics |
| HWM Howmet Aerospace | 9 |
| +19.1% | Record Q1 Revenue Up 19% with 32% EBITDA Margin |
| IEX IDEX Corporation | 8 |
| +8.9% | HST Delivers 11% Organic Growth with 17% Order Surge |
| IR Ingersoll Rand | 5 |
| +7.6% | Solid Start to 2026 with EPS Up High Single Digits |
| ITW Illinois Tool Works | 7 |
| +4.6% | CapEx Segment Strength Drives Top-Line Growth |
| J Jacobs Solutions | 8 |
| +26.9% | Adjusted EPS Grows 22% on Highest Revenue Growth Since Separation |
| JBHT J.B. Hunt | 7 |
| +4.6% | Strong revenue, OI, and EPS growth signaling recovery |
| JCI Johnson 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 |
| LHX L3Harris | 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 |
| LII Lennox International | 6 |
| +5.8% | Return to Revenue Growth Driven by BCS and M&A |
| LMT Lockheed Martin | 4 |
| +0.3% | Munitions Production Ramp Accelerates |
| LUV Southwest Airlines | 8 |
| +12.8% | Record Q1 Revenue with 8.1 Point Operating Margin Expansion |
| MAS Masco | 6 |
| +6.5% | Strong Q1 with 20% EPS growth and margin expansion |
| MMM 3M Company | 6 |
| +1.3% | 3M delivered a light start to FY2026 with organic sales growth of 1.2%, held back by soft U.S |
| NDSN Nordson Corporation | 9 |
| +8.8% | Record First Quarter Sales With 7% Organic Growth |
| NOC Northrop Grumman | 6 |
| +4.4% | B-21 Production Rate Acceleration |
| NSC Norfolk Southern Railway | 5 |
| +0.2% | Iran conflict drives fuel cost surge |
| ODFL Old Dominion Freight Line | 4 |
| -2.9% | LTL Volume Decline Persists Despite Sequential Improvement |
| OTIS Otis Worldwide | 4 |
| +6.5% | Service margin contracts 160bps on investments, mix, and Middle East costs |
| PAYX Paychex | 6 |
| +19.9% | Organic growth acceleration to 6% in back half |
| PCAR Paccar | 1 |
| -16.2% | Cyclical revenue decline in truck segment |
| PH Parker Hannifin | 8 |
| +10.6% | Record Q3 performance across sales, margins, and EPS |
| PNR Pentair | 6 |
| +2.6% | Q1 record for sales and adjusted operating income |
| POOL Pool 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 |
| PWR Quanta 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 |
| RKLB Rocket 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%) |
| ROK Rockwell Automation | 9 |
| +11.8% | Strong broad-based revenue growth with organic sales up 9% |
| ROP Roper Technologies | 8 |
| +11.3% | Strong Q1 beat with raised full-year DEPS guidance by $0.50 |
| RSG Republic Services | 5 |
| +2.6% | Solid Pricing Execution Offsets Volume Softness |
| RTX RTX Corporation | 9 |
| +8.7% | Strong Organic Growth Across All Three Channels |
| SNA Snap-on | 6 |
| +5.8% | New Q1 record sales with broad-based organic gains |
| SPCX Space Exploration Technologies Corp. | · |
| n/a | Has not reported Q1 2026 |
| SWK Stanley Black & Decker | 4 |
| +2.7% | Revenue up 3% but organic flat, volume pressure persists |
| TDG TransDigm 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% |
| TRI Thomson 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 |
| TT Trane Technologies | 7 |
| +6.0% | Record Commercial HVAC Bookings and Backlog |
| TXT Textron | 7 |
| +11.8% | Industrial Separation Announced to Create Pure-Play A&D |
| UAL United Airlines Holdings | 6 |
| +10.6% | Record Q1 revenue of $14.6B with TRASM up 6.9% despite fuel crisis |
| UNP Union Pacific Corporation | 6 |
| +3.1% | Record Q1 financial results across key metrics |
| UPS United Parcel Service | 3 |
| -1.6% | Amazon Volume Glidedown Nearing Completion |
| URI United Rentals | 7 |
| +7.2% | First quarter records across revenue, EBITDA, and EPS |
| VRSK Verisk | 6 |
| +3.9% | OCC Revenue Growth of 4.7% Ahead of Expectations Despite Headwinds |
| VRT Vertiv Holdings Co | 9 |
| +30.1% | Americas Data Center Revenue Surge |
| WAB Wabtec | 8 |
| +13.0% | Multiyear Backlog Surpasses $30 Billion |
| WM Waste 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 |
| XYL Xylem Inc. | 5 |
| +2.7% | Revenue flat organically as 80/20 walkaways and China offset EPS growth |