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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Industrials sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Industrial Machinery & Equipment industry is 6.7/10 across 18 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 18-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Pricing pressure went from 0 to 4 companies this quarter, and the industry average still rose from 6.56 to 6.67. Ingersoll Rand (IR), one of the four, posted the biggest gain, from 5 to 8. Emerson Electric (EMR) climbed from 6 to 8, Xylem (XYL) from 5 to 7 and Parker Hannifin (PH) from 8 to 9. Pentair (PNR) fell from 6 to 1, the largest move in the group, and Otis Worldwide (OTIS) eased from 4 to 3. The pricing pressure came from IR, ITW, OTIS and PNR, and cost pressure widened from 5 to 6 companies (AOS, GNRC, IR, ITW, NDSN, OTIS).
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 15 | 1221 |
| Trade & Tariffs | 12 | 2451 |
| AI & Tech | 8 | 8 |
| Inflation | 7 | 115 |
| Oil Energy | 3 | 111 |
| Company | Sentiment |
|---|---|
| GEV GE Vernova | 9/10 |
| NDSN Nordson Corporation | 9/10 |
| PH Parker Hannifin | 9/10 |
| ROK Rockwell Automation | 9/10 |
| AME Ametek | 8/10 |
| EMR Emerson Electric | 8/10 |
| ETN Eaton Corporation | 8/10 |
| GNRC Generac | 8/10 |
| IEX IDEX Corporation | 8/10 |
| IR Ingersoll Rand | 8/10 |
| ITW Illinois Tool Works | 7/10 |
| XYL Xylem Inc. | 7/10 |
| DOV Dover Corporation | 7/10 |
| CMI Cummins | 7/10 |
| OTIS Otis Worldwide | 3/10 |
| SMR NuScale Power Corporation | 2/10 |
| AOS A. O. Smith | 2/10 |
| PNR Pentair | 1/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.