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Earnings sentiment for Industrial - Machinery — aggregated from 18 earnings calls in the Industrials sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Industrial - Machinery industry is 6.9/10 across 18 companies.
Aggregated from 18 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
The group average eased from 7.44 to 6.89. The step down came from the scoring base rather than the quarters themselves. Only two names posted genuinely weaker results; the other five declines were revenue-band artifacts on companies that raised guidance or set first-quarter records. Cost pressure widened from 4 to 5 companies flagging it, while pricing pressure stayed absent, flagged by 0 companies in both periods. Data-center power and aerospace demand ran through nearly every name on the list.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Enterprise Spending | 11 | 812 |
| Trade & Tariffs | 11 | 83 |
| AI & Tech | 8 | 8 |
| CAPEX | 8 | 71 |
| Supply Chain | 4 | 211 |
| Inflation | 3 | 12 |
| Housing | 3 | 111 |
| Regulation Policy | 3 | 111 |
| Company | Sentiment |
|---|---|
| HWM Howmet Aerospace | 9/10 |
| GNRC Generac | 9/10 |
| NDSN Nordson Corporation | 9/10 |
| ROK Rockwell Automation | 9/10 |
| PH Parker Hannifin | 8/10 |
| ETN Eaton Corporation | 8/10 |
| ROP Roper Technologies | 8/10 |
| IEX IDEX Corporation | 8/10 |
| AME Ametek | 8/10 |
| ITW Illinois Tool Works | 7/10 |
| DOV Dover Corporation | 7/10 |
| CMI Cummins | 7/10 |
| EMR Emerson Electric | 6/10 |
| PNR Pentair | 6/10 |
| IR Ingersoll Rand | 5/10 |
| XYL Xylem Inc. | 5/10 |
| OTIS Otis Worldwide | 4/10 |
| AOS A. O. Smith | 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.