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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 industry is 7.1/10 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.
Average sentiment across the group rose from 6.89 to 7.06, with six scores moving up and three moving down. Data-center-linked demand ran through nearly every narrative, with power generation, liquid cooling, and semiconductors lifting orders and backlog, while China, housing, and pool-channel destocking drove the downside. Pricing pressure rose from 0 to 4 narratives and cost pressure from 5 to 7, as steel, resin, aluminum, and memory costs built through the quarter.
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 | 14 | 1121 |
| Trade & Tariffs | 11 | 2441 |
| Inflation | 9 | 117 |
| AI & Tech | 8 | 8 |
| Enterprise Spending | 3 | 21 |
| Company | Sentiment |
|---|---|
| HWM Howmet Aerospace | 10/10 |
| PH Parker Hannifin | 9/10 |
| NDSN Nordson Corporation | 9/10 |
| ROK Rockwell Automation | 9/10 |
| ETN Eaton Corporation | 8/10 |
| EMR Emerson Electric | 8/10 |
| ROP Roper Technologies | 8/10 |
| GNRC Generac | 8/10 |
| IR Ingersoll Rand | 8/10 |
| IEX IDEX Corporation | 8/10 |
| AME Ametek | 8/10 |
| XYL Xylem Inc. | 7/10 |
| ITW Illinois Tool Works | 7/10 |
| DOV Dover Corporation | 7/10 |
| CMI Cummins | 7/10 |
| OTIS Otis Worldwide | 3/10 |
| 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.