Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Sector-level sentiment and macro signals, built from public earnings calls.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Sector Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Industrials sector is 7.4/10 across 83 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 83-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.
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 42 | 3921 |
| Trade & Tariffs | 33 | 76182 |
| Inflation | 31 | 4225 |
| Supply Chain | 29 | 103106 |
| AI & Tech | 23 | 23 |
| Oil Energy | 22 | 4513 |
| Labor Market | 18 | 11214 |
| Enterprise Spending | 13 | 9112 |
| Consumer Demand | 12 | 4323 |
| Housing | 8 | 125 |
| Regulation Policy | 6 | 51 |
| Geopolitical Risk | 5 | 23 |
| FX | 4 | 121 |
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 sector for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| CAT Caterpillar Inc. | 10/10 |
| EME EMCOR Group, Inc. | 10/10 |
| AXON Axon Enterprise Inc. | 10/10 |
| PWR Quanta Services | 10/10 |
| HWM Howmet Aerospace | 10/10 |
| FIX Comfort Systems USA, Inc. | 10/10 |
| RTX RTX Corporation | 10/10 |
| BE Bloom Energy Corporation | 10/10 |
| TDG TransDigm Group | 10/10 |
| LHX L3Harris | 10/10 |
| CSX CSX Corporation | 9/10 |
| GE GE Aerospace | 9/10 |
| JBHT J.B. Hunt | 9/10 |
| WAB Wabtec | 9/10 |
| UAL United Airlines Holdings | 9/10 |
| VRT Vertiv Holdings Co | 9/10 |
| GWW W. W. Grainger | 9/10 |
| URI United Rentals | 9/10 |
| HUBB Hubbell Incorporated | 9/10 |
| CTAS Cintas | 9/10 |
| EXPD Expeditors International | 9/10 |
| ROK Rockwell Automation | 9/10 |
| SPCX Space Exploration Technologies Corp. | 9/10 |
| NDSN Nordson Corporation | 9/10 |
| JCI Johnson Controls | 9/10 |
| PH Parker Hannifin | 9/10 |
| HON Honeywell International Inc. | 8/10 |
| MMM 3M Company | 8/10 |
| J Jacobs Solutions | 8/10 |
| EMR Emerson Electric | 8/10 |
| AVY Avery Dennison | 8/10 |
| HII Huntington Ingalls Industries | 8/10 |
| ALLE Allegion | 8/10 |
| ETN Eaton Corporation | 8/10 |
| ROP Roper Technologies | 8/10 |
| UNP Union Pacific Corporation | 8/10 |
| TRI Thomson Reuters Corporation | 8/10 |
| RKLB Rocket Lab USA, Inc. | 8/10 |
| IR Ingersoll Rand | 8/10 |
| GNRC Generac | 8/10 |
| GD General Dynamics | 8/10 |
| IEX IDEX Corporation | 8/10 |
| ODFL Old Dominion Freight Line | 8/10 |
| SWK Stanley Black & Decker | 8/10 |
| AME Ametek | 8/10 |
| NOC Northrop Grumman | 7/10 |
| EFX Equifax | 7/10 |
| TT Trane Technologies | 7/10 |
| FDX FedEx | 7/10 |
| DOV Dover Corporation | 7/10 |
| LMT Lockheed Martin | 7/10 |
| LUV Southwest Airlines | 7/10 |
| UPS United Parcel Service | 7/10 |
| RSG Republic Services | 7/10 |
| FAST Fastenal | 7/10 |
| ITW Illinois Tool Works | 7/10 |
| CARR Carrier Global | 7/10 |
| ADP ADP | 7/10 |
| PAYX Paychex | 7/10 |
| XYL Xylem Inc. | 7/10 |
| VLTO Veralto | 7/10 |
| CHRW C.H. Robinson | 7/10 |
| CMI Cummins | 7/10 |
| DAL Delta Air Lines | 7/10 |
| VRSK Verisk | 6/10 |
| DE Deere & Company | 6/10 |
| NSC Norfolk Southern Railway | 6/10 |
| BA The Boeing Company | 6/10 |
| GPN Global Payments | 6/10 |
| MAS Masco | 6/10 |
| SNA Snap-on | 6/10 |
| PCAR Paccar | 5/10 |
| POOL Pool Corporation | 5/10 |
| WM Waste Management | 5/10 |
| LUNR Intuitive Machines, Inc. | 5/10 |
| ACHR Archer Aviation Inc. | 5/10 |
| TXT Textron | 4/10 |
| OTIS Otis Worldwide | 3/10 |
| LII Lennox International | 3/10 |
| SMR NuScale Power Corporation | 2/10 |
| AOS A. O. Smith | 2/10 |
| BLDR Builders FirstSource | 1/10 |
| PNR Pentair | 1/10 |
Awaiting this quarter
% 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.