What are the best industrials stocks to buy?

Based on AI conviction analysis, the top industrials stocks are TDG, LNN, AOS. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How many industrials stocks does Convex analyze?

Convex currently analyzes 87 industrials stocks using an 8-step conviction framework with fair value estimates, quality grades, and scenario modeling.

How are industrials stocks rated?

Each stock receives a conviction score (1-10), quality grade (A-F), and rating (Strong Buy to Avoid) based on fundamental analysis including DCF valuation, earnings quality, and risk-reward asymmetry.

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Industrials Stocks: Analysis & Rankings

87 industrials stocks analyzed with fair value and Convex Scores.

Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality	Industry
TDG	TransDigm Group Incorporated	Score B	10/10	$1,465	+19.8%	B	Aerospace & Defense	View
LNN	Lindsay Corporation	Score B	10/10	$115	-0.2%	B	Farm & Heavy Construction Machinery	View
AOS	A. O. Smith Corporation	Score B	10/10	$70	+11.4%	A	Specialty Industrial Machinery	View
DAL	Delta Air Lines, Inc.	Score A	10/10	$104	+17.0%	C	Airlines	View
ALLE	Allegion plc	Score A+	10/10	$217	+30.8%	A	Security & Protection Services	View
EXPD	Expeditors International of Washington, Inc.	Score B	10/10	$204	+13.9%	A	Integrated Freight & Logistics	View
MMM	3M Company	Score A	10/10	$188	+3.3%	B	Conglomerates	View
AME	AMETEK, Inc.	Score A	10/10	$229	-9.4%	A	Specialty Industrial Machinery	View
EMR	Emerson Electric Co.	Score A	10/10	$208	+31.4%	B	Specialty Industrial Machinery	View
CMI	Cummins Inc.	Score A	10/10	$735	+15.8%	B	Specialty Industrial Machinery	View
TXT	Textron Inc.	Score A	10/10	$161	+80.0%	B	Aerospace & Defense	View
CARR	Carrier Global Corporation	Score A	10/10	$88	+38.7%	C	Building Products & Equipment	View
JBHT	J.B. Hunt Transport Services, Inc.	Score A	10/10	$349	+30.0%	C	Integrated Freight & Logistics	View
EBF	Ennis, Inc.	Score A	10/10	$28	+25.1%	B	Business Equipment & Supplies	View
CHRW	C.H. Robinson Worldwide, Inc.	Score B	10/10	$162	+9.5%	A	Integrated Freight & Logistics	View
CPRT	Copart, Inc.	Score B	10/10	$30	+0.4%	A	Specialty Business Services	View
OTIS	Otis Worldwide Corporation	Score A	10/10	$95	+30.0%	A	Specialty Industrial Machinery	View
DOV	Dover Corporation	Score A	10/10	$216	+2.7%	B	Specialty Industrial Machinery	View
EFX	Equifax Inc.	Score B	10/10	$244	+33.7%	C	Consulting Services	View
GD	General Dynamics Corporation	Score A+	10/10	$570	+43.9%	A	Aerospace & Defense	View
GNRC	Generac Holdings Inc.	Score A	10/10	$215	+4.3%	C	Specialty Industrial Machinery	View
FDX	FedEx Corporation	Score A	10/10	$414	+30.0%	C	Integrated Freight & Logistics	View
IR	Ingersoll Rand Inc.	Score A	10/10	$106	+22.4%	C	Specialty Industrial Machinery	View
GWW	W.W. Grainger, Inc.	Score A	10/10	$1,295	-0.2%	A	Industrial Distribution	View
RSG	Republic Services, Inc.	Score B	10/10	$281	+31.1%	B	Waste Management	View
HWM	Howmet Aerospace Inc.	Score B	10/10	$187	-34.2%	A	Aerospace & Defense	View
IEX	IDEX Corporation	Score A	10/10	$234	+0.1%	B	Specialty Industrial Machinery	View
ROK	Rockwell Automation, Inc.	Score B	10/10	$303	-30.4%	A	Specialty Industrial Machinery	View
ITW	Illinois Tool Works Inc.	Score A+	10/10	$353	+19.7%	A	Specialty Industrial Machinery	View
J	Jacobs Solutions Inc.	Score A	10/10	$221	+50.2%	C	Engineering & Construction	View
LMT	Lockheed Martin Corporation	Score A+	10/10	$749	+24.2%	A	Aerospace & Defense	View
IT	Gartner, Inc.	Score A+	10/10	$311	+60.9%	A	Information Technology Services	View
ODFL	Old Dominion Freight Line, Inc.	Score B	10/10	$148	-30.4%	A	Trucking	View
ROL	Rollins, Inc.	Score A	10/10	$49	+30.6%	A	Personal Services	View
POOL	Pool Corporation	Score A	10/10	$257	+28.7%	A	Industrial Distribution	View
PCAR	PACCAR Inc	Score A	10/10	$162	+23.3%	B	Farm & Heavy Construction Machinery	View
PH	Parker-Hannifin Corporation	Score B	10/10	$797	-25.8%	A	Specialty Industrial Machinery	View
RTX	RTX Corporation	Score A	10/10	$290	+29.3%	C	Aerospace & Defense	View
PNR	Pentair plc	Score A	10/10	$87	+30.0%	A	Specialty Industrial Machinery	View
SNA	Snap-on Incorporated	Score A+	10/10	$483	+17.5%	A	Tools & Accessories	View
WM	Waste Management, Inc.	Score A	10/10	$373	+64.4%	B	Waste Management	View
URI	United Rentals, Inc.	Score A	10/10	$1,735	+52.5%	B	Rental & Leasing Services	View
TT	Trane Technologies plc	Score A	10/10	$489	+2.5%	A	Building Products & Equipment	View
UPS	United Parcel Service, Inc.	Score A	10/10	$136	+30.0%	B	Integrated Freight & Logistics	View
WAB	Westinghouse Air Brake Technologies Corporation	Score A	10/10	$380	+29.2%	C	Railroads	View
VLTO	Veralto Corporation	Score A+	10/10	$121	+24.4%	A	Pollution & Treatment Controls	View
NOC	Northrop Grumman Corporation	Score B	10/10	$716	+23.8%	B	Aerospace & Defense	View
CW	Curtiss-Wright Corporation	Score A	10/10	$607	-12.6%	A	Aerospace & Defense	View
HEI	HEICO Corporation	Score C	10/10	$290	-20.3%	A	Aerospace & Defense	View
FLYW	Flywire Corp	Score A	10/10	$29	+69.3%	B	Software - Infrastructure	View
HON	Honeywell International Inc.	Score A	10/10	$258	+6.2%	C	Conglomerates	View
CTAS	Cintas Corporation	Score A	9/10	$190	-6.4%	A	Specialty Business Services	View
ETN	Eaton Corporation plc	Score A	9/10	$420	-5.6%	B	Specialty Industrial Machinery	View
GE	GE Aerospace	Score B	9/10	$238	-35.2%	B	Aerospace & Defense	View
HUBB	Hubbell Incorporated	Score A	9/10	$476	-5.8%	B	Electrical Equipment & Parts	View
NDSN	Nordson Corporation	Score B	9/10	$309	+0.2%	B	Specialty Industrial Machinery	View
NSC	Norfolk Southern Corporation	Score A	9/10	$364	+9.0%	C	Railroads	View
UNP	Union Pacific Corporation	Score A	9/10	$327	+12.0%	B	Railroads	View
BWXT	BWX Technologies, Inc.	Score B	9/10	$187	+11.0%	B	Aerospace & Defense	View
FAST	Fastenal Company	Score B	8/10	$35	-33.2%	A	Industrial Distribution	View
HONAV	Honeywell Aerospace Inc. Common Stock When Issued	Score A	8/10	$279	+26.5%	B	Aerospace & Defense	View
LHX	L3Harris Technologies, Inc.	Score B	8/10	$457	+59.3%	D	Aerospace & Defense	View
PAGS	PagSeguro Digital Ltd.	Score B	8/10	$14	+50.0%	D	Software - Infrastructure	View
DE	Deere & Company	Score A	7/10	$524	-13.9%	C	Farm & Heavy Construction Machinery	View
CSX	CSX Corporation	Score A	7/10	$42	-17.2%	C	Railroads	View
PWR	Quanta Services, Inc.	Score C	7/10	$515	-22.1%	C	Engineering & Construction	View
UAL	United Airlines Holdings, Inc.	Score B	7/10	$171	+38.1%	D	Airlines	View
CAT	Caterpillar Inc.	Score A	7/10	$810	-3.2%	B	Farm & Heavy Construction Machinery	View
AVAV	AeroVironment, Inc.	Score B (Speculative)	6/10	$391	+107.0%	B	Aerospace & Defense	View
SWK	Stanley Black & Decker, Inc.	Score B	6/10	$73	-29.2%	D	Tools & Accessories	View
SPCX	Space Exploration Technologies Corp.	Score A (Speculative)	6/10	$195	+40.5%	B	Aerospace & Defense	View
HONA	Honeywell Aerospace Inc	Score A	6/10	$394	+133.8%	C	Aerospace & Defense	View
SYM	Symbotic Inc.	Score B	6/10	$59	+45.9%	D	Specialty Industrial Machinery	View
LUV	Southwest Airlines Co.	Score D	5/10	$64	+41.8%	F	Airlines	View
SKYX	SKYX Platforms Corp.	Score B (Speculative)	5/10	$2	+64.8%	F	Electrical Equipment & Parts	View
AXON	Axon Enterprise, Inc.	Score B	5/10	$287	-49.7%	B	Aerospace & Defense	View
AAL	American Airlines Group Inc.	Score D	4/10	$20	+30.0%	F	Airlines	View
XYL	Xylem Inc.	Score B	4/10	$102	-15.7%	C	Specialty Industrial Machinery	View
NNE	Nano Nuclear Energy Inc.	Score B (Speculative)	4/10	$25	+36.2%	D	Specialty Industrial Machinery	View
ALK	Alaska Air Group, Inc.	Score B	4/10	$71	+50.0%	D	Airlines	View
BA	The Boeing Company	Score D	3/10	$236	+1.2%	D	Aerospace & Defense	View
RR	Richtech Robotics Inc. Class B Common Stock	Score B (Speculative)	3/10	$6	+250.9%	C	Specialty Industrial Machinery	View
RFIL	RF Industries, Ltd.	Score D	2/10	$4	-69.6%	D	Electrical Equipment & Parts	View
RKLB	Rocket Lab USA, Inc.	Score D (Speculative)	2/10	$66	-17.4%	B	Aerospace & Defense	View
ADUR	Aduro Clean Technologies Inc.	Score D (Speculative)	2/10	$27	+73.5%	F	Pollution & Treatment Controls	View
KTOS	Kratos Defense & Security Solutions, Inc.	Score D	0/10	$33	-46.4%	D	Aerospace & Defense	View
ACT.TO	Aduro Clean Technologies Inc.	HIGH RISK	0/10	—	—	F	Pollution & Treatment Controls	View

Industrials Stocks: Analysis & Rankings

Industry Breakdown

Aerospace & Defense

Specialty Industrial Machinery

Airlines

Integrated Freight & Logistics

Farm & Heavy Construction Machinery

Railroads

Industrial Distribution

Pollution & Treatment Controls

Electrical Equipment & Parts

Conglomerates

Building Products & Equipment

Specialty Business Services

Waste Management

Engineering & Construction

Tools & Accessories

Software - Infrastructure

Security & Protection Services

Business Equipment & Supplies

Consulting Services

Information Technology Services

Trucking

Personal Services

Rental & Leasing Services