Industrials
61 names scored on v5.0 · vintage 2026-08-15 · data as of 2026-10-04.
Cohort
61 tickers
Industrials: 35 Universe + 26 Watchlist, 2026-08-15 vintage (6-of-8 OR trailing run ≥4; watchlist one vintage short)
Scoring
v5.0
v4.0 absolute bands, unchanged, plus the §5.1 CV compounder-waiver. Scores are independent of cohort size.
Top Quality
2
FIX 91.1 and STRL 81.0. Tier cuts 78 / 64 / 48.
Gated
22 of 61
CV>1.00 unless waived · sign change ≥1 · >300% ≥2 · TTM/Peak<85 — no name waived
| # | Ticker | Final | Tier | EPS, 8 quarters | CV | Gap % | Slope | Persistence | Latest | Basis | Gate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FIX | 91.1 | Top Quality | 0.33 | 22.1 | 16.91 | XX.XXXXX · U | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 2 | STRL | 81.0 | Top Quality | 0.56 | 29.4 | 15.60 | XX.XXXXX · U | Q2 FY26 | Adj · RECAST, GAAP-PAIR-YOY | — | |
| 3 | IESC | 77.2 | Strong | 0.28 | 0.9 | 11.53 | XX.XXXXX · U | Q3 FY26 | Adj · SPLIT-ADJ-PENDING, RECAST | — | |
| 4 | AIR | 77.0 | Strong | 0.31 | 5.2 | 7.16 | ...XXXXX · U | Q1 FY27 | Adj | — | |
| 5 | VRT | 76.4 | Strong | 0.27 | 1.3 | 9.57 | XX.XXXXX · U | Q2 FY26 | Adj | — | |
| 6 | HWM | 75.4 | Strong | 0.15 | -1.7 | 9.01 | XXXXXXXX · U | Q2 FY26 | Adj | — | |
| 7 | WAB | 74.2 | Strong | 0.25 | 2.1 | 5.25 | XX...XXX · W | Q2 FY26 | Adj | — | |
| 8 | NVT | 73.1 | Strong | 0.75 | 24.3 | 12.05 | ...XXXXX · U | Q2 FY26 | Adj | — | |
| 9 | RBC | 72.5 | Strong | 0.44 | 8.0 | 7.31 | XXXXXXX. · U | Q1 FY27 | Adj | — | |
| 10 | ESE | 70.4 | Strong | 0.48 | 7.8 | 6.87 | ..XXXXXX · U | Q3 FY26 | Adj · RECAST | — | |
| 11 | DY | 69.7 | Strong | 0.75 | 16.0 | 12.00 | X..XXXX. · W | Q2 FY27 | Adj · RECAST, GAAP-PAIR-YOY | — | |
| 12 | HEI | 69.5 | Strong | 0.32 | -1.6 | 7.04 | X..XXX.X · W | Q3 FY26 | GAAP · GAAP-ONLY | — | |
| 13 | ZWS | 68.0 | Strong | 0.38 | 1.7 | 5.33 | XX.XXX.. · W | Q2 FY26 | Adj | — | |
| 14 | PH | 67.3 | Strong | 0.46 | 5.3 | 5.00 | XX..XX.X · W | Q4 FY26 | Adj | — | |
| 15 | JCI | 67.0 | Strong | 0.47 | 4.2 | 6.07 | XXXXXXXX · U | Q3 FY26 | Adj · RECAST | — | |
| 16 | ATI | 66.1 | Strong | 0.65 | 8.8 | 8.61 | ..XXXXXX · U | Q2 FY26 | Adj | — | |
| 17 | ITT | 66.0 | Strong | 0.53 | 7.0 | 5.10 | XX.XXXXX · U | Q2 FY26 | Adj · RECAST | — | |
| 18 | APG | 65.8 | Strong | 0.45 | 4.5 | 3.87 | ..XXXXX. · W | Q2 FY26 | Adj · SPLIT-ADJ | — | |
| 19 | WWD | 64.5 | Strong | 0.94 | 21.0 | 8.82 | ..XXXXX. · W | Q3 FY26 | Adj · GAAP-PAIR-YOY | — | |
| 20 | MOG-A | 62.9 | Moderate | 0.90 | 16.1 | 8.20 | X....XXX · W | Q3 FY26 | Adj · RECAST | — | |
| 21 | WTS | 62.4 | Moderate | 0.72 | 7.8 | 7.37 | ..XXXXXX · U | Q2 FY26 | Adj | — | |
| 22 | VSEC | 60.6 | Moderate | 0.80 | 3.5 | 13.78 | XXXXXX.X · U | Q2 FY26 | Adj · REMOVAL-CANDIDATE, RECAST | — | |
| 23 | RTX | 60.6 | Moderate | 0.46 | 0.5 | 3.43 | ..XXXX.X · W | Q2 FY26 | Adj | — | |
| 24 | VMI | 60.3 | Moderate | 0.81 | 10.3 | 6.02 | XX.XXXX. · U | Q2 FY26 | Adj | — | |
| 25 | PWR | 60.2 | Moderate | 0.55 | 1.0 | 5.85 | XXXXXXXX · U | Q2 FY26 | Adj | — | |
| 26 | NPO | 58.7 | Moderate | 0.59 | 1.9 | 5.04 | XXXXXXXX · U | Q2 FY26 | Adj | — | |
| 27 | ETN | 58.0 | Moderate | 0.43 | -1.4 | 1.62 | X..X.XXX · W | Q2 FY26 | Adj | — | |
| 28 | CRS | 56.1 | Moderate | 0.45 | -11.9 | 9.20 | XXXXXXXX · U | Q4 FY26 | Adj | — | |
| 29 | CW | 54.9 | Moderate | 0.54 | -1.9 | 3.35 | XXXXXXX. · U | Q2 FY26 | Adj | — | |
| 30 | EME | 54.3 | Moderate | 0.46 | -8.7 | 5.41 | XX.XXXX. · U | Q2 FY26 | Adj · GAAP-PAIR-YOY | — | |
| 31 | BWXT | 52.1 | Moderate | 0.70 | 0.4 | 3.80 | X..XXXX. · W | Q2 FY26 | Adj | — | |
| 32 | AZZ | 50.4 | Moderate | 0.70 | -1.0 | 3.64 | XXXXXXXX · U | Q1 FY27 | Adj | — | |
| 33 | MLI | 50.2 | Moderate | 0.71 | -4.2 | 6.77 | XX.XXXXX · U | Q2 FY26 | GAAP · GAAP-ONLY, SPLIT-ADJ | — | |
| 34 | MYRG | 50.0 | Flagged | 1.11 | 22.6 | 19.03 | ...XXXXX · U | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 35 | ACA | 50.0 | Flagged | 1.47 | 20.0 | 6.71 | XX...XXX · W | Q2 FY26 | Adj · RECAST | — | |
| 36 | CECO | 48.2 | Flagged | 2.00 | 9.2 | 13.49 | X..XXXX. · W | Q2 FY26 | Adj · RECAST | — | |
| 37 | XPO | 48.0 | Flagged | 1.53 | 11.4 | 6.65 | XX...XXX · W | Q2 FY26 | Adj | — | |
| 38 | SXI | 47.7 | Weak | 0.89 | 1.8 | 3.35 | XX.XXXXX · U | Q4 FY26 | Adj · RECAST | — | |
| 39 | GE | 44.6 | Weak | 0.63 | -15.5 | 6.76 | XXXXXX.X · U | Q2 FY26 | Adj · SPLIT-ADJ | — | |
| 40 | CAT | 44.3 | Flagged | 5.15 | 17.8 | 5.74 | X..XXXXX · U | Q2 FY26 | Adj | — | |
| 41 | WCC | 43.6 | Flagged | 1.61 | 10.5 | 4.17 | XX.XXXXX · U | Q2 FY26 | Adj | — | |
| 42 | GWW | 42.8 | Flagged | 1.04 | 0.9 | 2.72 | X....XXX · W | Q2 FY26 | Adj · GAAP-PAIR-YOY | — | |
| 43 | R | 41.3 | Weak | 0.85 | -1.8 | 0.41 | XX.X.XXX · U | Q2 FY26 | Adj | — | |
| 44 | GRC | 40.9 | Weak | 0.75 | -16.1 | 6.71 | .....XXX · W | Q2 FY26 | GAAP · GAAP-ONLY, ADJ-DROPPED | — | |
| 45 | ENS | 39.3 | Flagged | 1.06 | -4.1 | 4.57 | .....XXX · W | Q1 FY27 | Adj · RECAST | — | |
| 46 | CLH | 39.1 | Flagged | 2.93 | 9.9 | 4.55 | X....XXX · W | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 47 | BE | 35.5 | Flagged | 1.06 | -324.5 | 27.46 | XX.XXXXX · U | Q2 FY26 | Adj | — | |
| 48 | AGX | 35.2 | Weak | 0.88 | -77.3 | 10.31 | XXXXXXXX · U | Q2 FY27 | GAAP · GAAP-ONLY | — | |
| 49 | KEX | 32.4 | Flagged | 1.80 | -1.3 | 4.58 | .....XXX · W | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 50 | ATRO | 30.8 | Flagged | 1.14 | -170.1 | 11.95 | ....XXXX · U | Q2 FY26 | Adj · RECAST, SPLIT-ADJ | — | |
| 51 | MTZ | 30.7 | Flagged | 0.94 | -61.8 | 6.60 | .XXXXXXX · U | Q2 FY26 | Adj · RECAST | — | |
| 52 | POWL | 30.2 | Weak | 0.97 | -16.2 | 2.18 | XX.XXXXX · U | Q3 FY26 | GAAP · GAAP-ONLY, SPLIT-ADJ | — | |
| 53 | DCO | 29.8 | Flagged | 1.50 | -8.0 | 5.40 | .....XXX · W | Q2 FY26 | Adj · RECAST | — | |
| 54 | GFF | 29.7 | Flagged | 1.19 | -5.7 | -0.06 | XX...XXX · W | Q3 FY26 | Adj · RECAST | — | |
| 55 | DXPE | 26.8 | Flagged | 1.04 | -22.0 | 1.70 | .X.X.XXX · W | Q2 FY26 | Adj · GAAP-PAIR-YOY | — | |
| 56 | FTAI | 25.9 | Flagged | 1.11 | -55.0 | 5.51 | XX.X.XX. · W | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 57 | TPC | 25.0 | Flagged | 1.94 | — | 34.76 | ..XXXXXX · U | Q2 FY26 | Adj · RECAST, GAAP-PAIR-YOY | — | |
| 58 | CMI | 12.9 | Flagged | 3.80 | -22.2 | 1.61 | XX.XXXXX · U | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 59 | MATX | 11.9 | Flagged | 1.36 | -37.4 | -4.00 | XX...XXX · W | Q2 FY26 | GAAP · GAAP-ONLY | — | |
| 60 | GVA | 8.7 | Flagged | 2.38 | -317.3 | 0.70 | XX.X.XX. · W | Q2 FY26 | Adj | — | |
| 61 | PRIM | 2.2 | Flagged | 4.44 | -49.1 | -13.62 | XX.XXX.. · W | Q2 FY26 | Adj | — |
EPS is adjusted diluted EPS from the company's release, GAAP where it publishes no adjusted figure. The sparkline runs oldest to newest. Persistence is the All Stars vintage pattern over eight quarters (U universe, W watchlist). Tier cuts 78 / 64 / 48; a gated name is capped at 50.
Observations
- The roster is every Industrials name the universe rule admits. 35 qualify outright and 26 are on the watchlist, one vintage short. 28 names are new to the cohort: WAB, DY, HEI, ZWS, PH, APG, WWD, MOG-A, RTX, ETN, BWXT, MLI, ACA, CECO, XPO, GWW, GRC, ENS, CLH, KEX, ATRO, DCO, GFF, DXPE, FTAI, MATX, GVA, PRIM. 3 roster name(s) could not be scored and are listed in the forensic table: RKLB, ATROB, ROAD.
- Scores for carried names are unchanged unless a quarter was rolled or the waiver applies. v5.0 does not touch a band knot, weight or tier cut; rank correlation with the v4.0 file on the 33 carried names is +0.974.
- The §5.1 waiver lifts no name in this cohort.
- 2 names were rolled forward a quarter. AIR 74.4 → 77.0; AGX 35.5 → 35.2.
- 12 name(s) are scored on GAAP EPS because the company publishes no adjusted figure: FIX, HEI, MLI, MYRG, GRC, CLH, AGX, KEX, POWL, FTAI, CMI, MATX. A one-time charge stays in a GAAP series and can only make it look less consistent, never more — so a high score on a GAAP-ONLY name was earned on the harder basis, and a low one is a prompt to check the window for a one-time item.
- Every new figure is tied to two company documents. A rolled quarter must sit beside the stored prior-year comparator in its release; each quarter of an added name must reappear as the year-ago (or prior-quarter) figure in a later release.