undamentalytics Newsletter

Construction Machinery & Heavy Transportation Equipment stocks

25 US-listed companies in construction machinery & heavy transportation equipment, with $181.1bn of combined revenue in their latest fiscal years. Caterpillar Inc. is the largest ($67.6bn). The fastest grower with at least $100m of revenue in both years is Aebi Schmidt Holding AG, up 40.6%. The median company grew 1.7% with a net margin of 7.4%.

Companies25
Combined revenue$181.1bn
Median revenue growth1.7%
Median net margin7.4%
Median return on equity12.1%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Caterpillar Inc.CAT $67.6bn 4.3% 13.1% 43.5% 2025
2 CumminsCMI $33.7bn −1.3% 8.4% 25.1% 2025
3 PaccarPCAR $28.4bn −15.5% 8.4% 12.9% 2025
4 WabtecWAB $11.2bn 7.5% 10.5% 11.0% 2025
5 Oshkosh CorpOSK $10.4bn −2.9% 6.2% 14.9% 2025
6 Terex CorpTEX $5.4bn 5.7% 4.1% 11.3% 2025
7 Hyster-yale, Inc.HY $3.8bn −12.5% −1.6% −12.7% 2025
8 Allison Transmission Holdings IncALSN $3.0bn −6.7% 20.7% 35.4% 2025
9 Greenbrier Companies IncGBX $2.5bn −24.0% 3.2% 5.1% 2026
10 Manitowoc Co IncMTW $2.2bn 2.9% 0.3% 1.1% 2025
11 Federal Signal CorpFSS $2.2bn 17.1% 11.3% 19.2% 2025
12 Trinity Industries IncTRN $2.2bn −30.0% 11.7% 23.7% 2025
13 Wabash National CorpWNC $1.5bn −20.8% 13.7% 76.0% 2025
14 Aebi Schmidt Holding AGAEBI $1.5bn 40.6% 0.6% 1.7% 2025
15 Blue Bird CorpBLBD $1.5bn 9.9% 8.6% 61.6% 2025
16 Astec Industries IncASTE $1.4bn 8.1% 2.8% 5.9% 2025
17 Miller Industries IncMLR $790m −37.2% 2.9% 5.6% 2025
18 Douglas Dynamics, IncPLOW $656m 15.4% 7.1% 17.2% 2025
19 Foster L B CoFSTR $540m 1.7% 1.4% 4.3% 2025
20 Freightcar America, Inc.RAIL $501m −10.4% 7.4% — 2025
21 Gencor Industries IncGENC $115m 2.0% 13.6% 7.7% 2025
22 Tungray Technologies IncTRSG $16m 22.0% −1.1% −1.0% 2025
23 Scage FutureSCAG $11m 82.0% −116.4% — 2025
24 Hyliion Holdings Corp.HYLN $3m 130.3% −1645.7% −26.2% 2025
25 Rail Vision Ltd.RVSN $1m 14.4% −746.5% −58.4% 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other industrials industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.