How are cyclical stocks doing?
Industrial and smaller companies whose fortunes rise and fall with the economy. Here is how they have done as a group against the S&P 500, and which of them are leading and lagging.
Updated Oct 9, 2026
38
Lagging
Cyclical stocks are up 11% over the past year as an equal-weighted group, against +16% for the S&P 500. 50 of 133 beat the index. Avnet (AVT) leads at +92% and Graphic Packaging (GPK) trails at −56%. Over the past month the group is −2%, against +3% for the S&P.
+11% in a year133 stocksBest: AVT +92%
Past year
Past monthThe group, equal-weighted−2%S&P 500 +3%; 31 of 133 stocks beat it
Past 3 monthsThe group, equal-weighted−5%S&P 500 +4%; 33 of 133 stocks beat it
This yearThe group, equal-weighted+10%S&P 500 +14%; 46 of 133 stocks beat it
Past yearThe group, equal-weighted+11%S&P 500 +16%; 50 of 133 stocks beat it
The past year
The group against the S&P 500, each set to $100 a year ago. Select a stock in the table to chart it against the group.
Cyclical stocks against the S&P 500
$100 a year ago. The group +11%, the S&P 500 +16%.
The groupS&P 500
All 133 cyclical stocks
Sorted by the past year’s return. Select a row to chart the stock against the group, or its ticker to open its page. Select a column to sort.
| Stock | P3 | 1M | 3M | YTD | 1Y | Type |
|---|---|---|---|---|---|---|
| AVT Avnet | 41Middling | +6.9% | +17% | +107% | +92% | Speculative Pop |
| ARW Arrow Electronics | 48Middling | +6.8% | +13% | +107% | +89% | Hot Hand |
| LFUS Littelfuse | 46Middling | +3.2% | +5% | +69% | +65% | Hot Hand |
| WCC Wesco International | 59Middling | +6.3% | +11% | +49% | +63% | Faith Trade |
| EXPD Expeditors International | 53Middling | +2.1% | +10% | +30% | +60% | Faith Trade |
| CAT Caterpillar | 74Strong | −0.6% | −14% | +40% | +59% | Bellwether |
| JBHT J.B. Hunt | 50Middling | −14.4% | −19% | +18% | +56% | Churning Winner |
| TKR Timken | 56Middling | −1.7% | −16% | +38% | +53% | Exhausted Rally |
| FDX FedEx | 59Middling | −6.4% | −7% | +25% | +51% | Rolling Over |
| GM General Motors | 31Weak | −3.9% | +8% | +2% | +47% | Faith Trade |
| MSM MSC Industrial Direct | 32Weak | +8.2% | +4% | +54% | +45% | Speculative Pop |
| ASH Ashland Global | 30Weak | −0.2% | +7% | +20% | +45% | Hot Hand |
| BWA BorgWarner | 65Middling | −6.7% | −4% | +36% | +43% | Churning Winner |
| WAB Wabtec | 66Middling | +1.8% | +9% | +34% | +43% | Hot Hand |
| KNX Knight-Swift | 64Middling | −6.6% | −13% | +23% | +41% | Distribution Top |
| NDSN Nordson | 83Strong | +6.7% | +15% | +36% | +40% | Bellwether |
| IEX IDEX | 58Middling | +5.8% | +6% | +32% | +40% | Faith Trade |
| ESI Element Solutions | 49Middling | +6.3% | −8% | +45% | +38% | Exhausted Rally |
| IFF International Flavors & Fragrances | 44Middling | +0.6% | +13% | +25% | +38% | Speculative Pop |
| FLS Flowserve | 31Weak | −0.8% | +6% | +4% | +38% | Hot Hand |
| AME Ametek | 65Middling | +6.1% | +7% | +21% | +36% | Bellwether |
| SNDR Schneider National | 62Middling | −7.4% | −14% | +19% | +36% | Churning Winner |
| CGNX Cognex | 38Middling | +2.0% | −2% | +75% | +35% | Churning Winner |
| DE Deere & | 22Weak | −8.4% | +6% | +33% | +35% | Speculative Pop |
| ST Sensata Technologies | 46Middling | +0.2% | −5% | +27% | +34% | Churning Winner |
| XPO XPO | 52Middling | +0.6% | −12% | +35% | +33% | Churning Winner |
| GWW W. W. Grainger | 29Weak | +1.4% | −7% | +28% | +33% | Exhausted Rally |
| ALSN Allison Transmission | 29Weak | −13.9% | −5% | +12% | +33% | Exhausted Rally |
| RBC RBC Bearings | 34Middling | +5.4% | −14% | +12% | +32% | Churning Winner |
| DD DuPont | 19Weak | +2.1% | −2% | +8% | +32% | Exhausted Rally |
| AIT Applied Industrial Technologies | 34Middling | +5.3% | +2% | +31% | +31% | Speculative Pop |
| CSX CSX | 40Middling | −3.6% | −5% | +30% | +31% | Exhausted Rally |
| LSTR Landstar | 38Middling | −2.6% | −21% | +18% | +29% | Rolling Over |
| PH Parker Hannifin | 43Middling | +3.0% | +1% | +10% | +28% | Hot Hand |
| R Ryder | 16Weak | −1.3% | −10% | +25% | +27% | Exhausted Rally |
| ZBRA Zebra Technologies | 22Weak | +12.5% | +45% | +59% | +26% | Speculative Pop |
| ODFL Old Dominion | 34Middling | +0.8% | −22% | +16% | +26% | Exhausted Rally |
| TTC Toro | 18Weak | +3.3% | +3% | +22% | +24% | Speculative Pop |
| ROK Rockwell Automation | 59Middling | +2.7% | −6% | +11% | +24% | Hot Hand |
| HAS Hasbro | 57Middling | +3.5% | +17% | +14% | +23% | Hot Hand |
| EMR Emerson Electric | 56Middling | +9.1% | +20% | +22% | +22% | Hot Hand |
| MLI Mueller Industries | 30Weak | +0.9% | +8% | +6% | +21% | Hot Hand |
| UNP Union Pacific | 38Middling | −2.6% | −4% | +20% | +20% | Exhausted Rally |
| BALL Ball | 64Middling | −2.1% | −5% | +10% | +20% | Churning Winner |
| CMI Cummins | 37Middling | −4.8% | −21% | +3% | +20% | Churning Winner |
| KMX CarMax | 55Middling | −13.1% | −4% | +36% | +19% | Faith Trade |
| AXTA Axalta | 28Weak | −4.1% | +2% | +1% | +19% | Exhausted Rally |
| CCK Crown | 43Middling | −4.1% | −1% | +5% | +18% | Exhausted Rally |
| LEA Lear | 54Middling | −7.7% | −13% | +3% | +17% | Churning Winner |
| PAG Penske Automotive | 35Middling | −9.4% | +2% | +24% | +16% | Speculative Pop |
| FTV Fortive | 12Weak | +5.0% | −8% | +4% | +15% | Exhausted Rally |
| DOV Dover | 40Middling | +0.8% | −12% | −3% | +15% | Churning Winner |
| VMI Valmont Industries | 19Weak | −1.9% | −13% | +16% | +14% | Exhausted Rally |
| CR Crane | 52Middling | +3.7% | −5% | +11% | +13% | Churning Winner |
| PCAR Paccar | 20Weak | −11.9% | −13% | −1% | +13% | Exhausted Rally |
| NWL Newell Brands | 72Strong | −3.9% | +10% | +52% | +12% | Bellwether |
| TT Trane Technologies | 18Weak | +8.4% | −1% | +23% | +12% | Speculative Pop |
| RRX Regal Rexnord | 37Middling | +5.4% | −21% | +18% | +12% | Churning Winner |
| ITT ITT | 33Weak | +2.6% | +4% | +16% | +12% | Speculative Pop |
| SON Sonoco | 53Middling | −1.1% | −11% | +10% | +12% | Hot Hand |
| UPS United Parcel Service | 26Weak | −5.4% | −16% | −5% | +10% | Rolling Over |
| PKG Packaging Corporation of America | 45Middling | −0.8% | +2% | +12% | +8% | Churning Winner |
| LECO Lincoln Electric | 50Middling | +4.0% | +4% | +9% | +8% | Speculative Pop |
| FAST Fastenal | 51Middling | +3.6% | +8% | +26% | +7% | Hot Hand |
| CNH CNH Industrial | 22Weak | −15.6% | +9% | +24% | +7% | Speculative Pop |
| NSC Norfolk Southern | 37Middling | −1.7% | −3% | +10% | +7% | Exhausted Rally |
| URI United Rentals | 41Middling | +6.8% | −3% | +31% | +6% | Faith Trade |
| SNA Snap-on | 31Weak | −3.9% | −10% | +5% | +6% | Rolling Over |
| CHRW C.H. Robinson | 52Middling | −6.6% | −28% | −11% | +6% | Rolling Over |
| APD Air Products | 45Middling | −4.2% | −7% | +14% | +5% | Show-Me Grower |
| ITW Illinois Tool Works | 36Middling | −0.4% | −3% | +7% | +5% | Falling Knife |
| HON Honeywell | 5Weak | +2.7% | −7% | +6% | +5% | Speculative Pop |
| AMCR Amcor | 28Weak | −3.0% | −2% | 0% | +5% | Churning Winner |
| DCI Donaldson | 28Weak | −1.4% | −3% | −2% | +5% | Speculative Pop |
| GTES Gates | 52Middling | +4.1% | +2% | +24% | +4% | Rolling Over |
| MSA MSA Safety | 53Middling | −0.3% | +7% | +13% | +4% | Turning Up |
| SAIA Saia | 27Weak | −2.7% | −22% | +3% | +4% | Rolling Over |
| F Ford Motor | 32Weak | −12.3% | −12% | −7% | +4% | Broken Year |
| AVY Avery Dennison | 51Middling | −0.6% | +5% | −8% | +4% | Show-Me Grower |
| UHAL U-Haul | 41Middling | −9.4% | −16% | +14% | +3% | Rolling Over |
| LIN Linde | 38Middling | +4.8% | −8% | +13% | +3% | Turning Up |
| MMM 3M | 22Weak | −1.8% | +1% | 0% | +3% | Speculative Pop |
| PPG PPG Industries | 53Middling | −1.0% | −9% | +1% | +2% | Turning Up |
| EMN Eastman Chemical | 17Weak | −8.3% | −7% | −2% | +1% | Sleepy Staple |
| HOG Harley-Davidson | 15Weak | −0.2% | +6% | +31% | 0% | Broken Year |
| ECL Ecolab | 45Middling | +3.8% | +4% | +7% | 0% | Show-Me Grower |
| CSL Carlisle Companies | 18Weak | −2.8% | −4% | 0% | −3% | Broken Year |
| IR Ingersoll Rand | 35Middling | +7.7% | 0% | −1% | −3% | Falling Knife |
| MIDD Middleby | 10Weak | +0.2% | −21% | −11% | −3% | Sleepy Staple |
| BC Brunswick | 31Weak | −12.0% | −20% | −17% | −3% | Broken Year |
| LAD Lithia Motors | 24Weak | −20.7% | −9% | −13% | −4% | Sleepy Staple |
| SW Smurfit Westrock | 67Strong | −2.2% | −4% | +7% | −5% | Wallflower |
| GPC Genuine Parts | 32Weak | −5.3% | +3% | +3% | −5% | Show-Me Grower |
| AGCO AGCO | 26Weak | −15.3% | −9% | −1% | −5% | Falling Knife |
| SHW Sherwin-Williams | 45Middling | +0.6% | −3% | −1% | −5% | Sleepy Staple |
| FERG Ferguson Enterprises | 10Weak | −0.4% | −6% | −1% | −6% | Falling Knife |
| GGG Graco | 43Middling | +2.9% | +6% | −5% | −6% | Sleepy Staple |
| CARR Carrier Global | 39Middling | −1.9% | −19% | +5% | −7% | Sleepy Staple |
| OSK Oshkosh | 31Weak | −15.3% | −14% | 0% | −7% | Broken Year |
| ATR AptarGroup | 27Weak | −2.2% | −4% | −1% | −9% | Broken Year |
| MAT Mattel | 15Weak | +20.9% | +21% | −16% | −9% | Falling Knife |
| IPGP IPG Photonics | 55Middling | −0.1% | −25% | +9% | −11% | Coiled Spring |
| WMS Advanced Drainage Systems | 25Weak | −1.1% | −15% | −13% | −11% | Turning Up |
| VVV Valvoline | 39Middling | +0.2% | −21% | +4% | −12% | Show-Me Grower |
| RPM RPM International | 39Middling | −1.6% | −5% | −6% | −14% | Sleepy Staple |
| TXT Textron | 41Middling | −6.4% | −17% | −15% | −14% | Show-Me Grower |
| GXO GXO Logistics | 34Middling | +2.5% | −5% | −12% | −15% | Show-Me Grower |
| AAON AAON | 46Middling | +12.6% | −23% | +13% | −16% | Wallflower |
| ALLE Allegion | 30Weak | −0.5% | +10% | −5% | −16% | Falling Knife |
| SMG Scotts Miracle-Gro | 36Middling | −11.2% | −22% | −15% | −16% | Sleepy Staple |
| AYI Acuity Brands | 32Weak | −5.7% | −8% | −17% | −17% | Turning Up |
| SLGN Silgan | 17Weak | −8.1% | −21% | −12% | −18% | Broken Year |
| AWI Armstrong World Industries | 28Weak | −0.5% | +4% | −15% | −18% | Turning Up |
| VNT Vontier | 22Weak | +3.1% | +10% | −13% | −19% | Broken Year |
| VMC Vulcan Materials | 46Middling | −2.4% | −16% | −14% | −20% | Wallflower |
| GNTX Gentex | 31Weak | −7.2% | −12% | −10% | −21% | Show-Me Grower |
| AOS A. O. Smith | 37Middling | −0.6% | −5% | −16% | −21% | Wallflower |
| CNM Core & Main | 30Weak | −1.2% | −10% | −22% | −22% | Sleepy Staple |
| WSC WillScot Mobile Mini | 45Middling | −8.6% | −35% | −9% | −24% | Wallflower |
| MLM Martin Marietta Materials | 35Middling | −4.8% | −16% | −23% | −25% | Wallflower |
| LKQ LKQ | 17Weak | −7.6% | −14% | −28% | −26% | Broken Year |
| CXT Crane NXT | 29Weak | +0.2% | 0% | +7% | −27% | Turning Up |
| AN AutoNation | 17Weak | −24.1% | −19% | −24% | −27% | Broken Year |
| OTIS Otis Worldwide | 31Weak | −2.9% | −10% | −24% | −28% | Show-Me Grower |
| WSO Watsco | 26Weak | −10.0% | −29% | −17% | −29% | Sleepy Staple |
| IP International Paper | 28Weak | −6.3% | −13% | −18% | −31% | Show-Me Grower |
| EXP Eagle Materials | 14Weak | −10.4% | −20% | −20% | −31% | Sleepy Staple |
| XYL Xylem | 28Weak | −3.6% | −15% | −25% | −31% | Wallflower |
| CRH CRH | 36Middling | −7.0% | −21% | −35% | −31% | Wallflower |
| LII Lennox International | 12Weak | −4.3% | −35% | −27% | −36% | Broken Year |
| THO Thor Industries | 15Weak | −11.3% | −11% | −38% | −39% | Broken Year |
| APTV Aptiv | 11Weak | −4.1% | −26% | −42% | −48% | Sleepy Staple |
| GPK Graphic Packaging | 10Weak | −11.1% | −20% | −45% | −56% | Sleepy Staple |
How to read this page
How it’s measured. A group of large US stocks whose prices have moved together over the past five years once the market’s own moves are taken out: the same groups as Stox’s co-movement clusters. The group is equal-weighted, so each company counts the same whatever its size, and returns are share-price changes from daily closes.
Sources. Daily prices from Financial Modeling Prep; scores and co-movement groups from Stox.
An equal-weighted group can read quite differently from a sector fund, which gives the biggest companies the most weight.
P3 is Stox’s combined score of market beat, staying power and business growth, from 0 to 100. Type is the stock’s Stox Atlas type. Both describe the past year, not what comes next.
Groups are built from how stocks trade rather than from industry labels, so a company can sit with stocks from another sector that move like it.
This page is information, not investment advice. About our data and methods ›
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