Industry · Industrials

Industrial Sector Leading Stock-Market Champions

Known for its robustness and pertinence in the global economy — from manufacturing and construction to defence and aerospace, this sector deserves careful attention.

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US$16tnMANUFACTURING OUTPUT

80%+TRADE BY SEA

500k+ROBOTS INSTALLED

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Sector overview · 1:38 min

Sector Thesis

Exploring the Potential of the Industrial Sector

Manufacturing, construction, defence, aerospace and more — a vital driver of global productivity. Three forces make the case.

Core Role in Economic Growth

Encompassing manufacturing, construction, defence and aerospace, the sector is a vital driver of global productivity. It contributed 18.2% of US GDP in 2021, and over a quarter of economic output in Germany and Japan — a key barometer of economic health.

18.2% of US GDP

Performance Patterns & Global Reach

Industrial stocks thrive in bull markets — the XLI rose 18% in 2019 — and rebound from downturns with infrastructure spending and supply-chain recovery. Growth is also accelerating in emerging markets like China, where industrial output rose 8.3% in 2022.

Rebounds with infrastructure spend

Future Trends & Investment Potential

From building cities to manufacturing essential machinery, the sector touches nearly every industry. Megatrends like urbanisation, Industry 4.0 and smart manufacturing position industrial companies for transformation, with diversification and dividend appeal.

Industry 4.0 & smart manufacturing

Video Presentations

Industrials Management Presentations

Elevator pitches, deep dives, and financial results — straight from the executives running these businesses.

Elevator Pitch

JOST Werke SE Elevator Pitch | Global leader in mission-critical systems for commercial vehicles.

JOST Werke Elevator Pitch with Romy Acosta: mission-critical commercial vehicle systems, market leadership, resilient business model and 2030 growth targets.

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Category:

Industrial Sector Leading Stock-Market Champions

Exploring the Potential of the Industrial Sector

Core Role in Economic Growth

Performance Patterns & Global Reach

Future Trends & Investment Potential

Industrials Management Presentations

JOST Werke SE Elevator Pitch | Global leader in mission-critical systems for commercial vehicles.

JOST Werke SE Financial Results H1 2026 | Hyva Integration & Outlook

Palfinger AG Elevator Pitch | Technology Leadership & Growth Strategy

PALFINGER AG Financial Results H1 2026 | Revenue Growth Despite Headwinds

JOST Werke SE Financial Results Q1 2026 | Truck market, CV demand, margins, and operations insights

Palfinger AG Elevator Pitch | Overview of business model global and growth strategy

PALFINGER AG Financial Results Q1 2026 | Revenue, Profitability and the 2026 Outlook

PALFINGER AG Financial Results FY 2025 | Global Crane Leader Navigates Cycle with Strong Margins

JOST Werke SE Financial Results FY 2025 | Resilience, Cash Flow Strength, Margin Discipline

JOST Werke SE Financial Results 9M 2025 | Global Performance & Tech-Driven Growth

Palfinger AG Elevator Pitch | Innovation, Growth & Global Leadership

Palfinger AG Deep Dive | Strategy 2030+ & Growth Ambition

Palfinger AG Financial Results 9M 2025 | Results and 2030+ Growth Strategy

JOST Werke SE Financial Results H1 2025 | Growth, Strategy & Outlook

Palfinger AG Financial Results H1 2025 | Order Growth and Strong Service Momentum

JOST Werke SE Financial Results Q1 2025 | Regional Performance & Outlook

DEUTZ AG Financial Results Q1 2025 | Strategic Resilience, Future Innovations

JOST Werke SE Financial Results FY 2024 | Profit Growth

Palfinger AG Elevator Pitch | Growth Strategy & Outlook 2027

DEUTZ AG Deep Dive | Innovation, Challenges & Strategy

DEUTZ AG Financial Results FY 2024 | Strategic Resilience, Future Innovations

Palfinger AG Financial Results FY 2024 | Optimistic 2025 Outlook

RATIONAL AG Elevator Pitch | Success, Challenges & Future Growth with CEO

RENK Group AG Financial Results 9M 2024 | Accelerated Growth and Strategic Focus

JOST Werke SE Financial Results 9M 2024 | Strategic Growth Amid Market Challenges

DEUTZ AG Financial Results 9M 2024 | Profits and Strategic Cost Programs

Palfinger AG Financial Results 9M 2024 | Revenue Growth, Strategic Initiatives

DEUTZ AG Company Presentation | Sustainable Innovation Driving Growth

DEUTZ AG Elevator Pitch | Driving Sustainable Growth and Innovation

RENK Group AG Elevator Pitch | Strategic Vision for Defense and Sustainability

DEUTZ AG Deep Dive CMD 2024 | Financial Strategy and Outlook for Sustainable Growth

DEUTZ AG Deep Dive CMD 2024 | New Technology and Energy Expansion

DEUTZ AG Deep Dive CMD 2024 | Expanding Global Reach with CEO

DEUTZ AG Deep Dive CMD 2024 | Growth in Combustion Engines with CEO

DEUTZ AG Deep Dive CMD 2024 | Growth and Transformation with CEO

DEUTZ AG Deep Dive CMD 2024 | Performance and Strategic Outlook with CEO

JOST Werke SE Financial Results H1 2024 | A Comprehensive Breakdown

DEUTZ AG Financial Results H1 2024 | Navigating Market Challenges with Strategic Growth

Palfinger AG Deep Dive | Advanced Lifting Solutions

Palfinger AG Financial Results H1 2024 | Strong Performance & Strategic Growth

DEUTZ AG Financial Results Q1 2024 | Performance, Strategy, and Market Insights

RENK Group AG Financial Results H1 2024 | Breaking Records

JOST Werke SE Financial Results Q1 2024 | Profitability and Cash Flow Insights

Palfinger AG Financial Results Q1 2024 | Record Results & Strategic Insights

Palfinger AG Elevator Pitch | Mastering Global Lifting Solutions

DEUTZ AG Financial Results FY 2023 | Vision for the Future

Palfinger AG Financial Results FY 2023 | Record Financial Performance

JOST Werke SE FY 2023 Financial Results: Record EBIT and Strategic Growth Unveiled

DEUTZ AG Financial Results 9M 2023 | Rising Profits & Green Tech Milestones

JOST Werke SE Financial Results 9M 2023 | Navigating Market Challenges

DEUTZ AG Deep Dive CMD 2023 | Classic Segment

Palfinger AG Financial Results 9M 2023 | Journey to 2023 and Beyond

DEUTZ AG Deep Dive CMD 2023 | Strategy Update

EDAG Engineering Group AG Deep Dive | The Future & Transformation in the Automotive Industry

DEUTZ AG Deep Dive CMD 2023 | Service & Green Segments with CSO/CTO

EDAG Engineering Group AG Financial Results H1 2023 | Highlights & Future Outlook

JOST Werke SE Financial Results H1 2023 | Record Performance

DEUTZ AG Financial Results H1 2023 | Business Growth & Strategic Alliances

Palfinger AG Financial Results H1 2023 | Record Revenue and Growth

DEUTZ AG Financial Results Q1 2023 | Business Growth & Strategic Alliances

JOST Werke SE Financial Results Q1 2023 | Solid Performance and Positive Outlook

EDAG Engineering Group AG Financial Results Q1 2023 | Strong Order Intake & Sustained Growth Potential

Palfinger AG Financial Results Q1 2023 | Unveiling Growth Strategies & Ambitious Financial Targets

EDAG Engineering Group AG Financial Results FY 2022 | Transformation in the Automotive Industry

DEUTZ AG Financial Results FY 2022 | Dual+ Strategy Pays Off

Palfinger AG Financial Results FY 2022 | Insights and Strategy 2030

JOST Werke AG Financial Results FY 2022 | Impressive Growth Momentum and Targets Achieved

DEUTZ AG Elevator Pitch | Investing in Off-Highway Engine Innovation

JOST Werke AG Financial Results 9M 2022 | Raised 2022 Outlook

VARTA AG Financial Results 9M 2022 | Performance Breakdown & Action Plan for FY 22/23

EDAG Engineering Group AG Financial Results 9M 2022 | In-Depth Analysis & Future Outlook

DEUTZ AG Financial Results 9M 2022 | Highlights & Strategy: Powering Progress, Hydrogen Initiatives & Outlook