Revenue +65.2% · margin +2.8 pp
55 of 67 companies grew revenue. Insiders in 30 days: sold $9.2M at 9 companies.
Largest: NVDA +106%, MU +379%, AVGO +86%, INTC +25% (revenue, latest quarter vs a year earlier)
US sector analytics: revenue and margins by industry
How 19 US industries are doing in their latest reports to the SEC: total revenue growth over the past twelve months, the change in operating margins, how many companies grew, and what insiders bought or sold. Updated twice a day.
Industries1915 of them in business growth
Companies2,881listed US companies with comparable reports
Reporting seasonQ3 2026each company with its latest report
Industries by total revenue growth, twelve months vs a year earlier
Revenue +21.1% · margin +1.6 pp
99 of 125 companies grew revenue. Insiders in 30 days: bought $6.8K at 1 companies; sold $12.1M at 8 companies.
Largest: AAPL +16%, DELL +58%, CSCO +18%, IBM +1% (revenue, latest quarter vs a year earlier)
Revenue +18.1% · margin +2.2 pp
210 of 259 companies grew revenue. Insiders in 30 days: bought $1.8K at 1 companies; sold $142.1M at 38 companies.
Largest: GOOGL +24%, MSFT +18%, META +28%, ORCL +30% (revenue, latest quarter vs a year earlier)
Revenue +14.7% · margin -1.0 pp
177 of 209 companies grew revenue. Insiders in 30 days: bought $5.4K at 1 companies; sold $44.7M at 5 companies.
Largest: JPM +28%, SNEX +15%, BAC +15%, WFC +9% (revenue, latest quarter vs a year earlier)
Revenue +12.7% · margin +0.1 pp
93 of 118 companies grew revenue. Insiders in 30 days: sold $567.2K at 3 companies.
Largest: CVX +51%, MPC +54%, PSX +53%, VLO +49% (revenue, latest quarter vs a year earlier)
Revenue +11.0% · margin +0.0 pp
69 of 81 companies grew revenue. Insiders in 30 days: sold $3.6M at 1 companies.
Largest: DUK +9%, SO +8%, NRG +10%, EXC +8% (revenue, latest quarter vs a year earlier)
Revenue +10.2% · margin +0.1 pp
127 of 181 companies grew revenue. Insiders in 30 days: bought $530.3K at 4 companies; sold $2.2B at 2 companies.
Largest: CBRE +16%, JLL +11%, COMP +109%, WELL +51% (revenue, latest quarter vs a year earlier)
Revenue +10.1% · margin +4.3 pp
144 of 220 companies grew revenue. Insiders in 30 days: bought $29.5K at 1 companies; sold $16.0M at 23 companies.
Largest: JNJ +7%, LLY +48%, ABBV +10%, MRK +5% (revenue, latest quarter vs a year earlier)
Revenue +9.7% · margin +0.3 pp
44 of 71 companies grew revenue. Insiders in 30 days: bought $11.5K at 1 companies; sold $133.4K at 1 companies.
Largest: AMCR +26%, CTAS +11%, MHK +7%, LULU -4% (revenue, latest quarter vs a year earlier)
Revenue +9.5% · margin +0.9 pp
320 of 415 companies grew revenue. Insiders in 30 days: bought $33.1K at 1 companies; sold $29.0M at 10 companies.
Largest: RTX +14%, BA +8%, CAT +24%, LMT +11% (revenue, latest quarter vs a year earlier)
Revenue +9.4% · margin +0.1 pp
215 of 295 companies grew revenue. Insiders in 30 days: bought $95.6K at 2 companies; sold $6.3M at 11 companies.
Largest: MCK +8%, COR +5%, DIS +7%, SYY +5% (revenue, latest quarter vs a year earlier)
Revenue +8.8% · margin +1.3 pp
171 of 218 companies grew revenue. Insiders in 30 days: bought $12.3K at 1 companies; sold $9.2M at 13 companies.
Largest: UNH +0%, CI +7%, ELV +1%, CNC +4% (revenue, latest quarter vs a year earlier)
Revenue +7.8% · margin +0.5 pp
119 of 168 companies grew revenue. Insiders in 30 days: bought $29.4M at 3 companies; sold $24.1M at 8 companies.
Largest: AMZN +20%, WMT +6%, CVS +7%, COST +11% (revenue, latest quarter vs a year earlier)
Revenue +7.0% · margin +1.0 pp
80 of 102 companies grew revenue. Insiders in 30 days: bought $253.0K at 2 companies; sold $1.6M at 2 companies.
Largest: BRK-B +14%, PGR +7%, ALL +12%, CB +7% (revenue, latest quarter vs a year earlier)
Revenue +5.1% · margin -1.6 pp
57 of 81 companies grew revenue. Insiders in 30 days: bought $289.2K at 3 companies; sold $1.2M at 1 companies.
Largest: PEP +6%, PG +2%, TSN -0%, KO +7% (revenue, latest quarter vs a year earlier)
Revenue +5.0% · margin -0.2 pp
54 of 73 companies grew revenue.
Largest: FDX +13%, UPS +8%, DAL +21%, PAA +66% (revenue, latest quarter vs a year earlier)
Revenue +4.2% · margin +0.3 pp
52 of 85 companies grew revenue. Insiders in 30 days: bought $2.6K at 1 companies; sold $3.8M at 3 companies.
Largest: VZ -1%, T +2%, CMCSA -1%, TMUS +8% (revenue, latest quarter vs a year earlier)
Revenue +3.3% · margin +0.5 pp
39 of 47 companies grew revenue.
Largest: F -4%, GM +2%, TSLA +26%, PCAR +0% (revenue, latest quarter vs a year earlier)
Revenue +1.5% · margin -0.6 pp
45 of 66 companies grew revenue. Insiders in 30 days: bought $400.8K at 2 companies.
Largest: DOW -6%, LIN +9%, LYB +20%, PPG +7% (revenue, latest quarter vs a year earlier)
How this is calculated
Growth: positive total revenue change and non-negative median operating margin change. Pressure: negative total revenue change and non-positive median operating margin change. At least 10 companies are required for both metrics. Other combinations are mixed; smaller revenue samples are limited.
Headline growth is the change in summed TTM revenue of the same issuers in both periods: (current total / prior-year total - 1) × 100. This is equivalent to weighting company growth by prior-year revenue. The median gives each company equal weight; breadth is the share with growing revenue. Totals describe the covered business sample, not stock-market returns or market-capitalization weights. Fiscal-quarter durations must be 70–125 days (including 12/16-week calendars) and corresponding quarters differ by at most 7 days; each TTM span and year-over-year end-date gap must be 350–380 days. Missing quarters are never filled with zeros. Each company pair uses the same revenue concept. Missing standalone quarters can be derived from differences between reported periods of that same concept sharing an exact start or end. Where Q4 is not reported separately, it can also be derived from an annual fact minus three contiguous quarters of the same concept.
Median change in four-quarter operating income divided by TTM revenue, in percentage points. Operating income and revenue must cover matching periods. Each metric shows its own sample size.
Figures come from 10-Q and 10-K reports on SEC EDGAR and describe reported results, not prices. This is not investment advice.
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Questions
What does the industry signal mean?
Business growth means the industry's total revenue grew and its median operating margin held or improved. Under pressure means revenue fell and margins did not improve. Margin pressure means revenue grew while the median margin fell. Other combinations are mixed trends.
Where do the numbers come from?
From the financial statements companies file with the SEC (10-Q and 10-K reports). Each company counts with its latest comparable report; revenue is compared with the same period a year earlier.
How often is it updated?
Twice a day, as new reports reach SEC EDGAR. Companies report on different fiscal calendars, so some figures are a quarter older than others until their next report is filed.