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QuarterlyIQ Insights · WM

Factors

The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.

Factor signals

Each factor is a parallel diagnostic with a plain-language read of what it shows and how names like it have historically fared. Never aggregated into a single score.

Recent financial performance
weak

Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 58% of the time over the next year (vs 62% for the rest of the cohort, n=3678).

21th pctl · Industrials
The numbers
bonus
0
dir share
1
slope norm
-0.3695
Earnings quality
robust

Over the trailing year it converted 2.27x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 64% of the time over the next year (vs 57% for the rest of the cohort, n=3333).

79th pctl · Industrials
The numbers
ttm ni
2794
ttm cfo
6336
Macro sensitivity

Not enough signal yet.

Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).

Management & capital allocation
volatile

7 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated volatile grew net income 59% of the time over the next year (vs 59% for the rest of the cohort, n=840).

29th pctl · Industrials
The numbers
n events
7
raw activity
1.0468
directional rank
0.322
directional status
neutral

Not investment advice. As of 2026-06-09.

Earnings setup & market context

The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.

Earnings setup · pre-print positioning
forward-looking
neutral24 analysts, 68% Buyfor period ending 2026-06-30
Why this setup
Consensus revisions

EPS estimate $1.99 → $1.99 (-0.1% / 30d). 8 raised, 14 cut, 24 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d. 68% of analysts rate Buy.

Material events

0 positive, 0 negative / 30d.

Sector context
Intermediate · Weekly
Sector phase: industrials is in maturing, with decelerating (~2.0 years in phase).
Sector regime (90d momentum): headwind.
headwind-5.9%sector vs S&P 500, 60d

via XLI

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.

Full industrials context →All sectors →

AI cycle regime · market-wide
2-axis classifierLong-term · 1–3 yr
HeatingManiaSquallCrisisEarnings →Mood ↑
SteadyE +0.01 · M +0.22
Single-axisneutralz -0.20

Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-06-09.