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Biggest CapEx Industrials Stocks

Top industrials companies ranked by capital expenditures, latest annual filings.

What Capital Expenditures Mean for Industrials Companies

Capital expenditures are a defining feature of industrials. Machinery, aerospace assembly, commercial vehicle production, and heavy equipment all require continuous investment in plants, tooling, and automation. The rhythm of capex in the sector is pronounced: spending typically ramps up mid-cycle as demand firms, peaks near the top, then contracts quickly when order intake softens, following a pattern that has historically repeated across industrial cycles.

Why Capital Expenditures Matter

Capex funds the productivity gains that lift operating leverage when volumes rise, and maintaining too little capex through a downturn risks losing share when demand returns. Still, industrial capex programs carry execution risk: a new factory commissioned just as a cycle turns, or a capacity expansion in a market where competitors are also adding, can depress returns for years. The quality of timing matters as much as the absolute spend.

What to Read Alongside

Pair capex with [Free Cash Flow](/financials/top-free-cash-flow-stocks/industrials/) to see what remains after reinvestment, [Net Income](/financials/top-net-income-stocks/industrials/) for profit the asset base produces, and [Long-term Debt](/financials/most-indebted-stocks/industrials/) because large industrial investments are often partly debt-financed.

Data as of FY 2025 100 companies Rhea AI
# Symbol Company Sector
1 UAL United Airlines Holdings, Inc. Industrials $5.87B $30.85B
2 DAL Delta Air Lines, Inc. Industrials $4.50B $45.92B
3 FDX FedEx Corporation Industrials $4.05B $90.88B
4 UNP Union Pacific Corporation Industrials $3.79B $149.05B
5 AAL American Airlines Group Inc. Industrials $3.78B $8.10B
6 UPS United Parcel Service, Inc. Industrials $3.69B $89.27B
7 UHAL U-Haul Holding Company Industrials $3.45B $9.82B
8 WM Waste Management, Inc. Industrials $3.23B $90.28B
9 BA The Boeing Company Industrials $2.94B $172.01B
10 CSX CSX Corporation Industrials $2.90B $79.46B
11 CAT Caterpillar Inc. Industrials $2.82B $359.51B
12 LUV Southwest Airlines Co. Industrials $2.67B $19.95B
13 RTX RTX Corporation Industrials $2.63B $263.61B
14 NSC Norfolk Southern Corporation Industrials $2.20B $67.94B
15 R Ryder System, Inc. Industrials $2.13B $8.68B
16 RSG Republic Services, Inc. Industrials $1.89B $64.78B
17 LMT Lockheed Martin Corporation Industrials $1.65B $140.00B
18 NOC Northrop Grumman Corporation Industrials $1.45B $95.56B
19 DE Deere & Company Industrials $1.36B $157.79B
20 GEV GE Vernova Inc. Industrials $1.28B $263.03B
21 GE GE Aerospace Industrials $1.27B $311.66B
22 CMI Cummins Inc. Industrials $1.24B $84.18B
23 WCN Waste Connections, Inc. Industrials $1.18B $40.77B
24 GD General Dynamics Corporation Industrials $1.16B $90.71B
25 JBLU JetBlue Airways Corporation Industrials $1.08B $2.04B
26 PAM Pampa Energía S.A. Industrials $0.99B $4.49B
27 HON Honeywell International Inc. Industrials $0.99B $145.35B
28 ETN Eaton Corporation plc Industrials $0.92B $152.37B
29 MMM 3M Company Industrials $0.91B $78.65B
30 OC Owens Corning Industrials $0.82B $9.47B
31 ZTO ZTO Express (Cayman) Inc. Industrials $0.75B $19.36B
32 PCAR PACCAR Inc Industrials $0.74B $65.41B
33 JBHT J.B. Hunt Transport Services, Inc. Industrials $0.73B $22.47B
34 GWW W.W. Grainger, Inc. Industrials $0.68B $53.65B
35 XPO XPO, Inc. Industrials $0.66B $26.08B
36 TRI Thomson Reuters Corporation Industrials $0.63B $41.23B
37 GPN Global Payments Inc. Industrials $0.62B $19.50B
38 PWR Quanta Services, Inc. Industrials $0.61B $88.15B
39 VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. Industrials $0.58B $0.89B
40 CPRT Copart, Inc. Industrials $0.57B $32.05B
41 SAIA Saia, Inc. Industrials $0.57B $11.27B
42 SEB Seaboard Corporation Industrials $0.56B $5.32B
43 ARMK Aramark Industrials $0.49B $11.65B
44 EFX Equifax Inc. Industrials $0.48B $22.97B
45 HWM Howmet Aerospace Inc. Industrials $0.45B $99.22B
46 PH Parker-Hannifin Corporation Industrials $0.43B $120.79B
47 JCI Johnson Controls International plc Industrials $0.43B $84.19B
48 EMR Emerson Electric Co. Industrials $0.43B $78.89B
49 CLH Clean Harbors, Inc. Industrials $0.42B $15.81B
50 LHX L3Harris Technologies, Inc. Industrials $0.42B $66.01B
51 ITW Illinois Tool Works Inc. Industrials $0.42B $76.52B
52 ODFL Old Dominion Freight Line, Inc. Industrials $0.42B $44.51B
53 CTAS Cintas Corporation Industrials $0.41B $71.02B
54 CMC Commercial Metals Company Industrials $0.40B $7.10B
55 HII Huntington Ingalls Industries, Inc. Industrials $0.40B $15.60B
56 MATX Matson, Inc. Industrials $0.39B $5.31B
57 CARR Carrier Global Corporation Industrials $0.39B $49.88B
58 TT Trane Technologies plc Industrials $0.38B $101.87B
59 TXT Textron Inc. Industrials $0.38B $15.72B
60 BLDR Builders FirstSource, Inc. Industrials $0.36B $9.02B
61 SNDR Schneider National, Inc. Industrials $0.35B $5.03B
62 XYL Xylem Inc. Industrials $0.33B $30.15B
63 GXO GXO Logistics, Inc. Industrials $0.32B $6.55B
64 ALGT Allegiant Travel Company Industrials $0.31B $1.55B
65 FERG Ferguson Enterprises Inc. Industrials $0.30B $51.59B
66 LPX Louisiana-Pacific Corporation Industrials $0.29B $5.06B
67 OTTR Otter Tail Corporation Industrials $0.29B $3.67B
68 SWK Stanley Black & Decker, Inc. Industrials $0.28B $10.63B
69 ATI ATI Inc. Industrials $0.28B $21.26B
70 FIP FTAI Infrastructure Inc. Industrials $0.28B $0.71B
71 GBX The Greenbrier Companies, Inc. Industrials $0.28B $1.56B
72 TFII TFI International Inc. Industrials $0.27B $10.50B
73 KEX Kirby Corporation Industrials $0.26B $7.69B
74 WAB Westinghouse Air Brake Technologies Corporation Industrials $0.26B $43.48B
75 MTZ MasTec, Inc. Industrials $0.26B $28.23B
76 RBA RB Global, Inc. Industrials $0.26B $19.20B
77 BBUC Brookfield Business Corporation Industrials $0.26B $7.05B
78 BV BrightView Holdings, Inc. Industrials $0.25B $1.14B
79 WERN Werner Enterprises, Inc. Industrials $0.25B $1.95B
80 AGCO AGCO Corporation Industrials $0.25B $8.35B
81 FAST Fastenal Company Industrials $0.25B $51.34B
82 CWST Casella Waste Systems, Inc. Industrials $0.25B $5.21B
83 VRSK Verisk Analytics, Inc. Industrials $0.24B $23.36B
84 DY Dycom Industries, Inc. Industrials $0.24B $12.00B
85 AL Air Lease Corp Industrials $0.24B $7.28B
86 ESLT Elbit Systems Ltd. Industrials $0.23B $40.49B
87 ULH Universal Logistics Holdings, Inc. Industrials $0.22B $0.59B
88 TREX Trex Company, Inc. Industrials $0.22B $4.27B
89 TDG TransDigm Group Incorporated Industrials $0.22B $69.36B
90 DOV Dover Corporation Industrials $0.22B $28.87B
91 VRT Vertiv Holdings Co Industrials $0.22B $112.53B
92 WMS Advanced Drainage Systems, Inc. Industrials $0.21B $11.24B
93 RTO Rentokil Initial plc Industrials $0.21B $16.95B
94 BCO The Brink's Company Industrials $0.20B $4.60B
95 ERJ Embraer S.A. Industrials $0.20B $11.83B
96 GEO The GEO Group, Inc. Industrials $0.20B $2.41B
97 ULS UL Solutions Inc. Industrials $0.20B $18.03B
98 ROK Rockwell Automation, Inc. Industrials $0.19B $45.26B
99 BWXT BWX Technologies, Inc. Industrials $0.18B $21.14B
100 BWLP BW LPG Limited Industrials $0.18B $2.76B

How this ranking is built

Companies are ranked by capital expenditures as reported in their most recent annual filing with the SEC. Figures shown are in US dollars (or percent, as noted), rounded to two decimals.

  • Source: annual 10-K / 20-F filings from companies trading on US exchanges (NYSE, Nasdaq, AMEX).
  • Fiscal year: whichever annual period the company has most recently filed. Fiscal years don't always align with the calendar year, so the "as of FY" stamp above reflects the most common year across the table.
  • Filtered out: warrants, preferred shares, and duplicate listings that share a parent company's financials.
  • Update cadence: refreshed as companies file new annual reports (typically within 60–90 days of fiscal year end).

Not financial advice. This is a research tool, not a recommendation.