Transport and Diversified Industrials
Transport and Diversified Industrials
Freight versus passenger
Freight TSI has been range-bound near 137 since 2018. Passenger TSI collapsed in 2020 and is still below 2019. That split is the sector.
Roster revenue
Latest reported annual revenue for every locked name, colored by vertical. UPS and FedEx dominate the dollar scale. DuPont 2025 is post-Qnity.
ParcelMachineryAirlinesWaste and facilitiesConglomerateRailDistributionForwardingServices
US air carrier revenue passenger miles
System RPM is above the 2019 average. This is the passenger-cycle scoreboard that feeds the airline tab and, one layer up, airframe demand on Commercial Aerospace.
Construction machinery prices
BLS PPI for NAICS 333120 stepped up through 2021 to 2023, the same window Caterpillar reported as favorable price realization.
