Resilient Industrials Stocks Outperform Sector

The industrials sector has seen limited growth in recent months, with its six-month return of 1.5% lagging behind the S&P 500's 12.7% rise.

However, some companies within the sector are bucking this trend and delivering earnings growth despite economic cycles.

Two industrials stocks that stand out for their resilience are APi (APG) and Caterpillar (CAT).

APi has seen impressive 18.5% annual revenue growth over the last five years, indicating it's winning market share this cycle.

Caterpillar has also performed well, with annual revenue growth of 10.2% over the past five years beating the sector average and underscoring the unique value of its offerings.

On the other hand, JELD-WEN (JELD) is a company facing headwinds due to concerns about its organic sales performance and erosion of returns on capital.