Historical source-based research. Compilation date and financial period are different dates.

Observation

Across 11 eligible industrials companies, the equal-weight median operating cash-flow margin was 12.17% for the prior selected annual periods.

Data context

The eligible sample covers 11 of 11 selected companies. The prior selected annual periods span 2024-10-27 to 2025-06-30. Companies have different fiscal year ends. This is a cross-sectional research sample, not a calendar-year index or a representation of the full sector.

Company evidence

CAT 18.57% (period 2024-12-31); GE 12.17% (period 2024-12-31); RTX 8.87% (period 2024-12-31); DE 17.85% (period 2024-10-27); UNP 38.54% (period 2024-12-31); ETN 17.39% (period 2024-12-31); BA -18.16% (period 2024-12-31); LMT 9.81% (period 2024-12-31); PH 19.02% (period 2025-06-30); GD 8.62% (period 2024-12-31); UPS 11.11% (period 2024-12-31).

Distribution

The sample range is -18.16% (BA) to 38.54% (UNP). The median is computed across company ratios with equal weight; it is not a ratio of aggregate totals. Extreme values can reflect a small denominator or unusual accounting items.

Interpretation

Equipment manufacturers, transport operators and industrial service providers face differing order and asset cycles. The numerator is operatingCashFlow; the denominator is revenue. Only positive denominators and disclosed numerators qualify. No missing value is replaced with zero.

What to watch

Backlog conversion, utilization, deliveries, working capital and service revenue.

Research limitations

Order cancellations, supply constraints, execution risk, labor costs and capital-cycle sensitivity. The sample uses a September 18, 2026 source snapshot. It does not establish current market conditions, causal drivers or future returns. Sector labels are editorial and the financial-sector cash-flow measures need particular caution.

Company-level observations / percent / selected annual periods
CompanyValuePeriod end
CAT18.57%2024-12-31
GE12.17%2024-12-31
RTX8.87%2024-12-31
DE17.85%2024-10-27
UNP38.54%2024-12-31
ETN17.39%2024-12-31
BA-18.16%2024-12-31
LMT9.81%2024-12-31
PH19.02%2025-06-30
GD8.62%2024-12-31
UPS11.11%2024-12-31

Sources & dates

Methodology protocol ↗SMS research updates ↗