S&P 0 Industry Briefing: Industrials Blue Angels July 5, 2018 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box
Table Of Contents Table Of Contents Industrials: Blue Angels 3-11 July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Industrials: Blue Angels 810 685 560 435 Figure 1. S&P 0 INDUSTRIALS INDEX, FORWARD EARNINGS, & VALUATION Industrials Index Daily: Weekly: x14 810 685 560 435 310 x8 310 185 185 60 60 1400 12 1100 9 800 6 0 Figure 2. S&P 0 AEROSPACE & DEFENSE INDEX, FORWARD EARNINGS, & VALUATION Aerospace & Defense Index x14 x8 1400 12 1100 9 800 6 0 3 3 200 200 Page 3 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Industrials: Blue Angels 10 8 6 4 Figure 3. S&P 0 AIR FREIGHT & LOGISTICS INDEX, FORWARD EARNINGS, & VALUATION Air Freight & Logisitics Index 10 8 6 4 2 2 1205 905 Figure 4. S&P 0 AIRLINES INDEX, FORWARD EARNINGS, & VALUATION x25 1205 905 605 305 Airlines Index 605 305 x5 5 5 Page 4 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Industrials: Blue Angels 910 760 610 Figure 5. S&P 0 BUILDING PRODUCTS INDEX, FORWARD EARNINGS, & VALUATION x30 910 760 610 460 460 310 310 160 160 Building Products Index 10 10 740 640 540 Figure 6. S&P 0 CONSTRUCTION & ENGINEERING INDEX, FORWARD EARNINGS, & VALUATION x30 740 640 540 440 340 Construction & Engineering Index 440 340 240 240 140 140 40 40 Page 5 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Industrials: Blue Angels 15 12 9 6 Figure 7. S&P 0 CONSTRUCTION MACHINERY & HEAVY TRUCKS INDEX, FORWARD EARNINGS, & VALUATION Construction Machinery & Heavy Trucks Index x14 x8 15 12 9 6 3 3 5 485 Figure 8. S&P 0 DIVERSIFIED SUPPORT SERVICES INDEX, FORWARD EARNINGS, & VALUATION x30 5 485 395 305 215 Diversified Support Services Index 395 305 215 125 125 35 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 35 Page 6 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
10 8 6 4 Figure 9. Industrials: Blue Angels S&P 0 ELECTRICAL COMPONENTS & EQUIPMENT INDEX, FORWARD EARNINGS, & VALUATION Electrical Components & Equipment Index 10 8 6 4 2 2 340 290 240 190 Figure 10. S&P 0 ENVIRONMENTAL & FACILITIES SERVICES INDEX, FORWARD EARNINGS, & VALUATION Environmental & Facilities Services Index x22 x16 340 290 240 190 140 140 90 90 40 40 Page 7 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Figure 11. Industrials: Blue Angels ***** Chart Not Available ***** Task: BLUEANGELEM_BB KEEP command attempted on missing data 07-05-2018-00:16:43 10 8 6 4 Figure 12. S&P 0 INDUSTRIAL CONGLOMERATES INDEX, FORWARD EARNINGS, & VALUATION Industrial Conglomerates Index x25 10 8 6 4 2 2 Page 8 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Industrials: Blue Angels 1570 1270 970 670 Figure 13. S&P 0 INDUSTRIAL MACHINERY INDEX, FORWARD EARNINGS, & VALUATION Industrial Machinery Index 1570 1270 970 670 370 370 70 70 6 5 4 3 Figure 14. S&P 0 OFFICE SERVICES & SUPPLIES INDEX, FORWARD EARNINGS, & VALUATION Office Services & Supplies Index 02/28/17 02/23/17 6 5 4 3 2 2 x14 1 1 x8 Page 9 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
Industrials: Blue Angels 24 20 16 12 8 Figure 15. S&P 0 RAILROADS INDEX, FORWARD EARNINGS, & VALUATION Railroads Index x14 x8 24 20 16 12 8 4 4 225 200 1 1 Figure 16. S&P 0 RESEARCH & CONSULTING SERVICES INDEX, FORWARD EARNINGS, & VALUATION Research & Consulting Services Index 225 200 1 1 125 125 100 100 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Page 10 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
10 925 800 6 5 425 Figure 17. Industrials: Blue Angels S&P 0 TRADING COMPANIES & DISTRIBUTORS INDEX, FORWARD EARNINGS, & VALUATION x25 Trading Companies & Distributors Index 10 925 800 6 5 425 300 300 1 1 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 480 405 330 255 Figure 18. S&P 0 TRUCKING INDEX, FORWARD EARNINGS, & VALUATION Trucking Index x24 480 405 330 255 180 x17 180 105 105 30 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 30 Page 11 / July 5, 2018 / S&P 0 Industry Briefing: Industrials Blue Angels www.
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