Industries

The median company we cover grew revenue +8.7% over its last twelve months and kept 12 cents of every dollar as operating profit.

100 of 130 companies across twelve industries, figures through Sep 30, 2026 as the companies filed them with the SEC (XBRL). 56 SEC filings in the last seven days; 14 Federal Register comment periods open; SEC EDGAR read 20:46 UTC, Oct 23.

Where every company stands

Each mark is one company, placed by what it filed · SEC EDGAR, XBRL · through Sep 30, 2026
Across Revenue growth, last twelve months on the twelve beforeUp Operating margin, last twelve monthsSize Revenue, last twelve monthsRing Filed a current report (8-K) this week; red if it says something went wrongDot inside Beyond the scale, pinned to its edge

30 covered companies are not plotted: not read from SEC EDGAR yet, figures older than a year, or growth or margin not computable from what was filed. Every company is in the screener.

Ninety days of filings

Every SEC filing by the covered companies, one row per industry · move across to read a day

Lead investigation

ARCANE reporting
A dark Apple iPhone with dual rear cameras is shown partly open, with another screen visible on the side.
Photo: The Apple Post

Chain Reaction

Apple shifts more iPhone parts to American suppliers

Titanium, camera films and chips now sit with named U.S. suppliers, while final assembly remains outside the United States.

Industrials · Oct 22, 2026

Archive · through Oct 22, 2026

The twelve industries

Medians of the covered companies’ last twelve months · SEC EDGAR, FRED, Federal Register
IndustryRevenue growthOp. marginHeadline seriesFilings, 7 daysComments open
Semiconductors12 companies+32.0%35.5%US output, semiconductors and components: 198.6 +19.9%Sep 2026 · index, 2017 = 100 · FRED IPG3344S50
Data centres & compute12 companies+23.9%20.4%New orders, computers and electronics: 30.9 +16.5%Aug 2026 · $ billion a month · FRED A34SNO40
Grid & electrical equipment10 companies+12.1%19.7%Producer prices, power transformers: 475.1 +7.8%Sep 2026 · index · FRED PCU33531133531130
Defense & aerospace11 companies+12.8%11.1%New orders, defense capital goods: 21.5 +34.6%Aug 2026 · $ billion a month · FRED ADEFNO81
Pharma & API12 companies+6.7%24.7%US output, pharmaceuticals: 124.3 +2.5%Sep 2026 · index, 2017 = 100 · FRED IPG3254S22
Mining & refining10 companies+17.8%4.3%World copper price: 14,473 +44.8%Sep 2026 · $ per tonne · FRED PCOPPUSDM51
Chemicals11 companies-1.3%-3.3%US output, chemicals: 102.7 -1.3%Sep 2026 · index, 2017 = 100 · FRED IPG325S43
Autos & mobility10 companies+4.3%3.5%US light-vehicle sales: 15.98 -3.6%Sep 2026 · million a year, seasonally adjusted · FRED ALTSALES71
Shipping & logistics12 companies+6.3%11.9%Freight shipments (Cass index): 1.062 +1.9%Sep 2026 · index · FRED FRGSHPUSM649NCIS91
Energy & power12 companies+9.3%16.6%WTI crude oil: 107.89 +84.9%Oct 20, 2026 · $ per barrel · FRED DCOILWTICO45
Food & agriculture10 companies+2.9%5.8%World wheat price: 247 +59.1%Sep 2026 · $ per tonne · FRED PWHEAMTUSDM20
Construction materials8 companies+6.3%11.3%US construction spending: 2,203 -1.7%Aug 2026 · $ billion a year · FRED TTLCONS30

Growth compares each company’s latest twelve months with the twelve before; the headline series’ change is on a year earlier. “Flagged” counts 8-K items that report something going wrong: an impairment, a restatement, a default, a cybersecurity incident.

This week in filings

Current reports by covered companies, last 7 days · SEC EDGAR

Results releases and shareholder votes are left out here; each industry page lists every filing.

Deadlines ahead

Comment periods closing and rules taking effect · Federal Register

Tools

Across all twelve industries

How these pages are built

Each industry names ten to twelve listed companies that stand for it. Their filings come from SEC EDGAR and are checked every two hours; their fundamentals are read from the XBRL facts they filed and refreshed when a new quarterly or annual report appears. Series come from FRED, rules and deadlines from the Federal Register, US import sources from UN Comtrade, drug shortages and recalls from openFDA, and defense obligations from USAspending.

A figure is shown only as its source published it, or as arithmetic on what the company itself filed. When a source does not answer, the page says so instead of showing a number.

More from IndustriesEvery Industries investigation, current work first, archive honestly labelled
Industries · ARCANE