As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at industrial machinery stocks, starting with Stratasys (NASDAQ: SSYS).
Automation that increases efficiency and connected equipment that collects analyzable data have been trending, generating new demand for industrial machinery and components. Companies that innovate and create digitized solutions can spur sales and speed up replacement cycles while those resting on their laurels can see dwindling market positions. Like the broader industrials sector, industrial machinery and components companies are also at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings.
The 52 industrial machinery stocks we track reported a strong Q2. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was 1.8% above.
In light of this news, share prices of the companies have held steady as they are up 2% on average since the latest earnings results.
Stratasys (NASDAQ: SSYS)
Born from the Founder’s idea of making a toy frog with a glue gun, Stratasys (NASDAQ: SSYS) offers 3D printers and related materials, software, and services to many industries.
Stratasys reported revenues of $137.6 million, flat year on year. This print fell short of analysts’ expectations by 0.6%, but it was still a very strong quarter for the company with a beat of analysts’ EPS and EBITDA estimates.
Interestingly, the stock is up 1.7% since reporting and currently trades at $8.99.
Is now the time to buy Stratasys? Access our full analysis of the earnings results here, it’s free.
Best Q2: Columbus McKinnon (NASDAQ: CMCO)
With 19 different brands across the globe, Columbus McKinnon (NASDAQ: CMCO) offers material handling equipment for the construction, manufacturing, and transportation industries.
Columbus McKinnon reported revenues of $531.5 million, up 125% year on year, outperforming analysts’ expectations by 5.9%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates.
Columbus McKinnon scored the fastest revenue growth of the whole group. The market seems happy with the results as the stock is up 31.5% since reporting. It currently trades at $19.23.
Is now the time to buy Columbus McKinnon? Access our full analysis of the earnings results here, it’s free.
Weakest Q2: Worthington (NYSE: WOR)
Founded by a steel salesman, Worthington (NYSE: WOR) specializes in steel processing, pressure cylinders, and engineered cabs for commercial markets.
Worthington reported revenues of $371.5 million, up 16.9% year on year, falling short of analysts’ expectations by 4%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA and EPS estimates.
The stock is flat since the results and currently trades at $58.68.
Read our full analysis of Worthington’s results here.
3D Systems (NYSE: DDD)
Founded by the inventor of stereolithography, 3D Systems (NYSE: DDD) engineers, manufactures, and sells 3D printers and other related products to the aerospace, automotive, healthcare, and consumer goods industries.
3D Systems reported revenues of $94.58 million, flat year on year. This result beat analysts’ expectations by 0.9%. Overall, it was an exceptional quarter as it also produced an impressive beat of analysts’ EBITDA and EPS estimates.
The stock is up 30.7% since reporting and currently trades at $3.70.
Read our full, actionable report on 3D Systems here, it’s free.
SPX Technologies (NYSE: SPXC)
With roots dating back to 1912 as the Piston Ring Company, SPX Technologies (NYSE: SPXC) supplies specialized infrastructure equipment for HVAC systems and detection and measurement applications across industrial, commercial, and utility markets.
SPX Technologies reported revenues of $679 million, up 22.9% year on year. This print topped analysts’ expectations by 5.8%. It was a stunning quarter as it also recorded a solid beat of analysts’ organic revenue estimates and an impressive beat of analysts’ EBITDA estimates.
The stock is up 7.9% since reporting and currently trades at $215.
Read our full, actionable report on SPX Technologies here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
