Investors in the current market environment expect strong growth rates, particularly in information technology. But another sector is surprisingly ahead here.
• Industrial sector 2025 in S&P 500 at the top
• greatest growth potential by 2027
• These stocks are growth stars
Everyone is talking about AI. Companies such as Nvidia and Co. not only record strong growth rates, but also have extraordinarily positive business prospects, after all, the AI industry is attested to a trillion market potential. However, a list of Marketwatch shows surprising results, because Nvidia and Co. are not the expected growth stars on the stock market in the medium term.
Industrial sector with peak values for performance
The experts examined sectors of the wide US market index S&P 500-with the involvement of Factset data. It became clear: In 2025, information technology was not best performed – instead, the industrial sector is at the top. Including reinvested dividends, investors have achieved an increase of 9.5 percent over the course of the year – the second best sector, the basic consumer goods – are significantly cut off with 7.5 percent plus, and only 1.0 percent for information technology. At the same time, the S&P has achieved a manageable plus of around two percent since the start of the year and thus significantly underperformed compared to the industrial sector.
In view, growth rates – which sectors win?
In addition to the past performance, it is particularly interesting for investors to know which growth rates are expected in the respective industries. Here too – despite the massive growth expectations for the AI sector – the industrial segment is again ahead. With reference to consensus estimates of the analysts surveyed by Factset, the industrial sector again gains – with a forecast annual growth rate (sales Compound Annual Growth Rate, CAGR) of 8.2 percent by 2027. According to experts, experts only expect a CAGR of 5.5 percent, the information sector comes to expected growth rates of 5.4 Percent. The expected KGV of the industrial sector is higher than that of the overall index, but the higher expected growth rates can justify the surcharge, says “Marketwatch”.
Which stocks particularly benefit
If you want to get into the S&P 500 industrial sector based on this information, you have various options. The easiest thing would be an investment via an appropriate ETF, here investors save the manual share selection, but make a targeted selection of sectors and can thus benefit from the expected growth rates in the industrial segment.
If you prefer to invest specifically in special S&P 500 shares in the industry, it is worth taking a look at the expected largest growth stars. According to the evaluation of the Taaser manufacturers Axon Enterprise, a sales increase of 21 percent expected for the analysts by 2027. With an expected Cagr of 14.5 percent, the driving service institution is in second place, closely followed by the aircraft manufacturer Boeing, to which experts trust the growth of 13.9 percent.
In the 4-7 places, the Dayforce list (+12.2 percent), Equifax (+11.8 percent), Quanta Services (+11.6 percent) and Deere & Co. (+10.0 percent).
The rest of the top 10 of the largest expected growth stars in the industrial sector of the S&P 500 can then no longer have double -digit growth rates until 2027, but still stays well in comparison: “Marketwatch” with HowMet Aerospace lists a leading provider of solutions for aviation and transport industries – here the CAGR is 9.9 percent. A growth rate of 9.3 percent is expected to be at GE Aerospace, GE Vernona ends up 10th of the expected growth stars in the industrial segment of the broad US index with a CAGR.
Editor finance.net
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