Transportation Equipment sector: performance, industries and movers

Updated 30 October 2026, 21:45 ET

The Transportation Equipment sector covers 102 companies in FundSpec's universe. Its average member is up 1.0% over one day, up 4.5% over 30 days and up 16.1% over one year. Figures as of the close on 29 October 2026.

Performance by horizon

1 day+0.95%
5 days+4.80%
30 days+4.52%
180 days-7.48%
1 year+16.10%

A sector move is the average percentage change of its member stocks over the horizon, so a few large moves in small companies can lift or sink it. Compare the 30-day and one-year columns to separate a rotation from a trend. Read the guide: Sector rotation and sector performance.

The interactive view with every horizon and industry is in Sector Performance.

Industries

Industries within the sector ranked by their 30-day move:

IndustryMembers30 days
Motor Vehicles & Passenger Car Bodies11 companies+7.55%
Transportation Equipment56 companies+3.86%
Motor Vehicle Parts & Accessories28 companies-7.94%
Aircraft7 companies-13.01%

Movers, 30 days

Strongest over 30 days

TickerCompanyIndustry30 days
LMTLockheed Martin CorpTransportation Equipment+19.61%
HOGHarley-Davidson, Inc.Transportation Equipment+14.45%
LCIILCI IndustriesMotor Vehicle Parts & Accessories+14.43%
HIIHuntington Ingalls Industries, Inc.Transportation Equipment+14.10%
WGOWinnebago Industries IncTransportation Equipment+12.13%
TSLATesla, Inc.Motor Vehicles & Passenger Car Bodies+10.13%
HEIHEICO CorpTransportation Equipment+10.07%
WNCWabash National CorpTransportation Equipment+9.50%
TDGTransDigm Group INCTransportation Equipment+9.28%
CVGICommercial Vehicle Group, Inc.Motor Vehicle Parts & Accessories+8.75%

Weakest over 30 days

TickerCompanyIndustry30 days
PSNYPolestar Automotive Holding UK PLCTransportation Equipment-49.12%
RAILFreightCar America, Inc.Transportation Equipment-43.51%
DPRODraganfly Inc.Transportation Equipment-35.83%
AEVAAeva Technologies, Inc.Motor Vehicle Parts & Accessories-34.82%
RIVNRivian Automotive, Inc.Motor Vehicles & Passenger Car Bodies-25.65%
VCVisteon CorpMotor Vehicle Parts & Accessories-25.28%
LCIDLucid Group, Inc.Motor Vehicles & Passenger Car Bodies-25.23%
MODModine Manufacturing CoMotor Vehicle Parts & Accessories-24.92%
EVEXEve Holding, Inc.Aircraft-21.36%
RDWRedwire CorpTransportation Equipment-20.69%

Movers, 1 day

Strongest over 1 day

TickerCompanyIndustry1 day
HIIHuntington Ingalls Industries, Inc.Transportation Equipment+13.23%
TXTTextron IncTransportation Equipment+11.67%
TRNTrinity Industries IncTransportation Equipment+10.80%
PATKPatrick Industries IncMotor Vehicle Parts & Accessories+7.51%
AVAVAeroVironment IncAircraft+7.09%
KTOSKratos Defense & Security Solutions, Inc.Transportation Equipment+5.88%
WGOWinnebago Industries IncTransportation Equipment+5.59%
MBUUMalibu Boats, Inc.Transportation Equipment+5.48%
MCFTMasterCraft Boat Holdings, Inc.Transportation Equipment+5.44%
FOXFFox Factory Holding CorpTransportation Equipment+5.42%

Weakest over 1 day

TickerCompanyIndustry1 day
AEVAAeva Technologies, Inc.Motor Vehicle Parts & Accessories-7.02%
LCIDLucid Group, Inc.Motor Vehicles & Passenger Car Bodies-6.16%
BWABorgWarner IncMotor Vehicle Parts & Accessories-4.70%
WNCWabash National CorpTransportation Equipment-4.05%
MODModine Manufacturing CoMotor Vehicle Parts & Accessories-3.31%
MPAAMotorcar Parts of America IncMotor Vehicle Parts & Accessories-3.29%
THRMGentherm IncMotor Vehicle Parts & Accessories-2.90%
DANDana IncMotor Vehicle Parts & Accessories-2.47%
LILi Auto Inc.Transportation Equipment-2.19%
CAASChina Automotive Systems Inc/2Transportation Equipment-2.04%

Covered companies

Members with a FundSpec stock page, by market capitalization:

TickerCompanyLast closeDay30 days
TSLATesla, Inc.$399.81-0.87%+10.13%
RTXRTX Corp.$199.80+0.20%+3.03%
TMToyota Motor Corp.$195.71-0.47%+1.40%
LMTLockheed Martin Corp.$636.95-1.03%+19.61%
BABoeing Co.$171.55-0.64%-12.36%
GDGeneral Dynamics Corp.$372.59+0.48%+4.18%
GMGeneral Motors Co.$87.40+1.96%-1.04%
HONHoneywell International Inc.$218.33-1.72%+7.58%
RACEFerrari N.V.$395.99-0.95%-3.44%
TDGTransDigm Group INC$1,146.81-2.47%+9.28%
PCARPACCAR Inc.$101.91-0.37%-12.84%
FFord Motor Co.$12.25-0.89%-9.18%
WABWestinghouse Air Brake Technologies Corp.$279.60-2.09%+2.42%
HEIHEICO Corp.$321.36-1.53%+10.07%
HMCHonda Motor Co. Ltd.$33.96+0.21%+4.18%
ESLTElbit Systems Ltd.$779.68-3.43%+7.86%
RKLBRocket Lab Corp.$54.73-7.39%-12.86%
TXTTextron Inc.$85.70-2.01%+8.10%
HIIHuntington Ingalls Industries, Inc.$316.88+0.21%+14.10%
APTVAptiv PLC$43.93-1.13%+1.86%